Advanced Enzyme Technologies Ltd. has released the transcript of its Q1 FY27 earnings conference call held on August 12, 2026. The discussion covered the company’s financial performance for the quarter ended June 30, 2026, including revenue, EBITDA, and PAT. Management provided insights into business highlights, strategies, segment-wise performance, and answered analyst questions.
Advanced Enzyme Technologies: Q1 FY27 Earnings Conference Call Transcript Highlights
The transcript of the conference call for Advanced Enzyme Technologies Limited’s Q1 FY27 Earnings, held on August 12, 2026, has been released. The call featured management including Mr. Mukund Kabra (Whole Time Director), Mr. Beni Rauka (Group Chief Financial Officer), and Mr. Ronak Saraf (Investor Relations Manager).
Financial Performance Review
The company reported a 2% YoY growth in its top line for the quarter, with revenue standing at INR 1,898 million. However, EBITDA saw a 10% YoY decline to INR 510 million, resulting in an EBITDA margin of 27%. Profit After Tax (PAT) decreased by 5% YoY to INR 386 million. The management noted that the quarter started softer due to global economic disturbances but anticipates progressive momentum as the year advances. An additional sales reversal of INR 100 million impacted this quarter’s revenue recognition.
Segment-Wise Performance
Key segment performance included:
- Human Healthcare: Revenues were INR 1,139 million, a 7% YoY decline, primarily due to lower sales in the Pharma API business.
- Animal Healthcare: Revenue stood at INR 252 million, a 3% YoY decline, with a 1% QoQ growth.
- Bioprocessing: Reported revenues of INR 306 million, showing a 30% YoY growth.
- Specialized Manufacturing: Achieved revenues of INR 200 million, a robust 41% YoY growth.
Strategic Updates and Outlook
The Board approved a buyback of INR 697 million at a ceiling price of INR 500 per share. The company also completed the acquisition of the remaining 4.28% stake in JC Biotech, making it a wholly-owned subsidiary. Management expressed confidence in delivering sustainable revenue growth and anticipates a stronger momentum from the next quarter. They expect an 8-10% growth in the U.S. business despite current challenges and are focusing on branding initiatives. The company expects EBITDA margins to return to the normal level of around 30% by year-end.
R&D and Future Growth
R&D expenditure for Q1 FY27 was INR 90 million, representing about 4.75% of revenue. The company is continuously working on new molecules with 15-20 in the pipeline. The biocatalysis segment is considered a high-growth area, with expected good growth in the second half of the year. The company is also expanding its presence in detergent and animal feed areas.
Working Capital and Inventory
As of June 30, 2026, inventory stood at approximately INR 190 crores, receivables at INR 131 crores, and payables at INR 41 crores. The working capital cycle was approximately 125-138 days.
Source: BSE
