Anthem Biosciences Limited — Investor Meet, 27-07-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Anthem Biosciences reported Q1 FY27 revenues of Rs. 418 crores, EBITDA of Rs. 176 crores (40% margin), and PAT of Rs. 120 crores (27.1% margin), with a net cash position of Rs. 1,720 crores. Management acknowledged Q1 was soft due to delivery timing shifts but expressed confidence in full-year recovery and sustained historical growth, with 60% of the order book already secured. Capacity utilization is set to increase, with Unit 4 expansion (Rs. 1,200 Cr capex) progressing for FY28 commissioning. The company is actively pursuing CDSCO approval for Semaglutide API. Focus remains on innovation and cost efficiencies to maintain industry-leading margins. The outlook for the year is robust, emphasizing a long-term, holistic view over quarterly fluctuations.