Anthem Biosciences Limited has informed the Exchange about Transcript
ANTHEM · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Anthem Biosciences reported its first quarterly results as a listed company, posting consolidated revenue of INR 540 crore for Q1 FY26, up ~60% year-on-year, driven by strong ramp-up in the CRDMO (Contract Research, Development & Manufacturing) business at INR 452.7 crore and specialty ingredients at INR 87.5 crore. EBITDA stood at INR 214.3 crore with margins of 38% and profit after tax of INR 135.8 crore, with the company sitting on a strong net cash position of INR 784.8 crore. Management confirmed that 54 KL of the planned 155 KL custom synthesis capacity addition was commissioned in Q1, with the balance to be completed this calendar year, and that the late-stage pipeline shifted from 10 Phase 3 products to 8 as two molecules received commercial approval, taking the commercial portfolio from 10 to 12. Management maintained its ~20% long-term revenue growth outlook and said margins are expected to remain steady, with a multi-year Unit 4 expansion underway funded largely from internal cash. The company also indicated active participation in the GLP-1 opportunity and commercial-scale readiness in peptides, ADCs, and RNA/lipid modalities.
Strong quarter with healthy margins and a net cash balance sheet supports continued capacity-led growth; pipeline additions and entry into GLP-1 provide medium-term optionality, though investors should note management's own caution that Q1 had exceptional commercial product uptake and that quarterly performance may be lumpy.