Rpg Life Sciences Limited · NSE:RPGLIFE
Rpg Life Sciences — 9M FY26 Earnings Presentation
28 slides from Rpg Life Sciences's earnings presentation, Jan 28, 2026
Slide 1: Exchange cover letter: revised investor presentation
January 28, 2026 To, The Manager BSE Limited Listing Department Corporate Relationship Department National Stock Exchange of India Limited Floor 25, P.J. Towers Exchange Plaza, 5th Floor Dalal Street Plot No. C1, ‘G’ Block, Bandra-Kurla Complex Mumbai 400 001. Bandra (East), Mumbai 400 051. Symbol:
Slide 2: 9M FY26 Performance - Investors' Presentation
9M FY26 Performance RPG Life Sciences Investors’ Presentation
Slide 3: Disclaimer
Disclaimer This presentation may include statements which may constitute forward-looking statements. All statements that address expectations or projections about the future, including, but not limited to, statements about the strategy for growth, business development, market position, expenditures,
Slide 4: RPG Group: Powered by Passion, Driven by Ethics
RPG Group: Powered by Passion, Driven by Ethics RPG Enterprises was founded in 1979. The group currently operates various businesses in Infrastructure, Technology, Life Sciences, Plantations and Tyre industries. The group has business history dating back to 1820 AD in banking, textiles, jute and tea
Slide 5: RPG Life Sciences: An Integrated Pharmaceutical Company
RPG Life Sciences: An Integrated Pharmaceutical Company RPG Life Sciences is an integrated research based pharmaceutical company operating in the domestic and international markets in the branded formulations, global generics and synthetic APIs space. Domestic Formulations (DF) Leader in Immunosuppr
Slide 6: Strong Product Portfolio, Textbook brands; focus on chronic & specialty therapies
RPG Life Sciences: Strong Product Portfolio, Textbook brands; focus on chronic & specialty therapies Key Therapies DF Key Products Legacy Portfolio New Portfolio Nephrology Specialty Chronic Immunosuppressants Textbook Brands Life Cycle Management (Existing Products) Rheumatology Trastuzumab Azathio
Slide 7: Business Operations
Business Operations 6
Slide 8: Building a Strong-Consistent-Profitable Business Focusing on Execution
Building a Strong-Consistent-Profitable Business 1 2 3 4 Business Focusing Building Energizing Transformation on Execution Competitiveness Happy Teams 6 >10 3-4x 88% Bold Moves High Impact Projects Share of voice Happiness Score
Slide 9: Business Transformation
1 Business Transformation Bold Move 1 Galvanizing Organization to an “Inspiring Purpose”: Framing and embedding in the organisation Bold Move 2 “Small Brands” to Building “Mega Brand of 100 cr +; future 500 cr OTC”: Naprosyn Bold Move 3 “Small Product” to Building “Mega Rx Portfolio of 100 cr +; Pot
Slide 10: Focusing on Execution
2 Focusing on Execution Multiple Projects targeted to transform business: ↓ Costs, ↑ Quality, ↑ New Business 1 Comprehensive Business Transformation Project 6 Innovation Projects Plants Infra Modernization-Capacity Expansion 2 7 Digitalization Projects Projects 3 COGS Reduction Projects 8 M&A Projec
Slide 11: Building Competitiveness: 3-4x SOV; Product Re-engineering
3 Building Competitiveness :3-4x SOV; Product Re-engineering; Profitable new therapies entry RPG Serv: ↑ Customer Coverage, ↑ SoV, ↑Engagement Smart Life cycle Management New New New New New Dosage New Brands Patient Customer/ Combination Indication form Strength Segment Geography √ √ √ √ √ √ √ √ √
Slide 12: Energizing Happy Teams: Happiness Framework
Energizing Happy Teams: Happiness Framework 4 People Initiatives for building a happy performance focussed culture I Love My Work RPGLS Heroes Outperformance recognition I am Growing I Cherish our Culture We Skill. You Grow. RPGLS Parivar Competency building continuum Tyohar-Utsav Shrankhla Digital
Slide 13: Financial Performance
Financial Performance 12
Slide 14: Q3 FY26 versus Q3 FY25 Financial Performance
Q3 FY26 versus Q3 FY25 Financial Performance (All figures in Rs. Crores) Revenue from Operations EBITDA & EBITDA Margin Figures in circle are Margins 4.2% -17.7% 172.7 180.0 52.5 43.2 30.4% 24.0% 17.5% Q3 FY25 Q3 FY26 Q3 FY25 Q3 FY26 PBT & PBT Margin (excluding exceptional items) PAT & PAT Margin (e
Slide 15: 9M FY26 versus 9M FY25 Financial Performance
9M FY26 versus 9M FY25 Financial Performance (All figures in Rs. Crores) Revenue from Operations EBITDA & EBITDA Margin Figures in circle are Margins 4.0% -10.1% 510.3 530.6 141.8 127.4 27.8% 24.0% 17.5% 9M FY25 9M FY26 9M FY25 9M FY26 PBT & PBT Margin (excluding exceptional items) PAT & PAT Margin
Slide 16: 9M FY26: Business Segment-wise Performance
9M FY26: Business Segment-wise Performance Domestic Formulations contributed 70% to total sales of Q3 FY26 12.5% • Continue to deliver market beating growth Domestic • New products contribution improving consistently on account of new launches in 371.8 330.6 Business Segments Formulations specialty
Slide 17: Key Financial Ratios Yearly Trends (ROCE, ROE, D/E)
Key Financial Ratios Yearly Trends (ROCE, ROE, D/E) ROCE% ROE% Debt/Equity Ratio 32.9% 31.6% 29.7% 28.5% 24.9% 23.4% 24.3% 0.22 20.1% 22.0% 20.9% 18.5% 16.4% 9.7% 6.7% 0.06 0.01 0.00 0.00 0.00 0.00 FY19 FY20 FY21 FY22 FY23 FY24 FY25 * FY19 FY20 FY21 FY22 FY23 FY24 FY25 * FY19 FY20 FY21 FY22 FY23 FY2
Slide 18: RPG Life Sciences ICRA Rating Reaffirmation in FY25
RPG Life Sciences ICRA Rating Reaffirmation in FY25 A- (FY19) to A(FY21) to A+ (FY24) Improvements recorded in ICRA Rating Factors affecting rating affirmation • A robust capital structure and strong debt servicing indicators based on o Healthy cash flows • Long term rating o Company continues to re
Slide 19: Business Strategy
Business Strategy 18
Slide 20: Domestic Formulations (DF) Business: Overview & Strategy
Domestic Formulations (DF) Business: Overview & Strategy Business Overview Leading Textbook Brands Diverse Portfolio Innovation & Growth Specialist Reach Azoran, Aldactone, Operating across mass, mass- New launches in biosimilars, Strong coverage among top Lomotil, Naprosyn, specialty, and specialty
Slide 21: International Formulations (IF) Business: Overview & Strategy
International Formulations (IF) Business: Overview & Strategy Business Overview Global Reach Quality & Expansion Specialist Leadership Trusted Partnerships Presence in regulated and emerging Preferred partner for high-quality, Strong position in Impeccable supply track record and markets across Cana
Slide 22: APIs Business: Overview & Strategy
APIs Business: Overview & Strategy Business Overview Niche API Focus Global Presence Strategic Integration Trusted Partnerships High-value, low-volume APIs and Presence across key geographies: Backward integration with Enduring relationships with major mature, stable molecules. LATAM, Germany, China
Slide 23: Infrastructure Capabilities
Infrastructure Capabilities 22
Slide 24: Manufacturing Facilities
Manufacturing Facilities Formulations Unit 1, Ankleshwar • F1 unit caters to the domestic and emerging markets • Multipurpose plant with dedicated product lines for oral dosage forms including tablets, liquids and powder • WHO, Kenya, Nigeria approved • Modernization and capacity expansion underway
Slide 25: Digital Initiatives: Manufacturing and Quality
Digital Initiatives: Manufacturing and Quality Digital Retina Intelligent Chilling IOT based AHU Power Management Scanner Plant Manager monitoring system System • Biometric Access with IRIS/ Retina • Implementation • Operates Pumps • Safe, reliable, Scanner enables of Utility Asset & Chillers effici
Slide 26: Journey Ahead
Journey Ahead 25
Slide 27: RPGLS Journey Ahead: strategic pillars of action
RPGLS Journey Ahead: 7 strategic pillars of action 1 Portfolio development • Project underway to grow our immunosuppressant portfolio to 200+ crores and mega-brands building • Focused initiatives to grow Naprosyn to a 100+ crores brand; building our MABs portfolio 2 • Focus on new geographies, new l
Slide 28: RPG Life Sciences - An RPG Company
00006 000 Z An FPG Company RPG LIFE SCIENCES