Wanbury Limited · NSE:WANBURY
Wanbury — Q3 FY26 Earnings Presentation
37 slides from Wanbury's earnings presentation, Feb 9, 2026
Slide 1: Disclosure under Regulation 30 cover letter to exchanges
Wanbury Limited R~d. Office : BSEL Tech Park, B-wing 10 Floor, Sector-30 A, Opp. Vashi Railway Station, Vashi Navi Mumbai 400 703 Maharashtra, INDIA Tel. : +91-22-6794 2222 +91-22-7196 3222 ( WANBURY CIN L51900MH1988PLC048455 Email : info@wanbury.com Website : www.wanbury.com February 9, 2026 To To
Slide 2: Towards Better Healthcare – Earnings Presentation Q3 & 9MFY26
Towards Better Healthcare Earnings Presentation Q3 & 9MFY26 | February 2026 Wanbury Limited NSE: WANBURY | BSE: 524212 Bloomberg: WANB:IN
Slide 3: Inside this Presentation
Inside this Presentation Company Profile Business Profile Financial Profile Company Profile Business Profile Financial Profile API Business Formulations Business Executive Summary 04 API Business Formulations Business Key Performance Indicators 32 Corporate Journey Strategically Curated 14 Re-Buildi
Slide 4: Company Profile
Executive Summary 04 Corporate Journey 05 Successful Business Turnaround 06 Wanbury at a Glance 07 Business Streams Company 08 Board of Directors 09 Senior Leadership 10 R&D Capabilities 11 Profile Environment, Health & Safety 12
Slide 5: Executive Summary
01 / CO MP ANY P R O FI LE Executive Summary Successful Global market Building new De-risked & turnaround to leaderships in growth drivers in robust balance growth momentum key products API business sheet Operational & financial Globally significant Through launch of an Refinanced debt & healthy tur
Slide 6: Corporate Journey
01 / CO MP ANY P R O FI LE Corporate Journey 1990-2000 2000-2010 2010-2023 2024-Onwards 1990-2000 2000-2010 2010-2023 2024-Onwards Foundation Early Strategic Acquisitions Corporateinto Venture Consolidation Developed Markets Challenges Business Turnaround Transformation Growth Foundation & Early Str
Slide 7: Successful Business Turnaround
01 / CO MP ANY P R O FI LE Successful Business Turnaround Financial Turnaround Operational Turnaround Debt reduction: ~75% reduction from peak- Capacity ramp-up in key existing API debt obligation of ~700 Crores, including products through de-bottlenecking: corporate guarantee from Wanbury Limited M
Slide 8: Wanbury at a Glance
01 / CO MP ANY P R O FI LE Wanbury at a Glance 6 products, 10+ brands, 2 USFDA 100% chronic acute & approved API portfolio semi-chronic facilities Formulations Portfolio with 386 KL cumulative API Portfolio reactor capacity 80%+ 1,200+ 37+ years Export top line, with Employee strength Operating hist
Slide 9: Business Streams
01 / CO MP ANY P R O FI LE Business Streams API Formulations API manufacturer building a niche, Rebuilding legacy brand formulations profitable & sustainable business business in India (50%+ Gross contribution margins) 12% 10+ active brands + additional Diversified business stream across launches in
Slide 10: Board of Directors
01 / CO MP ANY P R O FI LE Board of Directors Mr. Mohan Kumar Mr. K. Dr. Anupama Mr. Mridul Mr. Manoj Mr. Pallavur Rayana Chandran Vaidya Mehta Gursahani Sankar Das Promoter & Whole Time Whole Time Director Non Executive Non Executive Non Executive Non Executive Director Independent Woman Independen
Slide 11: R&D Capabilities
01 / CO MP ANY P R O FI LE R&D Capabilities R&D Capabilities API R&D Center Formulations R&D Center Process Optimization: Optimization of synthesis routes for enhanced yields & lowering costs Impurity Control: Advanced analytical techniques aligned with ICH guidelines Analytical Excellence: Location
Slide 12: Environment, Health & Safety
01 / CO MP ANY P R O FI LE Environment, Health & Safety EHS at Wanbury • Best-in-class standards: Committed to • Safety culture: Comprehensive global EHS norms and strict regulatory training, systematic risk compliance across all operations assessments (HAZOP), and robust emergency response systems
Slide 13: Business Profile: API
Strategically Curated 14 Product Portfolio Business World-Class Manufacturing 15 Infrastructure CAPEX Tracker 16 Profile: Developed Market 17 Focused Business Profile Regulatory Approvals 18 Manufacturing Capabilities API 19 Strategy & Way Forward 20 Safety First Culture 21
Slide 14: API: Strategically Curated Product Portfolio
02 / B US INE S S PR O F ILE : AP I API: Strategically Curated Product Portfolio Significant global market share in Top 3 products Molecule Therapeutic Category Global Market (MT) Estimated Market Share Metformin Antidiabetic ~75,000 ~11% Sertraline Antidepressant ~680 ~30% Tramadol Pain Management
Slide 15: API: World-Class Manufacturing Infrastructure
02 / B US INE S S PR O F ILE : AP I API: World-Class Manufacturing Infrastructure Cumulative installed Site 1: Tanuku, Andhra Pradesh Site 2: Patalganga, Maharashtra reactor capacity: 500 KL Future reactor capacity potential at existing sites: 600 KL 400 KL Multi-Purpose Plant 96 KL Dedicated Plant
Slide 16: API: CAPEX Tracker
02 / B US INE S S PR O F ILE : AP I API: CAPEX Tracker 4 FY27 (P) 3 Total – ₹63 Cr • New Clean Room Facility – FY26 (P) ₹12 Cr 2 Total – ₹64 Cr • New Production Block + 2 Clean Rooms – ₹45 Cr • Replacements – ₹12 Cr FY25 (A) • New Storage Area – ₹6 Cr 1 Total – ₹48 Cr • Debottlenecking – ₹14 Cr • Ca
Slide 17: API: Developed Market Focused Business Profile
02 / B US INE S S PR O F ILE : AP I API: Developed Market Focused Business Profile Focused on regulated markets Exporting to 50+ countries Exporting to 4+ continents Total Revenue Mix 20% 80% Exports Domestic Map not to scale, only for illustration purpose. Investor Presentation | Wanbury Limited 16
Slide 18: API: Regulatory Approvals
02 / B US INE S S PR O F ILE : AP I API: Regulatory Approvals US-FDA US – FDA Europe – EDQM Brazil – ANVISA South Korea – KFDA Mexico – COFEPRIS WHO GMP WHO GMP Approval since 2000 Approval since 2007 Approval since 2024 Approval since 2012 Approval since 2013 Approval since 2007 Approval since 2013
Slide 19: API: Manufacturing Capabilities
02 / B US INE S S PR O F ILE : AP I API: Manufacturing Capabilities Chemistry Reaction System Capabilities Capabilities Capabilities • Azidation • High Pressure Reactions • Deployed SAP S4 HANA • Bromination • High Vacuum Distillations • Dedicated software for Sales & • Cyanation • Direct Compressio
Slide 20: API: Strategy & Way Forward
02 / B US INE S S PR O F ILE : AP I API: Strategy & Way Forward Product Selection Framework Way Forward Mid-Size Molecules Targeted expansion in regulated markets (US, EU, Brazil) – new & existing molecules Small-to-Mid size molecules + Aim double- digit market share 4 commercial launches of new mol
Slide 21: API: Safety First Culture
03 / B US INE S S PR O F ILE : FO R MU LAT IO NS API: Safety First Culture Investor Presentation | Wanbury Limited 20
Slide 22: Business Profile: Formulations
Re-Building Business 23 Business Brand Portfolio 24 Strategy & Way Forward 25 Profile: Formulations
Slide 23: Formulations: Re-Building Business
03 / B US INE S S PR O F ILE : FO R MU LAT IO NS Formulations: Re-Building Business Formulations - Revenue & Share Overview • Formulations business journey 13% commenced in 1995 with the 11% 12% 10% acquisition of Wander Ltd, formerly a 9% division of Sandoz • Current portfolio is focused on therape
Slide 24: Formulations: Brand Portfolio
03 / B US INE S S PR O F ILE : FO R MU LAT IO NS Formulations: Brand Portfolio Top brands Anti Cold & Cough Pain & Inflammation, Antacids & Anti-ulcerants Herbal Laxative Muscular Spasm Protein Supplement Calcium Supplement - Nutritional Supplement Multivitamin Supplement Osteoporosis & Bone Health
Slide 25: Formulations: Strategy & Way Forward
03 / B US INE S S PR O F ILE : FO R MU LAT IO NS Formulations: Strategy & Way Forward Operational Objectives Strategic Way Forward Leverage 3+ decades of heritage to re-build a 1 Latest brand launch (FY25) scalable branded formulations franchise C RED (Iron Supplement) Transition portfolio from acut
Slide 26: Q3 & 9MFY26 Earnings Update
Performance Highlights 27 Business Vertical Performance Q3 & 9MFY26 28 P&L Snapshot 29 Management Commentary 30 Earnings Update
Slide 27: Q3 & 9MFY26 Performance Highlights
04 / Q 3 & 9MF Y2 6 E AR NI NG S UP DAT E Q3 & 9MFY26 Performance Highlights Revenue (in ₹ Crore) 160 162 486 133 428 22% 14% YOY GROWTH YOY GROWTH Q3FY25 Q2FY26 Q3FY26 9MFY25 9MFY26 EBITDA (in ₹ Crore) 26 27 77 15 47 91% 65% YOY GROWTH YOY GROWTH Q3FY25 Q2FY26 Q3FY26 9MFY25 9MFY26 PAT (in ₹ Crore)
Slide 28: Business Vertical Performance
04 / Q 3 & 9MF Y2 6 E AR NI NG S UP DAT E Business Vertical Performance API - Revenue (in ₹ Crore) 141 424 135 372 25% 14% QOQ GROWTH 113 YOY GROWTH Q3FY25 Q2FY26 Q3FY26 9MFY25 9MFY26 Formulations - Revenue (in ₹ Crore) 62 22 22 57 1% 21 9% QOQ GROWTH YOY GROWTH Q3FY25 Q2FY26 Q3FY26 H1FY25 H1FY26 In
Slide 29: Q3 & 9MFY26 P&L Snapshot
04 / Q 3 & 9MF Y2 6 E AR NI NG S UP DAT E Q3 & 9MFY26 P&L Snapshot PARTICULARS (in ₹ Crore) Q3FY25 Q2FY26 Q3FY26 YOY Change QOQ Change 9MFY25 9MFY26 YOY Change Revenue from Operations 133.45 160.06 162.45 1.49% 21.73% 427.51 485.69 13.61% Other Income 0.84 0.20 0.18 -12.40% -78.72% 1.65 0.73 -55.75%
Slide 30: Management Commentary
01 / Q 3 & 9MF Y2 6 E AR NI NG S UP DAT E Management Commentary “Wanbury has delivered a robust performance during the quarter and nine-month, reflecting strong operational execution and continued focus on profitability. Revenue from Operations registered a growth of 22% YOY in Q3FY26, while 9MFY26
Slide 31: Financial Profile
Key Performance Indicators 32 5Y P&L Snapshot 33 5Y Balance Sheet Snapshot 34 5Y Cash Flow Snapshot 35 Financial Capital Markets Overview 36 Profile
Slide 32: Key Performance Indicators
05 1 / FQI N 2 A&N H C1I A F YL 2P6 REOAFRI LNEI N G S U P D A T E Key Performance Indicators Revenue from Gross Profit & EBITDA & PAT & Operations (in ₹ Crore) Gross Margins (in ₹ Crore & in %) EBITDA Margins (in ₹ Crore & in %) PAT Margins (in ₹ Crore & in %) Gross Profit Gross Margin EBITDA EBITD
Slide 33: 5Y P&L Snapshot
0 5 / FI NAN C IA L P R OF IL E 5Y P&L Snapshot PARTICULARS (in ₹ Crore) FY21 FY22 FY23 FY24 FY25 Revenue from Operations 392.5 511.2 499.7 575.7 599.51 Other Income 2.4 1.51 0.91 2.99 3.49 COGS 221.3 300.3 303.4 302.6 294.47 Gross Profit 173.6 212.4 197.1 276 308.53 Gross Margin (%) 44% 42% 39% 48%
Slide 34: 5Y Balance Sheet Snapshot
0 5 / FI NAN C IA L P R OF IL E 5Y Balance Sheet Snapshot PARTICULARS (in ₹ Crore) FY21 FY22 FY23 FY24 FY25 Equity Share Capital Equity Share Capital 25.01 32.67 32.7 32.74 32.77 Other Equity -155.7 -30.48 -39.96 -4.8 26.5 Non-Current Liabilities Long Term Borrowings 71.99 - - 82 160.29 Others 18.07
Slide 35: 5Y Cash Flow Snapshot
0 5 / FI NAN C IA L P R OF IL E 5Y Cash Flow Snapshot PARTICULARS (in ₹ Crore) FY21 FY22 FY23 FY24 FY25 Cash Flow from Operating Activities 16.68 37.56 19.8 4.02 26.1 Cash Flow from Investing Activities 8.04 0.59 -8.84 -16.62 -51.17 Cash Flow from Financing Activities -17.38 -25.62 -31.99 14.55 25.7
Slide 36: Capital Markets Overview
0 5 / FI NAN C IA L P R OF IL E Capital Markets Overview Shareholding Pattern (%) 0.72 Current Market Price ₹262 56.20 43.08 52 Week High/Low ₹330 / ₹154 Market Capitalization ₹915 Crore No. of Shares Outstanding 3.49 Crore NSE WANBURY Promoters Public FIIs + DIIs BSE 524212 Shareholding data as of
Slide 37: Wanbury Limited investor contacts
W AN B U RY Towatds BctlE?f Healthcare Wonbury Limited Vinod Verma J- endro J Gandhi ~ h· e-: F- orciol Of c er comoony Se cre c :ry ~nVEStore wonburv .com / cs ~wa rburv . com =tlvestorrelo • 4 tioru 4 j ; •ro r b ury.com ; TIL Advisors Private limied Adfoctors PR Sovom Pokrorno nishi Shot- ; Smit