| EBITDA Margin: guided vs achieved | 34.00% achieved Guided 30.00%–32.00%, 6.2% above the top of the range |
|---|
| Revenue growth | Revenue ₹214.5 Cr, +16% YoY, +12% QoQ; ₹7.5 Cr deferred to Q3. |
|---|---|
| Margins | EBITDA 34% vs 33% last year, 28% Q1; 30-32% guided for calculations. |
| Demand visibility | US demand weak 3-4 quarters; clients not growing rapidly per management. |
| Management confidence | Over-optimistic: heavy 'robust' framing; US recovery only hoped for. |
Growth
Revenue +16% YoY and +12% QoQ; H1 +10%. Animal health +37%, bioprocessing +43%; ₹7.5 Cr deferred sales carried to Q3.
Outlook
No quantified FY27 revenue guidance; long-run 'double-digit' growth only. EBITDA margin 30-32% used for calculations.
Risks
Top-10 customers 46% of revenue vs 27% last year. US weakness persists for several quarters, with turnaround unquantified.
Last quarter's promises, checked
Delivered
- Guided double-digit growth → Q2 rev +16% YoY (= BEAT)
- Guided EBITDA 30-32% → 34% (= BEAT)
- Guided momentum → rev +12% QoQ (= BEAT)
Partly delivered
- Guided Q2 cost relief → 34% margin, aided by one-offs (= PARTIAL)
- Guided FY27 capex ₹123 Cr → reaffirmed, spend undisclosed (= PARTIAL)
Missed
- Guided ₹10 Cr reversal recovery in Q2 → ₹7.5 Cr deferred to Q3 (= MISS)
- Guided US growth 8-10% → US weak 3-4 qtrs, unquantified (= 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
- ₹284.90
- Market cap
- ₹3,190 Cr
- Revenue (annual)
- ₹745.8 Cr
- Net profit (annual)
- ₹168.7 Cr
- P/E (TTM)
- 18.7×Sector 37.9×
- Promoter holding
- 43.56%+0.32% QoQ
- FII holding
- 26.64%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Advanced Enzyme Technologies Ltd
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Advanced Enzyme Technologies Investor Presentation: Key Takeaways
Q2 FY27 consolidated revenue ₹2,145mn (+16% YoY), EBITDA ₹721mn (+20%, 34% margin), PAT ₹512mn (+14%). H1 revenue +10%, PAT +5%. Industrial bio-processing and animal nutrition lead growth.
Advanced Enzyme Technologies Results Update
Advanced Enzyme Technologies issued a press release highlighting unaudited Q2 and half-year FY27 results. Revenue and profit grew year-on-year, with EBITDA and PAT margins reported.
Advanced Enzyme Technologies Q2 FY27 Results: Net Profit ₹51.2 Cr, Up 14.5% YoY
Advanced Enzyme Technologies Ltd reported revenue from operations of ₹214.5 Cr (+16.3% YoY) and net profit of ₹51.2 Cr (+14.5% YoY) for Q2 FY27.
- Key figure
- Net profit ₹51.2 Cr · +14.5% YoY
Advanced Enzyme Technologies Capital Structure Change
Advanced Enzyme closed its buyback after purchasing 2,410,906 shares for ₹69.70 Crore. Closure took effect October 30, 2026, ahead of the scheduled period.
- Value
- ₹69.70 Cr
- Execution
- August 14, 2026 to October 30, 2026
Advanced Enzyme Technologies Capital Structure Change
Advanced Enzyme Technologies bought back 54,455 equity shares via Emkay Global on October 29, 2026 at an average of ₹263.76. Cumulative buyback stands at 24,10,906 shares under the ongoing open-market programme.
- Value
- ₹1.44 Cr