Transcript of Analysts/Investors Call pertaining to the Financial Results for the quarter and Financial Year ended March 31, 2026
3BBLACKBIO · price
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3B BlackBio Dx reported FY26 consolidated revenue of approximately INR142 crores and PAT of nearly INR60 crores. 3B India's molecular diagnostic business grew ~10% to INR86.47 crores, while TRUPCR Europe sales rose to GBP1.75M (INR20.67 crores) at a ~40% CAGR over four years. Belgium subsidiary Coris BioConcept, consolidated post-August 2025 acquisition, contributed INR35.91 crores over seven months with PAT of INR8.76 crores, supported by a one-time HAT order. Management guided for 15-20% revenue growth in FY27 with a similar margin profile, noting standalone 3B will retain ~55% EBITDA margins. The company holds roughly INR230-250 crores in cash and investments and is actively evaluating 2-3 M&A opportunities, with management expecting a deal closure by year-end.
The call confirms FY26 earnings strength but offers limited fresh upside, so a modest stock reaction is likely; M&A execution, Coris margin recovery toward 10% EBITDA over 2-3 years, and US FDA clearance for AMR products remain the key re-rating catalysts.