Gujarat Themis Biosyn Ltd Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book
Published 26 Aug 2026 | Pharmaceuticals & Biotechnology | Market Cap: ₹4.2K Cr
GTBL aims to grow its top line on a high-teen percentage basis over the next 3 to 5 years. FY26 revenue and profitability remained stable and in line with previous years, despite some production challenges. - GTBL was sold out in capacity, limiting growth; however, recent investments in fermentation and API facilities are expected to drive future growth. - Management aims for high-teen percentage growth annually over the next 3-5 years. - New acquisitions (MicroBiopharm and Sanofi brands) expected to add to revenues and earnings after integration and stabilization. - Synergies from acquisitions anticipated to start within the first year and contribute significantly. - EBITDA margins expected to be maintained close to current levels post-integration. - Focus on transforming GTBL into a fermentation-based CDMO with broader capabilities to capture higher-value opportunities. - Raising equity (~INR 1,000 crores) and debt (~INR 2,000 crores) planned to support growth.
From Gujarat Themis Biosyn Ltd's Q1 FY27 earnings-call transcript · updated 26 Aug 2026.
Price
₹421
Market Cap
₹4.2K Cr
P/E Ratio
85.3
Revenue Rank
Margin Rank
How does Gujarat Themis Biosyn Ltd rank in Pharmaceuticals & Biotechnology?
Compare Gujarat Themis Biosyn Ltd against every Pharmaceuticals & Biotechnology company this quarter on revenue, margins and earnings-call signals.
Gujarat Themis Biosyn Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹44 Cr, net profit ₹11 Cr.
Full financials →📊 Revenue & Sales Performance
Rank 3- →GTBL aims to grow its top line on a high-teen percentage basis over the next 3 to 5 years.
- →With expanded capacity investments, the company expects increasing asset turns and quarter-on-quarter growth in revenues.
- →The integration of recent acquisitions like MicroBiopharm and Sanofi’s portfolio is expected to add significant top-line and earnings growth.
- →MicroBiopharm acquisition will enable GTBL to enter higher value fermentation-based CDMO space, expanding capabilities in immunosuppressants, oncology, peptides, plasmids, precision fermentation, enzyme engineering, and ADCs.
- →Sanofi portfolio acquisition secures existing bread-and-butter APIs and opens up formulations, improving margin and revenue through better distribution and integration of API production.
- →Overall, GTBL is focused on transforming into a fermentation-led integrated pharmaceutical company to participate in higher-value opportunities.
- →The company expects some synergy-related projects and revenue growth to start within the first year of acquisitions integration.
📈 Profitability & Margins
Rank 3- →FY26 revenue and profitability remained stable and in line with previous years, despite some production challenges.
- →GTBL was sold out in capacity, limiting growth; however, recent investments in fermentation and API facilities are expected to drive future growth.
- →Management aims for high-teen percentage growth annually over the next 3-5 years.
- →New acquisitions (MicroBiopharm and Sanofi brands) expected to add to revenues and earnings after integration and stabilization.
- →Synergies from acquisitions anticipated to start within the first year and contribute significantly.
- →EBITDA margins expected to be maintained close to current levels post-integration.
- →Focus on transforming GTBL into a fermentation-based CDMO with broader capabilities to capture higher-value opportunities.
- →Raising equity (~INR 1,000 crores) and debt (~INR 2,000 crores) planned to support growth.
- →Long-term vision includes diversified, innovation-led growth driving sustainable earnings expansion.
🏗️ Capital Expenditure Plans
Yes- →Most of the capex is already completed by the company with only INR10-15 crores left for last mile completion in FY27, along with some maintenance capex totaling around INR20 crores for the year. (Page 11)
- →Over the last 3 years, incremental investment of around INR370 crores in gross block, including new fermentation facility, API facility, new R&D infrastructure, and hybrid power project. (Page 12)
- →Focus on expansion projects execution and integrating recent acquisitions to commercialize new capabilities, broaden product portfolio while maintaining strong financial performance. (Page 19)
- →Additional fermentation capacity expansion (practically doubled capacity), fully operational by end of August 2026, enabling increase in API manufacturing capabilities. (Page 9)
- →Planning fundraising of up to INR1,000 crores through equity and managing debt levels optimally for acquisitions. (Page 10)
- →Long-term vision to grow on a high-teen basis over 3-5 years driven by organic growth and acquisitions with fermentation-based CDMO transformation focus. (Page 12)
💰 Fundraising & Capital Structure
Yes- →Gujarat Themis Biosyn Limited is planning fundraising activities involving both debt and equity.
- →They are currently preparing for multiple avenues in terms of funding to finalize an optimal mix of debt and equity.
- →The company aims to raise up to INR 1,000 crores through equity as of now.
- →Debt raise amount is yet to be decided; options remain open and will be finalized at the appropriate time.
- →The company has recently taken an extra INR 450 crores debt flexibility option plus INR 1,000 crores guarantee from a group company to support funding needs.
- →Most of the capex is completed; for FY27, expected capex on the base business is around INR 20 crores including maintenance.
- →Funding is largely secured for the MicroBiopharm Japan deal, with some last-minute approvals pending.
📋 Order Book & Pipeline
No informationKey Metrics
Revenue
Margin
Capex
Fundraise
Order Book
Frequently Asked Questions
What were Gujarat Themis Biosyn Ltd Q1 FY27 results?
GTBL aims to grow its top line on a high-teen percentage basis over the next 3 to 5 years. FY26 revenue and profitability remained stable and in line with previous years, despite some production challenges. - GTBL was sold out in capacity, limiting growth; however, recent investments in fermentation and API facilities are expected to drive future growth. - Management aims for high-teen percentage growth annually over the next 3-5 years. - New acquisitions (MicroBiopharm and Sanofi brands) expected to add to revenues and earnings after integration and stabilization. - Synergies from acquisitions anticipated to start within the first year and contribute significantly. - EBITDA margins expected to be maintained close to current levels post-integration. - Focus on transforming GTBL into a fermentation-based CDMO with broader capabilities to capture higher-value opportunities. - Raising equity (~INR 1,000 crores) and debt (~INR 2,000 crores) planned to support growth.
What is Gujarat Themis Biosyn Ltd share price analysis?
Gujarat Themis Biosyn Ltd currently shows a below-average growth signal. The stock trades at a P/E of 85.3 with a market cap of ₹4,154 Cr. Investors should review the full earnings analysis for detailed insights.
Is Gujarat Themis Biosyn Ltd planning capital expenditure?
Most of the capex is already completed by the company with only INR10-15 crores left for last mile completion in FY27, along with some maintenance capex totaling around INR20 crores for the year.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.