Gujarat Themis Biosyn Limited has informed the Exchange about Investor Presentation
GUJTHEM · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Gujarat Themis Biosyn Limited reported Q4 FY26 revenue of Rs. 44.2 crore (up 17% YoY) with EBITDA of Rs. 19.4 crore (up 20.7%) and PAT of Rs. 10.9 crore. Full year FY26 revenue was Rs. 165.82 crore, EBITDA Rs. 75.53 crore, and PAT Rs. 46.68 crore. The company announced two major acquisitions: a ~EUR 158 million asset purchase of 13 brands from Sanofi in TB and anti-infectives spanning 55+ countries, and the acquisition of Japan-based MicroBiopharm Japan Co., Ltd. for ~JPY 21.5 billion (approximately Rs. 1,300 crore), expected to close Q2 FY27. Management cited operational efficiencies and higher volumes driving EBITDA margin expansion while acknowledging higher depreciation and interest costs impacted bottom-line margins. R&D spending was approximately 9% of revenue in FY26.
The dual acquisition strategy, funded via debt and equity mix, positions GTBL for global market access and CDMO expansion but will increase leverage significantly, with borrowings already rising from Rs. 29.6 crore to Rs. 128 crore year-on-year. Near-term EPS accretion and margin expansion are expected once acquisitions close.