| Management target | Revenue FY27 |
|---|
| Revenue growth | Revenue dropped 25% YoY due to deferred customer shipping schedules. |
|---|---|
| Margins | EBITDA margins stable at ~40% despite revenue decline. |
| Order book | Record order book with deferred deliveries shifting to Q2-Q4. |
| Demand visibility | Strong; 60% of full-year order book already secured. |
| Management confidence | Extremely bullish, urging investors to buy shares and stay invested. |
Growth
Revenue de-grew 25% YoY to ₹418 Cr; EBITDA margins improved YoY through cost optimization and better mix.
Outlook
Unit 4 commissioning expected by end of FY28; management anticipates historical double-digit growth rates for full FY27.
Risks
High dependency on timing of customer deliveries; significant upcoming capex of ₹700 Cr for Unit 4 creates cash-outflow.
Last quarter's promises, checked
Delivered
- Guided ~20% revenue growth → delivered 18% (= BEAT)
- Guided 20% EBITDA/PAT growth → delivered >30% (= BEAT)
- Guided Unit 2 expansion → delivered 50% capacity increase (= BEAT)
Partly delivered
- Guided ₹600 Cr+ capex FY27 → delivered ₹700 Cr plan (= PARTIAL)
Missed
- Guided FY27 revenue growth → delivered -25% YoY in current quarter (= MISS)
Earnings Call Transcript filed with BSE, NSE: ANTHEM. Summary written with AI assistance from the document.
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.
More from Anthem Biosciences Ltd
All →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
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
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.
Anthem Biosciences Q1 FY27 Results: Net Profit ₹119.9 Cr, Down 11.7% YoY
Anthem Biosciences Ltd reported revenue from operations of ₹418.2 Cr (-22.6% YoY) and net profit of ₹119.9 Cr (-11.7% YoY) for Q1 FY27.
- Key figure
- Net profit ₹119.9 Cr · -11.7% YoY
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.
Anthem Biosciences Earnings Call: Key Takeaways
Anthem delivered robust FY26 growth, overcoming destocking challenges in their core CRDMO segment.