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Anthem Biosciences Reports Q2 FY27 Revenue of ₹594 Cr, EBITDA Margins at 50.6%
Anthem Biosciences released its Q2 and H1 FY27 earnings call transcript following strong quarterly numbers. Consolidated Q2 FY27 revenue from operations reached ₹594 crore, driven by ₹509 crore from the CRDMO business and ₹85 crore from Specialty Ingredients. Q2 EBITDA stood at ₹330 crore (including ₹59 crore other income) with a 50.6% margin, while PAT came in at ₹211 crore (32.04% margin). For H1 FY27, revenue reached ₹1,012 crore and net cash stood at ₹1,534 crore, with commercial molecules scaling up from 14 to 15.
உச்சம் நம்பிக்கை
என்ன மாறியதுSubmission of the formal transcript of the Q2 & H1 FY27 earnings call held on November 4, 2026.
ஏன் இது முக்கியம்Provides detailed operational commentary on strong margin sustainability, customer wallet share with 8-9 big pharma clients, and pipeline migration to commercial stage.
📅 குறுகிய காலம்Reaffirms operational rebound following a relatively slower Q1, with margins continuing to track well above historical averages.
📈 நீண்ட காலம்Management's planned entry into oligonucleotides, drug product fill-finish, and sustained conversion of late-stage pipeline molecules reinforce its mid-to-long term CRDMO positioning.
⚠ அபாய எச்சரிக்கைகள்
High client and molecule concentration with the top five products contributing over 50% of revenue
Substantial other income component in EBITDA (₹59 crore in Q2 FY27)
👀 கவனிக்க வேண்டியவை
Track the ramp-up of the newly added 15th commercial molecule and capex execution timelines for Unit 4 and biologics fill-finish facilities.
Anthem Bio Q2FY27 PAT Rises 21.9% YoY to ₹211.5 Cr; EBITDA Margin Expands to 50.6%
Anthem Biosciences released its Q2FY27 investor presentation, reporting consolidated revenue from operations of ₹594.0 Cr, up 7.9% YoY and 42.0% QoQ. EBITDA expanded 24.1% YoY to ₹330.4 Cr, driving EBITDA margins up by 610 bps YoY to 50.6%. Profit After Tax (PAT) grew 21.9% YoY to ₹211.5 Cr, supported by strong performance in the core CRDMO division (₹509.3 Cr, up 9.2% YoY). The company closed H1FY27 with a strong net cash balance of ₹1,538.0 Cr and an annualized post-tax ROCE of 50.3%.
உச்சம் நம்பிக்கை
என்ன மாறியதுAnthem Biosciences disclosed its Q2 and H1 FY27 financial results and operational updates via an investor presentation ahead of its scheduled earnings call.
ஏன் இது முக்கியம்Demonstrates sharp sequential operational recovery (revenue +42% QoQ) and industry-leading margin expansion (50.6% EBITDA margin) despite a slight YoY revenue contraction in H1 overall (-7.2%).
📅 குறுகிய காலம்Strong sequential turnaround from Q1FY27 (PAT up 76.3% QoQ) and margin expansion above 50% are likely to support positive market sentiment in near-term trading.
📈 நீண்ட காலம்Robust balance sheet with ₹1,538 Cr net cash and a pipeline of 15 commercial plus 9 Phase III molecules positions the CRDMO business well for multi-year growth as new capacity ramps up.
High product concentration with top molecules driving majority of revenue
👀 கவனிக்க வேண்டியவை
Monitor the upcoming earnings call scheduled for November 4, 2026, for management commentary on molecule pipeline commercialization and capacity utilization across Unit 2/3 facilities.
Anthem Biosciences Q2 FY27 Standalone PAT at ₹220.89 Cr, Revenue up 3.5% YoY to ₹572.11 Cr
Anthem Biosciences reported standalone revenue from operations of ₹572.11 Cr for Q2 FY27 (quarter ended September 30, 2026), marking a 3.5% YoY growth compared to ₹552.70 Cr in Q2 FY26 and a strong sequential rebound of 49% from ₹383.84 Cr in Q1 FY27. Standalone Profit After Tax (PAT) for the quarter rose 11.3% YoY to ₹220.89 Cr versus ₹198.43 Cr in the year-ago period. For H1 FY27, revenue reached ₹955.95 Cr compared to ₹1,091.37 Cr in H1 FY26, reflecting the lumpy nature of custom synthesis orders. Basic EPS for the quarter stood at ₹3.92 compared to ₹3.53 in Q2 FY26.
உச்சம் நம்பிக்கை
என்ன மாறியதுAnthem Biosciences released its unaudited standalone and consolidated financial results for the quarter and half-year ended September 30, 2026.
ஏன் இது முக்கியம்Demonstrates sharp sequential margin and revenue recovery in Q2 after a softer Q1, stabilizing run-rate performance in high-margin CRDMO contracts.
📅 குறுகிய காலம்Sequential operational bounce back from Q1 is likely to support positive market sentiment around quarterly execution.
📈 நீண்ட காலம்Sustained long-term growth hinges on scaling the active commercial molecules from 10 to 14 and commissioning planned capacity additions in Unit 3/4.
⚠ அபாய எச்சரிக்கைகள்
Lumpiness in quarterly revenue and high customer concentration (top 5 products contribute 50-55% of revenue).
👀 கவனிக்க வேண்டியவை
Track the commercialization timeline of new molecules and progress on capital work-in-progress (₹128.82 Cr as of Sep 30, 2026) for capacity expansion in peptides and fermentation.
Anthem Biosciences Q1 FY27: Rs 418 Cr Revenue with 39.6% EBITDA Margin; Unit 4 on Track
Anthem reported a soft Q1 FY27 with revenue of Rs 418 cr, primarily due to timing shifts in deliveries to later quarters. Despite the lower top line, the company maintained strong profitability with an EBITDA margin of 39.6% and PAT of Rs 120 cr. Management highlighted a strong order book with 60% visibility for the full year and the addition of a new Big Pharma client. Capacity utilization at Unit 3 has improved to 30-35%, while the major Unit 4 expansion remains on track for commissioning by late FY27.
உச்சம் நம்பிக்கை
என்ன மாறியதுDetailed operational data released via earnings transcript, confirming a temporary revenue dip due to delivery timing but maintaining high margins.
ஏன் இது முக்கியம்Confirms the lumpy nature of the CDMO business while validating the company's ability to maintain ~40% EBITDA margins even during slower quarters.
📅 குறுகிய காலம்The stock may see neutral to slightly cautious sentiment due to the soft revenue, but the strong margin profile and cash position provide a solid fundamental floor.
📈 நீண்ட காலம்Structural growth remains intact with the Unit 4 expansion and increasing utilization of newer facilities like Unit 3, targeting high-potent compounds and peptides.
⚠ அபாய எச்சரிக்கைகள்
Lumpy quarterly performance due to delivery timing
High product concentration (top 5 products = 50-55% revenue)
👀 கவனிக்க வேண்டியவை
Monitor the ramp-up of Unit 3 utilization and the execution timeline of Unit 4, which is critical for the next leg of growth. Watch for the conversion of the new Big Pharma engagement into commercial revenue in H2 FY27.
Anthem Biosciences Q1 FY27 Revenue Falls 22.6% YoY to ₹418.2 Cr; EBITDA Margins Rise to 39.6%
Anthem Biosciences reported a challenging Q1 FY27 with revenue from operations declining 22.6% YoY to ₹418.2 Cr, primarily due to timing shifts in deliveries to key customers in the CRDMO segment. Despite the top-line contraction, EBITDA margins improved by 153 bps YoY to 39.6%, reflecting disciplined cost management and yield optimization. Profit After Tax (PAT) fell 11.7% YoY to ₹119.9 Cr, though PAT margins expanded to 27.1%. Management expects a stronger performance in the second half of FY27 as delivery schedules are back-ended.
உச்சம் நம்பிக்கை
என்ன மாறியதுAnthem experienced a significant quarterly revenue and profit contraction compared to both Q1 FY26 and Q4 FY26, though it successfully expanded its operating margins.
ஏன் இது முக்கியம்The results highlight the inherent 'lumpiness' and delivery-timing risks in the CDMO business model, where high product concentration (top 5 products = 50-55% revenue) can lead to volatile quarterly performance.
📅 குறுகிய காலம்The stock may face short-term pressure due to the sharp revenue decline, although the margin resilience and strong cash balance may mitigate the downside.
📈 நீண்ட காலம்The long-term outlook remains tied to the successful commissioning of the ₹1,000 Cr Unit 4 by FY2028 and the scaling of commercial molecules from 14 to higher levels.
⚠ அபாய எச்சரிக்கைகள்
High product concentration (top 5 products contribute 50-55% of revenue)
Lumpy quarterly performance due to customer delivery schedules
Clinical trial failure risks for customer-led molecules
👀 கவனிக்க வேண்டியவை
Investors should monitor the revenue trajectory in Q2 and Q3 to verify management's claim that the Q1 dip was merely a 'timing shift' rather than a structural demand issue. Key milestones include the progress of the 10 Phase III molecules toward commercialization.
📊 கடந்த 7 நாட்கள் — உணர்வு அடிப்படையில் பகுப்பாய்வு செய்யப்பட்ட அறிவிப்புகள்
ICRA Upgrades Anthem Biosciences Long-Term Rating to [ICRA]AA (Stable)
ICRA has upgraded Anthem Biosciences' long-term credit rating from [ICRA]AA- (Positive) to [ICRA]AA (Stable) for bank facilities totaling Rs 275.50 crore. The short-term rating was reaffirmed at [ICRA]A1+, indicating the highest degree of safety regarding timely servicing of financial obligations. This upgrade reflects the company's improved credit profile as it scales its CDMO operations. The total rated debt of Rs 275.50 crore represents approximately 18.2% of the company's estimated TTM revenue of Rs 1,513.39 crore.
உச்சம் நம்பிக்கை
என்ன மாறியதுICRA has upgraded the company's long-term credit rating by one notch and revised the outlook from Positive to Stable, while reaffirming the highest short-term rating.
ஏன் இது முக்கியம்A credit rating upgrade typically reduces the cost of debt and reflects the rating agency's confidence in the company's cash flow stability and balance sheet strength, which is crucial for a capital-intensive CDMO business.
Total Rated Amount: Rs 275.50 கோடிWorking Capital Limit: Rs 175.00 கோடிTerm Loan: Rs 67.50 கோடிEstimated TTM Revenue: Rs 1,513.39 கோடிRated Debt to TTM Revenue: 18.2%
📅 குறுகிய காலம்The upgrade is likely to be viewed positively by the market in the short term, signaling financial robustness and potentially improving the company's ability to secure cheaper funding.
📈 நீண்ட காலம்The upgrade supports the company's long-term growth strategy, including the commissioning of Unit 4 by FY2028, by providing a stronger financial foundation for large-scale capital expenditure.
⚠ அபாய எச்சரிக்கைகள்
High product concentration (top 5 products = 50-55% of revenue)
Lumpy quarterly performance due to customer inventory adjustments
👀 கவனிக்க வேண்டியவை
Investors should monitor the company's interest coverage ratio and finance costs in upcoming quarterly results to see if the upgrade translates into lower borrowing rates. Additionally, track the execution of the Rs 1,000 Cr Unit 4 expansion, as maintaining this rating will depend on successful capacity ramp-up.
Anthem Biosciences Approves Management Changes, Final Dividend of INR 2.00, and Share Allotment
Anthem Biosciences Limited announced several key outcomes from its Board Meeting held on May 19, 2026. The Board recommended a final dividend of INR 2.00 per equity share of face value INR 2.00 for FY26, with a record date set for June 26, 2026. Additionally, the company approved the allotment of 14,81,250 equity shares under its Employee Stock Option Plan 2024, increasing its paid-up equity share capital to INR 1,12,63,90,202. Management changes were also proposed, including the continuation of Independent Director Mr. Ravikant Uppal and the re-appointment of Whole Time Director Mr. Ravindra Chandrappa, subject to shareholder approval.
முக்கிய அம்சங்கள்
Recommended a final dividend of INR 2.00 per equity share of face value INR 2.00 for FY26.Approved allotment of 14,81,250 equity shares under the Anthem Employee Stock Option Plan 2024.Paid-up equity share capital increased from INR 1,12,34,27,702 to INR 1,12,63,90,202.Proposed the continuation of Mr. Ravikant Uppal as Non-Executive Independent Director upon attaining 75 years of age.Recommended the re-appointment of Mr. Ravindra Chandrappa as Whole Time Director, retiring by rotation.
👀 கவனிக்க வேண்டியவை
Investors should note the dividend record date of June 26, 2026, to ensure eligibility for the INR 2.00 per share payout. The management continuity and ESOP allotment reflect stable governance and employee alignment, which are positive long-term indicators.
Anthem Biosciences Reports FY26 Revenue Growth; Declares ₹2 Dividend with June 26 Record Date
Anthem Biosciences reported a total revenue of ₹20,893.12 million for FY26, up from ₹18,406.49 million in FY25. The Board has recommended a final dividend of ₹2.00 per share, representing a 100% payout on the face value of ₹2.00. The record date for this dividend is fixed as June 26, 2026, with payment expected within 30 days of the AGM on July 22. The company also expanded its equity base by allotting 14.81 lakh shares to employees under its ESOP scheme.
முக்கிய அம்சங்கள்
Recommended final dividend of ₹2.00 per share for the financial year ended March 31, 2026.Set June 26, 2026, as the record date for dividend entitlement.FY26 revenue from operations increased to ₹20,893.12 million compared to ₹18,406.49 million YoY.Allotted 14,81,250 equity shares under ESOP 2024, increasing paid-up capital to ₹1,126.39 million.Scheduled the 20th Annual General Meeting (AGM) for Wednesday, July 22, 2026.
👀 கவனிக்க வேண்டியவை
Shareholders should ensure they hold the stock before the June 26 record date to be eligible for the ₹2 dividend. The steady year-on-year revenue growth reflects positive operational momentum.
Anthem Biosciences Recommends ₹2 Final Dividend; FY26 Revenue Grows to ₹20,893 Million
Anthem Biosciences has recommended a final dividend of ₹2 per equity share for the financial year ended March 31, 2026. The company reported a strong growth in annual revenue from operations, which rose to ₹20,893.12 million from ₹18,406.49 million in the previous year. Additionally, the board approved the allotment of 1.48 million equity shares under its 2024 ESOP plan, leading to a marginal increase in paid-up capital. The record date for the dividend is set for June 26, 2026, with payment expected within 30 days of the AGM.
முக்கிய அம்சங்கள்
Recommended final dividend of ₹2.00 per equity share of face value ₹2.00 each.Annual revenue from operations increased to ₹20,893.12 million in FY26 vs ₹18,406.49 million in FY25.Allotted 14,81,250 equity shares under ESOP 2024, increasing paid-up capital to ₹1,126.39 million.Record date for dividend eligibility fixed as Friday, June 26, 2026.20th Annual General Meeting (AGM) scheduled for Wednesday, July 22, 2026.
👀 கவனிக்க வேண்டியவை
Investors should ensure they hold shares before the June 26 record date to qualify for the ₹2 dividend. The combination of revenue growth and consistent dividend payout signals a stable financial outlook for the company.
Anthem Biosciences FY26 Revenue Up 13.5% to ₹2,089 Cr; Recommends ₹2 Dividend
Anthem Biosciences reported a steady 13.5% year-on-year growth in annual revenue, reaching ₹20,893.12 million for FY26. The Board has recommended a final dividend of ₹2.00 per share, reflecting a 100% payout on the face value of ₹2.00. Additionally, the company expanded its equity base by allotting 14.81 lakh shares to employees under its 2024 ESOP plan. Management stability is reinforced with the re-appointment of key directors and internal auditors for the upcoming fiscal year.
முக்கிய அம்சங்கள்
Annual revenue from operations grew to ₹20,893.12 million in FY26 from ₹18,406.49 million in FY25Recommended a final dividend of ₹2.00 per equity share with a record date of June 26, 2026Allotted 14,81,250 equity shares under the Anthem Employee Stock Option Plan 2024Total paid-up equity share capital increased to ₹1,126.39 million following the ESOP exercise20th Annual General Meeting (AGM) scheduled for July 22, 2026
👀 கவனிக்க வேண்டியவை
The steady revenue growth and consistent dividend payout indicate healthy operational performance; investors should maintain their positions while monitoring margin trends in the detailed financial statements.
Anthem Biosciences FY26 PAT Jumps 31% to ₹5,918 Mn; Q4 Revenue Up 26% YoY
Anthem Biosciences reported a strong performance for FY26, with consolidated revenue growing 15.2% to ₹21,243 Mn, driven primarily by the CRDMO segment. Profitability showed significant improvement as annual PAT rose 31.1% YoY to ₹5,918 Mn, while EBITDA margins expanded to 43.4%. The fourth quarter was particularly robust, with revenue increasing 26.4% YoY and PAT more than doubling to ₹1,898 Mn. The company maintains a strong liquidity position with net cash of ₹13,743 Mn as of March 31, 2026.
முக்கிய அம்சங்கள்
FY26 Revenue from operations grew 15.2% YoY to ₹21,243 Mn, with the CRDMO segment contributing ₹17,727 Mn.Annual EBITDA increased by 30.8% to ₹9,896 Mn, achieving a healthy margin of 43.4%.Q4FY26 performance was exceptionally strong with a 129.8% YoY surge in PAT to ₹1,898 Mn and 48.1% EBITDA margins.The company reported a robust net cash position of ₹13,743 Mn as of March 31, 2026.Full-year results include an exceptional expense of ₹244 Mn related to the impact of new labour codes.
👀 கவனிக்க வேண்டியவை
Investors should take note of the significant margin expansion and the strong growth in the core CRDMO business. The stock remains a positive watch given the robust cash position and the company's ability to scale profitability faster than revenue.
Anthem Biosciences reported its highest-ever quarterly revenue in Q4FY26, reaching ₹6,109 million, a 26.4% YoY growth. The company's annual performance was robust, with FY26 revenue growing 15.2% to ₹21,243 million and PAT increasing by 31.1% to ₹5,918 million. Profitability margins improved significantly, with Q4 EBITDA margins hitting 48.1% compared to 42.1% in the previous year. The company is also investing ₹12,000 million in a new greenfield expansion (Unit IV) to significantly boost capacity.
முக்கிய அம்சங்கள்
Q4FY26 PAT grew by 129.8% YoY to ₹1,898 million, driven by strong operational performance and margin expansion.FY26 EBITDA increased by 30.8% YoY to ₹9,896 million, with full-year margins improving to 43.4%.The CRDMO segment remains the primary driver, contributing 83.4% of total FY26 revenue.Net cash position strengthened significantly to ₹13,743 million as of March 31, 2026.Phase I of the Unit IV greenfield expansion is underway with a ₹12,000 million investment for 365KL Custom Synthesis capacity.
👀 கவனிக்க வேண்டியவை
Investors should view the strong margin expansion and aggressive capacity expansion as positive indicators for long-term growth. Monitor the execution of the Unit IV expansion as it will be a key driver for future revenue scaling.
Anthem Biosciences has recommended the appointment of S. R. Batliboi & Associates LLP as its statutory auditors for a five-year term starting FY 2026-27, replacing K.P. Rao & Co. The Board also approved an upside sharing arrangement where promoters will receive ₹1,276.83 million from an investor, Viridity Tone LLP, following a successful post-listing divestment. This payout was triggered after the investor sold 20,313,795 shares for ₹13,170 million, achieving returns that exceeded the pre-agreed thresholds of 25% or 2x the original investment. The arrangement now awaits approval from public shareholders via an ordinary resolution.
முக்கிய அம்சங்கள்
Appointment of M/s. S. R. Batliboi & Associates LLP as Statutory Auditors for a 5-year term (2026-2031).Investor Viridity Tone LLP divested 20,313,795 shares on March 09, 2026, for a net realization of ₹13,170 million.Promoters Ajay Bhardwaj, Ganesh Sambasivam, and K Ravindra Chandrappa to receive ₹1,276.83 million as an upside share.The upside sharing is based on a 2021 Shareholders’ Agreement and requires an ordinary resolution from public shareholders.The payout is triggered by the investor receiving returns in excess of 25% or 2x their original investment.
👀 கவனிக்க வேண்டியவை
Investors should note the transition to a Big 4 affiliate auditor as a positive for governance, while monitoring the upcoming AGM resolution regarding the significant promoter payout from the investor's exit.
Anthem Biosciences Appoints S.R. Batliboi as Auditor; Promoters to Receive ₹1,276.83 Mn Upside
Anthem Biosciences has recommended the appointment of S.R. Batliboi & Associates LLP (an EY affiliate) as statutory auditors for a five-year term starting FY 2026-27. The board also approved an 'Upside Sharing Arrangement' where three promoters will receive ₹1,276.83 million from investor Viridity Tone LLP following a stake sale. This payment was triggered after the investor realized ₹13,170 million from selling 20,313,795 shares, exceeding the pre-agreed return threshold of 2x the original investment. The arrangement now seeks approval from public shareholders via an ordinary resolution.
முக்கிய அம்சங்கள்
S.R. Batliboi & Associates LLP appointed as Statutory Auditors for a 5-year term (2026-2031).Investor Viridity Tone LLP divested 20,313,795 shares on March 09, 2026, for a total of ₹13,170 million.Promoters Ajay Bhardwaj, Ganesh Sambasivam, and K Ravindra Chandrappa to receive ₹1,276.83 million in upside sharing.The sharing arrangement was triggered as investor returns exceeded the higher of 25% or 2x the original investment.Public shareholder approval is required for the payout, with related parties abstaining from the vote.
👀 கவனிக்க வேண்டியவை
Investors should view the transition to a Big 4 affiliate auditor as a positive move for transparency and governance. While the promoter payout is based on a pre-existing agreement, shareholders should evaluate the impact of such arrangements on promoter incentives and alignment.
Anthem Biosciences to Convert Additional ₹275 Crore Loan into Subsidiary Equity
Anthem Biosciences has executed a first amendment to its loan agreement with its wholly-owned subsidiary, Neoanthem Lifesciences, allowing for the conversion of an additional ₹275 crore of debt into equity. This follows a previous ₹100 crore conversion in February 2025, under a total sanctioned financial assistance limit of ₹550 crore. The current outstanding loan to the subsidiary stands at ₹439.41 crore. While this move increases the company's investment in the subsidiary and reduces standalone loan exposure, it has no material impact on the consolidated financial statements.
முக்கிய அம்சங்கள்
Option to convert an additional ₹275 crore of the existing loan into equity shares of Neoanthem Lifesciences.Total financial assistance limit for the subsidiary is capped at ₹550 crore.Outstanding loan amount to the subsidiary currently stands at ₹439.41 crore.Initial ₹100 crore loan-to-equity conversion was already completed on February 21, 2025.The transaction is conducted on an arm's length basis with no impact on consolidated financials.
👀 கவனிக்க வேண்டியவை
Investors should view this as an internal balance sheet restructuring that strengthens the subsidiary's equity base. No immediate action is required as it does not change the consolidated valuation of the company.
Anthem Biosciences 9M FY26 PAT Grows to ₹402 Cr; EBITDA Margin Strong at 41.5%
Anthem Biosciences reported a steady 9M FY26 performance with consolidated revenue of ₹1,513 crore, driven primarily by its CRDMO segment which contributed ₹1,260 crore. Despite a slightly lower Q3 revenue of ₹423 crore due to a high base effect, the company maintained robust EBITDA margins of 41.5% for the nine-month period. Management has guided for a strong Q4, projecting full-year revenue growth in the mid-teens (15-16%) and EBITDA/PAT growth exceeding 20%. The company successfully reduced China dependency through backward integration, which structurally improved material margins.
முக்கிய அம்சங்கள்
9M FY26 consolidated revenue reached ₹1,513 crore, with CRDMO contributing 83% of total sales.EBITDA for 9M FY26 stood at ₹671 crore with a strong margin of 41.5%, representing 23% YoY growth.Reported a one-time exceptional expense of ₹25.4 crore due to new government labor code notifications.Management maintains a 20% plus growth guidance for EBITDA and PAT for the full financial year.Successfully discontinued China supplies for key intermediates through backward integration, boosting structural margins.
👀 கவனிக்க வேண்டியவை
Investors should monitor the ramp-up of the four new product approvals and the company's ability to sustain 40%+ EBITDA margins. The structural shift away from Chinese raw materials reduces supply chain risk and enhances long-term profitability.
Anthem Biosciences Q3 PAT Drops 46.5% YoY to ₹928 Mn; 9M EBITDA Margins Strong at 41.5%
Anthem Biosciences reported a weak Q3 FY26 with revenue declining 23.1% YoY to ₹4,232 Mn, which management attributed to a high base effect from the previous year. Despite the quarterly dip, the 9-month (9M FY26) performance remains positive with revenue up 11.2% to ₹15,134 Mn and EBITDA growing 22.6% to ₹6,712 Mn. Quarterly profitability was significantly impacted by a ₹254 Mn exceptional provision related to the new Labour Code, leading to a 46.5% YoY decline in PAT. The company maintains a very strong liquidity position with net cash of ₹12,312 Mn.
முக்கிய அம்சங்கள்
9M FY26 Revenue grew 11.2% YoY to ₹15,134 Mn, led by 13.1% growth in the core CRDMO segment.EBITDA margins remained resilient at 41.8% for Q3 and 41.5% for the 9-month period.Q3 FY26 PAT fell 46.5% YoY to ₹928 Mn, weighed down by a ₹254 Mn exceptional item for Labour Code compliance.The company holds a robust net cash position of ₹12,312 Mn as of December 31, 2025.Management maintains a positive outlook for Q4 FY26, citing robust underlying demand despite the Q3 volatility.
👀 கவனிக்க வேண்டியவை
Investors should monitor whether the sharp Q3 revenue decline is truly a one-off base effect or indicative of a slowdown in CRDMO order execution. While the high EBITDA margins and strong cash reserves are reassuring, the significant quarterly profit miss suggests a cautious approach until Q4 recovery is visible.
Anthem Biosciences Q3 PAT Declines to ₹1,121 Mn; Board Allots 1.03 Lakh ESOP Shares
Anthem Biosciences reported a weak Q3 FY26 with revenue from operations falling 16.4% YoY to ₹4,165.75 million. Net profit for the quarter dropped to ₹1,121.25 million from ₹1,279.93 million in the previous year, significantly impacted by a ₹249.84 million exceptional provision for new Labour Codes. On a positive note, the nine-month (9M FY26) performance remains stronger than the previous year, with total income reaching ₹16,282.61 million. Additionally, the board approved the allotment of 1,03,800 equity shares under the 2024 ESOP plan.
முக்கிய அம்சங்கள்
Revenue from operations decreased to ₹4,165.75 million in Q3 FY26 from ₹4,982.62 million YoY.Net Profit (PAT) for the quarter stood at ₹1,121.25 million, down from ₹1,984.34 million in the preceding quarter.Recognized an exceptional expense of ₹249.84 million as a provision for the new Government Labour Codes.Allotted 1,03,800 equity shares of ₹2 face value at an exercise price of ₹100.75 per share.9M FY26 Profit after tax remains higher at ₹4,588.98 million compared to ₹3,836.25 million in 9M FY25.
👀 கவனிக்க வேண்டியவை
Investors should exercise caution due to the sequential and year-on-year decline in quarterly revenue and margins. It is advisable to wait for management commentary regarding the demand outlook and the one-time nature of the labor code provisions.
Anthem Biosciences Q3FY26 PAT Declines 25% YoY to ₹928 Mn Amid CRDMO Segment Slowdown
Anthem Biosciences reported a challenging Q3FY26 with revenue from operations declining 15% YoY to ₹4,232 Mn, largely driven by a 19.4% drop in its core CRDMO business. While the 9-month performance remains positive with revenue up 11.2% YoY, the quarterly Profit After Tax (PAT) fell significantly by 25.3% YoY to ₹928 Mn. Profitability was further impacted by a ₹254 Mn exceptional provision related to new government labour codes. Despite the quarterly volatility, the company maintains a robust net cash position of ₹12,312 Mn.
முக்கிய அம்சங்கள்
Q3FY26 Revenue from operations fell 15% YoY to ₹4,232 Mn and 23.1% sequentially.CRDMO segment revenue witnessed a sharp 19.4% YoY decline to ₹3,332 Mn in Q3FY26.9MFY26 EBITDA grew 22.6% YoY to ₹6,712 Mn with strong margins of 41.5%.Exceptional item of ₹254 Mn recognized in Q3 for provisions under new Labour Codes.Net cash position remains strong at ₹12,312 Mn as of December 31, 2025.
👀 கவனிக்க வேண்டியவை
Investors should exercise caution due to the sharp sequential and year-on-year decline in the core CRDMO business during Q3. While the long-term 9-month growth and cash reserves are healthy, the immediate focus should be on management's commentary regarding the recovery of order execution in the coming quarters.
Anthem Biosciences reported a mixed Q3FY26 with revenue declining 15% YoY to ₹4,232 Mn, primarily due to a high base in the previous year. However, EBITDA margins improved significantly to 41.8% from 35.2% YoY, leading to a 3.7% growth in EBITDA. Net profit for the quarter fell 25.3% to ₹928 Mn, impacted by a ₹254 Mn exceptional provision for new Labour Codes. For the nine-month period (9MFY26), the company maintains a steady growth trajectory with revenue and PAT up 11.2% and 9.1% respectively.
முக்கிய அம்சங்கள்
Q3FY26 Revenue from operations stood at ₹4,232 Mn, down 15% YoY, while CRDMO segment contributed 78.8% of total revenue.EBITDA margins expanded significantly to 41.8% in Q3FY26 compared to 35.2% in Q3FY25.9MFY26 Revenue grew 11.2% YoY to ₹15,134 Mn with EBITDA growing 22.6% to ₹6,712 Mn.A one-time exceptional item of ₹254 Mn was recognized due to the notification of new Labour Codes impacting wage definitions.Strong balance sheet maintained with a net cash position of ₹12,312 Mn as of December 31, 2025.
👀 கவனிக்க வேண்டியவை
Investors should monitor the recovery in CRDMO revenues in Q4, which management expects to be the strongest quarter of the year. The significant margin expansion is a positive sign of operational efficiency despite the temporary revenue dip.
⚠️இந்தத் தளம் எவ்வாறு உருவாக்கப்படுகிறது: சந்தைத் தரவுப் பக்கங்கள் NSE/BSE வெளியீடுகள் மற்றும் நிறுவனங்களின் தாக்கல்களிலிருந்து தானாகக் கணக்கிடப்படுகின்றன; செய்திக் கட்டுரைகளும் அறிவிப்புப் பகுப்பாய்வுகளும் AI உதவியுடன் எழுதப்படுகின்றன, மனித மேற்பார்வையுடன்: AI உருவாக்குவதை எங்கள் ஆசிரியர்கள் மதிப்பாய்வு செய்கின்றனர். இரண்டிலும் பிழைகள் இருக்கலாம். எந்தவொரு முதலீட்டு முடிவுக்கு முன்பும் அசல் மூலங்களில் சரிபார்க்கவும். முதலீட்டு ஆலோசனை அல்ல; Flash Finance SEBI-பதிவு பெற்றது அல்ல. நாங்கள் AI-ஐ எவ்வாறு பயன்படுத்துகிறோம்
🎁 ஆரம்பகால ஆதரவாளர்களுக்கு மட்டும் · குறுகிய கால சலுகை
எங்கள் AI பங்குச் சந்தை பகுப்பாய்வு: டெலிகிராம், வாட்ஸ்அப்பில் இலவசம்
⚡ 3500+ நிறுவனங்களை நாங்கள் உடனுக்குடன் கண்காணிக்கிறோம். NSE-யில் ஒரு நிறுவன அறிவிப்பு வெளியானதுமே, எங்கள் AI அதைப் படித்து, சுருக்கி, அதன் தாக்கத்தைச் சில நொடிகளில் உங்களுக்குச் சொல்கிறது.
இதுபோன்ற AI பகுப்பாய்வுக்குக் கட்டணத் தளங்கள் ஆண்டுக்கு ₹1,00,000-க்கும் மேல் வசூலிக்கின்றன. எங்கள் சேனல்களில் இது இலவசம்.
