Anthem Biosciences Limited — Investor Meet, 12-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Anthem Biosciences delivered strong H1 FY26 results: consolidated revenue Rs. 1,090 Cr, EBITDA Rs. 480 Cr (41.4% margin), PAT Rs. 309 Cr (26.6% margin), and net cash Rs. 993 Cr. Four new molecules turned commercial, now totaling 14. Unit-II capacity expansion is complete, and Unit-III has Rs. 55 Cr work-in-progress. A Rs. 1,000 Cr investment in Unit-IV aims to double capacities by 2027. The company is vertically integrating for GLP-1 and expanding into novel peptides. Management is confident, targeting EBITDA margins at the upper end of 36-37%, maintaining its 20% historical CAGR.