ADVENZYMES / Q3-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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WatchQ3-FY26 · 2026-01-30Back to quarter ↗

Questions audited

12

Answered directly

54%

Numeric claims

5

Consistency

contradicted

Question ledger

What was answered, and how?

Oman Sha · Banyan Tree Advisor

direct

Breakdown of human nutrition revenue between India and international.

India is 1710 and international business... 1,710 millions for 9 months and for international market 1,686 million so total is 3396 millions for 9 months.

Oman Sha · Banyan Tree Advisor

partial

Reason for decline in human nutrition segment, especially US neutraceuticals.

the overall the market is very uncertain in US... Everybody is paying a heavy duty... the cost which is coming out from the China on all the raw materials... is going up...

Oman Sha · Banyan Tree Advisor

evasive

Competitive intensity in largest product in India.

if you see the numbers probably we are growing right so I don't see there is any problem competencies or any other area into that particular

Oman Sha · Banyan Tree Advisor

evasive

Progress on intermediates business.

We are still working on that. And probably when the right time will come, we'll come out of it.

Sajul Kapoor · Antifile thinking

partial

Monitoring disruptive technologies and new entrants in enzyme space.

we are addressing that through our lot of research of new products... we are very much on top of it publishing our papers... we keep our lead.

Sajul Kapoor · Antifile thinking

partial

Decision process for incremental vs. novel R&D investments.

Mindset is basically you go to the marketplace where you have a better profit margins to begin with and then expand into the markets where there is margin pressure but the volume gives us a cost competitive advantage.

Shri Gatani · LG Securities

evasive

Sales decline in Europe excluding EVO subsidiary.

I think quarterly comparison as we have already been mentioning is not possible you know in our case... It all depends on customers their own procurement schedules.

Rohan · Blue River Capital

partial

Outlook for US sales given tariff reduction.

tariff is the tariff 18% 25% or 50%. Do you think anybody's willing to pay you 50% higher prices? It's impossible... we see a much better outlook... a lot more inquiries... that will reflect in next years.

Abishek Nalun · central broking

direct

Details on new R&D center in Nashik and target areas.

to begin with we'll be targeting mostly on the strain development protein and on the fermentation side that will be the first phase.

Abishek Nalun · central broking

direct

Capex plans for capacity expansion.

whenever we feel like it will be necessary we'll do it... in the financial year 28 29 probably... the cost will be about 50 cr at that point.

Ketan Chadan · regional minister

partial

Why EU revenue not growing despite product approvals.

Our major target is a food segment in the European region... assuming that since it get registered you will have a significant revenue is not true.

Rani Prohibit · Securities Investment Management Private Limited

direct

Update on B2C subsidiary and product pipeline.

we did like separated this entirety and now the team is there... this year it will be a small sale some around 1 1.5 cr at the end of the year.