ANTHEMNSEANTHEM BIOSCIENCES LTDMediumNeutral
Announced Tue, 21 Jul · 16:38 IST

Anthem Biosciences Q1FY27: Revenue dips, margins improve YoY

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

ANTHEM · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-1.5%1-day move
₹794.00
prior close
₹750.60
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+0.8+1.4-0.4+0.1-1.5-3.1-0.6
Up moveDown movePending
AI summary

Anthem Biosciences Q1FY27 revenue from operations fell 22.6% YoY to Rs 4,182 Mn on delivery timing shifts, with CRDMO down 24.7% and Specialty Ingredients down 11.5%. Despite weak revenue, EBITDA margin expanded 153 bps YoY to 39.6% and PAT margin rose to 27.1% from 24.1%. PAT at Rs 1,199 Mn. Net cash strong at Rs 17,197 Mn. Management cites strong underlying demand with backloaded deliveries.

Likely market impact

Revenue fell on delivery timing, but margin gain and strong cash offer comfort. Watch execution on back-half delivery ramp.