Advanced Enzyme Technologies Ltd · NSE:ADVENZYMES

Advanced Enzyme Technologies — Q1 FY27 Earnings Presentation

32 slides from Advanced Enzyme Technologies's earnings presentation, Aug 8, 2026

  1. Slide 1: Exchange filing cover letter

    August 08, 2026 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: Earnings Presentation Ref: ISIN: INE837H01020

  2. Slide 2: Advanced Enzyme Technologies Limited Earnings Presentation

    Advanced Enzyme Technologies Limited Earnings Presentation August 2026

  3. 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

  4. Slide 4: Table of Contents

    Performance Business 01 Summary | Q1 FY27 | Page 04 02 Performance | Page 06 Geographical Result 03 Performance | Page 10 04 Summary | Q1 FY27 | Page 11 Unique Focus Area 05 Investment Case | Page 25 06 Going Ahead | Page 29 TABLE OF 07 Shareholders’ Information | Page 30 CONTENTS Earnings Presentat

  5. Slide 5: Results Summary – Q1 FY27 (Consolidated) Y-o-Y

    Results Summary – Q1 FY27 (Consolidated) Y-o-Y Revenue (` mn) EBITDA (` mn) PAT (` mn) 1,859 1,898 564 404 386 510 2% 10% 5% Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 Revenue grew by 2% on y-o-y basis to EBITDA de-grew by 10% to ₹ 510 million PAT decreased to ₹ 386 million in Q1 FY27 EBITDA ma

  6. Slide 6: Results Summary – Q1 FY27 (Consolidated) Q-o-Q

    Results Summary – Q1 FY27 (Consolidated) Q-o-Q Revenue (` mn) EBITDA (` mn) PAT (` mn) 2,034 632 453 1,898 510 386 7% 19% 15% Q4 FY26 Q1 FY27 Q4 FY26 Q1 FY27 Q4 FY26 Q1 FY27 Revenue de-grew by 7% on q-o-q basis to EBITDA de-grew by 19% to ₹ 510 million in Q1 PAT decreased to ₹ 386 million in Q1 FY27

  7. Slide 7: Human Nutrition

    Human Nutrition (₹ in Million) Q1 FY27 Q1 FY26 -7% 60% 1,139 1,221 of Sales Commentary: 1,281 1,221 1,212 1,139 • The human nutrition segment contributed 1,012 992 1,018 1,031 960 around 60% during the quarter to the total revenue from operations • This segment de-grew by 7% during the quarter from

  8. Slide 8: Animal Nutrition

    Animal Nutrition (₹ in Million) Q1 FY27 Q1 FY26 -3% 13% 252 260 of Sales Commentary: 260 252 244 250 • The animal nutrition segment contributed 209 around 13% during the quarter to the total 197 193 172 181 revenue from operations • This segment de-grew by 3% during the quarter from ₹ 260 million in

  9. Slide 9: Industrial Bio-processing

    Industrial Bio-processing (₹ in Million) Food 14% Q1 FY27 Q1 FY26 Q1 FY27: ₹ 263 Mn +30% 16% 306 236 of Sales Non-Food 2% Q1 FY27: ₹ 43 Mn Commentary: 361 321 324 306 • The Industrial Bio-Processing segment contributed 278 around 16% during the quarter to the total revenue 251 255 from operations 23

  10. Slide 10: Specialized Manufacturing

    Specialized Manufacturing (₹ in Million) Q1 FY27 Q1 FY26 +41% 11% 200 142 of Sales Commentary: 200 • This segment contributed about 11% during 185 180 the quarter to the total revenue from 154 154 155 operations 142 120 • This segment outperformed by 41% on y-o-y 110 basis at ₹ 200 million in Q1 FY2

  11. Slide 11: Geographical performance

    Geographical performance (₹ in Million) Q1 FY27 937 India 49% Q1 FY26 979 -4% Q1 FY27 546 Americas 29% Q1 FY26 565 -3% Q1 FY27 132 Europe 7% Q1 FY26 92 +44% Q1 FY27 242 Asia* 13% Q1 FY26 177 +37% Q1 FY27 40 Rest of the World 2% Q1 FY26 47 -15% Notes: 1. All the decimals are rounded off to their rele

  12. Slide 12: Profit & Loss (Consolidated) – Q1 FY27

    Profit & Loss (Consolidated) – Q1 FY27 (₹ in Million) Q1 FY27 Q4 FY26 Q1 FY26 Y-o-Y Q-o-Q FY26 FY25 Y-o-Y Particulars Un-Audited Audited Un-Audited (%) (%) Audited Audited (%) Income from Operations 1,898 2,034 1,859 +2% -7% 7,458 6,369 +17% Expenses 1,487 1,503 1,391 +7% -1% 5,568 4,790 +16% Profit

  13. Slide 13: Result summary - FY26 (Consolidated) Y-o-Y

    Result summary - FY26 (Consolidated) Y-o-Y Revenue (` mn) EBITDA (` mn) PAT (` mn) 7,458 2,291 1,736 6,369 1,944 1,340 17% 18% 30% GROWTH GROWTH GROWTH FY25 FY26 FY25 FY26 FY25 FY26 Human HC Animal HC Bio Processing Specialized Manufacturing +15% +25% +16% +23% FY26 FY25 FY26 FY25 FY26 FY25 FY26 FY2

  14. Slide 14: Revenue Split – FY25 vs. FY26

    Revenue Split – FY25 vs. FY26 FY25 FY26 8% 9% 16% 16% 12% 64% 13% 62% Human HC Animal HC Bio-Processing Specialised Manufacturing Human HC Animal HC Bio-Processing Specialized Manufacturing 3% 3% 9% 12% 5% 5% 46% 50% 30% 37% India Americas Europe Asia (ex-India) Rest of the World India Americas Euro

  15. Slide 15: Strong Financial Performance – FY26

    Strong Financial Performance – FY26 Revenue from Operations EBIDTA & EBIDTA Margin (%) 7,458 38% 2,500 40% 6,239 6,369 33% 31% 31% 29% 35% 5,294 5,406 2,000 30% 25% 1,500 20% EBIDTA EBIDTA MARGIN 1,000 15% 10% 500 2,014 1,564 2,045 1,944 2,291 5% 0 0% FY 22 FY 23 FY 24 FY 25 FY 26 FY 22 FY 23 FY 24

  16. Slide 16: Strong Financial Performance – FY26

    Strong Financial Performance – FY26 Net Working Capital (Days) Net Worth (` mn) 16,320 146 14,209 135 135 138 13,241 132 12,351 10,886 FY 22 FY 23 FY 24 FY 25 FY 26 FY 22 FY 23 FY 24 FY 25 FY 26 ROE (%) & ROCE (%) Net Debt to Equity 15.93% 0.02 0.02 13.03% 12.21% 10.34% 11.31% 0.01 0.01 0.01 12.02%

  17. Slide 17: Balance Sheet (Consolidated)

    Balance Sheet (Consolidated) (₹ in Million) FY26 FY25 FY24 FY23 FY22 Particulars Audited Audited Audited Audited Audited Assets Property, plant and equipment 2,758 2,929 2,765 2,732 2,622 Capital work-in-progress 512 217 411 215 151 Intangible assets 469 523 479 550 609 Goodwill 3,695 3,334 3,253 3,

  18. Slide 18: Annexure

    Annexure

  19. Slide 19: 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

  20. Slide 20: Advanced Enzyme Technologies Limited – A Rising Global Star

    Advanced Enzyme Technologies Limited – A Rising Global Star 9 7 1st 2nd 2nd R&D Units Manufacturing Units Indian enzyme Highest market Listed integrated India – 5 | USA – 1 | India - 8 | USA - 1 company share in India enzyme player globally Germany –1 68+ 400+ 700+ 45+ 750+ 30+ Years of Enzymes Prop

  21. Slide 21: Brief History and Evolution

    Brief History and Evolution Advanced Biochemicals • Acquired 50% stake in ranked as the Acquired 51% SaiGanesh Enzytech largest domestic Acquired 100% stake in Solutions • Established Starya manufacturer of stake in evoxx SciTech • Acquired an labs for independent 1st fermentation Industrial technol

  22. Slide 22: Board of Directors

    Board of Directors Mr. Vasant Rathi Mr. Mukund Kabra Mr. Pramod Kasat Ms. Rasika Rathi Mr. Vinod Jajoo Promoter Chairman Whole-time Director Independent Director Non-Executive Director Independent Director and Non-Executive Director Mr. Sunny Sharma Ms. Rajshree Patel Mr. Nitin Deshmukh Ms. Vandana

  23. Slide 23: Management Team

    Management Team Mr. Beni Prasad Rauka Mr. Harshad Doshi Ms. Rasika Rathi Group - Chief Financial Officer CFO & COO – Advanced General Counsel / Vice President Enzymes, USA And Secretary – Advanced Enzymes, USA Ms. Martina Doering Mr. Michael Puls Mr. Sanjay Basantani Managing Director / Head Of Mana

  24. Slide 24: How Big is the Opportunity?

    How Big is the Opportunity? Global Probiotics Market Global Enzymes Market Animal Probiotics $1Bn Grow at a 7% Grow at a $16 Bn CAGR 14.12% CAGR 7.80% CY 2024-29 till 2029 $13Bn Human Probiotics $12Bn 93% $3.57Bn Competitive Scenario in the Global Enzymes and Probiotics Markets Pharmaceutical Anthem

  25. Slide 25: What we are Aiming in the Opportunity?

    What we are Aiming in the Opportunity? AETL’s Current Share of Revenue Focus Opportunity Addressable market for CARG(%) Area Size AETL over next 5 years** over next 5 years FY26 FY25 Human Nutrition Pharma/API $ 80 mn $ 50 mn 6% $ 24.90 mn, 29% $ 18.04 mn, 24% Probiotics $13 bn $250 mn 14% $ 2.4 mn,

  26. Slide 26: What Makes AETL a Unique Investment Case?

    What Makes AETL a Unique Investment Case? Specialized Business Strong Research & with High Entry Development Capabilities Barriers Integrated Player with Inherent Diversification Presence Across the in the Business Model Enzyme Value Chain Significant Focus on Strong Financial International Markets

  27. Slide 27: Integrated Player with Presence Across the Enzyme Value Chain

    Integrated Player with Presence Across the Enzyme Value Chain Research & Manufacturing Marketing & Development Distribution Earnings Presentation | August 2026 26

  28. Slide 28: Specialized Business With High Entry Barriers

    Specialized Business With High Entry Barriers Technocrat Promoters Cumulative experience of 7+ decades in the global enzyme industry Sustained Research & Development Consistent Investment into R&D over the past 15+ years Manufacturing Expertise Specialized technical expertise in microbial fermentati

  29. Slide 29: Future Growth Drivers

    Future Growth Drivers Continued Inorganic Investment in R&D Expansion • Identify Product gaps and Develop new • Acquisition of Key Technologies, Enzymes, Probiotics & Solutions thereof Competencies & Skill-sets which Enable Consolidation and/or Entry into New Market • Expand Competencies in Enzymes

  30. Slide 30: Focus Areas Going Ahead

    Focus Areas Going Ahead Animal Nutrition Bio-Catalysis • Continuing conduct trials and studies to bring newer • Developing bio catalysis for API manufacturers, and effective nutritional products, which may improve providing enzymatic based solutions that are target the efficacy of animal feeds speci

  31. Slide 31: Shareholders Information

    Shareholders Information Stock Data Stock Chart Market Capitalization (₹) 34,433 mn Shares Outstanding 111.98 mn 307.50 288.15 Symbol (NSE/ BSE) ADVENZYMES / 540025 Apr-25 May-25 Jun-25 Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 Jan-26 Feb-26 Mar-26 Apr-26 May-26 Jun-26 Source: NSE Source: NSE Shareh

  32. Slide 32: Thank You

    THANK YOU 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 Contact: Mr. Ronak Saraf Manager – Investor Relations ir@advancedenzymes.com

Advanced Enzyme Technologies — Q1 FY27 Earnings Presentation on 6ix