Dishman Carbogen Amcis Limited, a global Contract Development and Manufacturing Organization (CDMO), has reported robust financial performance for the Last Twelve Months (LTM) ending Q1 FY26, showcasing significant growth and improved financial metrics.

Revenue and Profitability

The company reported revenue of INR 28,958.00 million for LTM Q1 FY26, representing a 9.10% Compound Annual Growth Rate (CAGR) from FY21 to FY25. This growth demonstrates the company's strong market position and increasing demand for its services.

Dishman Carbogen Amcis has maintained a healthy profitability profile, with an EBITDA margin of 20.10% for LTM Q1 FY26. The company's contribution margin stood at an impressive 81.60%, indicating efficient cost management and value addition in its operations.

Order Book and Client Base

The company's future outlook appears promising, with a robust order book of INR 23,094.00 million for FY26. This strong pipeline reflects the confidence of its clients in Dishman Carbogen Amcis's capabilities and services.

Serving over 200 customers globally, the company has established long-standing relationships with an average tenure of more than 16 years for its top clients. This client loyalty underscores the company's reputation for quality and reliability in the pharmaceutical industry.

Operational Highlights

Dishman Carbogen Amcis operates across 10 manufacturing sites globally, with capabilities spanning drug substance, drug product, and specialty chemicals. The company's expertise in high-value areas, including high potency APIs and antibody-drug conjugates (ADCs), positions it well in the competitive CDMO market.

The company's pipeline includes 28 late-stage molecules and 19 commercial projects, indicating a strong potential for future revenue growth. Additionally, Dishman Carbogen Amcis has entered into co-investment agreements with a large Japanese innovator, further solidifying its market position.

Financial Position

The company has significantly improved its financial position, with the Net Debt to EBITDA ratio decreasing from 5.30x in FY23 to 2.80x in LTM Q1 FY26. This improvement reflects better cash flow management and a stronger balance sheet.

Strategic Initiatives

Dishman Carbogen Amcis is focusing on several strategic initiatives to drive future growth:

1. Expanding into niche high-growth areas such as ADCs
2. Implementing operational and cost efficiency measures
3. Pursuing green chemistry and sustainability initiatives
4. Enhancing IT transformation and AI for faster development
5. Closer integration between Dishman and CARBOGEN AMCIS operations

Investor Presentation

In a recent investor presentation filed with the stock exchanges, Dishman Carbogen Amcis highlighted its strong market position and growth strategies. The presentation, dated September 4, 2025, provides insights into the company's financial performance, operational capabilities, and future outlook.

Harshil Dalal, Global Chief Financial Officer of Dishman Carbogen Amcis, stated, "Our robust financial performance and improved metrics demonstrate the success of our strategic initiatives and the growing demand for our services in the global pharmaceutical market."

As Dishman Carbogen Amcis continues to leverage its expertise in complex, high-value molecules and expand its global presence, the company appears well-positioned for sustained growth in the competitive CDMO industry.

Dishman Carbogen Amcis Limited, a prominent pharmaceutical company, has announced a significant milestone in its regulatory compliance efforts. The company has successfully received an Establishment Inspection Report (EIR) from the United States Food and Drug Administration (US FDA) for its Naroda facility, marking the successful closure of a recent inspection.

Inspection Details

The US FDA conducted a thorough inspection of the Naroda facility. The inspection focused on evaluating the facility's adherence to good manufacturing practices and regulatory standards.

Regulatory Approval

The receipt of the EIR signifies that the US FDA has found the responses and corrective actions taken by Dishman Carbogen Amcis to be satisfactory, effectively closing the inspection process. This approval reinforces the company's commitment to maintaining high-quality standards in its pharmaceutical manufacturing operations.

Global Facility Approvals

With this latest development, Dishman Carbogen Amcis Limited continues to maintain a strong regulatory position across its global operations. The company confirmed that its facilities in Bavla and Naroda in India, along with multiple facilities in Switzerland and the Netherlands, all retain their US FDA approvals.

Company Statement

In a disclosure to the stock exchanges, Shrima Dave, Company Secretary of Dishman Carbogen Amcis Limited, stated, "We are pleased to share that today the Company has received intimation about the Establishment Inspection Report (EIR) from the US FDA indicating closure of the inspection."

The successful closure of this inspection and the maintenance of FDA approvals across its international facilities underscore Dishman Carbogen Amcis Limited's dedication to quality and regulatory compliance in the pharmaceutical industry. This achievement is likely to bolster the company's position in the global pharmaceutical market and its ability to serve customers in regulated markets, particularly the United States.