Latest: Dishman Carbogen Amcis Ltd Q1 FY27 (Apr–Jun 2026) results →This page is Q3 FY26 (Oct–Dec 2025).All Q3 FY26 results →
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Dishman Carbogen Amcis Ltd

Q3 FY26Pharmaceuticals & Biotechnology

Dishman Carbogen Amcis Q3 FY26 earnings call: Revenue & Margins

Q3 FY26 earnings call: what management said on revenue, margins and capex.

Price₹174
Market cap₹3.0K Cr
P/E164.8
Updated23 Aug 2026
Read5 min read

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

Guidance-ranked
1KRM Ayurveda
Rev 1Mar 1
2Accretion Pha.
Rev 1Mar 2
3
Rev 1Mar 3
4
Rev 1Mar 3
5
Rev 1Mar 3
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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

Revenue Net profit Net loss
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

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.

Full financials →

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    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)

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  • 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

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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.