AMANTABSEAmanta Healthcare LtdLowNeutral
Announced Thu, 21 May · 17:49 IST

Announcement under Regulation 30 (LODR) - Earnings Call Transcript

Mgmt Guided Margin ImprovementCfo Debt Reduction RoadmapAnalyst Day Multiyear TargetsInvestor Communications View source PDF

AMANTA · price

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AI summary

Amanta Healthcare reported FY26 revenue of INR 288 crores with 5% growth and EBITDA of INR 63 crores (22% margin). PAT surged 42% YoY to INR 15 crores, supported by debt reduction and operating leverage. The company is expanding its SteriPort (two-port IV fluid) capacity from 6.6 to 12 crore bottles per year, with the new line expected operational by June 20, 2026. Management guided for EBITDA margin improvement to 25%+ and expects the new capacity to add INR 80-85 crore revenue in FY27 (three quarters). A 10.8 MW solar project will commission shortly, saving INR 75 lakh/month from FY27. The debt-to-equity ratio improved from 3x to 1x over three years, with 90% of borrowing now at single-digit rates. Export contribution rose to 39% of revenue.

Likely market impact

The expansion in high-margin SteriPort products and debt reduction should drive significant PAT growth. Management guided for EBITDA margins improving from 22% to 25%+ as new capacity ramps up, with PAT margins expected to improve by 3% over current 5% levels.