Dishman Carbogen Amcis Ltd
Dishman Carbogen Amcis Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #79 of 84 in Pharmaceuticals & Biotechnology
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The short version
Expect significant ramp-up in India operations with INR 1,200 crores worth of RFPs submitted; 30-35% expected conversion into orders within 6 months, targeting INR 500 crores revenue in next 12-18 months and INR 800 crores in 3-5 years. The company targets to improve consolidated EBITDA margins from around 20% in FY26 to 25-26% within the next two years and aims to reach 30% by 2030.
From Dishman Carbogen Amcis Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Expect significant ramp-up in India operations with INR 1,200 crores worth of RFPs submitted; 30-35% expected conversion into orders within 6 months, targeting INR 500 crores revenue in next 12-18 months and INR 800 crores in 3-5 years.
- Swiss entity aims to double development revenue over next 5 years by securing more initial phase and phase III projects.
- French subsidiary plans breakeven next financial year, with FY27 revenue projected at ~EUR 18 million and increasing interest/orders.
- Shanghai facility targeting pharmaceutical market in China with recently obtained local FDA certification; utilization expected to rise from 50% to ~75%.
2 more points from Dishman Carbogen Amcis Ltd's call on revenue
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Profitability & Margins
See what Dishman Carbogen Amcis Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Dishman Carbogen Amcis is undertaking co-investment projects with a Japanese customer to ramp up capacity for ADC linker payload supplies, expected to complete in about 1.5 years (Page 13).
- The company plans significant ramp-up in revenues from this co-investment, with expectations of CHF 30-40 million incremental revenue in coming years (Page 14).
- The French facility, with ~EUR 50 million (~INR 500 crore) investment, started operations recently and is expected to ramp up and reach breakeven next financial year (Page 24).
2 more points from Dishman Carbogen Amcis Ltd's call on capex
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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
See what Dishman Carbogen Amcis Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Dishman Carbogen Amcis has submitted approximately INR 1,200 crores worth of RFPs (Requests for Proposals) from the India site.
- The expected conversion rate of these RFPs into orders is about 30% to 35%.
- Orders converted from RFPs are anticipated to be supplied mostly within the next 12 to 18 months.
- The India site aims to reach INR 500 crores in revenue within 12 to 18 months and INR 800 crores in the subsequent 3-5 years.
- For the Japanese ADC customer, there is a confirmed visibility of revenues over the next three years, supported by ongoing co-investment.
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's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q2 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 →
Others in Pharmaceuticals & Biotechnology this season
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- Wanbury (Q3 FY26)
Q3FY26 Revenue from Operations: ₹162.45 Crore . Key investor presentation takeaways from Wanbury Ltd's Q3 FY26 investor presentation — and how it ranks against
- Guj. Themis Bio. (Q3 FY26)
43.37 crore, up 9.74% YoY from Rs. Key investor presentation takeaways from Gujarat Themis Biosyn Ltd's Q3 FY26 investor presentation — and how it ranks against
- Balaxi Pharma (Q3 FY26)
Q3 FY26 revenue: ₹72.54 crore, down marginally by 1% YoY from ₹73.29 crore in Q3 FY25 (Page 19). Key investor presentation takeaways from Balaxi Pharma's Q3 FY2
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 Q3 FY26 results?
Expect significant ramp-up in India operations with INR 1,200 crores worth of RFPs submitted; 30-35% expected conversion into orders within 6 months, targeting INR 500 crores revenue in next 12-18 months and INR 800 crores in 3-5 years. The company targets to improve consolidated EBITDA margins from around 20% in FY26 to 25-26% within the next two years and aims to reach 30% by 2030.
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 164.8 with a market cap of ₹2,989 Cr. Investors should review the full earnings analysis for detailed insights.
Is Dishman Carbogen Amcis Ltd planning capital expenditure?
Dishman Carbogen Amcis is undertaking co-investment projects with a Japanese customer to ramp up capacity for ADC linker payload supplies, expected to complete in about 1.5 years (Page 13).
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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.
