Dishman Carbogen Amics Ltd (NSE:DCAL)

Q1 2026 Dishman Carbogen Amcis Ltd Earnings Call Transcript

Aug 13, 2025 / 10:30 AM GMT

Release Date Price: ₹254.9 (+4.98%)

Transcript

Key Points

Positve

Dishman Carbogen Amics Ltd (BOM:540701) received GMP certification for its French and Shanghai subsidiaries, enhancing market opportunities in Europe and China.
The company reported a 35% increase in revenue for Q1 2026 compared to the same quarter last year, driven by late-phase development projects.
Successful US FDA inspection at the Naroda site with no observations, indicating strong compliance and operational standards.
Increased collaboration with Japanese partners and a co-investment agreement for expansion in Switzerland, indicating strategic growth initiatives.
The company is focusing on expanding its sales force globally, particularly in the US, Japan, and China, to diversify its market presence.

Negative

The finance cost increased due to higher interest rates and foreign exchange impacts, although efforts are being made to reduce it.
The marketable molecule segment saw a decline in revenue due to a conscious decision to reduce sales of low-margin cholesterol products.
The French subsidiary reported an EBITDA loss, indicating ongoing challenges in achieving profitability.
Two late-phase 3 development projects have been put on hold, affecting the pipeline of potential new products.
The company faces competitive challenges in the Chinese market despite recent GMP certification, as it is still in the early stages of market penetration.

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

DSHM.NS - Dishman Carbogen Amcis Ltd
Q1 2026 Dishman Carbogen Amcis Ltd Earnings Call
Aug 13, 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. It's call of Tishman Kabo and MS Limited. As a reminder, all participant lines will be in the lesson 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 a tach to your phone. Please note that this conference is being recorded.

Management of the company is represented by Mr. Sepanrany, CEO Carboin Ms. Mr. Paulo Armanio, COO India, Mr. Harshal Dal, global CFO. I'm sorry for the inconvenience and delayed.

I now hand the conference over to Mr. Stein Finy from this menu Carbon MC Limited.

Thank you and over to you,

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