ALFA Finder| 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
- ₹951.15
- Market cap
- ₹53,568 Cr
- Revenue (annual)
- ₹2,124 Cr
- Net profit (annual)
- ₹591.8 Cr
- P/E (TTM)
- 87.2×Sector 43.8×
- Promoter holding
- 71.40%-0.02% QoQ
- FII holding
- 3.79%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 Earnings Call Transcript: Key Takeaways
Anthem delivered robust Q2 results driven by CRDMO business and sharp margin expansion. Management highlighted strong operating leverage and cost discipline while scaling capacity.
- Call
- Guides 10% growth
Anthem Biosciences Investor Presentation: Key Takeaways
Q2FY27 revenue ₹5,940 Mn (+7.9% YoY), PAT ₹2,115 Mn (+21.9%), EBITDA margin 50.6% including ₹589 Mn other income. H1FY27 revenue fell 7.2%.
Anthem Biosciences Results Update
Anthem Biosciences reported Q2 FY27 consolidated revenue of ₹5,940 Mn, up 7.9% year-on-year, and PAT of ₹2,115 Mn. H1 FY27 PAT rose 7.2% to ₹3,314 Mn.
Anthem Biosciences Q2 FY27 Results: Net Profit ₹211.5 Cr, Up 22.0% YoY
Anthem Biosciences Ltd reported revenue from operations of ₹594 Cr (+7.9% YoY) and net profit of ₹211.5 Cr (+22.0% YoY) for Q2 FY27.
- Key figure
- Net profit ₹211.5 Cr · +22.0% YoY
Anthem Biosciences Board Meeting Date
Anthem Biosciences scheduled a Board meeting for November 3, 2026 to approve Q1 and H1 FY27 financial results. The trading window remains closed until November 5, 2026.
Anthem Biosciences Other Announcement
Anthem Biosciences Ltd has submitted its quarterly shareholding pattern as per SEBI regulations. The filing provides the current distribution of promoter and public shareholdings.