Advanced Enzyme Technologies Limited has informed the Exchange about Transcript
ADVENZYMES · price
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Advanced Enzyme Technologies held its Q4 FY25 earnings call, reporting full-year revenue of INR 6,369 million (up 2% YoY) and EBITDA of INR 1,944 million at a 31% margin. Q4 revenue was INR 1,672 million, up 6% YoY but down 1% sequentially, with EBITDA margin dropping sharply to 27% from 31% in the previous quarter due to product mix changes and year-end inventory true-up. Management guided for mid-double-digit revenue growth in FY26 but explicitly held EBITDA margin guidance flat at 30-31%, not expecting improvement. The largest product, serratiopeptidase (19% of revenue), faces 5-7% price erosion with an expected 2-3% to 5% revenue decline, while the Specialized Manufacturing segment grew 30% and is expected to grow over 20% in FY26 with strong order visibility.
Soft setup for the stock as margins are guided flat rather than expanding, and the core serratiopeptidase business is under continued competitive pressure. The sharp Q4 margin drop and cautious commentary may limit near-term upside, though mid-double-digit revenue growth and order book strength in Specialized Manufacturing offer some support.