Anthem Biosciences Limited — PPTs, 13-08-2025: Investor Presentation
Here is the summary:
**Financial Highlights:**
Anthem Biosciences reported strong Q1FY26 results: Revenue up 59.5% YoY to ₹540.2 Cr, led by CRDMO (₹452.7 Cr, up 70.5%). EBITDA grew 52.7% to ₹214.3 Cr (38.1% margin). PAT jumped 64.8% to ₹135.8 Cr (24.1% margin). Net cash: ₹784.8 Cr.
**Strategic Initiatives & Growth Drivers:**
Major capacity expansion underway: Unit II commissioned 54 kL custom synthesis. Unit III launched phased operations, adding new peptide (16kL) and hi-potent (2.5kL) manufacturing. Ground broken for greenfield Unit IV on 30 acres.
**Business Developments:**
Operational highlights include Unit II's expanded custom synthesis and Unit III's specialized manufacturing facilities commencing. Unit IV construction is underway, signaling continuous scale-up.
**Market Position & Competitive Advantage:**
Performance driven by robust technology, infrastructure (324KL Custom Synthesis, 142KL Fermentation), and a strong balance sheet. Dedicated team and client partnerships enhance competitive edge.
**Investor Implications:**
Strong Q1FY26 financials and aggressive capacity additions signal positive growth potential. Company is actively investing to meet future demand and solidify market leadership.
