Anthem Biosciences Limited has informed the Exchange about Investor Presentation
ANTHEM · price
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Anthem Biosciences reported strong Q1FY26 results with consolidated revenue of ₹5,402 Mn, up 59.5% YoY from ₹3,386 Mn, driven mainly by CRDMO (₹4,527 Mn, +70.5% YoY) while Specialty Ingredients grew 19.7% to ₹875 Mn. EBITDA rose 52.7% to ₹2,143 Mn though margin contracted to 38.1% from 39.2% YoY, and PAT jumped 64.8% to ₹1,358 Mn with margins at 24.1%. Net cash position strengthened to ₹7,848 Mn from ₹6,242 Mn at March-end. The company commissioned 54 kL of new custom synthesis capacity at Unit II, began phased operations at Unit III including a new peptide facility (16 kL) and hi-potent facility (2.5 kL), and broke ground on a new greenfield Unit IV on a 30-acre Harohalli site. ROE stands at 21.8% and post-tax ROCE at 28.2%.
Strong top-line growth and healthy profitability underscore solid business momentum, though slight YoY EBITDA margin compression warrants monitoring. Capacity expansion across multiple units signals confidence in future growth, which is positive for long-term shareholders.