ALFA Finder| Margins | EBITDA margin fell from 19.9% to 8.9% YoY. |
|---|---|
| Order book | Basket of 13 molecules in Late Phase III development. |
| Demand visibility | CHF 10mn CDMO deliverables rescheduled to H2FY27. |
Growth
CDMO revenue declined 12.6% YoY; Marketable Molecules segment grew 48% driven by higher Cholesterol sales.
Outlook
CHF 10mn CDMO revenue deferred to H2FY27. Capex of CHF 4.9mn in Q1; net debt at CHF 153.6mn.
Risks
Margins hit by notional FX loss of ₹117.3mn and under-utilization due to rescheduled project deliverables.
Last quarter's promises, checked
Delivered
- Guided 15-20% FY26 CDMO ADC share → delivered 25% (= BEAT)
- Guided FY26 EBITDA margin 19% → delivered 19.3% (= BEAT)
- Guided FY26 Net Debt reduction → delivered CHF 11mn reduction (= BEAT)
Partly delivered
- Guided FY27 revenue growth → delivered -4.3% in Q1 due to deferments (= PARTIAL)
Missed
- Guided Q1FY27 interest cost ₹30-35cr → delivered ₹43cr (= MISS)
- Guided consistent CDMO growth → delivered 12.6% YoY decline (= MISS)
- Guided margin stability → delivered 8.9% vs 19.9% YoY (= MISS)
Investor Presentation filed with BSE, NSE: DCAL. Summary written with AI assistance from the document.
Dishman Carbogen Amcis Ltd: key numbers
- Share price
- ₹175.00
- Market cap
- ₹2,744 Cr
- Revenue (annual)
- ₹2,932 Cr
- Net profit (annual)
- ₹97.45 Cr
- P/E (TTM)
- 169.8×Sector 43.8×
- Promoter holding
- 59.32%+0.00% QoQ
- FII holding
- 6.96%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Dishman Carbogen Amcis Ltd
All →Dishman Carbogen Amcis Board Meeting Date
Dishman Carbogen Amcis intimated a board meeting on 13 November 2026 to consider unaudited results for the quarter and half year ended 30 September 2026. The trading window will stay closed until 15 November 2026.
Dishman Carbogen Amcis Promoter Selling (Off-Market)
Promoter Adimans Technologies will transfer its entire 59.32% stake to Aamanya AG via inter-se block deal. Promoter control is unchanged; consideration is undisclosed.
Dishman Carbogen Amcis Promoter Buying (Off-Market)
Adimans Technologies will sell its entire 59.32% Dishman Carbogen stake to promoter-group member Aamanya AG. The inter-se transfer leaves promoter control unchanged.
Dishman Carbogen Amcis Other Announcement
Dishman Carbogen Amcis Ltd filed its quarterly shareholding pattern for the period ended September 30, 2026, in compliance with regulatory reporting requirements.
Dishman Carbogen Amcis Debt & Borrowing: ₹4.17 Cr
Dishman Carbogen Amcis Ltd executed a partial redemption of non-convertible debentures, amounting to ₹4.17 Crore. This payment adheres to the scheduled terms of the debt issue.
- Value
- ₹4.17 Cr
Dishman Carbogen Amcis Debt & Borrowing: ₹1.05 Cr
Dishman Carbogen Amcis Ltd has successfully paid Rs.1.05 Crore as interest on its non-convertible debentures. The payment was completed on October 16, 2026.
- Value
- ₹1.05 Cr