Announced Mon, 27 Jul · 10:52 IST
Q1 FY27 call: Rs 418 cr revenue, soft quarter on delivery timing shifts
ANTHEM · price
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₹769.10
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₹789.35
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AI summary
Q1 FY27 revenue Rs 418 cr (CRDMO Rs 341 cr, Specialty Rs 78 cr). EBITDA Rs 176 cr at 39.6% margin. PAT Rs 120 cr at 27.1% margin. Net cash Rs 1,720 cr. Soft quarter due to customer delivery deferrals to H2. Mgmt confident on full-year growth, 60% order book secured. Added 1 new Big Pharma client, 10 molecules in late phase. Unit 4 Rs 1,200 cr capex by FY28. FY27 capex Rs 700 cr.
Likely market impact
Soft Q1 reflects customer delivery timing, not demand weakness. Management confident on full-year growth with strong order book and Rs 1,720 cr net cash.