Eris Lifesciences Ltd · NSE:ERIS
Eris Lifesciences — Investor Presentation (June 2026)
40 slides from Eris Lifesciences's investor presentation, Jun 23, 2026
Slide 1: Exchange filing cover letter: Corporate Presentation
EY Entrepreneur of the year-2013 FROST E SULLIVAN Best Practices-2013 mit Business today/YES bank Excellence Awards-2013 Eris Eris Lifesciences Limited Date: 23 Date: 23 June June 2026 2026 To To To To BSE Limited National Stock National Stock Exchange Exchange of of India India Limited Limited Phir
Slide 2: Corporate Presentation June 2026
Eris POWER OF EMPATHY TRUTH OF SCIENCE CORPORATE CORPORAT PRESENTATION PRESENTATION June 2026 June 2026
Slide 3: • • Introduction
• •• Introduction Introduction •• Domestic Branded Formulations Domestic Branded Formulations •• R&D, R&D,Technology Technology & & Manufacturing Manufacturing •• International International Business Business 2
Slide 4: Introduction to Eris
INTRODUCTION INTRODUCTION TO TO ERIS ERIS r Domestic Branded Formulations Domestic Branded ▪ Formulations Among the Top-20 Indian pharmacos in less than 20 years since inception; youngest company on the list ▪• Among the Top-20 Indian pharmacos in less than 20 years since inception; youngest company
Slide 5: Leveraged acquisitions to enter high-value therapies
LEVERAGED ACQUISITIONS LEVERAGED ACQUISITIONS TO TO ENTER ENTER HIGH-VALUE THERAPIES HIGH-VALUE THERAPIES FY22 Revenue Revenue INR 195 195 cr; FY23 Revenue INR 280 cr; Revenue INR Revenue INR 50 50 cr cr 10% EBIDTA 10% EBIDTA margin margin EBIDTA margin 37% EBIDTA margin 70% of 70% of Swiss Swiss 30
Slide 6: Significant expansion in therapeutic & geographic footprints
SIGNIFICANT EXPANSION SIGNIFICANT EXPANSION IN IN THERAPEUTIC THERAPEUTIC & GEOGRAPHIC FOOTPRINTS & GEOGRAPHIC FOOTPRINTS Geographies Geographies We now now have have manufacturing manufacturing ops across 66 1 Expanded geographic Expanded geographic reach reach from from India India to to globally
Slide 7: All acquisitions integrated; EBITDA margin expanded 400 bps since FY23
ALL ACQUISITIONS ALL INTEGRATED; EBIDTA ACQUISITIONS INTEGRATED; EBIDTA MARGIN MARGIN EXPANDED EXPANDED 400 BPS SINCE 400 BPS SINCE FY2 FY23 REVENUE(INR REVENUE (INR cR) CR) EBITDA(INR EBITDA (INR cR) CR) PAT (INR CR) 1,200 36% 36% 36% % 37% 35% 36 35% 1,000 36% 648** 648** 3,129 2,894 3,129 2,894 3
Slide 8: Domestic Branded Formulations
• •• Introduction Introduction •• Domestic Branded Formulations Domestic Branded Formulations •• R&D, R&D,Technology Technology & & Manufacturing Manufacturing •• International International Business Business 7
Slide 9: Expanded our domestic CVM/TAM by 43% during Mar-22 to Mar-26
• EXPAND EXPANDED OURDOMES ED OUR DOMESTIC CVM/TAM TIC CVM/ BY43% TAMBY DURINGMAR-22 43%DURING TOMAR-20 MAR-22TO 26 MAR-2026 L MAT Mar'22Revenue MATMar’22 1,662 cr. Rs. 1,662 Revenue == Rs. cr. MAT Mar'26Revenue MATMar’26 Revenue = Rs. 3,318 = Rs. Cr. 3,318 Cr. Rest Rest Gastro Rest Gastro Rest Neph
Slide 10: India-centric studies focused on improving disease management
INDIA-CENTRIC INDIA-CENTRIC STUDIES FOCUSED ON STUDIES FOCUSED ON IMPROVING IMPROVING DISEASE DISEASE MANAGEMENT MANAGEMENT India India Head Head and and Neck Neck Cancer Study Cancer Study DIABETES STUDY About the About the Study Study About the About the Study Study About the About the Study Study
Slide 11: Patient care initiative – a differentiated service platform
• PATIENT CARE PATIENT CARE INITIATIVE INITIATIVE—– AA DIFFERENTIATED DIFFERENTIATED SERVICE SERVICE PLATFORM PLATFORM Key Key elements ofEris elements of Eris Patient Patient Care Care Platform Platform Objective -- Bring ▪• Objective Bring cutting- cutting- edge healthcare edge healthcare solution
Slide 12: Dominant power brands; successfully leveraged LOE opportunities
DOMINANTPOWER DOMINANT POWERBRANDS; BRANDS;SUCCESSFULLY SUCCESSFULLY LEVERAGED LEVERAGED LOE LOE OPPORTUNITIES OPPORTUNITIES /1.• •-•••••••-• Our Top Our Top 20 20 Mother Mother Brands Brands with with Market Market Share Share Successfully Leveraged Successfully Leveraged LOE LOE(Loss (Lossof ofExc
Slide 13: Established player in anti-diabetes with a full-spectrum presence
ESTABLISHED PLAYER ESTABLISHED PLAYER IN IN ANTI-DIABETES WITH AA FULL-SPECTRUM ANTI-DIABETES WITH FULL-SPECTRUM PRESENCE PRESENCE Eris ranks Eris ranks in in Anti-Diabetes Anti-Diabetes therapy therapy Eris market Eris market share share in in Anti-Diabetes* Anti-Diabetes* By Revenue* By Revenue* B
Slide 14: Insulins – significant expansion post Biocon acquisition
INSULINS INSULINS -–SIGNIFICANT SIGNIFICANT EXPANSION EXPANSION POST POSTBIOCON BIOCON ACQUISITION ACQUISITION RHI Cartridges –- Eris RHI Cartridges Eris market market share share by by Sales Sales RHI RHI ++ Glargine Glargine –- Eris Eris market marketshare share by by Sales Sales 2x 16% Objective
Slide 15: Sundae Gx injectables – Eris ranks #1 by sale volume
• SUNDAE Gx SUNDAE Gx INJECTABLES INJECTABLES –- ERIS ERIS RANKS RANKS #1 #1BY BYSALE SALEVOLUME VOLUME AND AND #2 #2BY BYSALE SALEVALUE VALUE Injectables Injectables Sema Sema -–Eris Eris market market share share by by Sale Sale Units Units Injectables Sema -–Eris Injectables Sema Eris market mark
Slide 16: Sundae – our Gx semaglutide brand off to a robust start
SUNDAE -–OUR SUNDAE OURGx GxSEMAGLUTIDE SEMAGLUTIDE BRAND BRAND –- OFF OFF TO TO A A ROBUST ROBUST START START I Cs Apr-26 performance Apr-26 in Gx performance in Gx Se -14 utide Semaglutide--IQVIA Semaglutide IQVIA reflection reflection Inject on Er •• Eris Eris ranked ranked #1 #1 in inInjectables
Slide 17: Sundae – salient features of our semaglutide launch
SUNDAE -–SALIENT SUNDAE SALIENTFEATURES FEATURESOF OFOUR OURSEMAGLUTIDE SEMAGLUTIDE LAUNCH LAUNCH Our debut •• Our debut performance performance reflects reflects the the present strength of present strength of our our Injectable Injectable Diabesity Diabesity platform platform •• Market Market size
Slide 18: Sundae – salient features of our semaglutide launch (Contd..)
SUNDAE -–SALIENT SUNDAE SALIENT FEATURES FEATURES OF OF OUR OUR SEMAGLUTIDE SEMAGLUTIDELAUNCH LAUNCH(Contd..) (Contd..) Our products •• Our productsare arepriced pricedlower lowerthan thancompetition competition–-we webelieve believe these these are are more more sustainable price sustainable price
Slide 19: Domestic branded formulations – business guidance for FY26-27
DOMESTIC DOMESTIC BRANDED BRANDEDFORMULATIONS FORMULATIONS--BUSINESS BUSINESS GUIDANCE GUIDANCEFOR FORFY26-27 FY26-27 4 ▪■ DBF DBFRevenue Revenue Guidance Guidance ▪■ FY26 FY26Base Base revenue revenue == Rs. Rs. 2,778 2,778 cr. cr. ▪■ FY27 FY27growth growth guidance = 1.3xof guidance =1.3x ofCVM CV
Slide 20: R&D, Technology & Manufacturing
4 •• Introduction Introduction •• Domestic Branded Formulations Domestic Branded Formulations •• R&D, R&D,Technology Technology & & Manufacturing Manufacturing •• International Business Business 19
Slide 21: State-of-the-art R&D centre with a wide range of dosage capabilities
• STATE-OF-THE-ARTR&D STATE-OF-THE-ART R&DCENTRE CENTREWITH WITH AA WIDE WIDE RANGE RANGE OF OF DOSAGE DOSAGE CAPABILITIES CAPABILITIES R&D R&D Facility Facility is is situated in our situated in our Unit-3 Unit-3 Campus, Campus, which which is is a 15- a 15- Formulation Formulation Development Deve
Slide 22: Our diabesity product pipeline spanning insulin analogs and GLP-1
OUR DIABESITY PRODUCT OUR DIABESITY SPANNING INSULIN PIPELINE SPANNING PRODUCT PIPELINE INSULIN ANALOGS AND GLP-1 ANALOGS AND GLP-1 Candidate Candidate H1-F26 H1-F26 H2-F26 H2-F26 H1-F27 H1-F27 H2-F27 H2-F27 H1-F28 H1-F28 H2-F28 H2-F28 Insulin Analogues ~- Rs. Insulin Analogues 1,700+ cr. Rs. 1,700+
Slide 23: Building momentum in our small molecule pipeline of innovative FDCs
BUILDING MOMENTUM IN BUILDING MOMENTUM IN OUR OUR SMALL SMALL MOLECULE MOLECULE PIPELINE PIPELINE OF OF INNOVATIVE INNOVATIVEFDCs* FDCs* AND AND FIRST-TO-MARKET FIRST-TO-MARKET PRODUCTS PRODUCTS Start of Start of Year Year 711:rAlUE1133FY23 FY24 3 FY25 7 FY26 14 > 0 0 3 7 14 pipeline pipeline Additi
Slide 24: Six manufacturing units across a wide range of tech/dosage forms
SIX MANUFACTURING SIX MANUFACTURING UNITS UNITS ACROSS A WIDE ACROSS A WIDE RANGE RANGE OF OF TECH/ TECH/ DOSAGE DOSAGE FORMS FORMS 4 AMD CAMPUS AMD CAMPUS -–INJECTABLES, INJECTABLES, AMD – GENERAL INJECTABLES AMD – BETALACTAM INJECTABLES DERMATOLOGY DERMATOLOGY AND AND ORAL ORAL SOLIDS SOLIDS BIOLO
Slide 25: Manufacturing facilities in two sterile facilities in Ahmedabad
TWO STERILE TWO STERILE MANUFACTURING MANUFACTURING FACILITIES FACILITIES IN AHMEDABAD IN AHMEDABAD 4 Unit 1- Unit 1 –General GeneralInjectables Injectables- –Ampoules, Ampoules,Vials, Vials,Dry DryPowders, Powders,PFS, PFS, Lyophilised Lyophilised , Dosage Form Units per month Liquid Ampoules Liqui
Slide 26: Our biologics manufacturing facilities
OUR BIOLOGICS OUR BIOLOGICS MANUFACTURING MANUFACTURING FACILITIES FACILITIES LEUIM LIFETECH sclinci ocans alalit Eris Bionxt r —1 ▪■Drug Substance Substance manufacturing manufacturing for niche ▪■Biologics Biologics drug drug product product facility facility capable of recombinant biological reco
Slide 27: Biologics drug substance manufacturing facility at Chennai
BIOLOGICS DRUG BIOLOGICS DRUG SUBSTANCE SUBSTANCE MANUFACTURING FACILITY AT MANUFACTURING FACILITY AT CHENNAI CHENNAI 4 •• New microbial biologics New microbial biologics Drug Substance facility •• Plot area — ~ 55acres acreswith with room room for expansion •• Installed Installedcapacity capacityof
Slide 28: Biologics drug product manufacturing facility at Bhopal
• BIOLOGICS DRUG BIOLOGICS DRUG PRODUCT PRODUCT MANUFACTURING MANUFACTURING FACILITY FACILITY AT AT BHOPAL BHOPAL Capabilities across Capabilities across 44 presentations presentations ✓ Liquid Vials J✓Prefilled Liquid Vials PrefilledSyringes Syringes ✓ Lyophilised Vials✓JLiquid Lyophilised Vials Li
Slide 29: ANVISA approved multi-dose manufacturing campus in Ahmedabad
ANVISA APPROVED ANVISA APPROVED MULTI-DOSE MANUFACTURING CAMPUS MULTI-DOSE MANUFACTURING CAMPUS IN IN AHMEDABAD AHMEDABAD EXTERNAL PREPARATION BLOCK STERILE MANUFACTURING BLOCK Installed capacities Installed capacities per per month Tablet ir Capsule / Liquid / Ointments r Lotions month Oral Solids
Slide 30: International Business
4 •• Introduction Introduction •• Domestic Branded Formulations Domestic Branded Formulations •• R&D, R&D,Technology Technology & & Manufacturing Manufacturing •• International International Business Business 29
Slide 31: International business – presence across 70+ world markets
INTERNATIONAL INTERNATIONALBUSINESS BUSINESS –- PRESENCE PRESENCE ACROSS 70+WORLD ACROSS 70+ WORLD MARKETS MARKETS Emerging Emerging Our International •• Our International presence presence Presence spans 70+ Presence spans 70+ in theEU in the EU Middle East if countries countries across across Lati
Slide 32: Key international accreditations for our injectable facilities
KEY INTERNATIONAL KEY INTERNATIONAL ACCREDITATIONS ACCREDITATIONSFOR FOROUR OURINJECTABLE INJECTABLE FACILITIES FACILITIES - EUROPEAN UNION '• L PERU Ministerio • • • • GMT' ANVISA • 11410 Cp ii0.1114111 flIWP IMYIJP 6410 IIIIRE de Salud Salud -19 lIn im nno try4wM leoottE•r iLersa. MINICTEPCIBO HOW
Slide 33: Outcome of FY26 EU-GMP inspection and FY27 guidance
OUTCOME OF OUTCOME OF FY26 FY26 EU-GMP INSPECTION AND EU-GMP INSPECTION AND FY27 FY27 GUIDANCE GUIDANCE EU-GMP INSPECTION EU-GMP INSPECTION OUTCOME OUTCOME FY27 BUSINESS GUIDANCE •• Both Both sites sites inspected by an inspected by an EU EU regulatory regulatory •• Remediation Remediation of of EU
Slide 34: Safe Harbor Statement
SAFE HARBOR SAFE HARBOR STATEMENT STATEMENT This presentation This presentation contains contains forward-looking forward-looking statements statements andand information that involve information that involve risks, risks, uncertainties uncertainties and and assumptions. assumptions. Forward-looking
Slide 35: Thank You!
Registered Office Registered Shivarth Office Shivarth Ambit, Ambit, Plot Plot No Bodakdev, Ahmedabad, Bodakdev, No 142/2, 142/2,Ramdas Ahmedabad, Gujarat Ramdas Road Road Off Gujarat -- 380054 380054 Off SBR, SBR, Near Swati Bungalows, Near Swati Bungalows, Erg s POWER OF EMPATHY TRUTH OF SCIENCE Fo
Slide 36: Appendix
4 APPENDIX APPENDIX 35
Slide 37: Business structure and holdings
BUSINESS STRUCTURE AND BUSINESS STRUCTURE AND HOLDINGS HOLDINGS Eris Eris Lifesciences Limited Lifesciences Limited Shareholding Pattern Shareholding Pattern as as of of Mar Mar 2026 2026 Eris Eris Therapeutics Limited Therapeutics Limited Public, Public, Others, Others, 10.06% 10.06% 0.63% 0.63% Er
Slide 38: Financial Summary (1/2)
FINANCIAL SUMMARY (1/2) P&L Summary P&L Summary FY19 FY19 FY20 FY20 FY21 FY21 FY22 FY22 FY23 FY23 FY24 FY24 FY25 FY25 FY26 FY26 Revenue Revenue 982 982 1,074 1,074 1,212 1,212 1,347 1,347 1,685 1,685 2,009 2,009 2,894 2,894 3,129 3,129 Gross Profit Gross Profit 828 828 903 903 974 974 1,089 1,089 1,
Slide 39: Financial Summary (2/2)
FINANCIAL SUMMARY (2/2) FY19 FY19 FY20 FY20 FY21 FY21 FY22 FY22 FY23 FY23 FY24 FY24 FY25 FY25 FY26 FY26 BS BS Summary Summary Mar'19 Mar'19 Mar'20 Mar'21 Mar'22 Mar'20 Mar'21 Mar’22 Mar'23 Mar’23 Mar'24 Mar’24 Mar’25 Mar’26 Mar'25 Mar'26 r Margin (%) Margin (%) Share Capital Share Capital 14 14 14 1
Slide 40: Thank You
THANK YOU THANK YOU Eris ErisLifesciences Lifesciences 39
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