Dishman Carbogen Amcis has released its investor presentation focusing on the unaudited financial results for the third quarter ended December 31, 2025. The presentation provides an overview of the company’s performance, including financial highlights, segment-wise revenue, and strategic initiatives. Additionally, it includes insights into Dishman’s integrated business model, research and development capabilities, and industry trends. Key areas of focus include ADC & Bioconjugation and HIPO capabilities.
Financial Performance Overview
The investor presentation highlights the company’s financial performance for Q3 FY2026 and 9MFY26. Key figures include:
- Net Revenue: ₹7,198 million for Q3 FY2026, a 5.5% year-over-year increase. For 9MFY26, net revenue reached ₹20,805 million, up by 4.3% year-over-year.
- EBITDA: ₹1,131 million in Q3 FY26 and ₹4,027 million for 9MFY26. EBITDA Margin was 15.7% for Q3 FY26 and 19.4% for 9MFY26.
Segment Revenue Breakdown
A detailed breakdown of revenue by segment is also provided:
- CDMO: Contributed ₹6,297 million in Q3 FY26 and ₹17,504 million for 9MFY26.
- Marketable Molecules: Generated ₹901 million in Q3 FY26 and ₹3,301 million during 9MFY26.
Key Business Highlights
The presentation outlined the following key highlights and strategic focus areas for Dishman Carbogen Amcis:
- Emphasis on a strong basket of 10 molecules in Late Phase III development.
- Focus on improving capacity utilization, particularly targeting small and mid-sized global biotech companies.
- Advancement of the ADC & Bioconjugation business.
- Leveraging High Potency API (HIPO) capabilities.
- Digital Transformation initiatives are underway.
Strategic Business Segments
The presentation highlights two strategically important business segments:
ADC & Bioconjugation
Dishman Carbogen Amcis is focusing on bioconjugation services, offering process transfer, GMP manufacturing for Drug Linkers (DL), Bulk Drug Substance (BDS), and Drug Product (DP), along with analytical and regulatory support.
HIPO Capabilities
The company possesses cutting-edge HIPO capabilities, featuring state-of-the-art containment services. Their facilities range from laboratory scale to large-scale commercial manufacturing, with the ability to handle Category IV compounds.
Industry Outlook
The presentation notes that Oncology and Obesity are expected to lead growth in therapy areas. It indicates oncology is a key focus, noting Dishman Carbogen Amcis has 12 molecules in Phase III development, with several in oncology.
Source: BSE
