Dishman Carbogen Amcis Limited — Investor Meet, 10-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Dishman Carbogen Amcis reported Q3 FY26 revenue of INR 720 Cr and a negative PAT of INR 12.97 Cr. For 9M FY26, EBITDA reached 19.4% with PAT of INR 75.7 Cr, maintaining the 19.5-20% full-year EBITDA guidance. Management expresses confidence in global integration, new project wins, and resolved regulatory issues. India operations have INR 1,200 Cr in RFPs, targeting a ramp-up to INR 500 Cr revenue in 12-18 months. An ADC capacity co-investment will add CHF 30M incremental revenue, and the French facility targets breakeven next year at EUR 18M revenue. Reducing India's INR 750 Cr debt from internal accruals over three years is a priority, underpinning future growth.