ADVANCEDENZYMETECHNOLOGI / Q4-FY26 / claim-ledger

Audit the questions that mattered.

Advanced Enzyme Technologies · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ4-FY26 · 2026-04-??Back to quarter ↗

Questions audited

12

Answered directly

29%

Numeric claims

2

Consistency

contradicted

Question ledger

What was answered, and how?

Abishek Daval · Central Broking

evasive

Why did gross margin moderate sequentially despite good segment mix?

this is mainly what happens is because of the variable cost and fixed cost issue right? If you have incremental sale then definitely your gross margin are going to go up because your fixed expenses remains fixed and you have that operating leverage.

Abishek Daval · Central Broking

evasive

Will the current run rate of serratiopeptidase continue?

I won't comment on that. I wish there are always quarter and quarter of variability particularly but I would say that we will retain most of it

Abishek Daval · Central Broking

evasive

How big is the EU market for serratiopeptidase?

I won't be able to give you the numbers but the interest can be very big.

Abishek Daval · Central Broking

evasive

What is the pass-through structure for raw material cost increases?

I will say it is difficult to pass on very competitive world global climate but you try to increase the productivity efficient increase the efficiencies and try to reduce the cost.

Abishek Daval · Central Broking

evasive

What is the revenue and margin guidance for FY27, especially US?

as I mentioned before is going to be steady. Same same idea what we are talking about. We wanted to keep this momentum and hopefully build upon it.

Kunal Tani · Banyan Tree Advisor

direct

Is India business growth volume-driven or price-driven?

in terms of pricing the pricing is more or less constant. it's more to driven by the volume

Kunal Tani · Banyan Tree Advisor

evasive

Is the board considering a share buyback?

it's a board's prerogative to look into various different areas and I'm sure that on right time board will take a decision.

Kunal Tani · Banyan Tree Advisor

partial

How will double-digit growth be achieved if US is flat/negative?

going forward the next year we expect like little growth coming from the US and not like the negative growth. we are working on many different fronts... all the three segments including human nutrition, food and animal feed

Rajas Jooshi · Chris Capital

evasive

Why is US business declining despite tariff resolution?

the market is changing in US quite a bit. There is more concentration on the deliverable registration the studies etc. on your strategy changing accordingly. ... we are expecting to grow in US market also.

Rajas Jooshi · Chris Capital

direct

What is the biocatalysis revenue for Q4 and full year?

247 million and for the FY26. Yes. and last year it was 174 million.

Rajas Jooshi · Chris Capital

evasive

What is the R&D pipeline beyond serratiopeptidase?

this is a continuous process. We are working on many projects... because of the competition of the nature I don't want to now go going forward specify the individual products

Lakshmi Narana · Tuga Investments

direct

What was serratiopeptidase's full-year contribution and growth?

this is the last time we will be sharing this number this is like Sashuk I think we have on YTD growth about 45%. And Q is about 54% growth.