Anthem Biosciences Ltd
Anthem Biosciences Q1 FY27 earnings call: Revenue & Margins
Q1 FY27 earnings call: what management guided on revenue, margins and order book.
What the Q1 FY27 call signalled
1 of 3 strong
The short version
Anthem expects overall growth for FY27 to remain intact and consistent with its historical double-digit performance. Q1 FY27 was a soft quarter due to timing shifts in deliveries; business is cyclical with lumpiness expected in quarterly performance. - Management emphasizes viewing business growth on a full-year basis, expecting sharp upward trends despite quarterly fluctuations. - Order book visibility remains strong at about 60% for the full year, supporting confidence in growth for FY27. - Specialty Ingredients segment expected to recover and grow by year-end after raw material and supply chain pressures ease. - Expansion via Unit 4 underway with significant capex (~Rs.
From Anthem Biosciences Ltd's Q1 FY27 earnings-call transcript · updated 23 Sept 2026.
Revenue & Sales Performance
- Anthem expects overall growth for FY27 to remain intact and consistent with its historical double-digit performance.
- Q1 was a soft quarter with about a 25% YoY decline, but Q2, Q3, and Q4 are expected to see recovery and growth.
- The business is characterized by quarterly fluctuations (lumpiness) due to customer delivery scheduling.
- A strong order book with about 60% visibility for the full year provides confidence in achieving growth targets.
- Growth in specialty ingredients, affected by supply chain pressures, is expected to recover strongly by year-end.
- New customers, including a recently added Big Pharma client, and increased volumes from existing clients will contribute to growth.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Anthem Biosciences Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Unit 4 Expansion:
- Total capex outlay: Approximately Rs. 1,200 crores for Phase 1.
- Property size: 30 acres; Phase 1 uses half the area.
- Capacity addition: 365 kiloliters custom synthesis, 100 kiloliters fermentation, plus food and nutra plant.
- Timeline: Construction started last year; expected completion by end of FY28.
- Capex split: Roughly 50% each in FY27 and FY28.
- Current status: Civil works nearly complete; equipment orders to begin.
- FY27 Capex:
- Targeted around Rs. 700 crores, mainly for Unit 4.
- Post FY28:
- Capex expected to decline after Unit 4 is commissioned.
2 more points management made on capital expenditure plans
Top-ranked in Pharmaceuticals & Biotechnology
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Anthem Biosciences Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- At the start of FY27, Anthem had about 60% of its order book for the full year's delivery already secured.
- After Q1, despite a muted quarter, the order book was replenished and still stands at approximately 60%.
- This 60% visibility covers the entire business, including CRDMO, specialty ingredients, and R&D segments.
- The remaining 40% of the order book typically comes from onboarding new customers or increased volumes from existing clients.
- Orders are a mix of confirmed and anticipated purchase orders, with rolling forecasts updated every 3 to 6 months.
2 more points management made on order book & pipeline
Anthem Biosciences Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹611 Cr, net profit ₹190 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Anthem Biosciences Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Anthem Biosciences Ltd Q1 FY27 results?
Anthem expects overall growth for FY27 to remain intact and consistent with its historical double-digit performance. Q1 FY27 was a soft quarter due to timing shifts in deliveries; business is cyclical with lumpiness expected in quarterly performance. - Management emphasizes viewing business growth on a full-year basis, expecting sharp upward trends despite quarterly fluctuations. - Order book visibility remains strong at about 60% for the full year, supporting confidence in growth for FY27. - Specialty Ingredients segment expected to recover and grow by year-end after raw material and supply chain pressures ease. - Expansion via Unit 4 underway with significant capex (~Rs.
What is Anthem Biosciences Ltd share price analysis?
Anthem Biosciences Ltd currently shows a below-average growth signal. The stock trades at a P/E of 88.2 with a market cap of ₹52,306 Cr. Investors should review the full earnings analysis for detailed insights.
Is Anthem Biosciences Ltd planning capital expenditure?
Unit 4 Expansion: - Total capex outlay: Approximately Rs.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.