GUJTHEM
1 call
Concalls & earnings callsGujarat Themis Biosyn Limited
Every summarised call, newest first. Latest is Q1 FY27, held 10 Aug 2026.
Latest quarter
Q1 FY27 snapshot
Open full brief →The company is in a transformational phase, focusing on becoming a fermentation-based CDMO through major acquisitions and capacity expansion, while posting strong quarterly growth.
| Metric | This quarter | Change | Five-quarter trend |
|---|---|---|---|
| Revenue from Operations | ₹43.8 Cr | 22.1% | |
| EBITDA | ₹20.8 Cr | 49.4% | |
| EBITDA Margin | 47.5% | 867 basis points | |
| Profit After Tax | ₹11.1 Cr | 22.1% |
Latest guidance
- Output from expanded fermentation and API capacity should start to be seen from this quarter (Q2 FY27) and fully in the second half of the year.
- Targeting high-teen growth on a base case basis over the next 3-5 years.
- Expect some synergy projects with MicroBiopharm Japan to start within the first year of acquisition.
- The Sanofi portfolio acquisition is expected to close in about 6 to 9 months, with a long-stop date of June next year.
- Phase 1 of the hybrid power plant is expected to go live in September, improving EBITDA margins.
- Promoter pledge is expected to reduce significantly within a year to 15 months.
- Remaining capex for the base business is minimal, around INR 10-15 crores, with total FY27 capex including maintenance around INR 20 crores.
Said on the Q1 FY27 call.
Call history
- Q1 FY27Positive tone
The company is in a transformational phase, focusing on becoming a fermentation-based CDMO through major acquisitions and capacity expansion, while posting strong quarterly growth.
- Revenue from Operations
- ₹43.8 Cr22.1%
- EBITDA
- ₹20.8 Cr49.4%