3B Blackbio DX Ltd Q3 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

Published 15 Jul 2026 | Healthcare Services | Market Cap: ₹1.0K Cr

Company expects an overall growth rate of 10% to 15% in topline (sales/revenue) for the current year. 3B BlackBio DX Limited expects overall revenue growth of 10% to 15% for the full year FY26.

From 3B Blackbio DX Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.

Price

1,202

Market Cap

₹1.0K Cr

P/E Ratio

17.7

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3B Blackbio DX Ltd — Quarterly revenue & net profit

Revenue Net Profit
Sep 2024
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025

Reported quarterly figures (₹ Cr). Latest: revenue ₹50 Cr, net profit ₹22 Cr.

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📊 Revenue & Sales Performance

  • Company expects an overall growth rate of 10% to 15% in topline (sales/revenue) for the current year.
  • Exports are expected to grow higher, between 15% to 20%.
  • Post seasonal spikes, organic growth in domestic business is around 11.4% to 20%.
  • Future growth drivers include launch of new products, ongoing contract supplies (e.g., HAT contract till 2027), and expanding exports to 70 countries.
  • Molecular diagnostic market is nascent in India, providing room for growth.
  • Company targets EBITDA positive transition for Coris acquisition by next year, signaling revenue growth.
  • Growth in exports by TRUPCR Europe is strong, at 20% plus.
  • New product developments like sample-to-answer system and automated extraction kits expected to further aid growth.
  • US FDA approval for Coris products expected in 1 to 1.5 years, opening a significant new market.
  • Considering acquisitions with ~130-140 crore capex budget to fuel growth.

📈 Profitability & Margins

  • 3B BlackBio DX Limited expects overall revenue growth of 10% to 15% for the full year FY26.
  • Exports are projected to grow higher, around 15% to 20%.
  • Coris acquisition is expected to transition to EBITDA-positive next year with an EBITDA margin of 2% to 4%.
  • EBITDA might be slightly affected this year due to one-time merger and acquisition expenses but expected to stabilize.
  • The company aims to maintain healthy EBITDA margins while growing at 10%-15% annually.
  • New product developments, such as sample to answer systems and multiplexed kits, are expected to contribute to growth in the medium term.
  • Market expansion, especially in exports and newer geographies like the US (post FDA approval), is expected to support growth.
  • Management indicates sustainable growth driven by increasing market share and product innovation over the next 3 to 4 years.

🏗️ Capital Expenditure Plans

  • The company has allocated around INR 50 crore as reserve for the company itself.
  • Approximately INR 130-140 crore is targeted for acquisitions, with active scouting underway.
  • Two consultants have been appointed to identify acquisition opportunities.
  • The focus is on acquiring companies to drive growth, with dedicated management time spent on scouting.
  • Investment is also being made in product development, including sample-to-answer systems and automated extraction kits.
  • The company is investing in obtaining US FDA approval, which is expected within 1 to 1.5 years, to enter the US market.
  • Participating in global events like ADLM in the US to boost visibility and distribution.

💰 Fundraising & Capital Structure

The transcript does not mention any current or future plans for fundraising through debt or equity for 3B BlackBio DX Limited. Key points relevant to financial strategy and capital allocation include: - Focus is on development of new kits, mergers and acquisitions (M&A), and expanding product portfolio. - Priority given to completing audited results for March before considering NSE listing. - No direct discussion or indication of raising funds through equity or debt in the near term. - Cash position post Coris acquisition is around INR 190 crore, with INR 130-140 crore targeted for acquisitions. - The company is actively scouting for acquisition opportunities using reserves and available cash. Hence, no explicit mention or plan was shared about any new fundraising through debt or equity.

📋 Order Book & Pipeline

  • The company has a significant order from the HAT contract worth USD 6 million to be supplied over four years, with an expected annual revenue of approximately USD 1.5 million until the contract is completed.
  • For the current year, INR 8.8 crores (~USD 1.18 million) from the HAT contract was recognized as revenue, which is considered a one-off event but recurring annually until the contract ends.
  • The HAT contract is expected to continue supplying for the next two years at around USD 1.5 million per year.
  • Post completion or if the HAT disease is eradicated, new revenue opportunities are planned through the US market and other geographies such as the Middle East where Coris currently has low sales.
  • The company is actively scouting and targeting acquisitions to grow the order book and has budgeted INR 130-140 crores for acquisitions.

Key Metrics

Frequently Asked Questions

What were 3B Blackbio DX Ltd Q3 FY26 results?

Company expects an overall growth rate of 10% to 15% in topline (sales/revenue) for the current year. 3B BlackBio DX Limited expects overall revenue growth of 10% to 15% for the full year FY26.

What is 3B Blackbio DX Ltd share price analysis?

3B Blackbio DX Ltd currently shows a neutral. The stock trades at a P/E of 17.7 with a market cap of ₹1,036 Cr. Investors should review the full earnings analysis for detailed insights.

Is 3B Blackbio DX Ltd planning capital expenditure?

The company has allocated around INR 50 crore as reserve for the company itself.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.

What 3B Blackbio's management said in earlier quarters

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