DCAL / Q3-FY26 / claim-ledger

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Dishman Carbogen Amcis · Analyst questions, management answers, and the quality of the response where the ledger is available.

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WatchQ3-FY26 · 2026-01-29Back to quarter ↗

Questions audited

Answered directly

79%

Numeric claims

Consistency

contradicted

Question ledger

What was answered, and how?

Smith Sha · JHP Securities

partial

Details on new commercialized molecule for leukemia

this is for leukemia. we will not be able to mention the name of the customer at this point and right now it was developed at the Swiss site and would be supplied from the Swiss side.

Smith Sha · JHP Securities

direct

Revenue guidance for Babla site in FY26

for the first 9 months the total revenue was about 150 odd crores and we do expect that there should be higher revenues coming in Q4 as compared to Q3. it should be closer to about 250 crores by the end of the financial year.

Smith Sha · JHP Securities

partial

Integration progress between Carbogen and Dishman NTD

in the last month we had four site clients already coming and we are seeing we already have coming other client coming in the next quarters.

Smith Sha · JHP Securities

direct

EBITDA margins for development and commercial molecules

phase three is where we make our highest margins upwards of 30%. early phase would be close to 12 to 15% and commercial in Switzerland about 25%. in India commercial work would be close to about 35 to 40% at a minimum.

Yash Tana · I. TMS

direct

RFP pipeline and conversion rate for India operations

we have given out a lot of RFPs from the India side and in terms of value this would be close to about 1200 crores worth of RFPs. we expect that at least 30-35% of this should get converted into orders.

Yash Tana · I. TMS

partial

Impact of additional indications on ADC molecule volumes

based upon the projections we have seen the volume seemed to keep on increasing and that was also one of the reason why we entered into a second round of co-investment earlier this year with the customer.

Yash Tana · I. TMS

direct

Revenue numbers for ADC molecule and future expectations

for the last financial year we supplied roughly about 22 million Swiss Francs worth of material. this year we expect it could be about 30 million and for the next year it could be closer to about 40 million.

Ankit Gupta · Bamboo Capital

partial

Update on large RFP for Indian operations from Japanese customer

the preliminary feedback was that they were okay with the price but the final confirmation should be most likely in April or in May.

Ankit Gupta · Bamboo Capital

direct

Revenue and losses for French subsidiary, outlook

in the first nine months we did a revenue of about 7 million euros and we should end the year with close to about 9.5 to 10 million euros of revenue. we are expecting that in the next financial year we should be breaking even.

Ankit Gupta · Bamboo Capital

direct

Revenue expectation for French subsidiary in FY27

that should be closer to about 18 million.

Harsh (from Neoen Advisers) · Neoen Advisers

partial

Margin miss in Q3 and FY26 EBITDA guidance

the target for the full year still stands. we could be ending the year with anywhere between 19.5 to 20%. if you take the first 9 months we are already at about 19.4%.

Asha · Research desk

direct

Why Dishman's share of ADC value is low and Salonic partnership

the linker payload is not more than one and a half% at max of the final product. with this partnership with Salonic we are able to offer the end-to-end solution to the customer including the antibodies the conjugation the payload and the linker.