Q4 2026 Dishman Carbogen Amcis Ltd Earnings Call Transcript
Key Points
- Dishman Carbogen Amics Ltd (BOM:540701) reported a strong revenue growth of 19% for Q4 FY26, reaching INR851 crores compared to INR716 crores in the same quarter last year.
- The company saw a significant increase in its CDMO segment, with a 21% growth in revenue, indicating strong demand and successful project acquisitions.
- The marketable molecules segment, particularly vitamin D analogs, performed well with a 9.3% growth, contributing to the overall revenue increase.
- The company has initiated cost control measures and improved supplier contracts, which have positively impacted the cost base and margins.
- Dishman Carbogen Amics Ltd (BOM:540701) is optimistic about future growth, with multiple late-phase projects and a strong pipeline of early-phase projects through its SPRINT initiative.
- The company's employee expenses increased significantly due to a one-off pension plan switch, impacting overall costs.
- There was a notable increase in other expenses due to provisions for onerous contracts, affecting the financial performance.
- The effective tax rate appeared elevated due to losses in certain subsidiaries, impacting net profitability.
- Interest costs have not reduced as expected, with foreign exchange fluctuations affecting finance costs.
- The French subsidiary continues to operate at a loss, with a delayed break-even point expected in FY28, impacting overall profitability.
Good evening, ladies and gentlemen. I am Madhuri, moderator for the conference call. Welcome to Dishman Carbogen Amcis Limited Q4 FY26 conference call.
We have with us today Mr. Stephen Christie, Chief Executive Officer, Karboj and Ansys Mr. Harshil Dala, Global Chief Financial Officer Mr. Paolo Armanino, Chief Operating Officer.
As a reminder, all participants 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 star and then zero on a touchtone telephone. Please note that this conference is recorded. I would now like to hand out the floor to Mr. Stephan Christie. Over to you, sir.
Welcome to everybody. This is Stefan Fritsche speaking.
It's an honor to talk to you.
I also welcome Hajil Dalal, our Global Chief Financial Officer, and Paulo Armanino, our COO at the Bishman India
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