Dishman Carbogen Amcis Limited — PPTs, 14-11-2024: Investor Presentation

**Financial Highlights:** Dishman Carbogen Amcis reported a net revenue of ₹7,890.4 million for Q2 FY25, marking a 34.5% increase YoY, driven largely by a 51.7% rise in revenue from its CRAMS segment. EBITDA rose to ₹1,484.6 million, with an EBITDA margin of 18.8%, up from 10.8% in Q2 FY24. Cash PAT also saw substantial growth, reaching ₹1,055 million, resulting in a cash EPS of ₹6.7.

**Strategic Initiatives and Growth Drivers:** The company is focusing on enhancing capacity utilization and expanding its global footprint through the launch of new facilities in Switzerland and France. These initiatives will position the company to better serve small to mid-sized biotech firms and capitalize on emerging market opportunities.

**Business Developments:** There has been increased commercial activity in the CRAMS space in both Switzerland and India, which contributed significantly to revenue growth. The Bavla site has seen improved performance, contributing positively to NCE APIs and intermediates.

**Market Position and Competitive Advantage:** Dishman continues to be a leading player in contract research, supported by strong R&D capabilities and multiple manufacturing facilities worldwide. Its broad client base and recognized facilities enhance its competitive edge in the market.

**Investor Implications:** With substantial growth in revenues and profitability margins, Dishman presents a positive outlook. The company is working strategically to expand its manufacturing capacity, which may provide further scalability and revenue growth opportunities for investors to consider.