Eris Lifesciences Ltd · NSE:ERIS
Eris Lifesciences — Q4 FY2026 Earnings Presentation
19 slides from Eris Lifesciences's earnings presentation, May 20, 2026
Slide 1: Stock exchange filing cover letter
EY Entrepreneur of the yea,2013 FROST & SULLIVAN Best Practices-2013 ElusIness today(YES bank Excellence Awards-2013 Eris Eris Lifesciences Limited Date: Date: 20 May 2026 20 May 2026 To To To To BSE Limited BSE Limited National National Stock Exchange of Stock Exchange ofIndia India Limited Limited
Slide 2: Investor Presentation Q4 and FY2026
Eris POWER OF EMPATHY TRUTH OF SCIENCE INVESTOR INVESTOR PRESENTATION PRESENTATION Q4 and Q4 FY2026 and FY2026 20th May 200 May 2026 2026 1
Slide 3: Domestic Branded Formulations, International Business, Consolidated
4 •• Domestic Branded Formulations Domestic Branded Formulations •• International International Business Business •• Consolidated Consolidated 2
Slide 4: DBF Business Segment – Q4 and FY26 Financial Highlights
• DBF BUSINESS DBF BUSINESS SEGMENT SEGMENT–- Q4 AND FY26 Q4 AND FY26 FINANCIAL FINANCIAL HIGHLIGHTS HIGHLIGHTS Q4 DBF Q4 DBF Revenue growth Revenue growth == 12% 12% and and EBIDTA EBIDTAgrowth growth==10% 10% with with aa 37% 37% margin margin FY26 DBF FY26 DBF Revenue growth Revenue growth =11% =
Slide 5: DBF Segment – Key Hits and Misses of FY26
DBF DBF SEGMENT SEGMENT–- KEY KEY HITS HITS AND AND MISSES MISSES OF OF FY26 FY26 Key Key Misses Misses What worked What worked well well •• Revenue Revenue loss loss -~ Rs. Rs. 55-60 cr. due 55-60 cr. due to to •• Insulin Insulin segment performance segment performance abandoned/ delayed abandoned/
Slide 6: 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 7: Sundae Gx Injectables – Eris Ranks #1 by Sale Volume and #2 by Sale Value
• 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 8: 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 9: 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 10: DBF Business Guidance for FY26-27
DBF DBF BUSINESS GUIDANCE FOR BUSINESS GUIDANCE FORFY26-27 FY26-27 ▪■ 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 CVM growth growth ▪■ DBF DBF EBIDTA EBIDTAguidance guid
Slide 11: International Business
•• Domestic Branded Domestic Branded Formulations Formulations •• International Business International Business •• Consolidated Consolidated Eris Lilesciences 10 10
Slide 12: International Business – Q4 and FY26 Financial Highlights
INTERNATIONAL BUSINESS INTERNATIONAL BUSINESS –- Q4 Q4 AND AND FY26 FY26 FINANCIAL FINANCIAL HIGHLIGHTS HIGHLIGHTS r INTERNATIONAL BUSINESS INTERNATIONAL BUSINESS -- REVENUE REVENUE (Rs. (Rs. Cr.) Cr.) INTERNATIONAL BUSINESS INTERNATIONAL BUSINESS –- EBIDTA EBIDTA (Rs. (Rs. Cr.) Cr.= 1% 1% 7% 348 10
Slide 13: Outcome of EU-GMP Inspection and FY27 Guidance
OUTCOME OF OUTCOME OF EU-GMP INSPECTION AND EU-GMP INSPECTION AND FY27 FY27 GUIDANCE GUIDANCE EU-GMP INSPECTION EU-GMP OUTCOME TION OUTCOME FY27 BUSINESS FY27 GUIDANCE BUSINESS GUIDANCE • •• Both Both sites sites inspected by an inspected by an EU EU regulatory regulatory •• Remediation Remediation
Slide 14: Consolidated
i •• Domestic Branded Formulations Domestic Branded Formulations •• International International Business Business Consolidated •• Consolidated Eris Lifesciences 13 13
Slide 15: Consolidated Revenue and EBIDTA – Q4 and FY26
CONSOLIDATED REVENUE CONSOLIDATED REVENUEAND ANDEBIDTA EBIDTA–- Q4 Q4 AND AND FY26 FY26 Consol. Q4 Consol. Q4 Revenue growth Revenue growth == 7% 7% and and EBIDTA EBIDTA growth growth ==8% 8% with with aa 36% 36% margin margin Excluding Trade Excluding Gx Trade Gx Consol. FY26 Consol. FY26 Revenue
Slide 16: Consolidated P&L Statement – Q4 and FY26
• CONSOLIDATED P&L CONSOLIDATED P&LSTATEMENT STATEMENT–-Q4 Q4 AND AND FY26 FY26 4. Consolidated (Rs. Consolidated (Rs. Cr) Cr) Q4 FY26 Q4 FY26 Q4 FY25 Q4 FY25 YoY (%) YoY (%) FY26 FY26 FY25 FY25 YoY (%) YoY (%) Consolidated Highlights Consolidated Highlights -–Q4 Q4and andFY26 FY26 Revenue from Reve
Slide 17: Shareholder Profile
SHAREHOLDER PROFILE SHAREHOLDER PROFILE Shareholding of Shareholding of Promoters Promoters and and Top Top 15 15 Institutional Institutional Investors Investors Shareholding Pattern Shareholding as of Pattern as of Mar Mar 2026 2026 31-Mar-26 31-Mar-26 31-Dec-25 30-Sept-25 31-Dec-25 30-Sept-25 Name
Slide 18: Safe Harbor Statement
SAFE HARBOR SAFE HARBOR STATEMENT STATEMENT This presentation presentation contains contains forward-looking forward-looking statements statements andand information uncertainties and information that involve risks, uncertainties and assumptions. assumptions. Forward-looking Forward-looking statemen
Slide 19: 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