Gujarat Themis Biosyn Limited has informed the Exchange about Investor Presentation
GUJTHEM · price
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Gujarat Themis Biosyn reported FY25 revenue of Rs. 150.8 crores, down 11.2% YoY, with EBITDA at Rs. 68.84 crores (margin 45.65%, down 71 bps) and PAT at Rs. 48.77 crores (down 17.6%). Q4 FY25 was weaker, with revenue at Rs. 37.74 crores and EBITDA margin falling 732 bps YoY to 42.5%, hurt by inventory volatility and higher employee costs from talent investments. The company announced a 1:2 bonus issue, highlighted its strong balance sheet with low debt, and shared progress on a new API unit (started May 2025), expanded R&D facilities, and additional fermentation capacity targeting US and Europe exports. R&D spend was about 12% of sales during the year.
Short-term sentiment may be weak due to declining revenue and margins, but the new API unit, export push, and capacity expansion could support future growth. The bonus issue rewards shareholders, though the sharp drop in RoCE (from 57.9% to 23.6%) signals that heavy capex is weighing on current returns.