Gujarat Themis Biosyn Limited — PPTs, 22-05-2026: Investor Presentation

Gujarat Themis Biosyn (GTBL) is acquiring 100% equity in MicroBiopharm Japan (MBJ) for approximately INR 1,300 Cr, funded by an optimal mix of debt and equity. This transaction is expected to close by Q2 FY2027 and be EPS accretive.

MBJ, with over 60 years of experience and three GMP-compliant plants, projects FY26 revenue of around INR 570 Cr. Their business mix includes proprietary API/Intermediates (32%) and diverse CDMO services (49%), with 40% of revenue from outside Japan.

This acquisition accelerates GTBL's transition to a fermentation-based, globally integrated CDMO. Key strategies include gaining access to precision fermentation (P450 enzyme library), advanced biologics (Plasmid DNA, ADC conjugation), and a scalable manufacturing footprint with global approvals. Management aims to leverage GTBL's India cost advantage to improve margin expansion and drive sustainable growth.