Q3 2025 Anthem Biosciences Ltd Earnings Call Transcript
Key Points
- Anthem Biosciences Ltd (NSE:ANTHEM) reported a strong EBITDA growth of 23% for the nine-month period ending December 31, 2025, with an EBITDA margin of 41.5%.
- The company achieved a consolidated revenue from operations of INR1,513 crore, with significant contributions from the CRDMO business and specialty ingredients.
- Anthem Biosciences Ltd (NSE:ANTHEM) has successfully backward integrated its supply chain, leading to improved material margins and reduced dependency on external suppliers.
- The company has added several large pharma customers and is optimistic about future growth, particularly with new product approvals and expanding customer base.
- Anthem Biosciences Ltd (NSE:ANTHEM) is well-positioned for future growth with sufficient capacity in its existing units and plans for further expansion, including Unit-4.
- The quarterly revenue performance for Q3 was lower compared to the previous financial year, influenced by a higher base effect.
- There was a one-time exceptional item of INR25.4 crore due to new labor codes, impacting the financial results.
- The company experienced some destocking by customers due to geopolitical tensions, affecting short-term revenue growth.
- Despite strong EBITDA margins, the revenue growth for the nine months was only in the low double digits, below the full-year guidance of 20%-plus.
- Anthem Biosciences Ltd (NSE:ANTHEM) faces competitive pressures, particularly in the semaglutide API market, with aggressive pricing from Chinese competitors.
Ladies and gentlemen, good day and welcome to Anthem Biosciences Q3 & FY26 earning conference call of Anthem Biosciences Limited hosted by JM Financial Institutional Securities Limited. (Operator Instructions)
Please note that this conference is being recorded. I now hand the conference over to Mr. Amey Chalke from JM Financial Institutional Securities Limited. Thank you and over to you, sir.
Thank you, Dhanesh. Good afternoon and warm welcome to all the participants on Anthem Biosciences 3Q FY26 earnings call hosted by JM Financial. Today on this call, we have with us from the Management, Mr. Ajay Bhardwaj, Managing Director and Chief Executive Officer; and Mr. Gawir Baig, Chief Financial Officer. I will now hand over the call to Mr. Ajay Bhardwaj for his Opening Remarks. Thank you and over to you, sir.
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Thank you, Amey.
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