Dishman Carbogen Amcis Ltd
Dishman Carbogen Amcis Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #76 of 83 in Pharmaceuticals & Biotechnology
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The short version
Revenue ramp-up expected from collaboration with Swiss company Celonic; discussions with customers ongoing, revenue growth likely over coming months and years (Page 24). Expect 8% to 10% revenue growth in FY26 with strong order pipelines and increasing commercial supply.
From Dishman Carbogen Amcis Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- Revenue ramp-up expected from collaboration with Swiss company Celonic; discussions with customers ongoing, revenue growth likely over coming months and years (Page 24).
- Bavla site utilization currently low (~20-25%), but significant ramp-up anticipated from next financial year, with exponential revenue growth over a 3-year view starting FY26/FY27 (Pages 23-24, 13).
- Overall business growth forecasted at 8%-10% revenue growth for FY26, with a target of INR 3,000 crores revenue from CDMO by FY27 (Pages 8, 14).
- French facility expected to turn profitable by next fiscal year with breakeven EBITDA at EUR 18 million and potential revenue of ~EUR 45 million at full utilization (Pages 9-10).
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Profitability & Margins
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Capital Expenditure Plans
- Co-investment agreements with Japanese customer:
- First investment: CHF 25 million (CHF 15 million customer, CHF 10 million company) completed with extension in Bubendorf.
- Second investment: CHF 25 million, entirely funded by customer, expected to go live by Jan 2027, expansion at Neuland and Aarau (Swiss sites).
- Bavla site refurbishment and capacity utilization:
- Refurbishment cost estimated at around INR 50-60 crores annually including maintenance CapEx.
- Utilization currently low (20-25%), expected significant ramp-up starting next financial year.
- IT and digital transformation investments:
- Ongoing group-wide SAP S/4HANA implementation for ERP integration, including Swiss entity expected live in 4-6 months.
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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
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Order Book & Pipeline
- Development pipeline as of September 30, 2025, stands at approximately CHF 150 million.
- Commercial order book is around CHF 100 million.
- The pipeline reflects ongoing and upcoming projects for Carbogen Amcis.
- Ramp-up in revenues expected due to recent collaborations and closer integration between Carbogen Amcis Switzerland and Dishman Carbogen Amcis India, particularly at the Bavla site.
- Bavla site has RFQs (Request for Quotations) enabling significant future revenue growth, with expectations of exponential revenue ramp-up over the next three years starting FY27.
2 more points from Dishman Carbogen Amcis Ltd's call on order book
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Dishman Carbogen Amcis Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹851 Cr, net profit ₹22 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Dishman Carbogen Amcis Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q1 FY26 earnings call analysis →
- Q4 FY25 earnings call analysis →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
- Q4 FY23 earnings call →
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Revenue from Operations for H1FY26: Rs 84.05 crore, a 1% YoY increase from Rs 82.98 crore in H1FY25 (Page 22). Key investor presentation takeaways from Infinium
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Q2FY26 Revenue from Operations: ₹160.06 Crore . Key investor presentation takeaways from Wanbury Ltd's Q2 FY26 investor presentation — and how it ranks against
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Revenue for Q2 FY26: ₹56.17 crore . Key investor presentation takeaways from Balaxi Pharma's Q2 FY26 investor presentation — and how it ranks against sector pee
Potential multibaggers · Q2 FY27
Potential multibaggers in Pharmaceuticals & Biotechnology
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Dishman Carbogen Amcis Ltd Q2 FY26 results?
Revenue ramp-up expected from collaboration with Swiss company Celonic; discussions with customers ongoing, revenue growth likely over coming months and years (Page 24). Expect 8% to 10% revenue growth in FY26 with strong order pipelines and increasing commercial supply.
What is Dishman Carbogen Amcis Ltd share price analysis?
Dishman Carbogen Amcis Ltd currently shows a neutral. The stock trades at a P/E of 129.5 with a market cap of ₹2,349 Cr. Investors should review the full earnings analysis for detailed insights.
Is Dishman Carbogen Amcis Ltd planning capital expenditure?
Co-investment agreements with Japanese customer: - First investment: CHF 25 million (CHF 15 million customer, CHF 10 million company) completed with extension in Bubendorf.
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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.