Q3 2026 Dishman Carbogen Amcis Ltd Earnings Call Transcript
Key Points
- Dishman Carbogen Amcis Ltd (BOM:540701) reported a revenue growth of 5.5% for the quarter ending December 31, 2025, compared to the same period last year.
- The company successfully passed a mock FDA audit at one of its Swiss sites, preparing for a future PAI inspection.
- There is increased interest and secured projects in late-phase drug development, particularly in oncology-related ADC molecules.
- The company is expanding its sales force in China and the US to attract new development projects and expand its commercial pipeline.
- The integration between Carbogen Amcis and Dishman is progressing well, allowing for larger scale projects and positive customer feedback.
- The company experienced a delay in product shipments due to supply chain issues and the holiday season in Europe, impacting expected revenue.
- The quarter saw an increase in costs, with a 20% rise compared to 15% in the same quarter last year, affecting profitability.
- The company reported a negative profit before tax of INR10 crores and a negative profit after tax of INR12.97 crores for the quarter.
- The French subsidiary's revenue was lower than expected due to delayed supplies of certain drug substances.
- The company faces challenges in ramping up utilization across its global facilities, with some sites operating at low capacity utilization rates.
Good afternoon, ladies and gentlemen. I'm Karthikayan, moderator for the conference call. Welcome to Dishman Carbogen Amcis Limited, Q3 FY26 conference call. We have with us today from the management, Mr. Harshil Dalal, Global Chief Financial Officer; Mr. Paolo Armanino, Chief Operating Officer; and Mr. Stephan Fritschi, Chief Executive Officer. (Operator Instructions) Please note, this conference is recorded.
I would now like to hand over the floor to Mr. Stephan Fritschi. Thank you, and over to you, sir.
Hello everybody, this is Stephan Fritschi speaking. I'm the CEO of Carbogen Amcis. I'm happy to also welcome Harshil Dalal, our Global Chief Finance Officer; and Paolo Armanino, our COO of Dishman Carbogen Amcis facility here in Ahmedabad.
Before we go and dive into the financial numbers, let's look at the brief update on Carbogen Amcis Business-wise, starting with SAMBO''s here, that's our French subsidiary dealing with drug products. The market shows increased interest
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