Dishman Carbogen Amcis Limited — Investor Meet, 25-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Dishman Carbogen Amcis reported strong Q4 FY26 revenue of INR 851 Cr (+19% YoY) and a full-year FY26 revenue of INR 2,932 Cr (+8% YoY). Full-year EBITDA margins improved to 19.3% (+200 bps). Growth was driven by robust CDMO and high-margin Vitamin D analogs. Management is optimistic, targeting a 15% revenue CAGR over three years and 25% EBITDA margin by FY28. Strategic moves include transferring a CHF 20-25 million project to India for cost optimization. Significant debt refinancing via a promoter ECB aims to cut interest costs to INR 30-35 Cr quarterly from Q2/Q3 FY27. Net debt is targeted to reduce by CHF 10-15 million annually.