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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.

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Gujarat Themis Biosyn Ltd: key numbers

Share price
₹417.00
Market cap
₹5,427 Cr
Revenue (annual)
₹165.8 Cr
Net profit (annual)
₹46.68 Cr
P/E (TTM)
111.5×Sector 50.4×
Promoter holding
59.33%-11.53% QoQ
FII holding
4.93%Current quarter

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

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20:54 IST BSE
Annual General Meeting

Gujarat Themis Biosyn Annual General Meeting

Gujarat Themis Biosyn issued a corrigendum to its 45th AGM notice, updating the preferential issue resolution regarding share price, issue size, and allottee details.

19:01 IST BSE
Acquisition

Gujarat Themis Biosyn Acquisition Worth ₹1,300 Cr

Gujarat Themis Biosyn Limited acquired MicroBiopharm Japan Co. Ltd. for approximately ₹1,300 Crore. This acquisition expands its pharmaceutical CDMO capabilities.

Value
₹1,300 Cr
16:37 IST BSE
Dividend

Gujarat Themis Biosyn Dividend

Gujarat Themis Biosyn Limited has fixed September 23, 2026, as the record date for determining member entitlement for the final dividend for FY 2025-26.

10:31 IST BSE
Acquisition

Gujarat Themis Biosyn Acquisition Worth ₹1,333 Cr

GTBL completed 100% acquisition of MBJ Japan for JPY 21.5 billion (~₹1,333 Cr). The deal adds three GMP plants and precision fermentation capabilities.

Value
₹1,333 Cr
GMP-compliant manufacturing plants
3 plants
20:05 IST BSE
Debt & Borrowing

Gujarat Themis Biosyn Debt & Borrowing

Gujarat Themis Biosyn Limited announced the allotment of non-convertible debt securities. The filing serves as a regulatory disclosure regarding the issuance of these instruments.

22:14 IST BSE
Other Announcement

Gujarat Themis Biosyn Other Announcement

Gujarat Themis Biosyn Ltd has submitted its quarterly shareholding pattern. This filing is a routine disclosure mandated by SEBI regulations.