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Investor Presentation

Gujarat Themis Biosyn Investor Presentation: Key Takeaways

GTBL reported strong Q1 FY27 results with 22.1% revenue growth and 49.4% EBITDA growth. Strategy focuses on global CDMO expansion through acquisitions and forward integration into API production.

Highlights
MarginsEBITDA margin improved to 47.5% due to economies of scale.
Demand visibilityStable market demand reflecting healthy sales volumes.

Growth

Revenue rose 22.1% YoY to Rs. 43.8 Cr; PAT increased 22.1% to Rs. 11.1 Cr.

Outlook

Major inorganic expansion via Sanofi brands and MicroBiopharm Japan. New fermentation and R&D units operational.

Risks

Old plant depreciation, higher employee costs, and regulatory approvals for Japanese acquisition.

Source

Investor Presentation 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.

More from Gujarat Themis Biosyn Ltd

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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.