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Earnings Call

Anthem Biosciences Earnings Call: Key Takeaways

Anthem delivered robust FY26 growth, overcoming destocking challenges in their core CRDMO segment.

Highlights
Revenue growthFY26 revenue up 18% YoY to ₹2,280cr.
MarginsEBITDA margin expanded to 43.4%, 420bps improvement.
Demand visibilityStrong recovery expected as destocking shifts to restocking.
Management confidenceConfident, highlighting technology-led differentiation and high margins.

Growth

FY26 revenue grew 18% to ₹2,280cr with EBITDA margins expanding 420bps to 43.4%.

Outlook

Unit 4 expansion requires ₹1,200cr capex over FY27-FY28 to double custom synthesis capacity.

Risks

Inflationary pressures, geopolitical uncertainty, and high concentration in custom synthesis remain key triggers.

Source

Earnings Call filed with BSE, 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