GTBL investor presentation outlines two acquisitions and margin roadmap
GUJTHEM · price
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Gujarat Themis Biosyn filed a June 2026 investor presentation detailing two acquisitions: MicroBiopharm Japan (fermentation-based CDMO with JPY 9.5 Bn FY26 revenue, 3 plants) and Sanofi's portfolio of 13 anti-TB and anti-infective brands (about 158 million euros deal, 62 million euros CY25 sales across 59 countries). FY26 revenue rose to about 16,582 lakhs from 15,080, but PAT declined to 4,668 lakhs. EBITDA margin held steady at 45.55 percent, while debt surged to about 16,000 lakhs to fund deals.
Acquisitions shift GTBL toward a global CDMO platform; near-term debt rises, but management flags margin expansion potential from API integration and cost optimisation.