Anthem Biosciences Ltd — earnings calls
1 quarter summarised from transcripts filed with the exchange, every statement cited. Newest first.
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Anthem Biosciences reported Q1 FY27 consolidated revenue of Rs. 418 crores, with CRDMO contributing 81.5% and Specialty Ingredients 18.5%, alongside an EBITDA margin of 39.6% and PAT margin of 27.1%. Management attributed the quarter's softness to timing shifts in customer deliveries rather than a change in underlying demand, and said 60% of the full-year order book was already in hand. Capacity utilization varied across units, with Unit 3 (Neo Anthem) ramping up to 30-35% and Unit 4 construction targeted for completion by end of FY28 at a total capex outlay of about Rs. 1,200 crores.