Molbio Diagnostics Limited · NSE:MOLBIO
Molbio Diagnostics — Q2 FY2027 Earnings Presentation
31 slides from Molbio Diagnostics's earnings presentation, Nov 5, 2026
Slide 1: Exchange filing cover letter
Date: November 05, 2026 To BSE Limited(“BSE”) National Stock Exchange of India Ltd(“NSE”) Phiroze Jeejeebhoy Towers Exchange Plaza 2nd Floor, Dalal Street Bandra-Kurla Complex,Bandra (E) Mumbai- 400001 Mumbai- 4000051 BSE Scrip Code: 544866 Symbol: MOLBIO Subject: Investor Presentation on the Unaudi
Slide 2: Innovation Led Diagnostic Products Company
Innovation Led Diagnostic Products Company Investor Presentation Nov’2026
Slide 3: Safe Harbour
Safe Harbour This presentation and the accompanying slides (the “Presentation”), which has been prepared by Molbio Diagnostics Ltd . (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any secu
Slide 4: Management Commentary
Management Commentary “ "H1 FY27 Total Income stood at ₹676.3 Cr, compared to ₹681.8 Cr in H1 FY26. During Q2 FY27, business performance was relatively softer as we were in the midst of rate-contract negotiations, which typically take around 1–1.5 months to complete. Consequently, the quarter does n
Slide 5: Company & Business Overview
Company » ££ & Business _—~ Overview i
Slide 6: Founders' Journey
Founders’ Journey 1990 - 2004 2005 - 2018 Sriram Natarajan, co - founded, Tulip Diagnostics Private Bigtec shifts its focus Joint Venture between Sriram Natarajan Limited which later towards chip - based Molbio and Bigtec exited Tulip became one of the PCR (1) research Innovations Private Diagnostic
Slide 7: Journey Post Commercial Launch of Truenat Platform
Journey Post Commercial Launch of Truenat Platform 2019 - 2022 2023 onwards • Prognosys 5 received EU MDR certification for the PRORAD radiology systems • Truenat HR - HPV Plus met IARC • Strategic validation criteria in a multicentre study investment in Investment by Investment by OptraSCAN , a • C
Slide 8: Molbio At A Glance
Molbio At A Glance Innovation - led diagnostics company delivering accessible, accurate and affordable molecular testing Broad & Growing Test Menu Global Scale & Adoption Recurring Business Model Proprietary Technology 12,500+ 73.98% 43 30 Truenat ® Devices Sold Product Revenue from Truenat ® Assays
Slide 9: Revenue & Customer Mix
Revenue & Customer Mix Revenue By Product Line (₹ Crore) Revenue Split Product Line Q2 FY27 Q1 FY27 Q2 FY26 H1 FY27 H1 FY26 Truenat test kits 197 374 518 570 562 Truenat devices 31 15 51 46 69 Q2 FY27 Prognosys – radiology 9 11 6 20 11 OptraScan – digital 5 1 0 6 0 pathology Services / other 18 8 5
Slide 10: R&D Engine: Proven Innovation, Sustained Investment
R&D Engine: Proven Innovation, Sustained Investment Deep scientific capability translated into scalable products, protected IP and future growth Proven Innovation Capability Investing More To Drive Future Growth Annual R&D investment (₹ Cr) From scientific insight to scalable impact Multidisciplinar
Slide 11: Global Healthcare Burden - The Problem Statement
Global Healthcare Burden - The Problem Statement A significant diagnostic access gap continues to delay timely diagnosis, treatment and better health outcomes Diagnostics Are Critical, Yet Underpenetrated High Disease Burden Continues To Impact Global Health H ealthcare decisions depend 70% on diagn
Slide 12: From Centralized To Decentralized Point Of Care Diagnostics
From Centralized To Decentralized Point Of Care Diagnostics Emerging Need Decentralized / Point-of-care Diagnostics Earlier Greater Test at or near Minimal Faster clinical reach & the patient infrastructure Results decision impact Traditional Model Centralized Laboratory Diagnostics Sample Sample Lo
Slide 13: The Truenat Platform - An Integrated Workflow
The Truenat Platform - An Integrated Workflow Device Key Platform Attributes UnoDx Portable Fully Automatic (1 test) Lightweight and Minimal hands - on easy to transport time and easy to use Duo Battery Operated Point - of - care Ready (2 tests) Works in areas with Designed for use at or unreliable
Slide 14: Consumables - Powering A Recurring Revenue Engine
Consumables - Powering A Recurring Revenue Engine Disease-specific Consumables What Constitutes The Consumable • Truenat® test kits are disease-specific, ready-to- Truenat Test Kit use and single-use • Micro-PCR chips contain pre-loaded PCR reagents for real-time PCR testing + + • Designed for use e
Slide 15: Truenat Business Model, Installed Base & Unit Economics
Truenat Business Model, Installed Base & Unit Economics Device placements establish the platform; proprietary test kits create recurring revenue. Core Recurring - Revenue Engine DEPLOY TEST CONSUME KITS EXPAND USAGE Hospitals, labs, PHCs and Each test uses a Higher utilisation, more Samples processe
Slide 16: Presence across 30 Diseases in the Fast-Growing POCT Market
Molbio has Presence across 30 Diseases in the Fast - Growing POCT Market for Infectious Diseases Infectious Disease Testing Represents …With TB Tests Being the Leading Contributor Significant Testing Market Across Diseases Significant Segment of Global POC(4) Market… Global POC (4) Diagnostic Market
Slide 17: State of Art Manufacturing Facilities
State of Art Manufacturing Facilities Scaled, Multi - location Manufacturing Meaningful Installed Capacity With Automation - enabled Manufacturing Footprint Headroom 6 Manufacturing Facilities | 4 Locations Automation For Precision & TRUENAT® TEST TRUENAT® Consistency KITS DEVICES GOA Manufacturing
Slide 18: Quality Certifications
Quality Certifications Integrated Quality Assurance International Quality Regulatory & Product - level & Quality Control Management Systems Validation 221 QA / QC ISO 13485:2016 MDSAP PROFESSIONALS ISO MDSAP • Dedicated QA - QC division at each manufacturing facility • Rigorous testing of raw materi
Slide 19: Prognosys: Radiology Imaging Devices
Prognosys : Step Towards Enhancing Our Universal Access Portfolio with Radiology Imaging Devices Prognosys Acquisition Unlocking Multiple Levers to Enhance Our Digital Radiology Capabilities (2) US FDA approved range of digital imaging solutions with a strong pipeline of ultra portable devices acro
Slide 20: AI-powered Digital Pathology Solutions
AI - powered, Digital Pathology Solutions Enabling Remote Consultations and Collaborations Investment in US based Company Furthering Global Reach and Diversifying Offerings Whole Slide Scanner Comprehensive Digital pathology Solutions Provides digital pathology solutions, offering a range of digital
Slide 21: Growth Strategy
Growth Strategy Develop New POC(1) Platforms for Other Expand Our Geographical Presence across the Globe Communicable and Non - Communicable Diseases Focus on enhancing exports, particularly to regions Leverage R&D Capabilities to Develop New POC(1) Platforms Using Advanced where we have presence, s
Slide 22: R&D Pipeline
R&D Pipeline ® ® Designed for custom panel A fully integrated, one - step, AI - powered digital pathology testing, the Trueamp Mini is a near point - of - care molecular system that delivers rapid, portable analyzer , analysing up to diagnostics platform that detects PBS - based diagnostics at the p
Slide 23: Financials Performance - Quarter
Financials Performance - Quarter
Slide 24: Q2 FY27 Performance Highlight (Y-O-Y)
Q2 FY27 Performance Highlight (Y - O- Y) Total Income* EBITDA * EBITDA Margin PAT PAT Margin ₹265 Cr ₹50 Cr 18.8% ₹8 Cr 2.9% Truenat ® Devices Sold (Units) Truenat ® Test Kits Sold (Mn Units) 647 8.7 6.2 395 3.2 164 Q2 FY26 Q1 FY27 Q2 FY27 Q2 FY26 Q1 FY27 Q2 FY27 *Total Income & EBITDA include
Slide 25: H1 FY27 Performance Highlight (Y-O-Y)
H1 FY27 Performance Highlight (Y - O- Y) Total Income* EBITDA * EBITDA Margin PAT PAT Margin ₹676 Cr ₹153 Cr 22.7% ₹60 Cr 8.9% Truenat ® Devices Sold (Units) Truenat ® Test Kits Sold (Mn Units) 9.5 9.5 860 559 H1 FY26 H1 FY27 H1 FY26 H1 FY27 *Total Income & EBITDA includes other income 24
Slide 26: Profit & Loss Highlights – Quarterly
Profit & Loss Highlights – Quarterly Total Income* (₹ Cr.) EBITDA * (₹ Cr) & Margin % Net Profit (₹ Cr) & Margin % 29.0% 25.2% 18.8% 18.4% 12.8% 2.9% 168.5 106.8 581.4 411.5 103.7 52.7 264.8 49.7 7.7 Q2 FY26 Q1 FY27 Q2 FY27 Q2 FY26 Q1 FY27 Q2 FY27 Q2 FY26 Q1 FY27 Q2 FY27 *Total Income & EBITDA incl
Slide 27: Profit & Loss Statement – Quarterly
Profit & Loss Statement – Quarterly Particulars (₹ Cr) Q2 FY27 Q2 FY26 Q1 FY27 Revenue from Operations 259.0 580.3 408.4 Other income 5.8 1.1 3.1 Total income 264.8 581.4 411.5 COGS 99.4 222.5 149.7 Employee Benefit Expenses 37.8 33.9 45.9 Other Expenses 77.9 155.7 112.2 EBITDA 49.7 168.5 103.7 EBIT
Slide 28: Profit & Loss Statement – Half Yearly
Profit & Loss Statement – Half Yearly Particulars (₹ Cr) H1 FY27 H1 FY26 Revenue from Operations 667.4 680.0 Other income 8.9 1.9 Total income 676.3 681.8 COGS 249.1 257.6 Employee Benefit Expenses 83.7 62.1 Other Expenses 190.1 207.4 EBITDA 153.4 153.2 EBITDA Margin % 22.7% 22.5% Finance Costs 19.6
Slide 29: Financial Statement (₹ Cr) – Consolidated
Financial Statement (₹ Cr) – Consolidated Balance Sheet H1FY27 FY26 Balance Sheet H1FY27 FY26 Equity Share Capital 11.5 11.3 Non - Current Assets Other Equity 1,428.9 1,158.1 Property, Plant and Equipment 243.3 248.1 Non - controlling interest 126.8 139.4 Right of Use Asset 55.0 55.4 Total Equity 1,
Slide 30: Value Proposition
Value Proposition Proprietary POC • Truenat ® brings real - time PCR capabilities closer to the patient Molecular Diagnostics • Portable, battery - operated platform designed for decentralised testing Platform • Enables molecular diagnostics in resource constrained and remote settings • Delivers mol
Slide 31: Thank You
THANK YOU For any investor queries, please contact Molbio Diagnostics Limited Adfactors PR - Investor Relations Indraneil Borkakoty - President – Corporate Strategy, Smit Shah / Anand Venugopal Mergers & Acquisitions and Investor Relations +91 98707 89596 / +91 70218 52071 indraneil.borkakoty@molbio