Anthem Biosciences Limited has released the official transcript of its earnings conference call for Q3 and 9M FY26, held on February 05, 2026, at 02:30 PM. The call was hosted by JM Financial Institutional Securities Limited and featured detailed discussions on the company's financial performance and strategic initiatives.

Management Participation and Key Highlights

The earnings call was led by Mr. Ajay Bhardwaj, Managing Director and Chief Executive Officer, and Mr. Gawir Baig, Chief Financial Officer. The session was moderated by Mr. Amey Chalke from JM Financial Institutional Securities Limited. The company filed the transcript with BSE Limited and National Stock Exchange of India Limited on February 09, 2026, pursuant to Regulation 30 of SEBI regulations.

Financial Performance Discussion

During the call, management provided comprehensive insights into the company's Q3FY26 and 9MFY26 performance. The consolidated revenue from operations for 9MFY26 was ₹1,513 crore, with CRDMO business contributing ₹1,260 crore and specialty ingredients delivering ₹254 crore. The company achieved strong EBITDA performance of ₹671 crore at 41.5% margins for the nine-month period.

For Q3FY26, the company reported consolidated revenue from operations of ₹423 crore, comprising ₹333 crore from CRDMO and ₹90 crore from specialty ingredients. EBITDA for the quarter stood at ₹191 crore, representing 41.8% margins.

Strategic Initiatives and Pipeline Updates

Management discussed the company's robust pipeline comprising 130-140 early-phase molecules and provided updates on Phase-3 programs. The company has successfully commercialized 4 new molecules during the period, with peak market sales estimates of approximately $10 billion across these four products. The management highlighted their backward integration strategy, particularly in peptide manufacturing including GLP-1 products.

The company's capacity utilization across different units was detailed, with Unit-1 operating at 75% capacity, Unit-2 at 75% utilization on 300 kiloliters capacity, and Neo Anthem in early-stage ramping mode. The fermentation facility operates at 46-47% capacity utilization, providing significant scope for growth.

Capacity Expansion and Future Outlook

Discussions covered the ongoing Unit-4 development with a planned ₹1,000 crore CAPEX over two years. The expansion will focus on small molecule manufacturing, peptides, fermentation, and oligonucleotides. Management expressed confidence in their ability to handle projected growth with current and planned capacity additions.

The company's peptide facility represents a significant competitive advantage, with complete backward integration capabilities from discovery to commercial manufacturing at 16 kiloliters scale. This positions the company well for both innovator partnerships and generic peptide opportunities.

Market Dynamics and Growth Drivers

Management addressed market challenges including customer destocking due to geopolitical uncertainties but noted improving biotech funding environment and increased RFQ activity. The company identified three key growth drivers for specialty ingredients: GLP-1 products, probiotics through import substitution, and biosimilar development for US markets.

The earnings call transcript provides comprehensive insights into the company's operational performance, strategic direction, and management's outlook for future growth across its CRDMO and specialty ingredients businesses.

Anthem Biosciences Limited has announced its quarterly earnings conference call to discuss Q3FY26 financial results. The company has scheduled the call for February 05, 2026, providing investors and analysts an opportunity to review its performance for the quarter ended December 31, 2025.

Conference Call Details

The earnings call is scheduled for Thursday, February 05, 2026, at 02:30 PM IST. The company has coordinated with multiple time zones to accommodate international participants, with the call timing set at 04:00 AM USA time, 09:00 AM UK time, and 05:00 PM Singapore/Hong Kong time.

Key Participants

The conference call will feature senior management from Anthem Biosciences, providing insights into the company's quarterly performance and business developments.

Company Representatives:

• Mr. Ajay Bhardwaj - Managing Director and Chief Executive Officer
• Mr. Gawir Baig - Chief Financial Officer

Participation Details

JM Financial Institutional Securities Limited is hosting the earnings call and has provided comprehensive dial-in information for participants. The company recommends dialing in 10 minutes prior to the scheduled time to ensure proper connection.

Dial-in Information

Financial Results Coverage

The conference call will focus on discussing the unaudited standalone and consolidated financial results for the quarter and nine months ended December 31, 2025. This represents the company's Q3FY26 performance, providing stakeholders with detailed insights into operational and financial metrics.

Regulatory Compliance

The announcement has been made pursuant to Regulation 30 read with Schedule III of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. The company has informed both BSE Limited and National Stock Exchange of India Limited about the scheduled earnings call, ensuring compliance with disclosure requirements.