GUJTHEMBSEGujarat Themis Biosyn LtdMediumNeutral
Announced Mon, 29 Jun · 20:26 IST

GTBL investor presentation details Sanofi and Japan acquisitions

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

GUJTHEM · price

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▲ 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
+2.8%1-day move
₹386.00
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AI summary

Gujarat Themis Biosyn filed its June 2026 investor presentation highlighting two pending acquisitions subject to regulatory approvals: MicroBiopharm Japan with JPY 9.5 Bn FY26 revenue and 3 GMP plants, and Sanofi's 13 anti-TB and anti-infective brands for 158 million euros with 62 million euros CY25 revenue across 59 countries. FY26 revenue stood at INR 165.8 cr with EBITDA margin of 45.55 percent. PAT margin fell to 28.15 percent from 34.84 percent in FY24. Fermentation capacity doubled to 990 KL.

Likely market impact

Acquisitions could expand reach and margins, but current PAT margins are declining and debt has risen sharply for expansion funding.