| Management target | Revenue 12.0% FY27 |
|---|
| Revenue growth | 2% YoY growth; sequentially down 7% due to revenue reversal. |
|---|---|
| Margins | EBITDA margin contracted to 27% from 30% YoY; energy costs blamed. |
| Demand visibility | Strong pipeline noted; US B2C improving while US B2B shifts. |
| Management confidence | Balanced, attributing current softness to accounting timing and macro factors. |
Growth
Revenue grew 2% YoY to ₹189.8 Cr, while EBITDA fell 10% YoY. Growth was led by specialized manufacturing.
Outlook
Management anticipates double-digit revenue growth and 30-32% EBITDA margins for the full FY27 period.
Risks
US B2B business remains stagnant due to geopolitical tension and slow shifts to branded business models.
Last quarter's promises, checked
Delivered
- Guided double-digit growth for FY26 → delivered 17% growth (= BEAT)
- Guided 30-32% EBITDA margin for FY26 → delivered 31% (= BEAT)
- Guided PAT growth for FY26 → delivered 30% YoY growth (= BEAT)
Partly delivered
- Guided new R&D center operational by H2FY27 → ongoing capex of ₹123 Cr (= PARTIAL)
- Guided US market growth → US B2B remains stagnant/challenging (= PARTIAL)
Missed
- Guided steady momentum into FY27 → delivered 2% YoY revenue growth (= MISS)
- Guided steady margins for Q1FY27 → delivered 27% vs 31% previous (= MISS)
Earnings Call Transcript filed with BSE, NSE: ADVENZYMES. Summary written with AI assistance from 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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