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Informist, Wednesday, Jul. 22, 2026

 

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--Anthem Biosciences: GLP-1 category pdts a long-term opportunity for co
--Anthem Biosciences:See no challenges to FY27 margin growth on strong orders
--Anthem Biosciences:Awaiting Indian regulator's OK for semaglutide molecule
--Anthem Biosciences: FY27 capex seen around INR 7 bln
--Anthem Biosciences: Capex for Unit-IV phase-I capacity INR 12 bln
--Anthem Biosciences: Working on over 100 new projects in contract research
--Anthem Biosciences: To improve capacity utilisation on strong order book
--Anthem Biosciences: Expect commissioning of Unit-IV FY28-end
--CONTEXT: Anthem Biosciences mgmt's comments in post-earnings analyst call
--Anthem Biosciences: Focus on improving capacity utilisation at all 3 units
 

 

By Narayana Krishna and Ruchira Kagita

 

HYDERABAD/MUMBAI – Anthem Biosciences Ltd. is focused on improving its capacity utilisation by roping in new customers and expediting speedy deliveries, the company's management said in a post-earnings conference call. For the June quarter, the company's earnings suffered due to timing shifts in deliveries to its key customers.

 

The Bengaluru-based contract research, development, and manufacturing organisation services firm said that in the coming quarters, it aims to use all three manufacturing units at full capacity. The company's bottom line fell 12% on year in the June quarter to INR 1.20 billion. Its revenue from operations saw a sharper 23?ll at INR 4.18 billion. Sequentially, the net profit fell around 37% and sales fell around 32%.

 

Anthem Biosciences' management said its Unit-I was running at 78% of its capacity, while Unit-II was at 50% and Unit-III had around 35?pacity utilisation.

 

The company is in the process of setting up an integrated new facility, Unit IV, with an estimated capital expenditure of INR 12 billion in the first phase. The management said that once the current facilities reach full capacity, Unit IV will be commissioned to meet the additional demand. The company expects its Unit-IV to be ready by the end of 2027-28 (Apr-Mar). 

 

While the proposed capital expenditure of INR 12 billion for Unit-IV is spread across two years, it is expected to be around INR 7 billion for FY27, the company said. Backed by a robust order book, the management is bullish on earnings growth in FY27, though some speed bumps are possible. The company is confident of making up for any sales lost in the June quarter during Jul-Sept.

 

The company said there was a visible order pipeline to meet 60% of its capacity, while the company is working to onboard new clients from big pharmaceutical players. Most of the visible order book is for its contract research, development, and manufacturing business, the company said. Anthem Biosciences is working on over 100 new projects and among them, 10 are in the late stage of development. The company is in the process of developing peptide molecule-based products and some of them are in early stages. The company is also expecting traction in its existing 14 molecules.

 

On diabetic and obesity drug semaglutide, the company is awaiting Indian regulators' approval to begin production. Once the approval is in place, the company will begin to offer its products to Indian companies in the first phase and may expand to global customers later. The glucagon-like-peptide-1 category is a long-term growth opportunity, and semaglutide is a beginning, the company said.

 

Anthem Biosciences' management said it is not expecting any challenges to improve its earnings before interest, tax, depreciation, and amortisation margin in FY27, as there is a strong order book in place. For the June quarter, the company reported a consolidated EBITDA margin of 39.6% against 38.1% a year ago. The company is focused on cost optimisation and is not expecting any spike in its other expenses going forward in FY27.

 

At 1249 IST, shares of Anthem Biosciences were trading at INR 766.90 on the National Stock Exchange, down a little over 3% from the previous close.  End

 

Edited by Avishek Dutta

 

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