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Dishman Carbogen Amcis Limited Q2 FY26 earnings call summary

NSE: DCAL · BSE: 540701

Earnings call of 5 Nov 2025, summarised by AI from the filing.

CDMO EBITDA margin rose to 25.3% from 19% on Phase 3 supplies and supplies to the Japanese innovator.

Key takeaways

  1. Margin change CDMO EBITDA margin rose to 25.3% from 19% on Phase 3 supplies and supplies to the Japanese innovator.
  2. Growth driver Cholesterol and vitamin D analogue business grew 85% in Q2 FY26 and is on or above its full-year target.
  3. Main risk COGS is expected to be higher for the full year than in Q2 FY26 as commercial supplies increase.

Original filing on BSE

Dishman Carbogen Amcis Limited Q1 FY27 results

As filed: Revenue ₹678 cr (−4% year on year), EBITDA ₹60.1 cr (−57% year on year), PAT −₹57.9 cr (−300% year on year), EBITDA margin 8.9% (−1,000 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 ₹851 cr (+19% year on year), EBITDA ₹163 cr (+7% year on year), PAT ₹21.7 cr (−49% year on year), EBITDA margin 19.1% (−223 bps). Score 44 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA growth was below it. EBITDA margin fell 223 bps year on year. Other income 36% of PBT. Tax rate 53%. Revenue grew on the previous quarter, against its usual seasonal pattern. Share price after the results: −9.7% in 30 days (Nifty 500: +3.0%).
  • Q3 FY26: Revenue ₹720 cr (+6% year on year), EBITDA ₹113 cr (−19% year on year), PAT −₹13.0 cr (−300% year on year), EBITDA margin 15.7% (−481 bps). Score 20 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA growth was below it. EBITDA margin fell 481 bps year on year. Profit fell 120% from last quarter. Share price after the results: −28.1% in 30 days (Nifty 500: −3.2%).
  • Q2 FY26: Revenue ₹653 cr (−17% year on year), EBITDA ₹149 cr (+1% year on year), PAT ₹65.0 cr (+97% year on year), EBITDA margin 22.8% (+419 bps). Score 16 of 100, Below trend. Revenue growth was well below the company's own trend; EBITDA growth was below it. EBITDA margin rose 419 bps year on year. Other income 26% of PBT. Tax rate -113%. Consolidated profit +97% but standalone -200%. Revenue fell 8% from last quarter. Share price after the results: −23.2% in 30 days (Nifty 500: +0.3%).
  • Q1 FY26: Revenue ₹708 cr (+35% year on year), EBITDA ₹141 cr (+300% year on year), PAT ₹23.0 cr, EBITDA margin 19.9% (+1,000 bps). Score 69 of 100, Above trend. Revenue and EBITDA growth were well above the company's own trend. EBITDA margin rose 1000 bps year on year. Other income 64% of PBT. Tax rate 41%. Profit fell 47% from last quarter. Share price after the results: +10.2% in 30 days (Nifty 500: +2.4%).
  • Q4 FY25: Revenue ₹716 cr (+9% year on year), EBITDA ₹153 cr (+143% year on year), PAT ₹43.0 cr, EBITDA margin 21.4% (+1,000 bps). Score 58 of 100, In line with trend. Revenue growth was in line with the company's own trend; EBITDA growth was above it. EBITDA margin rose 1000 bps year on year. Other income 29% of PBT. Tax rate -57%. Share price after the results: +10.8% in 30 days (Nifty 500: +1.4%).
  • Q3 FY25: Revenue ₹682 cr (+5% year on year), EBITDA ₹140 cr (+241% year on year), PAT ₹5.0 cr, EBITDA margin 20.5% (+1,000 bps). Score 66 of 100, Above trend. Revenue growth was in line with the company's own trend; EBITDA growth was well above it. EBITDA margin rose 1000 bps year on year. Tax rate 85%. Revenue fell 14% from last quarter.
  • Q2 FY25: Revenue ₹789 cr (+34% year on year), EBITDA ₹147 cr (+141% year on year), PAT ₹33.0 cr, EBITDA margin 18.6% (+824 bps). Score 95 of 100, Above trend. EBITDA margin rose 824 bps year on year. Not enough history for a trend yet: scored on growth alone.

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

Dishman Carbogen Amcis Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.