Q1 2025 Dishman Carbogen Amcis Ltd Earnings Call Transcript
Key Points
- The company has successfully tackled engineering challenges at its new drug product facility in France, leading to normal operations.
- India CRAMS revenue saw a substantial increase from INR 38 crore to INR 82 crore, translating to a positive EBITDA of about 14%.
- The cosmetic market in Europe is recovering post-COVID, providing large opportunities for increased production volumes.
- The company has reorganized its business into three segments (Drug Substance, Drug Products, and Specialty), which is expected to lead to better market penetration and success.
- A renegotiated supply agreement for key raw materials in the Dutch entity is expected to result in significant cost savings from Q3 onwards.
- The global results for the quarter were not as expected due to challenges from the previous quarter.
- Approximately $9.8 million worth of orders were deferred to the next quarter, impacting Q1 revenue.
- The Dutch entity saw a 16% revenue decline due to lower sales of high-margin vitamin D analogues.
- The French operations are expected to see an EBITDA burn of about CHF 5 million for FY25.
- The company has faced consistent losses over the past four years, with concerns about recurring one-off issues impacting profitability.
Ladies and gentlemen, good day, and welcome to the Q1 FY25 earnings conference call of Dishman Carbogen Amcis Ltd. (Operator Instructions) As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference has been recorded. I now hand the conference over to Mr. Buscopan Hinman, Chief Executive Officer. Thank you.
Thank you, moderator. And good afternoon, dear shareholders. Hope you all well, fine before the big day tomorrow. A quick update regarding the business activities for the first quarter of this year '24-'25.
Globally, we can say that the follow-up of the last quarter of the fiscal year. So we are facing a number of challenges at the very beginning of -- this quarter, which were the follow-up consequences on things
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