Dishman Carbogen Amics Ltd (NSE:DCAL)

Q4 2025 Dishman Carbogen Amcis Ltd Earnings Call Transcript

May 22, 2025 / 10:30 AM GMT

Release Date Price: ₹245.24 (+11.45%)

Transcript

Key Points

Positve

Dishman Carbogen Amics Ltd (BOM:540701) reported a strong financial performance with a revenue growth of 9.4% in Q4 2025 compared to the previous year.
The company successfully controlled costs, leading to an EBITDA margin of 17.4% for the full financial year 2025, exceeding expectations.
The French facility received a GMP certificate, enhancing its capability to produce GMP commercial products, which is expected to increase market interest.
The company secured a co-investment from a Japanese customer for a project in Switzerland, indicating strong client trust and future revenue potential.
Dishman Carbogen Amics Ltd (BOM:540701) achieved a reduction in net debt, reflecting improved financial health and cash flow generation.

Negative

The Indian operations showed a decline in NC API and intermediary revenues, contrary to general trends.
Margins in the Indian generics business remain low, with no significant improvement expected in the near term.
The company faces challenges with high inventory days, which are significantly higher compared to peers.
The French entity is currently loss-making, with a revenue of €8.6 million but a loss of €6.5 million, impacting overall profitability.
The effective tax rate remains high due to losses in certain entities, affecting net profitability.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DSHM.NS - Dishman Carbogen Amcis Ltd
Q4 2025 Dishman Carbogen Amcis Ltd Earnings Call
May 22, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Investor conference call for Diman Caboja Ms Limited.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone. Please note that this conference is being recorded.

I now hand the conference over to Mr. Stephen Fritzy, CEO of Dishman Kabajan ASS Limited.

Thank you and over to you, sir.

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Unidentified_2 [2]
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