Advanced Enzyme Technologies Ltd · NSE:ADVENZYMES
Advanced Enzyme Technologies — Pharma and Healthcare conference by DAM Capital Advisors 2025
37 slides from Advanced Enzyme Technologies's conference presentation, Sep 22, 2025
Slide 1: Exchange filing cover letter for Investor Presentation
September 22, 2025 BSE Limited National Stock Exchange of India Limited P. J. Towers, Exchange Plaza, Plot No. C/1, Dalal Street, G Block, Bandra-Kurla Complex, Mumbai- 400 001 Bandra (E) Mumbai- 400 051 Scrip Code-540025 Trading Symbol-ADVENZYMES Subject: Investor Presentation Ref: ISIN: INE837H010
Slide 2: Advanced Enzyme Technologies Limited Investors Presentation September 2025
Advanced Enzyme Technologies Limited Investors Presentation | September 2025
Slide 3: Safe Harbour Statement
Safe Harbour Statement This presentation contains forward-looking statements that reflect management’s current views with respect to certain future events and potential financial performance. Forward-looking statements are other than statements of historical facts. The words “believe,” “expect,” “an
Slide 4: Table of Content
Table of Content Company Overview 04 Global Markets 12 Unique Investment Case 18 Future Growth Strategies & Pipeline 27 Annexures 30 Shareholders’ Information 35
Slide 5: Company Overview
Company Overview Investors Presentation | September’25 4
Slide 6: Company Overview
Company Overview Advanced Enzymes is a research driven company with global leadership in the manufacturing of enzymes and probiotics. We are committed to providing eco-safe solutions to a wide variety of industries like human health care and nutrition, animal nutrition, baking, fruit & vegetable pro
Slide 7: Board of Directors
Board of Directors Promoter Chairman and Non-Executive Director Whole-time Director Independent Director Non-Executive Director Independent Director Non-Executive Director Independent Director Independent Director Independent Director Investors Presentation | September’25 6
Slide 8: Management Team
Management Team Mr. Beni Prasad Rauka Mr. Dipak Roda Mr. Harshad Doshi Ms. Martina Doering Chief Financial Officer Sr. Vice President / Market & Business CFO & COO - Advanced Enzymes, USA Managing Director /Head Of Business Development Development - evoxx Technologies, Germany Ms. Rasika Rathi Dr. M
Slide 9: Advanced Enzyme Technologies Limited – A Rising Global Star
Advanced Enzyme Technologies Limited – A Rising Global Star 9 Manufacturing Units India - 8 USA - 1 7 R&D Units India – 5 | USA – 1 | Germany –1 68+ 400+ 700+ 45+ 750+ 30+ Enzymes Proprietary Customers Countries Employees Years of Fermentation & Probiotics Products Worldwide Worldwide Presence Exper
Slide 10: Presence Across Globe
Presence Across Globe International Presence Manufacturing 9 Facilities INDIA Maharashtra 6 Madhya Pradesh 1 Andhra Pradesh 1 USA California 1 7 R&D Locations 9% 3% INDIA 5% Maharashtra 4 Andhra Pradesh 1 46% FY25 GERMANY North Rhine-Westfalia 1 37% USA California 1 India USA Europe Asia Rest of the
Slide 11: Catering to Diverse end-use Industries
Catering to Diverse end-use Industries 64% Human Healthcare & Nutrition 12% Animal Healthcare & Nutrition 13% Bio Processing Food 03% Bio Processing Non - Food 08% Specialized Manufacturing Effervescent Tablets & 24% - Pharmaceuticals Poultry feed Baking Yeast Processing Textile Processing Sachets S
Slide 12: Brief History and Evolution
Brief History and Evolution 1985 Cal-India Foods International (doing business as Specialty Enzymes and Probiotics), promoted by Mr. Vasant 2004 2023 2025 Rathi and incorporated on Advanced Biochemicals • Acquired 50% stake • Established Starya 2021 March 25, 1985 in the ranked as the largest 2017 i
Slide 13: Global Enzymes Market
Global Enzymes Market Investors Presentation | September’25 12
Slide 14: How Big is the Global Opportunity?
How Big is the Global Opportunity? Global Probiotics Market Global Enzymes Market $1Bn 7% Grow at a ~$16Bn CAGR 7.80% till 2029 $8Bn $12Bn 93% $13Bn Grow at a CAGR 14.12% CY 2024-29 $3.57Bn Animal Probiotics Human Probiotics Competitive Scenario in the $2.5Bn Global Enzymes and Probiotics Markets $2
Slide 15: What we are Aiming in the Opportunity?
What we are Aiming in the Opportunity? AETL’s Current Share of Revenue Opportunity Size for Addressable market for AETL CARG(%) over next Focus Area AETL over next 5 years** 5 years FY25 FY24 Human Nutrition Pharma/API $ 80 mn $ 50 mn 6% $ 18.04 mn, 24% $ 20.32 mn, 27% Probiotics $13 bn $250 mn 14%
Slide 16: Products and Competitive Landscape
Products and Competitive Landscape Business Division Usage Product Competitors Geography Serratiopeptidase, Fungal diastase, Fungal Anti-inflammatory, Digestive Enzymes Pharma/API lactase, amylase, lipase, protease, maltase, Anthem Biosciences India including lactose intolerant trypsin, pepsin Claus
Slide 17: Demand drivers for Enzyme Market (1/2)
Demand drivers for Enzyme Market (1/2) Human Healthcare Biocatalysis Probiotics Enzymes • Aging Global Population • Shift Toward Green and Sustainable Chemistry • Rising Health Awareness and Preventive Healthcare • Rising Prevalence of Chronic Diseases • Rising Demand in the Pharmaceutical, Fine and
Slide 18: Demand drivers for Nutraceutical Market
Demand drivers for Nutraceutical Market Increasing prevalence of Escalating healthcare Increasing desire for Lack of faith on chronic & non- expenses convenience traditional medicine communicable diseases Poor nutrition due to Consumers are seeking Growing need among The rising concern over the glob
Slide 19: Advanced Enzymes - A Unique Investment Case
Advanced Enzymes - A Unique Investment Case Investors Presentation | September’25 18
Slide 20: What Makes AETL a Unique Investment Case?
What Makes AETL a Unique Investment Case? Specialized Business Inherent Diversification in the with High Entry Barriers Business Model Strong Research & Significant Focus on International Development Capabilities Markets & Brand Building UNIQUE INVESTMENT CASE Integrated Player with Presence Strong
Slide 21: Integrated Player with Presence Across the Enzyme Value Chain
Integrated Player with Presence Across the Enzyme Value Chain Research & Development Manufacturing Marketing & Distribution Investors Presentation | September’25 20
Slide 22: Strong Research & Development Capabilities
Strong Research & Development Capabilities Significant Investment in R&D 300 250 3.55% 3.14% 4.13% 32 3.90% 4.50% 4.00% 3.50% 68+ 15# 17* 50 Enzymes & Probiotics Food Enzymes Dossiers 200 19 3.12% 3.00% Registered Patents filed with EFSA(1) 16 2.50% 150 54 2.00% 216 176 100 1.50% 150 174 125 100+ 1.
Slide 23: Specialized Business With High Entry Barriers
Specialized Business With High Entry Barriers Global Competitiveness Technocrat Amongst the Lowest Cost Promoters Manufacturers in the World Cumulative experience of 7+ (Benchmarked both in terms of decades in the global enzyme Capex & Opex) industry Sustained Research Diverse Product Range & & Deve
Slide 24: Strong Financial Performance – FY25
Strong Financial Performance – FY25 (₹ in Million) Revenue from Operations EBIDTA & EBIDTA Margin (%) 6,239 6,369 2,500 46% 50% 5,294 5,406 38% 5,018 31% 45% 2,000 33% 40% 29% 35% 1,500 30% 25% 1,000 20% 15% 500 10% 2,316 2,014 1,564 2,045 1,944 5% 0 0% FY 21 FY 22 FY 23 FY 24 FY 25 FY 21 FY 22 FY 2
Slide 25: Strong Financial Performance – FY25
Strong Financial Performance – FY25 Net Working Capital (Days) Net Worth (₹ mn) 146 14,209 132 135 135 13,241 120 12,351 10,886 9,709 FY 21 FY 22 FY23 FY 24 FY 25 FY 21 FY 22 FY 23 FY 24 FY 25 ROE (%) & ROCE (%) Net Debt to Equity (x) 0.02 0.02 0.02 21.94% 15.93% 0.01 0.01 13.03% 10.34% 11.31% 16.71
Slide 26: Results Summary – Q1 FY26 (Consolidated)
Results Summary – Q1 FY26 (Consolidated) *Revenue (₹ mn) EBITDA (₹ mn) PAT (₹ mn) Y-o-Y Y-o-Y Y-o-Y +20% +10% +16% 1,859 564 404 512 1,672 350 456 1,545 267 Q1 FY25 Q4 FY25 Q1 FY26 Q1 FY25 Q4 FY25 Q1 FY26 Q1 FY25 Q4 FY25 Q1 FY26 Q-o-Q Q-o-Q Q-o-Q +11% +24% +51% *Notes: 1. On Consolidated Basis 2. PA
Slide 27: Balance Sheet (Consolidated) – FY25
Balance Sheet (Consolidated ) – FY25 (₹ in Million) FY25 FY24 FY23 FY22 FY21 Particulars Audited Audited Audited Audited Audited Assets Property, plant and equipment 2,929 2,765 2,732 2,622 2,462 Capital work-in-progress 217 411 215 151 102 Intangible assets 523 479 550 609 693 Goodwill 3,334 3,253
Slide 28: Future Growth Strategies & Pipeline
Future Growth Strategies & Pipeline Investors Presentation | September’25 27
Slide 29: Key Strategies for Future Growth
Key Strategies for Future Growth o Increased focus on high return applications where AETL has strategic advantages o Build Strategic Partnerships in Key Markets for Focus Segments Continued Investment in Inorganic R&D Expansion Broaden & Deepen Geographical Presence o Acquisition of Key Technologies
Slide 30: Focus Areas Going Ahead
Focus Areas Going Ahead Animal Nutrition Probiotics Bio-Catalysis Baking Continuing conduct trials and studies To introduce more probiotics products Developing bio catalysis for API In Bio-processing division, our focus is to bring newer and effective nutritional in Human Nutrition for the immunity
Slide 31: Annexures
Annexures Investors Presentation | September’25 30
Slide 32: Segment-wise Performance
Segment-wise Performance (₹ in Million) Human Nutrition Bio-Processing 4,185 4,053 1,018 962 186 208 1,059 1,107 1,024 1,012 1,018 1,031 1,221 224 243 236 258 776 251 168 321 278 809 994 992 53 48 39 42 43 61 55 62 51 267 230 185 201 193 197 196 116 174 FY25 FY24 FY24 FY24 FY24 FY24 FY25 FY25 FY25 F
Slide 33: Geography-wise Performance
Q1 Q1 737 467 FY24 FY24 Q2 Q2 828 470 FY24 FY24 India Q3 Q3 767 623 FY24 FY24 Americas Q4 Q4 774 528 FY24 FY24 FY24 FY24 3,106 2,088 Q1 Q1 740 591 FY25 FY25 Investors Presentation | September’25 Q2 Q2 703 571 FY25 FY25 Q3 Q3 759 560 FY25 Geography-wise Performance FY25 Q4 Q4 704 FY25 646 FY25 FY25 F
Slide 34: Profit & Loss (Consolidated) – Q1 FY26 & FY25
Profit & Loss (Consolidated) – Q1 FY26 & FY25 (₹ in Million) Q1 FY26 Q4 FY25 Q1 FY25 Y-o-Y Q-o-Q FY25 FY24 Particulars Y-o-Y (%) Un-Audited Audited Un-Audited (%) (%) Audited Audited Income from Operations 1,859 1,672 1,545 20% 11% 6,369 6,239 2% Expenses 1,391 1,317 1,120 24% 6% 4,790 4,547 5% Prof
Slide 35: Corporate Structure
Corporate Structure Advanced Bio-Agro Tech Ltd. Cal-India Foods International, COB as Incorporated: 2004 Enzyme Innovation Inc. 60% Core Areas: Animal Nutrition Specialty Enzymes & Probiotics Incorporated: 2013 Incorporated: 1985 Presence: South Asia 100% Core Areas: Human Nutrition 100% Core Areas:
Slide 36: Shareholders’ Information
Shareholders’ Information Stock Data Top Institutional Holders Institutions OS (%) Market Capitalization (₹) 35,970 mn ORBIMED ASIA III MAURITIUS 12.07 NALANDA INDIA EQUITY FUND 8.46 Shares Outstanding 111.88 mn ICICI PRUDENTIAL MF 3.08 CLARUS CAPITAL I 2.27 MARVAL CAPITAL 1.00 Symbol (NSE/ BSE) ADV
Slide 37: Thank You
Thank You Advanced Enzyme Technologies Limited Address: 5th Floor, 'A' wing, Sun Magnetica LIC Service Road, Louiswadi, Thane (W) 400 604, India Tel: +91-22-4170 3200 Fax: + 91-22-25835159 Web: www.advancedenzymes.com CIN No: L24200MH1989PLC051018 Investor Relations Contact: Ronak Saraf Manager - In
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