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Investor Presentation

Anthem Biosciences Investor Presentation: Key Takeaways

Anthem reported Q1FY27 revenue of ₹4,182 Mn with a 39.6% EBITDA margin. Results reflect timing shifts in deliveries, though management reports strong underlying demand and year-on-year margin improvement.

Highlights
MarginsEBITDA margins improved YoY from 38.1% to 39.6%.
Demand visibilityStrong, with scheduled deliveries concentrated in H2 FY27.
Management confidenceHigh; citing strong underlying demand and historical alignment.

Growth

Revenue fell 22.6% YoY to ₹4,182 Mn; PAT decreased 11.7% YoY to ₹1,199 Mn.

Outlook

Positioned to capture momentum in H2; maintenance of industry-leading margin profile via cost efficiencies.

Risks

Timing shifts in deliveries to key customers impacted Q1 performance; dependency on second-half concentration.

Last quarter's promises, checked

Delivered

  • Guided 20% historical growth → delivered 18% FY26 revenue growth (= BEAT)
  • Guided 30% EBITDA growth → delivered 31% FY26 EBITDA growth (= BEAT)
  • Guided 30% PAT growth → delivered 31% FY26 PAT growth (= BEAT)

Partly delivered

  • Guided 38-40% EBITDA margins → delivered 39.6% in Q1FY27 (= PARTIAL)

Missed

  • Guided Q1FY27 momentum → delivered -22.6% YoY revenue growth (= MISS)
Source

Investor Presentation 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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