Advanced Enzyme Technologies Ltd · NSE:ADVENZYMES
Advanced Enzyme Technologies — Q1 FY26 Earnings Presentation
32 slides from Advanced Enzyme Technologies's earnings presentation, Aug 2, 2025
Slide 1: Exchange intimation letter: Earnings Presentation
^ Manced enzymes Whore ENZYME is Life Advanced Enzyme Technologies Ltd. CIN: L24200MH 1989PLC051018 Sun Magnetica, A wing, 5th Floor, LIC Service Road, Louiswadi, Thane ( W ) -400 604, India Tel: + 91-22-4170 3200, Fax: + 91 - 22-2583 5159 Email: info@advancedenzymes.com, www.advancedenzymes.com Aug
Slide 2: Advanced Enzyme Technologies Limited Earnings Presentation August 2025
^^ ancecL enzymes Whom ENZYME is Life Advanced Enzyme Technologies Limited Earnings Presentation | August 2025
Slide 3: Safe Harbour Statement
Safe Harbour Statement ^ Manced enzymes WhPiP FN7YMF /5 Lite 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 fac
Slide 4: Table of Contents
^ Mancecl enzymes Where ENZYME is Life 2 Result Summary | Q1 FY26 Business Performance PAGE: 4 PAGE: 06 4 Geographical Performance Result Summary | FY25 PAGE: 10 PAGE: 11 6 Unique Investment Case Focus Area Going Ahead PAGE: 25 PAGE: 29 TABLE OF CONTENTS Shareholders’ Information PAGE: 30 Earnings P
Slide 5: Results Summary - Q1 FY26 (Consolidated) Y-o-Y
Results Summary - Q1 FY26 (Consolidated) Y-o-Y Advanced enzy 77705 >: \ IV: Revenue* (₹ mn) EBITDA (₹ mn) PAT (₹ mn) I I 1,859 10% 564 16% I 20% 512 350 404 1,545 Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 Revenue grew by 20% on y-o-y basis to EBITDA grew by 10% to ₹ 564 million in the PAT incr
Slide 6: Results Summary - Q1 FY26 (Consolidated) Q-o-Q
Results Summary - Q1 FY 26 (Consolidated) Q-o-Q pnzvmpp Wherr FN7YMFn Life Revenue* (₹ mn) EBITDA (₹ mn) PAT (₹ mn) 24% 51% I I 11% I 1,859 564 404 1,672 456 267 Q4 FY25 Q1 FY26 Q4 FY25 Q1 FY26 Q4 FY25 Q1 FY26 Revenue grew by 11% on q-o-q basis to ₹ 1,859 million in EBITDA grew by 24% to ₹ 564 milli
Slide 7: Human Nutrition
Human Nutrition ^ Manced enzymes Wherp FN7YMFn Life (₹ in Million) Q1 FY26 Q1 FY25 +21% 1,221 1,012 of Sales Commentary: 1,221 • The human nutrition segment contributed around 1,059 1,107 994 1,024 1,012 992 1,018 1,031 66% during the quarter to the total revenue from operations • This segment grew
Slide 8: Animal Nutrition
Animal Nutrition ^ Manced enzymes Wherp FN7YMFn Life (₹ in Million) Q1 FY26 Q1 FY25 +51% 260 172 of Sales Commentary: 260 • The animal nutrition segment contributed around 14% during the quarter to the total revenue from 209 197 operations 185 181 173 172 158 162 • This segment grew by 51% during th
Slide 9: Industrial Bio-processing
Industrial Bio-processing ^Manced enzymes Wherp FN7YMFn Life (₹ in Million) Q1 FY26: 174 Food 10% Q1 FY26 Q1 FY25 -06% of Sales Q1 FY26: 62 Non-Food 236 251 03% Commentary: 321 • The Industrial Bio-Processing segment contributed 13% during the quarter in the total revenue from 278 258 251 operations
Slide 10: Specialized Manufacturing
Specialized Manufacturing Advanced enzymes Where ENZYME is Life (₹ in Million) :• 1 Q1 FY26 Q1 FY25 +29 % 142 110 of Sales Commentary: 154 154 • This segment contributed about 7% during the 142 quarter to the total revenue from operations 120 111 110 • This segment outperformed by 29% on y-o-y basis
Slide 11: Geographical performance
Geographical performance enzymes Wherp FN7YMFn Life Q1 FY26 979 Q1 FY26 565 Q1 FY26 92 Q1 FY26 177 Q1 FY26 47 Q1 FY25 740 Q1 FY25 591 Q1 FY25 74 Q1 FY25 111 Q1 FY25 29 +32% -04% +23% +59% +61% 53% 30% 05% 09% 03% India Americas Europe Asia* Rest of the World Notes: 1. All the decimals are rounded of
Slide 12: Profit & Loss (Consolidated) - Q1 FY26
Profit & Loss (Consolidated) - Q1 FY 26 pnzvmpp Wherr FN7YMFn Life (₹ 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
Slide 13: Result summary - FY25 (Consolidated) Y-o-Y
Result summary - FY25 (Consolidated) Y-o-Y Advanced enzymes Where ENZYME Is Life (₹ in Million) Revenue* (? mn) EBITDA (? mn) PAT (? mn) 6,239 02% 6,369 2,045 05% 1,944 1,370 02% 1,340 FY24 FY25 FY24 FY25 FY24 FY25 Human HC Animal HC Bio Processing Specialized Manufacturing -03% +12% +06% +30% FY25
Slide 14: Revenue Split - FY25 vs. FY24
Revenue Split - FY 25 vs. FY 24 enzymes Wherr FN7YMFn Life 8% 7% 16% 15% Product Product Category-wise (%) Category-wise (%) 11% 12% 64% 67% Human HC Animal HC Bio-Processing Specialized Manufacturing Human HC Animal HC Bio-Processing Specialized Manufacturing 3% 3% 9% 7% 5% 6% Geographical Geograph
Slide 15: Strong Financial Performance - FY25
Strong Financial Performance - FY25 Advanced enzy 77705 > : \ IV : Revenue from Operations EBIDTA & EBIDTA Margin (%) 6,239 6,369 2,500 46% 50% L 5,294 5,406 38% 33% 31% 45% 5,018 2,000 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 2
Slide 16: Strong Financial Performance - FY25
Strong Financial Performance - FY25 Advanced enzymes Where ENZYME Is Life Net Working Capital (Days) Net Worth (? mn) 146 14,209 132 135 135 13,241 L 120 12,351 10,886 9,709 FY 21 FY 22 FY 23 FY 24 FY 25 FY 21 FY 22 FY 23 FY 24 FY 25 ROE (%) & ROCE (%) Net Debt to Equity (x) 21.94% 0.02 0.02 0.02 15
Slide 17: Balance Sheet (Consolidated)
Balance Sheet (Consolidated) pnzvmpp Wherp FN7YMFn Life 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,
Slide 18: Annexure
co) — S x< od) = S <x
Slide 19: Company Overview
Company Overview ^^ ancpcl enzymes Where ENZYME is Life Advanced Enzymes is a research driven company with global <fg> 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, ani
Slide 20: Advanced Enzyme Technologies Limited - A Rising Global Star
Advanced Enzyme Technologies Limited - A Rising Global Star Advanced enzy 77705 > : \ IV: 9 7 1st 2nd 2nd R&D Units Manufacturing Units Indian enzyme Highest market Listed integrated India – 5 | USA – 1 | India - 8USA - 1 company share in India enzyme player globally Germany –1 68+ 400+ 700+ 45+ 750
Slide 21: Brief History and Evolution
Brief History and Evolution enzymes Wherr FN7YMFn Life Incorporated as R&D locations Advanced • Equity investment • Floated IPO • 4 food enzymes got • Received NIH grant • Received approval Advanced (Thane and Sinnar) Biochemicals Ltd. is by Kotak Private • Acquired 70% stake approved as a for Immun
Slide 22: Board of Directors
Board of Directors enzymes Wherr FN7YMFn Life W V Mr. Vasant Rathi Mr. Mukund M. 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 •\ a f . x '4 * * A / <? ' KJ i.
Slide 23: Management Team
Management Team enzymes Wherr FN7YMFn Life Mr. Beni Prasad Rauka Mr. Dipak Roda Mr. Harshad Doshi Ms. Rasika Rathi Chief Financial Officer Vice President / Market CFO & COO - Advanced Enzymes, USA General Counsel / Vice President & Business Development And Secretary – Advanced Enzymes, USA 1 Ms. Mar
Slide 24: How Big is the Opportunity?
How Big is the Opportunity? Advanced enzy77705 > : \ IV : Global Probiotics Market Global Enzymes Market $4Bn 9% O Grow at a Grow at a $10.2Bn CAGR 7.4% CAGR 3.5% $4.55Bn $6Bn till 2025 13% till 2025 $48Bn $38Bn 78% $3.57Bn Animal Feed Dietary Supplements Functional Food & Beverages $300Mn Competiti
Slide 25: What we are Aiming in the Opportunity?
What we are Aiming in the Opportunity? enzymes Wherr FN7YMFn Life Addressable market for AETL over next 5 AETL’s Current Share of Revenue Focus Area Opportunity Size years** FY25 FY24 Human Nutrition $ 400 mn $ 200 mn $ 41.6 mn, 55% $ 43.5 mn, 58% Bio-Catalysis $ 60 mn $ 30 mn* $ 2.1 mn, 3% $ 3.3 mn
Slide 26: What Makes AETL a Unique Investment Case?
What Makes AETL a Unique Investment Case? Advanced enzy 77705 > : \ IV: Integrated Player Specialized Significant Focus with Presence Business with on International Across the High Entry Markets & Brand Enzyme Barriers Building Value Chain Inherent Strong Research Diversification Strong Financial &
Slide 27: Integrated Player with Presence Across the Enzyme Value Chain
Integrated Player with Presence Across the Enzyme Value Chain Advanced enzy 77705 > : \ IV: Research & Development Manufacturing Marketing & Distribution . co Earnings Presentation | August 2025 26
Slide 28: Specialized Business With High Entry Barriers
Specialized Business With High Entry Barriers enzymes Wherr FN7YMFn Life Technocrat Promoters Global Competitiveness Cumulative experience of 7+ decades Amongst the Lowest Cost Manufacturers in the in the global enzyme industry World (Benchmarked both in terms of Capex & Opex) Sustained Research & D
Slide 29: Future Growth Drivers
Future rfnvrinrpfl pnwmes Where ENZYME Is Life Growth Drivers ITS Continued Investment in R&D Broaden & Deepen Geographical Presence m Inorganic Expansion o Acquisition of Key Technologies, Competencies & o Identify Product gaps and Develop new Enzymes, o Increased focus on high return applications
Slide 30: Focus Areas Going Ahead
Focus enzymes • ZiU' tP ' /• Areas Going Ahead Animal Nutrition Probiotics Bio-Catalysis Baking k <4 11» AMb l£ m!®* • Continuing conduct trials and studies to bring • To introduce more probiotics products in • Developing bio catalysis for API manufacturers, • In Bio-processing division, our focus i
Slide 31: Shareholders Information
Shareholders Information Advanced enzymes Where ENZYME Is Life Stock Data Stock Chart 4 Market Capitalization (₹) 35,970 mn Shares Outstanding 111.88 mn 359.75 321.50 Symbol (NSE/ BSE) ADVENZYMES / 540025 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-
Slide 32: Thank you
^^ ancecl enzymes Where ENZYME is Life 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 Contact: Mr.
Advanced Enzyme Technologies — Q1 FY26 Earnings Presentation on 6ix