Anthem Biosciences Limited — PPTs, 21-07-2026: Investor Presentation

Anthem Biosciences reported Q1FY27 consolidated revenue of ₹418.2 Cr, down 22.6% YoY. Profit After Tax (PAT) also saw a dip of 11.7% YoY to ₹119.9 Cr. The CRDMO segment contributed ₹340.8 Cr (81.5% of revenue) and Specialty Ingredients ₹77.4 Cr. Despite lower top-line, the company maintained strong margins, with EBITDA margin improving to 39.6% (+153 bps YoY) and PAT margin to 27.1% (+300 bps YoY).

Management noted that Q1 results were impacted by "timing shifts in deliveries" but emphasized strong underlying demand, expecting momentum to pick up in H2 FY27 due to higher scheduled deliveries. The focus remains on sustaining revenue growth and reinforcing margin profile through cost efficiencies, yield optimization, and employee productivity. The company holds a robust net cash position of ₹1,719.7 Cr as of June 30, 2026.