Arrow Greentech Limited · NSE:ARROWGREEN
Arrow Greentech — FY2026 Earnings Presentation
41 slides from Arrow Greentech's earnings presentation, May 2026
Slide 1: Arrow Greentech Ltd. Investor Presentation
ARROW GREENTECH LTD. Investor Presentation www.arrowgreentech.com
Slide 2: Safe Harbor
Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Arrow Greentech 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 securi
Slide 3: Q4 & FY26 – Result Highlights
Q4 & FY26 – Result Highlights
Slide 4: Chairman & MD's Comments on Result
Chairman & MD’s Comments on Result Operational / Financial Highlights Mr. Shilpan Patel • During the FY26, Revenue from Chairman and Managing Director Operation stood at Rs. 2,005 Million. “We are pleased to announce the performance of Arrow Greentech for the Q4 & FY26. On the full year basis, we ha
Slide 5: Q4 FY26 Result Highlights
Q4 FY26 Result Highlights Revenue from Operation EBITDA (Rs. in Mn) PAT (Rs. in Mn) Segment Wise (Rs. in Mn) (Rs. in Mn) EBITDA EBITDA Margin (%) PAT PAT Margin (%) Q4 FY25 Q4 FY26 -27% -35% -35% 573 160 114 503 418 104 74 346 70 71 28.0% 24.8% 19.3% 16.8% Q4 FY25 Q4 FY26 Q4 FY25 Q4 FY26 Q4 FY25 Q4
Slide 6: FY26 Result Highlights
FY26 Result Highlights Revenue from Operation EBITDA (Rs. in Mn) PAT (Rs. in Mn) Segment Wise (Rs. in Mn) (Rs. in Mn) EBITDA EBITDA Margin (%) PAT PAT Margin (%) FY25 FY26 -18% -27% -25% 2,434 884 630 2,191 2,005 646 474 1,636 369 243 36.3% 32.2% 25.3% 22.7% FY25 FY26 FY25 FY26 FY25 FY26 Green Produ
Slide 7: Consolidated Profit & Loss Statement
Consolidated Profit & Loss Statement Particulars (Rs. in Mn) Q4 FY26 Q4 FY25 Y-o-Y Q3 FY26 Q-o-Q FY26 FY25 Y-o-Y Revenue from Operations 418 573 561 2,005 2,434 Total Revenue 418 573 -27.1% 561 -25.5% 2,005 2,434 -17.6% Cost of Material Consumed 154 145 135 613 727 Purchase of stock in trade 43 133
Slide 8: Consolidated Balance Sheet
Consolidated Balance Sheet Assets (Rs. in Mn) Mar-26 Mar-25 Equity & Liabilities (Rs. in Mn) Mar-26 Mar-25 Non-Current Assets Equity (a) Property, plant and equipment 287 312 (a) Equity Share Capital 151 151 (b) Capital Work-in-Progress 5 12 (b) Other Equity 2,193 1,732 (c) Right of use assets 19 4
Slide 9: Consolidated Cashflow Statement
Consolidated Cashflow Statement Particulars (Rs. in Mn) Mar-26 Mar-25 Cash Flow from Operating Activities Profit before Tax 650 860 Adjustment for Non-Operating Items 53 53 Operating Profit before Working Capital Changes 702 913 Changes in Working Capital -94 2 Cash Generated from Operations 609 914
Slide 10: About the Company
ABOUT THE COMPANY
Slide 11: Leadership Team: Board Of Directors
Leadership Team: Board Of Directors Mr. Shilpan P. Patel Chairman & M.D He holds a Master's in Business Administration from Sam Houston State University, Texas. With experience in the coating industry from Grace Paper Industries Pvt. Ltd, he developed the award-winning Water Soluble Film in 1990, a
Slide 12: Leadership Team: Board Of Directors
Leadership Team: Board Of Directors Mrs. Jigisha Patel Woman Director She possess a great knowledge in supervising and coordinating the administration along with Managing and Handling Team. She also has a wide range of experience and knowledge in Corporate Affairs. Mr. Yogesh Gajjar Independent Dire
Slide 13: Arrow Greentech In A Snapshot
Arrow Greentech In A Snapshot… Caters to the Niche Market State of the Art Manufacturing Facility located in Ankleshwar, Gujarat 24 registered patents and 40 Trademarks across the globe Vastly Experienced Research & Development Team Largest Manufacturer of Water Soluble Films in India 13
Slide 14: Corporate Structure
Corporate Structure Arrow Greentech Limited India 100% 100% 100% 51% Arrow Green Technologies (UK) Ltd. Arrow Secure Technology Pvt. Ltd. (India) Avery Pharmaceuticals Pvt. Ltd. (India) LQ Arrow Security Products (India) Pvt. Ltd. 95% 100% 46% Advance IP Technologies Limited (UK) Advance Secure Prod
Slide 15: Business Overview
Business Overview Water Soluble Films Intellectual Property Security Products Avery Pharma Other Development, Production & Total of 24 granted patents across Security products include Anti- A 100% wholly-owned subsidiary The other segments include Marketing of Wide Range of Water- the World across a
Slide 16: Water Soluble Film (WSF)
BY arrow | WATER SOLUBLE FILM (WSF)
Slide 17: What Is Water Soluble Film (WSF)?
What Is Water Soluble Film (WSF)? Watersol is our flagship brand, representing a commitment to creating eco- friendly, water-soluble packaging solutions. With sustainability at its core, Watersol offers a wide array of products that dissolve in water, providing a green solution for industries seekin
Slide 18: Applications of WSF
Applications of WSF Packaging: Used extensively Healthcare: Specifically Agriculture: Used for Textiles: Used in embroidery as Consumer Goods: Applied in for unit dose packaging of developed for use in hospitals packaging pesticides and water soluble backing making pouches for laundry detergents, ag
Slide 19: Features
Features Optimum tensile strength to handle 01 05 Flexible for machine automation. weight from 10 grams to 10 kg. Excellent moisture/ heat sealing for Non-toxic and safe for the 02 blocks, bars, powder, and granular 06 environment. product packaging. Helps achieve an Accurate dosing 03 07 High punct
Slide 20: Product Usage
Product Usage AD Film (Detergent Dyes & Pigments Packaging Toilet Block Packaging Film Water Soluble Laundry Bag Mould Release Packaging Film) Construction Chemical & Seed Bomb/Tape Packaging Watersol Capsules Embroidery film Agrochemical packaging film Fiber Packaging 20
Slide 21: Water Soluble Films (WSF) Industry Snapshot
Water Soluble Films (WSF) Industry Snapshot 5.8% North America is estimated to be largest WSF Market size is expected to reach market for Water Soluble films market $586 Mn by 2029 at CAGR of PVA (Polyvinyl Alcohol) dominates the The market was valued at water-soluble films market due to its USD 442
Slide 22: State Of The Art Manufacturing Facilities
State Of The Art Manufacturing Facilities ANKLESHWAR, GUJARAT ~ 350 Km far from Mumbai R&D Centre Land on 99 years Common Utilities available with Modern Equipments renewable lease from GIDC for future expansion 22
Slide 23: Global Presence
Global Presence • Presence in Europe, Asia, North & South America and Africa – mainly 3 supply points located in India, United Kingdom and South America • Wide Distribution channel to service our clients from around the world Factory Warehousing Supply Direct Secondary Facility Zones Supply Supply 2
Slide 24: Security Products
SECURITY PRODUCTS
Slide 25: Security Products
Security Products Manufacturing of anti- State of Art Supplier to leading paper Proprietary technology Part of the niche group Dealing in supply of 100% indigenous counterfeit products for Manufacturing facility mills supplying such products various raw materials technologies & fully use in high sec
Slide 26: Intellectual Property
INTELLECTUAL PROPERTY
Slide 27: Intellectual Property
Intellectual Property 1 2 3 4 Arrow obtained more than Patent filed in the areas of 50 patents globally, of Monetization of key security products, brand which 24 are presently in- Our inhouse R&D and patents through out- protection, security papers, force spanning various IP team is continuously lic
Slide 28: Arrow's Intellectual Property
Arrow’s Intellectual Property Granted Patents Patent Applications Trademarks Arrow Greentech Limited also has more than 10 Arrow Greentech Limited has 40 in-force registered Arrow Greentech Limited at present has 24 granted Indian patent applications and 3 foreign patent Trademarks along with 19 Tra
Slide 29: Arrow's Intellectual Property
Arrow’s Intellectual Property Group 3 – Security Products Self destructive irreversible Method of producing a high security Multicolour security Security Laminates security packaging film film and high security film produced Security Yarn fibers/ planchettes for Dual-colour shift security film by th
Slide 30: Key Granted Patents across the Globe
Key Granted Patents across the Globe • Mouth Melting strips, Gel strips, Enzyme strips • Used in making security labels or secure packaging • Vitamins, Drugs, Medicine, Disinfectants and other of the products for identification Pharma ingredients • Used in manufacturing of security documents such •
Slide 31: Key Granted Patents across the Globe
Key Granted Patents across the Globe 6 6 UK | Europe USA 10 India 1 1 Sri Lanka Malaysia Patents Granted 31
Slide 32: Arrow RX
ARROW RX Mouth Dissolving Strip (MDS) (An Innovative Drug Delivery Solution)
Slide 33: Arrow RX
Arrow RX Avery Pharmaceuticals (AP), a specialty pharmaceutical company and wholly-owned subsidiary of Arrow Greentech Ltd. (AGTL), is redefining oral drug delivery through its patented Embedded Water-Soluble Film Technology. Its Mouth Dissolving Strips (MDS) offer a novel, patient-centric alternati
Slide 34: Product Development & Approvals
Product Development & Approvals List of FASSAI Products Sr. No. Product Name / Combination Strength(s) / Dosage Sr. No. Product Name / Combination Strength(s) / Dosage 21 Clove Oil MDS 8 mg 1 Vitamin B12 (Cyanocobalamin) MDS 500 mcg / 1000 mcg / 1500 mcg 22 Hemp MDS 0.3% w/w 2 400 IU / 600 IU / 800
Slide 35: Product Development & Approvals
Product Development & Approvals List of RX Approved Products Sr. No. Product Name Strength(s) Category 1 Nicotine Polacrilex MDS 1/2/4 mg WHO GMP Product 2 Ondansetron MDS 4/8 mg WHO GMP Product 3 Sildenafil MDS 25/50 mg WHO GMP Product 4 Amlodipine MDS 5/10 mg Licensed for Domestic & Export 5 Tadal
Slide 36: Arrow RX
Arrow RX Innovative Drug Delivery Systems Redefining Oral and Biomedical Applications MDS Films – NDDS Novel Drug Delivery Device - NDDD RX Matrix Precision Thin Films for Rapid Oral Drug Delivery. Controlled Release Through Smart Biodegradable Revolutionizing Safe Bio-Sample Collection & Polymers.
Slide 37: Arrow RX
Arrow RX Patented Technology Highlights: Avery Pharmaceuticals has developed • Granted Patent for Active Embedded Water-Soluble Film a patented Embedded Water-Soluble • Allows embedding or entrapment of one or more actives at controlled concentrations for targeted, precise delivery Film platform — c
Slide 38: Arrow RX
Arrow RX As a specialized CDMO, Avery Pharmaceuticals combines formulation science, patented film technology, and scalable Arrow MDS - A CDMO-Driven Innovation manufacturing to deliver next-generation Mouth Dissolving Strips (MDS) — a rapid, precise, and patient-friendly oral drug delivery platform.
Slide 39: Financial Overview
FINANCIAL OVERVIEW
Slide 40: FY26 Result Highlights
FY26 Result Highlights Revenue from Operations (Rs Mn) EBITDA(Rs Mn) PAT(Rs Mn) Return Ratios (%) EBITDA EBITDA Margin (%) PAT Margin PAT Margin (%) ROE ROCE 2,434 884 630 54 2,005 646 474 36 1,485 40 31 463 293 1,088 21 26 235 22 123 14 337 -22% 22% 31% 36% 32% -26% 11% 19% 25% 23% 16% 22% 31% 36%
Slide 41: Thank You
For further information, please contact: Company : Arrow Greentech Ltd. (BSE: 516064 | NSE: ARROWGREEN) Poonam Bansal Company Secretary & Compliance Officer Email: poonam@arrowgreentech.com Investor Relations Advisors : MUFG Intime India Private Limited A part of MUFG Corporate Markets, a division o