Top Tweets for #Crams
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।। जय श्री कृष्णा ।। 🙏
#Akums #ShriKrishnaJanmashtami #KrishnaBirthday #Celebration #Tradition #Culture #India #JanmashtamiUtsav #AkumsPremises #CelebrationAtAkums #CDMO #CMO #CRAMS #CRDMO #MakeInIndia
#CRAMS Focused Indian #Pharma Companies #Q1FY27 Snapshot
Aggregate (11 Companies):
Revenue: ~₹9,372 Cr.; +14% YoY & −12% QoQ
Gross Margin: ~69%; +174bps YoY
EBITDA: ~₹2,288 Cr.; +29% YoY & −20% QoQ
EBITDA Margin: ~24%; +295bps YoY
Highest YoY Growth in Q1FY27:
Revenue & EBITDA Margin: #Neuland; +119% YoY / +2296bps YoY
The sector continues to see sizeable capex commitments and multi-modality capacity build-outs across custom synthesis, peptides, fermentation, and ADC/bioconjugation platforms.
Perpetuity Funds (SEBI Registration No. IN/AIF3/17-18/0508)
Perpetuity Angel Fund (SEBI Registration No. IN/AIF1/26-27/2120)
For informational purposes only. Not investment advice.
#Health2Wealth #Perpetuity
#CRAMS Segment Revenue — 15 Listed Indian Companies
#Q1FY27 Aggregate: ~₹8,649 Cr.; +20% YoY & −10% QoQ
Highest YoY Growth: #Neuland; +234% YoY
The sector is witnessing a decisive pivot toward complex modalities — peptides, GLP-1s & ADCs — as global innovators shift from transactional sourcing to deep, long-term strategic partnerships, driven by supply-chain de-risking and China+1 diversification.
Perpetuity Funds (SEBI Registration No. IN/AIF3/17-18/0508)
Perpetuity Angel Fund (SEBI Registration No. IN/AIF1/26-27/2120)
For informational purposes only. Not investment advice.
#Health2Wealth #Perpetuity
Dishman Carbogen Amcis Q1 FY27 Concall: Carbogen Amcis Drives Growth as India Business Recovers #dishmancarbogen #carbogenamcis #q1fy27 #concall #results #cdmo #crams #pharmastocks #highpotency #api
https://t.co/C0SrusVl5A
Dishman Carbogen Amcis Q1 FY27 Concall: Carbogen Amcis Drives Growth as India Business Recovers #dishmancarbogen #carbogenamcis #q1fy27 #concall #results #cdmo #crams #pharmastocks #highpotency #api
https://t.co/psB90od1GC
Vimta Labs Q1 FY27 Concall: Advanced Laboratory Services Support Business Expansion #vimtalabs #q1fy27 #concall #results #earnings #crams #contractresearch #laboratorytesting #pharmaceuticaltesting #lifesciences
https://t.co/dYV6mFkjJq
Aggregate Net Debt/(Cash) position of 11 #CRAMS Focused listed Indian companies flipped from Net Debt of ~₹163 Cr. as of 31st March 2025 to #NetCash of ~₹89 Cr. as of 31st March 2026.
During #FY26, 7 out of 11 companies witnessed a reduction in Net Debt or an increase in Net Cash.
Highest Increase in Net Cash: #AnthemBiosciences; ~₹750 Cr. during FY26.
Perpetuity Funds (SEBI Registration No. IN/AIF3/17-18/0508)
Perpetuity Angel Fund (SEBI Registration No. IN/AIF1/26-27/2120)
For informational purposes only. Not investment advice.
#Health2Wealth #Perpetuity
#CRAMS Segment Revenue — 15 Listed Indian #Pharma Companies
#Q4FY26 Aggregate: ~₹9,575 Cr.; +12% YoY & +23% QoQ
Highest Growth in Q4FY26:
YoY: #Neuland; +373%
QoQ: #AartiPharmaLabs; +194%
#FY26 Aggregate: ~₹32,246 Cr.; +11% YoY
Highest YoY Growth in FY26:
#Neuland; +94%
Perpetuity Funds (SEBI Registration No. IN/AIF3/17-18/0508)
Perpetuity Angel Fund (SEBI Registration No. IN/AIF1/26-27/2120)
For informational purposes only. Not investment advice.
#Health2Wealth #Perpetuity
11 #CRAMS Focused Players — #FY26 Snapshot
Aggregate (11 Companies):
Revenue: ~₹36,646 Cr.; +7% YoY
Gross Margin: ~67%; +79bps YoY
EBITDA: ~₹8,793 Cr.; +0.4% YoY
EBITDA Margin: ~24%; −148bps YoY
Highest YoY Growth:
Revenue & EBITDA: #Neuland; +37% / + 74% YoY
Perpetuity Funds (SEBI Registration No. IN/AIF3/17-18/0508)
Perpetuity Angel Fund (SEBI Registration No. IN/AIF1/26-27/2120)
For informational purposes only. Not investment advice.
#Health2Wealth #Perpetuity
11 #CRAMS Focused Players — #Q4FY26 Snapshot
Aggregate (11 Companies):
Revenue: ~₹10,650 Cr.; +22% QoQ & +8% YoY
Gross Margin: ~66%; −123bps QoQ & −95bps YoY
EBITDA: ~₹2,853 Cr.; +44% QoQ & +2% YoY
EBITDA Margin: ~27%; +413bps QoQ & −165bps YoY
Highest YoY Growth:
Revenue: #Neuland; +136% YoY
EBITDA: #Neuland; +502% YoY
Perpetuity Funds (SEBI Registration No. IN/AIF3/17-18/0508)
Perpetuity Angel Fund (SEBI Registration No. IN/AIF1/26-27/2120)
For informational purposes only. Not investment advice.
#Health2Wealth #Perpetuity
Dishman Carbogen Amcis Ltd – Q3 FY26 Concall Highlights
#CDMO #ADC #CRAMS #Q3FY26
Financials
• Q3 Revenue: ₹720 Cr (+5.5%)
• 9M EBITDA Margin: 19.7% (+250 bps)
• 9M PAT: ₹7 Cr
• Net Debt: CHF 150 Mn (Swiss) + ~₹750 Cr (India)
• Q4 impacted by shipment delays + ₹11 Cr one-time refinancing cost
Segment Performance
• CDMO: ₹630 Cr (Q3, +7%) · ₹1,750 Cr (9M)
– Margin ~17% (mix-driven; FY26 guide 19.5–20%)
• Marketable Molecules: ₹90 Cr (Q3) · ₹330 Cr (9M, +21%)
– Margin 17.5% (+920 bps)
Margins by Stage
• Early phase: 12–15%
• Phase III: >30%
• India commercial manufacturing: 35–40% (highest in portfolio)
ADC Pipeline
• 1 Phase III ADC + multiple early-stage assets
• Phase II ADC commercialization in 12–18 months
• CHF 25 Mn investment → CHF 30 Mn incremental revenue
• Revenue share capped (~5% of final drug value)
Capacity Utilization
• Swiss ~75% · France ~20% · Netherlands ~60%
• Manchester ~75% · Shanghai ~50% · India 20–25%
• India (Bavla/Naroda) key margin lever; 5x utilization ramp targeted in 3 years
• Regulatory clearances completed (EDQM/FDA/PMDA)
RFP Pipeline
• India site RFPs: ₹1,200 Cr
• Key molecule RFPs: ₹1,300 Cr
• 30–35% expected conversion
• Manufacturing lead time: 4–5 months
Capital Structure
• India debt cost ~7% higher vs Swiss (3–5%)
• Plan to reduce India debt via cash flows
• ~₹2,000 Cr+ capex over 6 years; asset turnover improvement critical
Guidance & Outlook
• FY26 EBITDA margin: 19.5–20%
• Revenue target: ₹500 Cr (12–18 months) · ₹800 Cr (3–5 years)
• Group EBITDA aspiration: 25–26% in 2 years · 30% by 2030
• Meaningful pipeline revenue impact expected from FY28
Key takeaway
Execution-led turnaround story. India utilization ramp, ADC scale-up, and RFP conversion are key triggers for margin expansion toward 25–30% over the medium term.
#Q3WithETNOW | Sai Life Sciences Q3 delivers strong growth with PAT up 86%, revenue rising 26%, EBITDA surging 57%, and margins expanding sharply to 33.7%
#SaiLifeSciences #Q3Earnings #Healthcare #CRAMS #MarketUpdate
#CRAMS / #CDMO Focused #IndianPharma Co.s #Q2FY26 Snapshot
Aggregate:
Revenue: ~₹8.9K Cr; +5% YoY, +9% QoQ
Gross Margin: ~68%; +225bps YoY, +90bps QoQ
EBITDA: ~₹2.2K Cr; +3% YoY, +24% QoQ
EBITDA Margin: ~22%; -49bps YoY, +294bps QoQ
Highest YoY Growth:
Revenue & EBITDA: #Neuland
#Health2Wealth #Perpetuity
#CRAMS Segment Revenue for Indian #Pharma companies:
#Q2FY26 Aggregate CRAMS Revenue of 15 Listed Co.s was ~₹7.7K Cr; +8% YoY & +7% QoQ
Highest Growth for Q2FY26:
YoY: #AartiPharmalabs:+207%
QoQ: #Neuland:+140%
#Health2Wealth #Perpetuity
98 #Pharma companies had a #Q1FY26 Revenue growth of +9% YoY with Revenue at ~₹112K Cr & EBITDA growth of +10% YoY with EBITDA at ~₹26.5K Cr.
Gross Margin improved by +51bps YoY while EBITDA margin expansion was ~14bps YoY during the quarter
#CRAMS Focused Indian Pharma Co.s. showcased best YoY performance in terms of Revenue and EBITDA growth.
#Health2Wealth #Perpetuity
#CRAMS Focused Players #Q1FY26 Snapshot
Aggregate Revenue for 10 CRAMS Focused Pharma co.s:~₹8.2K Cr; +13% YoY, -16% QoQ
Gross Margin:~67%; +120bps YoY, -20bps QoQ
EBITDA:~₹1.8K Cr; +17% YoY, -37% QoQ
EBITDA Margin: ~22%; +75nps YoY, -697bps QoQ
Highest YoY Growth:
Revenue: #SaiLifeSciences
EBITDA: #DishmanCarbogen
#Health2Wealth #Perpetuity
#CRAMS Segment Revenue:
#Q1FY26 Aggregate CRAMS Revenue of 15 Listed Indian Co.s: ~₹7K Cr; +20% YoY & -15% QoQ
Highest Growth
YoY: #AartiPharmalabs: +282%
QoQ: #InnovaCabTab: +19%
#Health2Wealth #Perpetuity
Central Asian countries are important producers of critical #minerals. The United States and the #EuropeanUnion now want to reduce their reliance on #CRAMs from #China, at a time when Beijing is also starting to ban or restrict some exports. @ChrisWeafer
#CentralAsia is home to many of the so-called critical #minerals, or #CRAMs, that western economies need to sustain their technology, environmental and metallurgical industries, writes @ChrisWeafer of @macro_advisory for @NEGlobalMedia: https://t.co/OeUDWWl7D1
#CentralAsia is home to many of the so-called critical #minerals, or #CRAMs, that western economies need to sustain their technology, environmental and metallurgical industries, writes @ChrisWeafer of @macro_advisory for @NEGlobalMedia: https://t.co/OeUDWWl7D1
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