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Earnings Call

Gujarat Themis Biosyn Earnings Call: Key Takeaways

Gujarat Themis Biosyn (GTBL) announced the acquisition of 100% of MicroBiopharm Japan (MBJ) for JPY 21.5 Bn (~INR 1,300 Cr), transitioning GTBL into a globally integrated fermentation-based CDMO.

Highlights
Revenue growthMBJ FY26E revenue JPY 9.5 Bn.
MarginsExpects margin expansion via India manufacturing scale.
Demand visibilityTop 6 customers serviced for over two decades.
Management confidenceHigh; existing MBJ management to continue.

Growth

MBJ FY26E revenue projected at JPY 9.5 Bn (~INR 570 Cr); transaction expected to be EPS accretive.

Outlook

Targeting Q2 FY2027 closure; plans to leverage India cost advantage for margin expansion in high-value products.

Risks

Subject to customary regulatory approvals; integration risks in Japan; reliance on top 6 customers.

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
₹389.15
Market cap
₹5,065 Cr
Revenue (annual)
₹165.8 Cr
Net profit (annual)
₹46.68 Cr
P/E (TTM)
104.0×Sector 43.8×
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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