Anthem Biosciences Live Share Price Today, Share Analysis and Chart

About the company - Business Profile

Anthem Biosciences Ltd. is a contract research, development, and manufacturing organization (CRDMO) based in Bengaluru, India. Established as a private limited company in 2006 and later converted to a public entity, it provides integrated services across the drug discovery and development lifecycle. The company operates in two primary segments: CRDMO services for pharmaceutical and biopharmaceutical industries and the manufacturing of Specialty Ingredients for nutritional and health applications. Anthem holds a significant market position by focusing on niche, high-end manufacturing capabilities, including peptides and high-potent compounds.

Key Points

• Key Facts:
  • Founded Year: 2006 (Incorporated as Anthem Biosciences Pvt. Ltd.).
  • Headquarters: Bommasandra Industrial Area, Bengaluru, Karnataka.
  • Stock Listing: Listed on BSE (Scrip Code: 544449) and NSE (Symbol: ANTHEM).
  • Core Offerings: Custom synthesis, R&D services, peptide manufacturing, and specialty nutritional ingredients.
• Operations and Resources:
  • The company operates through three primary units. Unit I is located in Bommasandra, serving as the registered office and primary R&D hub. Unit II, situated in Harohalli, recently expanded its custom synthesis capacity by 76 kL in November 2025.
  • Unit III, operated via the wholly owned subsidiary NeoAnthem Lifesciences Private Limited in Harohalli, includes R&D labs, peptide manufacturing, and high-potent manufacturing facilities. A new fermentation block at this site is expected to be commissioned by the end of 2025.
  • Plans for a Unit IV are underway to further scale production capacity.
• Business Model and Competencies:
  • Anthem follows an integrated CRDMO model, managing projects from initial research to commercial-scale production. It is particularly proficient in high-end chemistry, specifically the manufacturing of peptides and high-potent compounds.
  • The company maintains a competitive edge through its low employee cost as a percentage of sales compared to industry peers, driven by extensive internal training programs for specialized technical roles.
• Revenue Breakdown (FY25 Annual):
  • Total Revenue from Operations: INR 18,446 million.
  • CRDMO Segment: INR 15,061 million (approximately 81.6% of operational revenue).
  • Specialty Ingredients: INR 3,385 million (approximately 18.4% of operational revenue).
  • Geographical Concentration: While serving a global clientele, the company generates significant revenue from exports to regulated markets.
• Financial Performance:
  • For the full year FY25, the company reported an EBITDA of INR 7,566 million with a margin of 39.2%.
  • Profit After Tax (PAT) for FY25 stood at INR 4,513 million.
  • In Q3FY26, the company faced an exceptional item of INR 254 million due to provisions related to the new Government of India Labour Codes, primarily impacting wage definitions and gratuity provisions.
• Sustainability and Innovation:
  • Strategic initiatives focus on expanding the NeoAnthem facility (Unit III) to include fermentation capabilities, diversifying its technology stack beyond chemical synthesis.
  • The company emphasizes responsible business practices and continuous process innovation to sustain high EBITDA margins, which remained at 41.5% for the nine-month period ending December 2025 (9MFY26).
• Employee Trends:
  • Management has indicated a calibrated approach to hiring, aligning workforce expansion with the commissioning of new blocks in Unit III and the upcoming Unit IV.
  • The company implemented the Anthem Employee Stock Option Plan 2024, recently allotting 1,03,800 equity shares to eligible employees in November 2025 to foster talent retention.

References

1. Investor Presentation Nov 2025
2. Investor Presentation Feb 2026
3. Earnings Call Nov 2025
4. Result Feb 2026