GUJTHEMBSEGujarat Themis Biosyn LtdMediumNeutral
Announced Fri, 22 May · 20:45 IST

Please refer to the attachment.

Promoter Disclosed Acquisition PlansOrder Pipeline DisclosedInvestor Communications View source PDF

GUJTHEM · price

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Price reaction · full curve 14 horizons · vs prior close
+0.8%1-day move
₹363.10
prior close
₹379.00
base price
After-mkt
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AI summary

GTBL has entered into a definitive agreement to acquire 100% of MicroBiopharm Japan Co., Ltd. (MBJ) for JPY 21.5 billion (~INR 1,300 crore), through its wholly owned Japan-based SPV. The acquisition is expected to close in Q2 FY2027 and is EPS accretive, funded via a debt-equity mix. MBJ operates 3 GMP-compliant plants with FDA and PMDA approval track records, generates ~JPY 9.5 billion (~INR 570 crore) in FY26E revenue, and derives ~40% of revenue from outside Japan. MBJ brings fermentation capabilities, proprietary P450 enzyme platforms, plasmid DNA and ADC conjugation technologies, and long-standing relationships with top-6 global pharma customers spanning oncology, immunosuppressants, and peptides. Existing MBJ management will continue post-acquisition.

Likely market impact

The acquisition positions GTBL as a scaled, fermentation-based globally integrated CDMO with access to regulated markets, advanced biotech platforms, and Big Pharma customer relationships. The India cost advantage provides a clear path to margin expansion on high-value products.