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Earnings Call

Gujarat Themis Biosyn Earnings Call: Key Takeaways

Gujarat Themis Biosyn is acquiring Sanofi’s global anti-TB and anti-infective portfolio (13 brands) for ~€158M to expand into 55+ countries.

Highlights
Revenue growthPortfolio revenue ~€62M for FY25.
MarginsStrong expansion potential via API integration and cost optimization.
Demand visibilitySustained demand driven by global TB burden and AMR focus.
Management confidenceHigh: Strategic milestone toward high-margin fermentation platform.

Growth

Acquired portfolio generated ~€62M revenue in FY25; expected to be EPS accretive with healthy gross margins.

Outlook

Targeting margin expansion via API forward integration; deal funded by debt and equity; asset-light model with no capex.

Risks

Subject to antitrust/FDI approvals; risks include global supply chain stability and integration of 55+ country markets.

Source

Earnings Call filed with BSE, NSE: GUJTHEM. Summary written with AI assistance from the document.

Read the document ↗

Gujarat Themis Biosyn Ltd: key numbers

Share price
₹388.65
Market cap
₹5,058 Cr
Revenue (annual)
₹165.8 Cr
Net profit (annual)
₹46.68 Cr
P/E (TTM)
103.9×Sector 43.7×
Promoter holding
59.33%-11.53% QoQ
FII holding
3.80%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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