Dishman Carbogen Amcis Limited Releases Q4 FY26 Earnings Call Transcript
Dishman Carbogen Amcis Limited reported Q4 FY26 revenue of ₹851 crore, up 19% YoY. Full-year FY26 revenue was ₹2,932 crore, up 8%. The company plans to repay high-cost Indian debt with external commercial borrowing to reduce interest costs. Key growth drivers include CDMO and Vitamin D analog sales.
The strong financial performance, coupled with strategic initiatives like debt refinancing and focus on high-margin products, is expected to have a significant positive impact on the company's financial health and future growth prospects.
The company reported strong revenue growth for both the quarter and the full year, with significant improvements in profitability and EBITDA margins. The planned refinancing of high-cost debt is also a positive development.
Dishman Carbogen Amcis Limited has released the transcript of its earnings conference call held on May 20, 2026, to discuss the financial results for the quarter and year ended March 31, 2026.
During the call, Stephan Fritschi, CEO of Carbogen Amcis entities, highlighted progress across the company's business units. He noted challenges in the drug product site but an increase in quotation rates and acquisition of new projects, with interest in late-phase projects. The drug substance business unit, the largest, saw over 10 late-phase projects and strong demand for ADC and related compounds. Specialties business unit experienced strong Vitamin D and analog sales due to increased demand and optimized supplier base. The company has also increased its sales force to attract more customers and products.
Harshil Dalal, Global CFO, reported a strong Q4 FY26 with revenue of ₹851 crore, a 19% growth compared to Q4 FY25. The CDMO segment grew 21% to ₹690.8 crore, and the marketable molecules segment, particularly Vitamin D analogs, grew 9.3% to ₹160.5 crore. EBITDA for Q4 FY26 was ₹163 crore with a 19.1% margin. For the full financial year FY26, revenue stood at ₹2,932 crore, an 8% growth, with EBITDA at ₹565 crore (19.3% margin). Profit after tax for the full year was ₹97.4 crore compared to ₹3.2 crore in the previous year.
The company also discussed a proposed long-term external commercial borrowing by a promoter entity to repay high-cost debt in India, which is expected to significantly reduce interest costs. The Board has approved this, pending regulatory and shareholder approval. Discussions also covered CapEx, net debt reduction, and future outlook for revenue growth and margins.
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