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Earnings Call

Anthem Biosciences Earnings Call: Key Takeaways

Anthem Biosciences delivered record Q4 performance with FY26 revenue of ₹2,280cr and 43.4% EBITDA margins, driven by CRDMO strength.

Why this was an Alfa AlertNot a filter event. Results were strong but management noted a revenue shortfall vs earlier 20% guidance.
Highlights
Revenue growth18% for FY26; Q4 YoY growth at 26%.
MarginsEBITDA margins expanded 420 bps to 43.4% in FY26.
Order bookFlow business for specialty ingredients; long-term visibility in CRDMO.
Demand visibilityStrong; restocking by customers follows prior destocking phase.
Management confidenceHigh; confident in 20%+ long-term growth trajectory.

Growth

FY26 revenue grew 18% YoY to ₹2,124cr; PAT increased 31% to ₹592cr with 26% margins.

Outlook

Unit 4 capex of ₹1,200cr planned for FY27-28; targeting 20% long-term revenue growth and sustained high margins.

Risks

Challenges include inflationary pressures, geopolitical uncertainties (Middle East war), and potential capacity cannibalization by NCE projects.

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