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Earnings Call

Anthem Biosciences Earnings Call: Key Takeaways

Anthem Biosciences delivered a high-growth Q1 FY26, leveraging its commercialized molecule portfolio and strong cash position. Management is balancing aggressive capacity expansion with optimistic 20% long-term growth aspirations despite near-term lumpiness.

Why this was an Alfa AlertNot a filter event. While growth was strong at 60%, it was compared against a low base and management did not state it beat their own prior specific numerical guidance.
Highlights
Revenue growth₹540cr consolidated revenue; CRDMO segment grew 60% YoY.
MarginsEBITDA margins steady at 38%; PAT margins at 24%.
Demand visibilityStrong visibility for commercialized molecules and emerging modalities like ADCs.
Management confidenceBalanced and optimistic, emphasizing technology edge and long-term partnerships.

Growth

Consolidated revenue reached ₹540cr, driven by a 60% surge in the CRDMO segment. Growth is primarily volume-led across commercial products.

Outlook

Investing ₹150cr to finish Units 2 and 3; Unit 4 planning underway. Target 22% historical growth rate for full year.

Risks

Business model lumpiness makes quarterly performance inconsistent. Potential U.S. tariff shifts and client concentration in late-stage molecules remain key bear-case triggers.

Source

Earnings Call filed with NSE, NSE: ANTHEM. Summary written with AI assistance from the document.

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Anthem Biosciences Ltd: key numbers

Share price
₹873.60
Market cap
₹49,201 Cr
Revenue (annual)
₹2,124 Cr
Net profit (annual)
₹591.8 Cr
P/E (TTM)
85.4×Sector 50.4×
Promoter holding
71.42%-3.26% QoQ
FII holding
2.57%Current quarter

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

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18:06 IST BSE
Other Announcement

Anthem Biosciences Other Announcement

Designated Person Viridity Tone LLP sold shares of Anthem Biosciences Ltd worth ₹82.67 Crore via market sale.

Value
₹82.67 Cr
22:14 IST BSE
Legal & Regulatory

Anthem Biosciences Legal & Regulatory

Anthem Biosciences Ltd announced the settlement of an upside sharing amount of ₹127.68 Crore related to a prior divestment, following shareholder approval.

Value
₹127.7 Cr