India · Delayed Price · Currency is INR Anthem Biosciences Earnings Call Transcripts
Fiscal Year 2027
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Q1 FY 2027 saw revenue of INR 418 crores with strong margins, though revenue declined year-over-year due to deferred deliveries. Growth is expected to rebound in subsequent quarters, supported by a robust order book, ongoing capacity expansion, and continued margin discipline.
Fiscal Year 2026
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FY 2026 saw 18% revenue growth, record Q4 results, and strong margin expansion, driven by CRDMO and Specialty Ingredients. Capacity expansions and robust cash position support future growth, with management targeting 20%+ growth and maintaining high margins.
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Revenue for the nine months reached INR 1,513 crore with strong EBITDA margins above 41% and PAT margin at 24.8%. Management expects mid-teen revenue growth for FY 2026, with margin improvements sustained by backward integration and robust demand outlook.
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Revenue and EBITDA grew strongly in H1 FY2026, driven by CRDMO, with margins at 41.4%. Four new commercial molecules were added, capacity expansions are on track, and management expects continued growth and robust margins for the year.
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Q1 FY 2026 saw 60% year-on-year revenue growth to INR 540 crore, driven by strong CRDMO performance and higher commercial molecule volumes. EBITDA margin was 38%, with steady outlook and ongoing capacity expansions funded by robust net cash.