Investor''s Presentation
3BBLACKBIO · price
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3B BlackBio Dx Ltd (formerly Kilpest India) shared its February 2026 Investor Presentation covering its Agrochemicals and Molecular Diagnostics (MDx) businesses. Q3 FY25-26 consolidated revenue nearly doubled to Rs 5,034.73 Lakh from Rs 2,539.25 Lakh YoY, with PAT rising to Rs 2,244.29 Lakh (vs Rs 1,349.52 Lakh) and EPS at Rs 26.19 (vs Rs 15.75). The Molecular Diagnostics division serves 600+ customers across 70+ countries with 120+ diagnostic kits (qPCR, Lateral Flow, NGS, Digital PCR), and the company holds an estimated 12-15% share of India's Rs 400-500 Cr MDx market. The recently acquired Belgian subsidiary Coris BioConcept contributed a one-time HAT order profit of Rs 700.10 Lakh. Management has guided 10-15% overall growth for FY25-26 and 15-20% export growth, while actively pursuing further M&A opportunities in the EU and USA, and working on EU IVDR compliance by mid-FY 2026-27. The Agrochemicals division remains stable with minimal debt, focused on government tenders and Bangladesh exports.
The sharp jump in revenue and earnings, along with a clear M&A roadmap and IVDR compliance progress, is positive for long-term growth visibility. However, a meaningful share of Q3 profit came from a one-time HAT order at Coris, and management has acknowledged rising competition putting pressure on margins, so investors should watch for sustainable, organic earnings momentum.