Advanced Enzyme Technologies Releases Complete Q3FY26 Conference Call Transcript
Advanced Enzyme Technologies has made available the complete transcript of its Q3FY26 earnings conference call, providing comprehensive details on financial performance, segment-wise results, and management commentary on market challenges including U.S. tariff impacts and future growth strategies.

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Advanced enzyme tech has released the complete transcript of its conference call held on February 4, 2026, discussing Q3FY26 unaudited financial results. The comprehensive document provides detailed insights into the company's financial performance and management commentary on market conditions.
Financial Performance Overview
The company reported mixed performance for the quarter, with revenue reaching INR 1,719 million, reflecting 2% year-on-year growth but a 7% decline compared to the previous quarter. On a nine-month basis, revenue grew by 15%.
| Metric: | Q3 FY26 | Q3 FY25 | Change (%) |
|---|---|---|---|
| Revenue: | INR 1,719 million | INR 1,691 million | +2% |
| EBITDA: | INR 494 million | INR 553 million | -11% |
| PAT: | INR 432 million | INR 389 million | +11% |
| EBITDA Margin: | 29% | 33% | -400 bps |
| PAT Margin: | 25% | 23% | +200 bps |
Segment-wise Performance
Human Healthcare, the company's largest segment contributing 56% of total revenue, recorded INR 962 million in Q3 FY26, showing a 6% year-on-year decline. The management attributed this decline to lower sales in Pharma, API, and Nutrition businesses across both domestic and international markets.
Animal Healthcare demonstrated strong performance with revenue of INR 241 million, delivering 22% year-on-year growth and accounting for 14% of total revenue. The Bioprocessing segment recorded 13% year-on-year growth, primarily driven by robust performance in the food business, which grew 16% year-on-year.
Market Challenges and Outlook
During the conference call, management discussed the impact of global market disruptions due to U.S. tariffs. Chairperson Vasant Rathi noted that reciprocal tariffs have been reduced from 25% to 18%, and the additional penal levy of 25% imposed on India for buying Russian oil has been dropped.
The company maintains its focus on operational excellence and remains optimistic about growth prospects. Management indicated seeing increased inquiries and interest, particularly in the U.S. market, which should reflect in future performance.
Regulatory Compliance
The transcript release follows the company's regulatory obligations under SEBI LODR Regulations 2015. The document was communicated to both BSE Limited and National Stock Exchange of India Limited on February 7, 2026, and has been uploaded to the company's website for stakeholder access.
Future Initiatives
Management highlighted plans for a new R&D center in Nashik, expected to be operational by the end of the second quarter of the coming year. The facility will focus on strain development, protein engineering, and fermentation, aimed at accelerating product development and expanding market opportunities.
Historical Stock Returns for Advanced Enzyme Tech
| 1 Day | 5 Days | 1 Month | 6 Months | 1 Year | 5 Years |
|---|---|---|---|---|---|
| +4.42% | +9.21% | +3.07% | +2.41% | -3.42% | -15.48% |


































