Anthem Biosciences Limited — Investor Meet, 18-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Anthem Biosciences reported strong Q1 FY26 results: Consolidated Revenue INR 540 Cr, EBITDA INR 214.3 Cr (38% margin), PAT INR 13.58 Cr (24% margin). Growth was driven by commercial CRDM products. Capacity expansion is ongoing, with 54 KL custom synthesis added, and two Phase 3 molecules moved to commercial. Management anticipates lumpiness but maintains a 20% historical CAGR outlook. They are confident in technology advancements (ADCs, Peptides, GLP-1) and expanding ahead of demand, leveraging a strong cash position and early client engagement. The overall sentiment is confident in strategic direction.