NSEInvestor Presentation22h ago · 21 Jul 2026, 07:28 pm

Investor Presentation

Anthem Biosciences Limited · ANTHEM

✦ AI SummaryResults

Anthem Biosciences Limited has informed the Exchange about Investor Presentation, which includes revised Earnings Call Presentation for Q1FY27. The company has reported ₹4,182 Mn revenue from operations, ₹1,755 Mn EBITDA, and ₹1,199 Mn PAT. The net cash position as of June 30, 2026, is ₹17,197 Mn.

Analysis Scores

Earnings Impact6/10
Growth Catalyst4/10
Governance Concern2/10
Regulatory Risk1/10
Balance Sheet Risk3/10
Liquidity Impact8/10
Market Sentiment5/10

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Anthem Biosciences Limited has informed the Exchange about Investor Presentation

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COMPLIANCE_ABL1_21072026192806_Investor_Presentation_Revised_Signed.pdf

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Date: July 21, 2026 BSE Limited, National Stock Exchange of India Limited 20th Floor, P.J. Towers, Exchange Plaza, C-1, Block G, Dalal Street, Bandra Kurla Complex, Bandra (E), Mumbai - 400001. Mumbai – 400 051 BSE Scrip Code: 544449 NSE Scrip Symbol: ANTHEM Subject: Revised Earnings Call Presentation of the Company Pertaining to the quarter ended June 30, 2026 Dear Sir/Ma’am With reference to our earlier letter dated July 21, 2026, submitted pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, regarding the Earnings Call Presentation on the Unaudited Consolidated Financial Results of the Company for the quarter ended June 30, 2026, we wish to inform you that the Company has revised the said Earnings Call Presentation. Accordingly, please find enclosed herewith the revised Earnings Call Presentation. The revised presentation supersedes and replaces the presentation submitted earlier. The same is also available on the Company’s website at https://anthembio.com/. We request you to kindly take the same on record. Thanking you, Yours truly, For Anthem Biosciences Limited (Formerly known as Anthem Biosciences Private Limited) Divya Prasad Company Secretary & Compliance Officer Membership No: A41438 Anthem Biosciences Limited Investor Presentation July 21, 2026 Safe Harbour Except for the historical information contained herein, statements in this presentation and the subsequent discussions, which include words or phrases such as "will", "aim", "will likely result", "would", "believe", "may", "expect", "will continue", "anticipate", "estimate", "intend", "plan", "contemplate", seek to", "future", "objective", "goal", "likely", "project", "should", "potential", "will pursue", and similar expressions of such expressions may constitute “forward-looking statements”. These forward-looking statements involve a number of risks, uncertainties and other factors that could cause actual results to differ materially from those suggested by the forward-looking statements. These risks and uncertainties include but are not limited to our ability to successfully implement our strategy, our growth and expansion plans, obtain regulatory approvals, our provisioning policies, technological changes, investment and business income, cash flow projections, our exposure to market risks as well as other risks. The Company does not undertake any obligation to update forward-looking statements to reflect events or circumstances after the date thereof. Consolidated Profit & Loss Statement: Q1FY27 vs Q1FY26 vs Q4FY26 Performance Particulars (₹ Mn) Q1FY27 Q1FY26 YoY Q4FY26 QoQ FY26 Revenue from Operations 4,182 5,402 -22.6% 6,109 -31.5% 21,243 CRDMO 3,408 4,527 -24.7% 5,128 -33.5% 17,727 Specialty Ingredients 774 875 -11.5% 981 -21.1% 3,516 Other Income 249 228 9.2% 512 -51.4% 1,558 Total Revenues 4,431 5,630 -21.3% 6,622 -33.1% 22,801 Cost of materials consumed and changes in inventories 1,462 2,309 -36.7% 2,155 -32.2% 8,123 Employee benefits expense 788 720 9.5% 725 8.7% 2,827 Other expenses 426 458 -7.0% 558 -23.6% 1,955 EBITDA 1,755 2,143 -18.1% 3,184 -44.9% 9,896 EBITDA Margins 39.6% 38.1% 153 bps 48.1% (849 bps) 43.4% Finance cost 9 16 -44.5% 19 -53.3% 69 Depreciation and amortization expense 300 264 13.6% 396 -24.3% 1,341 PBT before exceptional items 1,446 1,862 -22.4% 2,769 -47.8% 8,486 Exceptional Items* n.a. n.a. n.a. (10) n.a. 244 PBT after exceptional items 1,446 1,862 -22.4% 2,779 -48.0% 8,242 Total tax expense 246 505 -51.2% 882 -72.1% 2,324 Profit after tax 1,199 1,358 -11.7% 1,898 -36.8% 5,918 Q1FY27 Consolidated Financial Highlights Revenues (₹ Mn) EBITDA1 (₹ Mn) and EBITDA Margins (%age) PAT (₹ Mn) and PAT Margins (%age) 5,402 38.1% 39.6% 24.1% 27.1% 4,182 2,143 1,755 1,358 1,199 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 PBT (₹ Mn) and PBT Margins (%age) Net Cash (₹ Mn) Specialty Ingredients 18.5% 33.1% 32.6% Q1FY27 17,197 Revenue 1,863 Split 1,446 7,848 CRDMO 81.5% Q1FY26 Q1FY27 June 30, 2025 June 30, 2026 Note: 1. EBITDA for Q1FY27 includes Other Income of INR 249 Mn(Other Operating Income o/a of forex gain (net) and RoDTEPincentive is INR 13 Mnand Financial / Non Operating Income is INR 236 Mn). Corresponding figures for Q1FY26 was Other Income of INR 228 Mn(Other Operating Income o/a of forex gain (net) and RoDTEPincentive was INR 37 Mnand Financial / Non Operating Income was INR 191 Mn) Margin profile continues to remain strong for Q1FY27 ₹4,182 Mn 39.6% 27.1% Strong Business Q1FY27 Revenues Q1FY27 EBITDA Margin Q1FY27 PAT Margin Performance 14 + 10 425KL 142KL Robust Technology Commercial + Custom Synthesis Capacity Fermentation Capacity and Infrastructure Late Stage (Phase III) Molecules 15.4% / 23.3% 1.10x 2.45x Strong Returns and ROE / Q1FY27 Post Tax ROCE Q1FY27 Gross Fixed Assets Turnover Net Cash / Q1FY27 EBITDA* Balance Sheet *Based on Annualised EBITDA Financial Highlights: Q1FY27 Quarter Performance:  Consolidated Revenue from Operations was ₹4,182 Mn for the quarter  CRDMO business delivered ₹3,408 Mn revenues  Specialty Ingredients delivered ₹774 Mn revenues  EBITDA was ₹1,755 Mn, with EBITDA margins at 39.6%  PAT (Profit After Tax) was ₹1,199 Mn, with PAT margins at 27.1%  Net Cash position as of June 30, 2026 is ₹17,197 Mn Message from Chairman, MD and CEO “Our Q1FY27 quarterly results reflect timing shifts in deliveries to key customers. The underlying demand remains strong, and with a higher concentration of scheduled deliveries in the latter half of the year, we are positioned to capture that momentum. We remain firmly committed to sustaining revenue growth aligned with our long-term historical performance. On the margin front, we delivered year-on-year improvement across both EBITDA and PAT margins. Our disciplined focus on cost efficiencies, yield optimisation, and employee productivity continues to reinforce our industry-leading margin profile, positioning us to AJAY BHARDWAJ sustain this performance through the year”. Chairman, MD & CEO Thank You Anthem Biosciences Limited NeoAnthem Lifesciences Private Limited Unit I: No.49, F1 &F2, Canara Bank Road, Unit III: 313-P,314-P, 318-P, Harohalli Bommasandra Industrial Area Phase 1, IndustrialArea, Phase II, Bommasandra, Bangalore, 560 099, India Kanakapura Taluk, Ramnagar District, Harohalli, Karnataka, 562112, India Unit II: Plot No 276-P & 277-P, Survey No-20, Harohalli IndustrialArea, Phase II, Near Bannikuppe Village, Kanakapura Taluk, Ramnagar District, Harohalli, Karnataka 562112, India For further information please contact investors.abl@anthembio.com or anthem@adfactorspr.com