Dishman Carbogen Amcis Ltd
Dishman Carbogen Amcis Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
The company targets a low double-digit revenue growth, aiming for a CAGR of 12% to 15% over the next 3 to 5 years. EBITDA for FY '26 is expected between INR 550 crores to INR 570 crores, targeting a 20% margin.
From Dishman Carbogen Amcis Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company targets a low double-digit revenue growth, aiming for a CAGR of 12% to 15% over the next 3 to 5 years. (Page 10)
- India CRAMS business is expected to grow by 15% to 20% in FY ‘26. (Page 9)
- The Quats and Generics business is expected to grow between 5% to 10%. (Page 9)
- Peak revenue from India assets could reach around INR 800 crores within 2 to 3 years. (Pages 13-14)
- Bavla site's quarterly revenue is anticipated to reach around INR 100 crores in the later part of FY ‘26. (Page 15)
- EBITDA targeted at INR 550 crores to INR 570 crores in FY ‘26, with potential for higher margins than 20%. (Page 22)
2 more points management made on revenue & sales performance
Profitability & Margins
See what Dishman Carbogen Amcis Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- FY ‘26 CAPEX guidance is approximately INR 250 crores to INR 300 crores (EUR 25-30 million).
- Maintenance CAPEX is around INR 170-180 crores; the remainder is growth CAPEX including digital transformation initiatives.
- Large CAPEX for the French entity is mostly behind; future CAPEX will focus on expansion based on confirmed business cases.
- Co-investment of EUR 25 million by a Japanese customer for a specific project; infrastructure investment is a core investment paid by the client.
- Additional investments are planned in product expansion projects in Europe and India.
- Focus on CAPEX only when there is committed revenue from customers to ensure returns.
2 more points management made on capital expenditure plans
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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
- The transcript does not explicitly mention the current or expected order book or pending orders by a specific value.
- However, the discussion indicates a positive outlook on upcoming projects, with a focus on early-phase and late-phase (Phase IIb and Phase III) projects.
- The company is investing in market intelligence to identify new opportunities and potentially become a secondary supplier for risk mitigation.
- There is a mention of strong interest and investment in the CRAMS business and API development with expected growth.
2 more points management made on order book & pipeline
Dishman Carbogen Amcis Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: 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 →
- Q3 FY26 earnings call analysis →
- Q1 FY26 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q2 FY26 earnings call →
- 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 →
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Frequently Asked Questions
What were Dishman Carbogen Amcis Ltd Q4 FY25 results?
The company targets a low double-digit revenue growth, aiming for a CAGR of 12% to 15% over the next 3 to 5 years. EBITDA for FY '26 is expected between INR 550 crores to INR 570 crores, targeting a 20% margin.
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?
FY ‘26 CAPEX guidance is approximately INR 250 crores to INR 300 crores (EUR 25-30 million).
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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.