Dishman Carbogen Amcis Limited has informed the Exchange about Transcript
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Dishman Carbogen Amcis reported strong Q1 FY26 results with revenue of Rs. 708 crores, up 35% year-on-year from Rs. 523 crores, and EBITDA of Rs. 140.68 crores versus Rs. 28.97 crores, translating into a healthy 19.9% margin. The CDMO segment led growth with revenue rising 45% to Rs. 611 crores, while the Marketable Molecules segment saw margins jump to 32.4% from 4.5% on a conscious shift away from low-margin cholesterol SF. Key positives included a clean USFDA inspection at the Naroda site (no 483 observations), new GMP certifications in France and China, a co-investment with a large Japanese customer for ADC capacity expansion in Switzerland, and soft-gel product approvals in Myanmar, Chile, and Vietnam. Net debt declined to 149.69 million Swiss francs from 157.6 million, and management disclosed a development pipeline of 117 million CHF and a commercial order book of 77 million CHF, with overall FY26 guidance of Rs. 3,000 crores revenue and 20-22% margins reiterated.
Strong execution on revenue, margins, regulatory compliance, and debt reduction should support positive sentiment, but the CFO was vague on the timing and size of the planned equity fundraise, leaving a key near-term overhang unresolved.