Supriya Lifescience Limited · NSE:SUPRIYA
Supriya Lifescience — Q3 FY26 Earnings Presentation
33 slides from Supriya Lifescience's earnings presentation, Feb 9, 2026
Slide 1: Cover letter to stock exchanges: Investor Presentation
February 09, 2026 To, BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Plot no. C/1, G Block, Dalal Street, Bandra-Kurla Complex Mumbai- 400 001 Bandra (E), Mumbai - 400 051 Scrip Code: 543434 NSE Symbol: SUPRIYA Dear Sir/Madam, Subject: Investor Presen
Slide 2: Supriya Lifescience Ltd. Q3FY26 Investor Presentation
SUPRIYA LIFESCIENCE LTD. Q3FY26 Investor Presentation
Slide 3: Safe Harbour
Safe Harbour This presentation and the accompanying slides (the “Presentation”), which have been prepared by Supriya Lifescience Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any
Slide 4: Q3 FY26 Highlights
Q3 FY26 Highlights SUPRIYA LIFESCIENCE LTD.
Slide 5: Q3 FY26 Highlights: Regional Performance
Q3 FY26 Highlights Revenue EBITDA PBT PAT Quarterly INR 2,064 Mn INR 720.8 Mn INR 669.2 Mn INR 496.8 Mn 11% YoY 9% YoY 7% YoY 6% YoY Business Mix Revenue Contribution – By Region Regional Performance 40% 37% 36% 34% 32% 31% 24% Q3 FY25 21% 21% Q2 FY26 6% Q3 FY26 3% 3% 5% 5% 2% Asia Europe LATAM Nort
Slide 6: 9M FY26 Highlights: Regional Performance
9M FY26 Highlights Revenue EBITDA PBT PAT Quarterly INR 5,514 Mn INR 1,964.3 Mn INR 1,826.5 Mn INR 1348.9 Mn 8% YoY 2% YoY 1% YoY 2% YoY Business Mix Revenue Contribution – By Region Regional Performance 34% 38% 38% 33% 20% 21% 9M FY25 9M FY26 3% 5% 5% 3% Asia Europe LATAM North America Others 5
Slide 7: Q3 & 9M FY26 - Y-o-Y Highlights
Q3 & 9M FY26 - Y-o-Y Highlights (INR Mn) Revenue EBITDA PBT PAT 11% YoY 8% YoY 9% YoY 2% YoY 7% YoY 1% YoY 6% YoY 2% YoY 5123.8 5513.5 1844.2 1826.5 1375.8 1348.9 1932.1 1964.3 1856.5 2064.4 625.8 669.2 467.8 496.8 659.5 720.8 Q3FY25 Q3FY26 9MFY25 9MFY26 Q3FY25 Q3FY26 9MFY25 9MFY26 Q3FY25 Q3FY26 9MF
Slide 8: Business Mix Revenue Contribution – By Therapy
Business Mix Revenue Contribution – By Therapy Performance of the Top Therapeutic Areas 54% 48% 11% 10% 11% 12% 7% 7% 6% 4% 5% 3% 2% 2% Anesthetic Analgesic Anti-Histamine Vitamins Anti-Asthmatic Anti-Allergic Anti-hypertensive 9M FY25 9M FY26 7
Slide 9: Profit & Loss Statement
Profit & Loss Statement Particulars (in INR Mn) Q3 FY26 Q3 FY25 Y-o-Y Q2 FY26 Q-o-Q 9M FY26 9M FY25 Y-o-Y Revenue from Operations 2,064.4 1,856.5 11.2% 1,998.3 3.3% 5,513.5 5,123.8 7.6% Cost of Goods Sold 612.0 617.8 -0.9% 557.3 9.8% 1,487.0 1,563.5 -4.9% Employee Benefits Expense 246.9 197.7 24.9%
Slide 10: Company Overview
Company Overview SUPRIYA LIFESCIENCE LTD.
Slide 11: Business Overview
Business Overview Global leader in Anti-histamines, Anti-Allergic, Vitamins, Anti-Asthamatics & Anesthetics 40+ APIs 120+ Countries 35,000 Sq.mts 932 KLPD Niche product basket Diversified operations with presence Manufacturing facility spread across Reactor capacity WHO-GMP, Written Confirmation, IS
Slide 12: Journey So Far
Journey So Far 2022 2023 2024 2025 CEP (Certificate of The Company commenced ANVISA Approval Two new therapies suitability ) renewed for operations at its Granted added along with entry Pheniramine Maleate, new R&D lab in into Liquid Anesthesia Chlorpheniramine Lote Parshuram Maleate and Ketamine Hy
Slide 13: Backward Integrated Business Model
Backward Integrated Business Model Cost-competitive Supply Security Low Price Risk In-House Processes Structure Steady supply of essential raw Protection against market Less Dependence On External Increasing margins materials fluctuations Parties 20 products are backward integrated* in following the
Slide 14: Diversified Geographic Presence
Diversified Geographic Presence Product Updates o Cardio Vascular A key product was launched in Q3. The full impact is expected to be reflected in Q4 FY26. o ADHD The product has been launched and is expected to scale up further in the coming quarters. o Liquid Anesthetic Product The product has bee
Slide 15: Diversified Revenues with Extensive Global Presence
Diversified Revenues with Extensive Global Presence Significant export presence, with low dependence on a … with balanced customer concentration specific geography Export sales, as a % of revenue from operations Share of top 10 customers, as a % of revenue from operations 85% 58% 47% 45% 49% 80% 79%
Slide 16: Advanced Manufacturing
Advanced Manufacturing o Well defined areas for R&D, Quality Control (chemical, microbiology), Quality Assurance, dedicated areas for engineering maintenance, 5 9 warehouse, raw materials, packaging materials and Manufacturing Blocks Clean Rooms finished goods stores o Recently commissioned Effluent
Slide 17: FDF Facility ready for commissioning at Ambernath
FDF Facility ready for commissioning at Ambernath • The site spans 5,000 sqm, with 70% of the area constructed, Facility located at Plot No. N-60, Additional Ambernath MIDC, District Location Thane, Maharashtra, • Situated 60 km from Nhava Sheva Port (New Mumbai) and 50 km from Mumbai International
Slide 18: R&D Capabilities
R&D Capabilities Supported by R&D driven mindset DSIR approved facility • A team of 60+ scientists primarily focused on API and formulations process development across the value chain • Already started two R&D centres – 4* Process Patent o Ambernath R&D – Formulations and Generic APIs Filed in India
Slide 19: CMO Capabilities
CMO Capabilities • State-of-the-art, GMP compliant manufacturing facility along with pilot facility for scale up available for trials before validation • Complete support in validation, stability, & compilation of dossiers • Dedicated technology transfer team is periodically trained to enhance skill
Slide 20: State-of-the-art E Block
State-of-the-art E Block • Capacity: 335 KLPD • Large volume equipment – multipurpose synthesis with focus on backward integration capabilities • Closed systems using gravity flow equipped with process control system. 19
Slide 21: Complex Chemistries & Reaction (1/2)
Complex Chemistries & Reaction (1/2) Focus on uniform manufacturing standards to achieve standardised product quality across markets … across varied class of reactions Ability to handle complex chemistries.. High vacuum distillations • Cyclisation Grignard reaction Simple to highly complex chiral mo
Slide 22: Complex Chemistries & Reaction (2/2)
Complex Chemistries & Reaction (2/2) Focus on uniform manufacturing standards to achieve standardised product quality across markets … across varied class of reactions Ability to handle complex chemistries.. Chiral molecules synthesis using Chiral auxiliary • Contrast media API synthesis Amidation v
Slide 23: Regulatory Achievements
Regulatory Achievements Strong focus on compliance guided by ethical approach • Our motto is to consistently meet the stringent requirements of regulatory bodies • Supported by a skilled team of regulatory affairs experts dedicated to the timely submission of dossiers and managing regulatory queries
Slide 24: Awards & Accreditation
Awards & Accreditation 2016 2017 2019 • Export House for the Year for 2015-16 awarded by • Export House for the Year for 2016-17 awarded by • Outstanding Export Performance Award for the year Directorate of Directorate of Industries, Government of Maharashtra 2018-19 for product group API / Bulk Dru
Slide 25: Key Management Team
Key Management Team Satish Wagh Executive Chairman & WTD • An honorary Ph.D. in entrepreneurship from Faculty of Management Studies, National American University. • B.Sc. from R.D National College and W.A. Science College, University of Bombay. • Director on the board of Supriya Medi-Chem Private Li
Slide 26: EHS
EHS Environment Health Safety • Strict monitoring for high-efficiency pollution control; • Clean, safe and healthy working environment for our • Commitment to safe, accident-free operations across focus on solvent recovery and reduced emissions all employees facilities • Regular safety training, fir
Slide 27: CSR & Social Work
CSR & Social Work We believe true corporate citizenship is rooted in giving back to society, recognizing our responsibility extends beyond business paradigm • Regular activities hosted in the head office and factory for donations of utilities, clothes, school supplies from the employees to the stude
Slide 28: Historical Financial Performance
Historical Financial Performance SUPRIYA LIFESCIENCE LTD.
Slide 29: Consistent & Strong Financial Performance
Consistent & Strong Financial Performance (in INR Mn) Robust revenue growth Capex Spend … and, focus on profitability 15.5% 1,623 2,608 1,457 2,140 6,965 1,732 1,880 1,880 949 1,078 1,518 5,301 5,703 1,236 1,289 1,191 3,912 4,609 899 94 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY2
Slide 30: Working Capital Break-up
Working Capital Break-up Inventory Receivables 233 73 206 71 72 198 172 165 63 61 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 Payables Net Working Capital 113 112 235 194 196 75 158 59 124 49 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 29
Slide 31: Future Outlook
Future Outlook SUPRIYA LIFESCIENCE LTD.
Slide 32: Future Outlook
Future Outlook Two new R&D centres CMO/CDMO space • The future of the company is deeply rooted in R&D, with significant progress made to • Company understands large scale special chemical manufacturing and has experience in enhance research capabilities handling hazardous complex process chemistry 1
Slide 33: Thank You
Supriya Lifescience Limited CIN: L51900MH2008PLC180452 Mr. Krishna Raghunathan - Chief Financial Officer cfo@supriyalifescience.com www.supriyalifescience.com Ernst & Young LLP Runjhun Jain Sneha Salian +91 98207 20993 +91 98194 30437 runjhun.jain1@in.ey.com sneha2.salian@in.ey.com THANK YOU