Q2 2025 Dishman Carbogen Amcis Ltd Earnings Call Transcript
Key Points
- Dishman Carbogen Amcis Ltd (BOM:540701) reported its highest-ever quarterly revenue of INR789 crores, driven by increased commercial revenues from Carbogen Amcis and India.
- The company's new facility in France has been fully validated and is operational, securing a significant contract with a German customer, contributing to a total order value above EUR 10 million.
- The India CRAMS business showed a growth of 37% compared to the previous year, indicating strong demand and increased order book from existing and new customers.
- The company is finalizing digitalization efforts, aiming for an operational go-live of the SAP software in the next fiscal year, which is expected to enhance efficiency and profitability.
- Dishman Carbogen Amcis Ltd (BOM:540701) is on track to achieve its revenue target of CHF255 million for the year, with expectations of increased profitability in the next fiscal year.
- The company is experiencing a slowdown in capturing new business due to delayed investments in biotech funding, particularly in the U.S., impacting the development project pipeline.
- The cholesterol and Vitamin D analog business in the Dutch facility saw a decline in revenue due to lower sales, and the market remains challenging post-COVID.
- The French facility reported an EBITDA loss in the first half of the year, although it is expected to reduce in the second half, indicating ongoing financial challenges.
- Employee expenses have been impacted by adverse foreign exchange movements, particularly due to costs denominated in Swiss francs.
- The company's net debt has increased due to higher working capital requirements, and while a reduction is expected by year-end, it remains a concern.
Ladies and gentlemen, good day, and welcome to Dishman Carbogen Amcis Limited Q2 FY25 earnings conference call. (Operator Instructions)
Please note that this conference is being recorded. I now hand the conference over to Mr. Pascal Villemagne. Thank you, and over to you, sir.
Thank you, moderator, and good afternoon, dear shareholders. I'm glad to be among you and [give] you a bit of feedback on what's happening during Q2 this year at Carbogen Amcis but also starting maybe with a bit of market updates. As you all know, our business is that is going through a kind of a difficult moment from a market perspective. A few of the venture capital are delaying the investment in new biotech funding in U.S. especially.
So we see a kind of a slight slowdown in capturing new business because the [Dishman money] is becoming a bit dry on the main markets. Hopefully, we've -- now the election of the new U.S. President, that phenomenon will stop, and there will be more investment in the
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