Quarterly Financial Results
Anthem Biosciences Q1 FY27 Results: PAT at ₹1,199 Mn, EBITDA Margin Improves to 39.6%
NSE
Anthem
BSE
544449
Steel Exchange India Limited (SEIL) reported a strong Q1 FY27 performance, driven by higher profitability, margin expansion, lower finance costs and continued deleveraging. Net profit increased 46.89% YoY to ₹15.03 crore, while net worth expanded to ₹672.76 crore following successful capital raising and warrant conversions.
PRICE-SENSITIVE TRIGGER
Event: Announcement of standalone and consolidated unaudited financial results for Q1 FY27 along with a press release highlighting profitability improvement, deleveraging and balance sheet strengthening.
Type: Quarterly Financial Results
Impact: Moderately Positive
Immediate Effect: The company reported lower revenue compared with the previous year due to timing of customer deliveries, while maintaining strong EBITDA and PAT margins, reflecting resilient operational efficiency.
Metrics:
Key Metrics:
- Revenue from Operations: ₹4,182 Mn (-22.6% YoY | -31.5% QoQ)
- CRDMO Revenue: ₹3,408 Mn (-24.7% YoY)
- Specialty Ingredients Revenue: ₹774 Mn (-11.5% YoY)
- Total Revenue: ₹4,431 Mn (-21.3% YoY | -33.1% QoQ)
- EBITDA: ₹1,755 Mn (-18.1% YoY | -44.9% QoQ)
- EBITDA Margin: 39.6%
- Profit Before Tax (PBT): ₹1,446 Mn (-22.4% YoY)
- Profit After Tax (PAT): ₹1,199 Mn
- PAT Margin: 27.1%
Highlight:
- Despite lower revenue, Anthem Biosciences maintained strong profitability with an EBITDA margin of 39.6% and PAT margin of 27.1%.
What Happened ?
Anthem Biosciences announced its consolidated Q1 FY27 financial results, reporting lower revenue compared with the corresponding quarter last year due to the timing of customer deliveries. Despite this, the company continued to deliver robust operating profitability with healthy EBITDA and PAT margins.
key details
Q1 FY27 Performance Highlights:
- Revenue from Operations stood at ₹4,182 Mn.
- CRDMO business contributed ₹3,408 Mn.
- Specialty Ingredients generated ₹774 Mn.
- EBITDA stood at ₹1,755 Mn, with a margin of 39.6%.
- Profit Before Tax (PBT) was ₹1,446 Mn.
- Profit After Tax (PAT) was ₹1,199 Mn, with a margin of 27.1%.
Business Outlook:
- Management indicated that underlying customer demand remains strong.
- A higher concentration of scheduled deliveries is expected during the second half of FY27.
- Continued focus on cost efficiency, yield optimization and employee productivity is expected to support profitability.
- The company remains focused on sustaining long-term revenue growth through its innovation-driven CRDMO platform.
Risk Analysis
Summary:
- While Anthem maintained strong margins, quarterly revenue declined due to delivery timing. Future performance will depend on successful execution of scheduled deliveries and continued customer demand.
Key Risks:
- Revenue from operations declined 22.6% YoY.
- CRDMO revenue moderated during the quarter.
- Quarterly performance remains influenced by customer delivery schedules.
- Export-related income may fluctuate with foreign exchange movements.
Worst Case:
- If scheduled customer deliveries are delayed further, revenue growth could remain subdued despite maintaining healthy operating margins.
Risk Level: Medium
Company Commentary
- Management stated that Q1 results primarily reflect timing differences in customer deliveries.
- Underlying demand across key customers remains strong.
- More scheduled deliveries are expected during the second half of FY27.
- The company remains committed to long-term revenue growth.
- Continued emphasis on cost efficiency, yield optimization and productivity is expected to support industry-leading margins.
Official Exchange Filing: Anthem Biosciences Limited
