Please refer to the attachment.
GUJTHEM · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Gujarat Themis Biosyn reported Q4 FY26 revenue of Rs. 44.2 Cr (up 17% YoY) with EBITDA of Rs. 19.4 Cr (up 20.7% YoY) and PAT of Rs. 10.9 Cr. Full year FY26 revenue stood at Rs. 165.82 Cr (up ~10% YoY) with EBITDA of Rs. 75.53 Cr. While EBITDA margins remained healthy at ~45.6%, PAT margins declined to 28.2% from 32.3% due to higher depreciation (Rs. 12.92 Cr vs Rs. 5.37 Cr) from new asset commissioning and increased debt costs. The company announced two major acquisitions: a EUR 158 Mn deal to acquire 13 Sanofi brands (TB and anti-infectives) across 55+ countries, and a JPY 21.5 Bn (~Rs. 1,300 Cr) deal to acquire Japan's MicroBiopharm Japan Co., Ltd (expected Q2 FY27). R&D spending was ~9% of revenue. Balance sheet shows borrowings increased from Rs. 29.6 Cr to Rs. 128 Cr to fund acquisitions and capex.
The acquisitions signal strong expansion ambitions into CDMO and global finished dosage markets, but near-term PAT pressure from higher debt costs and capex depreciation may weigh on returns. The Sanofi deal is expected to be EPS accretive, which could support the stock if integration proceeds smoothly.