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Earnings Call

Gujarat Themis Biosyn Earnings Call: Key Takeaways

GTBL is transforming into a global CDMO platform via acquisitions of MicroBiopharm Japan and Sanofi's anti-TB portfolio. FY26 revenue stood at INR 16,582 Lakhs with a 45.55% EBITDA margin.

Highlights
Revenue growth10% YoY in FY26.
MarginsEBITDA margins stable at ~45.5%; PAT margins compressing to 28.15%.
Demand visibilityStrong; Sanofi portfolio adds 13 established brands in 59 countries.
Management confidenceHigh; expanding technical capabilities into Peptides and Plasmids.

Growth

FY26 revenue grew 10% YoY to INR 16,582 Lakhs; PAT declined 4% to INR 4,668 Lakhs.

Outlook

Targeting 990 KL capacity; forward integrating from intermediates to API and FDF; entering high-value Biologics and ADCs.

Risks

Integration of Japanese and European assets; dependency on anti-TB segment; regulatory approvals for pending acquisitions.

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
₹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.

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16:37 IST BSE
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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.

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GMP-compliant manufacturing plants
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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.