| Management target | Revenue FY27 |
|---|
| Revenue growth | Revenue dropped 25% YoY due to deferred customer shipping schedules. |
|---|---|
| Margins | EBITDA margins stable at ~40% despite revenue decline. |
| Order book | Record order book with deferred deliveries shifting to Q2-Q4. |
| Demand visibility | Strong; 60% of full-year order book already secured. |
| Management confidence | Extremely bullish, urging investors to buy shares and stay invested. |
Growth
Revenue de-grew 25% YoY to ₹418 Cr; EBITDA margins improved YoY through cost optimization and better mix.
Outlook
Unit 4 commissioning expected by end of FY28; management anticipates historical double-digit growth rates for full FY27.
Risks
High dependency on timing of customer deliveries; significant upcoming capex of ₹700 Cr for Unit 4 creates cash-outflow.
Last quarter's promises, checked
Delivered
- Guided ~20% revenue growth → delivered 18% (= BEAT)
- Guided 20% EBITDA/PAT growth → delivered >30% (= BEAT)
- Guided Unit 2 expansion → delivered 50% capacity increase (= BEAT)
Partly delivered
- Guided ₹600 Cr+ capex FY27 → delivered ₹700 Cr plan (= PARTIAL)
Missed
- Guided FY27 revenue growth → delivered -25% YoY in current quarter (= MISS)
Earnings Call Transcript filed with BSE, NSE: ANTHEM. Summary written with AI assistance from the document.
Anthem Biosciences Ltd: key numbers
- Share price
- ₹890.35
- Market cap
- ₹50,144 Cr
- Revenue (annual)
- ₹2,124 Cr
- Net profit (annual)
- ₹591.8 Cr
- P/E (TTM)
- 87.1×Sector 47.4×
- Promoter holding
- 71.42%-3.26% QoQ
- FII holding
- 2.57%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Anthem Biosciences Ltd
All →Anthem Biosciences Other Announcement
Designated Person Viridity Tone LLP sold shares of Anthem Biosciences Ltd worth ₹82.67 Crore via market sale.
- Value
- ₹82.67 Cr
Anthem Biosciences Legal & Regulatory
Anthem Biosciences Ltd announced the settlement of an upside sharing amount of ₹127.68 Crore related to a prior divestment, following shareholder approval.
- Value
- ₹127.7 Cr
Anthem Biosciences Management Change
Anthem Biosciences appointed S.R. Batliboi & Associates LLP as Statutory Auditor and noted director changes, including a rotation and continuation of directorship.
Anthem Biosciences Annual General Meeting
Anthem Biosciences held its 20th AGM on July 22, 2026. Shareholders approved all business resolutions, including financial statements, dividend declaration, and statutory auditor appointments.
Anthem Biosciences Results Update
Anthem Biosciences reported Q1FY27 revenue of ₹418.2 Crore and profit after tax of ₹119.9 Crore. The company continues its focus on margin improvement and cost efficiencies.
Anthem Biosciences Investor Presentation: Key Takeaways
Anthem reported Q1FY27 revenue of ₹4,182 Mn with a 39.6% EBITDA margin. Results reflect timing shifts in deliveries, though management reports strong underlying demand and year-on-year margin improvement.