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Investor Presentation

Advanced Enzyme Technologies Investor Presentation: Key Takeaways

Advanced Enzyme reported Q1 FY27 revenue of ₹1,898 mn, up 2% YoY, despite a 10% EBITDA decline. Segment performance was mixed, with specialized manufacturing and bio-processing showing strong growth.

Highlights
Revenue growth2% YoY in Q1 FY27.
MarginsEBITDA margin at 27%; PAT margin at 20%.
Demand visibilityStrong growth in Specialized Manufacturing (+41% YoY) and Bio-processing (+30%).

Growth

Revenue +2% YoY to ₹1,898 mn; PAT -5% YoY to ₹386 mn; EBITDA margin at 27%.

Outlook

Focusing on Bio-Catalysis for APIs and expanding Probiotics in human/animal nutrition. Maintaining 400+ proprietary products and 15+ patents.

Risks

Human nutrition segment (-7%) and animal nutrition (-3%) saw YoY de-growth. Sequential EBITDA dropped 19%.

Last quarter's promises, checked

Delivered

  • Guided double-digit growth → delivered 17% annual revenue growth (= BEAT)
  • Guided steady margins → delivered 31% EBITDA margin (= BEAT)
  • Guided R&D center operational H2 FY26 → delivered operational status (= BEAT)

Partly delivered

  • Guided EU approval for anti-inflammatory products → dossiers filed, still pending (= PARTIAL)

Missed

  • Guided U.S. market growth → delivered 11% revenue decline in INR terms (= MISS)
  • Guided Human Nutrition growth → delivered 7% YoY de-growth in Q1 FY27 (= MISS)
  • Guided Animal Nutrition growth → delivered 3% YoY de-growth in Q1 FY27 (= MISS)
Source

Investor Presentation filed with NSE, NSE: ADVENZYMES. Summary written with AI assistance from the document.

Read the document ↗

Advanced Enzyme Technologies Ltd: key numbers

Share price
₹291.15
Market cap
₹3,260 Cr
Revenue (annual)
₹745.8 Cr
Net profit (annual)
₹168.7 Cr
P/E (TTM)
19.6×Sector 50.4×
Promoter holding
43.24%-0.02% QoQ
FII holding
26.70%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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