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A source-linked quarter view: reported numbers, management language, guidance, and the risks that should carry forward.
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Revenue
₹203.4 Cr
verified against source
Revenue YoY
22%
reported change
EBITDA
₹63.2 Cr
latest reported figure
Source
screener in
record provenance
Actual signal trajectory
Where this quarter sits.
Quarter read
What the record says.
Advanced Enzyme delivered a record quarter with revenue of ₹203.4 crore (+22% YoY) and EBITDA of ₹63.2 crore (+39% YoY), driven by strong volume growth in human healthcare (up 24% YoY) and biocatalysis. PAT surged 69% YoY to ₹45.3 crore, with margins steady at 31%. The India business grew ~50% YoY, while US remained soft due to tariff uncertainty and inflation. Management expects double-digit growth in FY27, supported by new R&D facility operational in H2, EU approval for an anti-inflammatory product, and capacity expansion plans. Key risk: US tariff and inflation headwinds could pressure margins and delay recovery.
Colored figures show movement against the previous available record.
Guidance to track
- Management expects double-digit growth for FY27, driven by all segments including human, animal, and food.
- Margins expected to be steady with possible 1-2% variability due to cost pressures.
- The new R&D center in Nashik will be fully operational in the second half of FY27, boosting product development capacity threefold.
- The product filed two years ago is anticipated to receive EU approval this year, providing exclusivity for 5-10 years.
Risks flagged
- US business faces 18% tariff and rising inflation, pressuring margins and demand. Management is absorbing ~10% cost increase.
- Analyst noted sequential gross margin decline; management attributed to product mix and higher domestic sales, which carry lower margins.
- Mr. Deepak Lala, a long-time executive, has left. Management stated roles are split between two heads, but transition risk remains.
- Conflicts and trade restrictions could escalate input costs (fuel, solvents, packaging) and logistics, impacting margins.
Key quotes
- We have reported our highest ever quarterly and annual revenue for the fiscal year ended March 2026.
- If it gets approved then we will be the only person who can supply that product for next five years or 10 years.
- This is going to be a very challenging year no matter what.
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