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24 announcements match the current filters (relevance ≥ 5).
Anthem Biosciences Q3FY26 PAT Falls 25% YoY to ₹928 Mn; 9M EBITDA Margins Strong at 41.5%
Anthem Biosciences reported a mixed set of results for Q3FY26, with revenue declining 15% YoY to ₹4,232 Mn, primarily due to a high base in the previous year's CRDMO segment. Despite the revenue dip, EBITDA margins remained robust at 41.8% for the quarter, supported by higher other income and operational efficiencies. Net profit for the quarter was impacted by a ₹254 Mn exceptional provision related to the new Labour Code, leading to a 25.3% YoY decline in PAT to ₹928 Mn. However, the 9-month performance remains positive with revenue and EBITDA growing 11.2% and 22.6% YoY respectively.
Key Highlights
9MFY26 Revenue grew 11.2% YoY to ₹15,134 Mn, while EBITDA increased 22.6% to ₹6,712 Mn.
Q3FY26 Revenue from the core CRDMO business fell 19.4% YoY to ₹3,332 Mn.
EBITDA margins improved to 41.8% in Q3FY26 from 36.9% in the same quarter last year.
PAT for Q3FY26 stood at ₹928 Mn, impacted by a ₹254 Mn exceptional charge for new labour laws.
The company maintains a strong liquidity position with a net cash balance of ₹12,312 Mn as of Dec 31, 2025.
👀 What to Watch
Investors should monitor the recovery in the CRDMO segment in Q4, which management expects to be the strongest quarter of the year. While the quarterly revenue dip is concerning, the high EBITDA margins and strong net cash position provide a solid fundamental cushion.
Anthem Biosciences Q3FY26 PAT Declines 25% YoY to ₹928 Mn Amid CRDMO Segment Slowdown
Anthem Biosciences reported a challenging Q3FY26 with revenue from operations declining 15% YoY to ₹4,232 Mn, largely driven by a 19.4% drop in its core CRDMO business. While the 9-month performance remains positive with revenue up 11.2% YoY, the quarterly Profit After Tax (PAT) fell significantly by 25.3% YoY to ₹928 Mn. Profitability was further impacted by a ₹254 Mn exceptional provision related to new government labour codes. Despite the quarterly volatility, the company maintains a robust net cash position of ₹12,312 Mn.
Key Highlights
Q3FY26 Revenue from operations fell 15% YoY to ₹4,232 Mn and 23.1% sequentially.
CRDMO segment revenue witnessed a sharp 19.4% YoY decline to ₹3,332 Mn in Q3FY26.
9MFY26 EBITDA grew 22.6% YoY to ₹6,712 Mn with strong margins of 41.5%.
Exceptional item of ₹254 Mn recognized in Q3 for provisions under new Labour Codes.
Net cash position remains strong at ₹12,312 Mn as of December 31, 2025.
👀 What to Watch
Investors should exercise caution due to the sharp sequential and year-on-year decline in the core CRDMO business during Q3. While the long-term 9-month growth and cash reserves are healthy, the immediate focus should be on management's commentary regarding the recovery of order execution in the coming quarters.
Anthem Biosciences Q3FY26: EBITDA Margins Expand to 41.8% Despite 15% Revenue Dip
Anthem Biosciences reported a mixed Q3FY26 with revenue declining 15% YoY to ₹4,232 Mn, primarily due to a high base in the previous year. However, EBITDA margins improved significantly to 41.8% from 35.2% YoY, leading to a 3.7% growth in EBITDA. Net profit for the quarter fell 25.3% to ₹928 Mn, impacted by a ₹254 Mn exceptional provision for new Labour Codes. For the nine-month period (9MFY26), the company maintains a steady growth trajectory with revenue and PAT up 11.2% and 9.1% respectively.
Key Highlights
Q3FY26 Revenue from operations stood at ₹4,232 Mn, down 15% YoY, while CRDMO segment contributed 78.8% of total revenue.
EBITDA margins expanded significantly to 41.8% in Q3FY26 compared to 35.2% in Q3FY25.
9MFY26 Revenue grew 11.2% YoY to ₹15,134 Mn with EBITDA growing 22.6% to ₹6,712 Mn.
A one-time exceptional item of ₹254 Mn was recognized due to the notification of new Labour Codes impacting wage definitions.
Strong balance sheet maintained with a net cash position of ₹12,312 Mn as of December 31, 2025.
👀 What to Watch
Investors should monitor the recovery in CRDMO revenues in Q4, which management expects to be the strongest quarter of the year. The significant margin expansion is a positive sign of operational efficiency despite the temporary revenue dip.
Anthem Biosciences Q3 PAT Declines 12% YoY to ₹1,121 Mn; Exceptional Item Impacts Bottom-line
Anthem Biosciences reported a weak Q3 FY26 with revenue from operations falling 16.4% YoY to ₹4,165.75 Mn. Net profit for the quarter dropped 12.4% YoY to ₹1,121.25 Mn, impacted by a sequential slowdown and an exceptional provision of ₹249.84 Mn for new Labour Codes. However, the nine-month (9M FY26) performance remains positive, with PAT growing 19.6% YoY to ₹4,588.98 Mn. The company also expanded its equity base by allotting 1,03,800 shares under its ESOP 2024 plan.
Key Highlights
Revenue from operations decreased 16.4% YoY to ₹4,165.75 Mn in Q3 FY26.
Net Profit (PAT) for the quarter fell to ₹1,121.25 Mn from ₹1,279.93 Mn in Q3 FY25.
Recognized an exceptional charge of ₹249.84 Mn as provision for new Government Labour Codes.
9M FY26 total income grew to ₹16,282.61 Mn, up from ₹14,332.86 Mn in the previous year.
Allotted 1,03,800 equity shares under ESOP 2024, increasing paid-up capital to ₹1,123.43 Mn.
👀 What to Watch
Investors should be cautious as the sharp sequential and YoY decline in quarterly revenue and profit suggests a temporary slowdown in execution or demand. Monitor management commentary regarding the exceptional item and the outlook for the CDMO segment to see if growth recovers in Q4.
