Anthem Biosciences Limited Q1 FY26 earnings call summary

Earnings call of 14 Aug 2025, summarised by AI from the filing.

Anthem's Q1 FY26 revenue ₹540 cr with EBITDA margin 38%, guides about 20% growth for FY26 and steady margins.

Key takeaways

1. FY26 guidance Management guides about 20% year-on-year growth for FY26 and steady EBITDA, gross and PAT margins.
2. Pipeline shift Two filing-stage molecules got approved; commercial portfolio rose from 10 to 12 and Phase 3 fell from 10 to 8.
3. Growth driver Commercial molecules drove growth on higher client demand across about 5 or 6 clients.
4. Lumpiness Management calls Q1 an exceptional quarter and says the business is lumpy, so not every quarter will be like this.

Original filing on BSE

Anthem Biosciences Limited Q1 FY27 results

As filed: Revenue ₹418 cr (−23% year on year), EBITDA ₹151 cr (−21% year on year), PAT ₹120 cr (−12% year on year), EBITDA margin 36.0% (+63 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

• Q4 FY26: Revenue ₹583 cr, EBITDA ₹267 cr, PAT ₹212 cr, EBITDA margin 45.8%. Not scored. No result for the same quarter last year. Share price after the results: +1.4% in 30 days (Nifty 500: +3.0%).
• Q3 FY26: Revenue ₹417 cr, EBITDA ₹163 cr, PAT ₹112 cr, EBITDA margin 39.1%. Not scored. No result for the same quarter last year. Share price after the results: +21.1% in 30 days (Nifty 500: +2.8%).
• Q2 FY26: Revenue ₹552 cr, EBITDA ₹225 cr, PAT ₹198 cr, EBITDA margin 40.8%. Not scored. No result for the same quarter last year. Share price after the results: −6.8% in 30 days (Nifty 500: 0.0%).
• Q1 FY26: Revenue ₹538 cr, EBITDA ₹196 cr, PAT ₹148 cr, EBITDA margin 36.4%. Not scored. No result for the same quarter last year. Share price after the results: +10.4% in 30 days (Nifty 500: +2.2%).

Past price moves after results do not indicate future moves. Not a recommendation.

Anthem Biosciences Limited earnings call, investor presentation and press release summaries

• Q1 FY27: Earnings call (22 Jul 2026), Results deck (21 Jul 2026), Results deck (21 Jul 2026), Results press release (21 Jul 2026), Results press release (21 Jul 2026)
• Q4 FY26: Earnings call (20 May 2026), Results deck (19 May 2026)
• Q3 FY26: Earnings call (5 Feb 2026), Results deck (5 Feb 2026), Results press release (5 Feb 2026), Results press release (5 Feb 2026), Results press release (5 Feb 2026)
• Q2 FY26: Earnings call (10 Nov 2025), Results deck (8 Nov 2025), Results press release (8 Nov 2025)
• Q1 FY26: Earnings call (14 Aug 2025), Results deck (13 Aug 2025), Results press release (13 Aug 2025)