Amanta Healthcare Limited — Q3 FY26
Amanta Healthcare reported Q3 FY26 revenue of ₹75 crore (+9.8% YoY) and EBITDA of ₹15 crore (21% margin), with PAT of ₹5 crore (+8.1% YoY).
bullish
high
Financial stats pending filing verification
Claim Ledger
Did management answer the analysts?
Every material analyst question, graded on whether management actually answered it — with the verbatim exchange and quantitative claims checked against filed numbers.
83%Questions answered1Evaded / deflected12Questions auditedContradictedNumbers vs filing
Answered
High priority
Status of capex and timeline for Sterport facility to go live.
Asked by Anik Mikum, ABN Capital
Management gave a specific timeline (April) and detailed status.
Read the exchange
Question
can you tell us a little bit about the current status of the capex and when we are expecting the youth facility to go live?
Management (unidentified speaker)
we will definitely see commercialization in the month of April.
Answered
High priority
Total potential revenue from Sterport facility at full scale.
Asked by Anik Mikum, ABN Capital
Provided a specific revenue range (120 cr) for Sterport.
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Question
if you sort of looked out at a full scale then what is the total potential revenue with this facility that we can get to?
Management (unidentified speaker)
the incremental revenue would be in the range of 120 cr plus minus four 5% here and there from port line alone.
Answered
High priority
Combined revenue potential of Sterport and SVP lines.
Asked by Anik Mikum, ABN Capital
Gave a clear combined revenue estimate of 150 cr.
Read the exchange
Question
So combined both uh how much can it be?
Management (unidentified speaker)
Roughly 150 cr.
Answered
High priority
Management's plan to manage debt on the books.
Asked by Anik Mikum, ABN Capital
Provided specific repayment figures and strategy.
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Question
little bit about how you the management is thinking about the debt on the books uh how we are planning to manage that and what is our thinking around that if you can highlight.
Management (unidentified speaker)
the existing revenue plus incremental revenue would suffice to repay the debt at accelerated rate. For instance, in this year uh we have already repaid debt of around 28 or 30 cr and by the end of March we should be repaying 36 cr in this this accounting year.
Answered
Medium priority
Differentiation of Sterport product and demand confidence.
Asked by Fina Jane, Perpetuity Ventures
Explained product differentiation and cited zero complaints as demand evidence.
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Question
I wanted to understand u a bit on the terot uh product like how is it different from the others in the market and what gives us confidence about uh you know that the additional capacity uh demand is there in the market.
Management (unidentified speaker)
we are the only company in this space to uh have this established claim that it is absolutely autoclaved and the results are obvious. We must have sold more than 35 cr bottles so far. We have not got a single complaint of fungal contamination.
Answered
Medium priority
Timeline for solar plant operational and cost savings.
Asked by Fina Jane, Perpetuity Ventures
Provided a specific timeline (end of April).
Read the exchange
Question
And so when would the solar plant be operational by uh
Management (unidentified speaker)
we are hoping that we should be operational by end of April.
Partial answer
Medium priority
Change in interest cost and future trajectory.
Asked by Fina Jane, Perpetuity Ventures
Acknowledged reduction but did not quantify current interest cost.
no specific numbers given for current quarter
Read the exchange
Question
could you help us understand how our um interest cost has changed and um how it's been changed going forward as we keep on paying debt.
Management (unidentified speaker)
I think the interest cost is coming down because of repayment. Uh but main uh change is uh in the coupon rate but it is still not getting captured adequately here.
Answered
Medium priority
Clarification on Sterport capacity numbers in slide.
Asked by Daryati, DJT investments
Admitted error and corrected the capacity number.
Read the exchange
Question
I'm just referring to slide 12 in that FI25 number is 6.6 and the the 27 projected number is 10.6. So that adds up to roughly 4 crore units. So am I missing something there.
Management (unidentified speaker)
I think there's an error. Uh so it should be 11.6, right? Yeah, 11 11. Yeah, it's ano error. It should be roughly 11.6 to between 116 and 12.
Answered
High priority
Whether incremental revenue of 110-120 cr will all happen in FY27.
Asked by Daryati, DJT investments
Confirmed the revenue will be in FY27.
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Question
can we assume that you know this entire 110 120 crores that you mentioned increment the revenue all of that will happen in FI27.
Management (unidentified speaker)
Yes. Yes.
Partial answer
High priority
Steady state margin for Sterport and overall company.
Asked by Daryati, DJT investments
Did not directly confirm the margin percentage but gave expansion range.
did not confirm the 26-27% figure directly
Read the exchange
Question
And the steady state margin for sh will be roughly say 26 27%.
Management (unidentified speaker)
incremental capacity will produce much higher IITA levels uh but the because of ST port uh post commissioning company's overall IITA will expand by 3 to 4%.
Answered
Medium priority
Closest competitors and their capacity additions.
Asked by Madur Ratti, Counter Cyclical Investment
Named competitors and discussed capacity trends.
Read the exchange
Question
I wanted to understand who would be our closest competitors in both our segments and uh are our competitors also increasing their capacity?
Management (unidentified speaker)
not much action in two port system. uh but uh many companies are converting their existing lines into two port system because uh uh when we launched the product uh very few doctors were willing to patronize because the cost was high
Evasive
High priority
Reason for lower EBITDA margins this quarter vs last.
Asked by Rahil S, Sappire Capital
Claimed margins are almost in line despite analyst's observation of lower margins.
downplayed the declineattributed to finance cost rather than operations
Read the exchange
Question
why were Eida margins uh lower in this quarter compared to last quarter and uh year on year basis?
Management (unidentified speaker)
our evict margins are uh not lower it's almost in line it it's a fractionally lower you will see in percentage to revenue terms it's uh almost there about half% uh but uh the more leverage you see from profit before tax which is by way of finance cost
Quantitative claims vs filed numbers
| Claim | Management said | Filing | Verdict |
|---|---|---|---|
| Incremental revenue from Sterport line: 120 cr | ₹120 cr | ₹75 cr | Overstated vs filing |
| Combined Sterport and SVP revenue: 150 cr | ₹150 cr | ₹75 cr | Overstated vs filing |
| Revenue guidance for FY27: ~400 cr | ₹400 cr | ₹75 cr | Overstated vs filing |
Filed figures sourced from Screener.in. Claims within a small tolerance of the filing are marked “matches filing”.