Advanced Enzyme Technologies Limited has informed the Exchange about Transcript
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Advanced Enzyme Technologies reported its highest-ever quarterly revenue of INR 185.9 crores in Q1 FY26, up 20% year-on-year and 11% sequentially. EBITDA grew 10% YoY to INR 56.4 crores at a 30% margin, while profit after tax rose 16% YoY to INR 40.4 crores (22% margin), a 51% jump quarter-on-quarter. Human Healthcare led growth at 21% YoY (INR 122.1 crores, 65% of revenue), Animal Healthcare surged 51% YoY (INR 26 crores), and Specialized Manufacturing rose 29% YoY, while Bioprocessing declined 6% YoY. Management guided gross margins lower to 73-75% (from a prior 76-77% guidance) citing product mix and the 10% US tariff impact, with EBITDA margins now seen in a 30-33% range versus 40%+ historically. The company reaffirmed its double-digit growth target for FY26, with potential US tariff exposure of around INR 12-12.5 crores on roughly INR 50 crores of exports. New subsidiary Advanced Nutrazyme has been set up for B2C nutrition distribution, and a new Nashik R&D facility (INR 48 crores invested) is expected to commission in Q4 FY26.
Record quarterly revenue and strong profit growth are positive for sentiment, but the lowered gross margin guidance (73-75% vs 76-77% earlier) and inability to pass on US tariffs signal near-term margin pressure. Investors should watch whether double-digit growth sustains and how tariff negotiations evolve.