Remus Pharmaceuticals Ltd. · NSE:REMUS
Remus Pharmaceuticals — H1 FY2026 Earnings Presentation
37 slides from Remus Pharmaceuticals's earnings presentation, Nov 10, 2025
Slide 1: Intimation to NSE under Regulation 30 - Investor Presentation
Date: November 10, 2025 To, The Manager- Listing Department, National Stock Exchange of India Limited, Exchange Plaza, Plot No. C/1, Block-G, Bandra - Kurla Complex, Bandra (E), Mumbai – 400 051 SYMBOL: REMUS Dear Sir/Madam, Sub.: Intimation under Regulations 30 of the Securities and Exchange Board
Slide 2: Investor Presentation November 2025
Investor Presentation November 2025 www.remuspharma.com
Slide 3: Snapshot
Snapshot First-to-market 800+ registered Over 150 products in niche FY25 Return Ratios distributors globally products, 400+ products therapies. RoE: 15.01% commercialized, 2000+ RoCE: 15.69% SKU’s across diverse Net Debt to Equity: 0.05 therapeutic segments 745+ dossier ready-to- Strong last-mile re
Slide 4: Contents
1 Company Overview 2 Business Overview 3 Contents Strategic Overview 4 Industry Overview 5 Financial Overview
Slide 5: Company Overview
Company Overview
Slide 6: Company Overview
Company Overview • Remus Pharmaceuticals Limited, established in 2015, is one of the fastest growing pharmaceutical Revenues (INR Mn) companies. 6,204 • Remus specializes in branding, marketing, and distribution of complex specialty and niche off patent formulations in various countries. • The compa
Slide 7: Key Milestones
Key Milestones • Acquired Espee USA • LATAM Expansion: Deepened presence via • Initiated presence in key international incorporation in new countries and long- markets with focused product launches. term alliances with local distributors. • Initiated exports of • Created a foundation for • Created R
Slide 8: Experienced Board of Directors
Experienced Board of Directors Mr. Arpit Shah Mr. Swapnil Shah Ms. Roma Shah Ms. Anar Shah Managing Director Chairman & Non- Executive, Non- Independent Director Whole-time Director Non- Executive, Non- Independent Director Mr. Arpit Shah , an Engineer from Mr. Swapnil Shah holds a master’s degree M
Slide 9: Strong Global Presence
Strong Global Presence CIS & Eastern 19 34 19 Europe Filed Under Process Registered Azerbaijan Uzbekistan Georgia Commonwealth of Bosnia & Independent States - 72 Herzegovina Kosovo Total 2,156+ South East Asia - 285 90 142 53 Latin America – 1,679 Filed Under Registered Process Asia & South-East As
Slide 10: Business Overview
Business Overview
Slide 11: Business Value Chain
Business Value Chain Market Product Product Marketing & Research Indentification Registration Procurement Manufacturing Export Distribution • Track global • Focus on high- • Prepare dossiers • Global standard • We outsource • B2B Export • Dedicated sales & therapy trends margin, off through in-house
Slide 12: Product Registration & Regulatory Roadmap
Product Registration & Regulatory Roadmap Step 01 Step 02 Step 03 Step 04 Step 05 Step 06 Step 07 Market & Product Technical Feasibility Formulation Data Compilation Regulatory Review Submission to Commercial Identification & Partner Alignment Development for Dossier & Compliance Check Health Author
Slide 13: Regulatory QC/QA
Regulatory QC/QA Expert Dossier Bioequivalence, Dynamic Timely & Quality Regulatory Submission Clinical, and Non- & Adaptive Strategic Assurance Affairs Team Excellence Clinical Research Team Assessment & Control A highly skilled team Submitting 50+ Performing Dynamic and young Conducting up-to- Mul
Slide 14: B2B Business
B2B Business B2B Partner Driven Scalability Revenue (INR Mn) & Product Growth 748 • End-to-end regulatory & commercial solutions for global partners 619 • Fast-track entry into semi-regulated & emerging markets • In-house regulatory expertise ensuring swift market access 413 • Low R&D risk, faster c
Slide 15: B2C Business
B2C Business B2C Brand-Led Profitability Revenue (INR Mn) & Product Growth • Operates under Relius brand via Bolivia & Guatemala subsidiaries 63 • Strong last-mile reach through D2C + pharmacy channels • High safety & efficacy aligned with global standards 34 • Building brand equity via trademark pr
Slide 16: Integrated Product Snapshot
Integrated Product Snapshot SKUs Registered Products Tablets Ointments, Injectables 1076* Creams & Gels 555* 821 76* 698 594 436 334 275 Inhalers/ Syrups & Oral Capsules (Hard Gel 2021 2022 2023 2024 2025 H1-2026 Nebulizer Suspensions & Soft Gel) 27* 75* 237* Therapeutic-Wise Registrations (%) Urolo
Slide 17: Our Story - Connecting with the Community
Our Story - Connecting with the Community Brand Awareness Conference Farmacorp Conference and St. Agustin's Pharmacy with 5 5 + doctors and pharmacy Training Event - December 2 0 2 4 Chain Training - J a n 2 0 2 5 representatives - O c to b er 2 0 2 4 Awareness Event for gynecologists, Training for
Slide 18: One of the world's largest pharmaceutical finished formulations specialty distributors
Among the world’s largest RLD distributors – Extensive global network and sourcing capabilities with an expertise in sourcing and supplying hard-to-get REMS, specialty, orphan, and biosimilar drugs. Advanced Supply Chain – Customized dashboards, trend analysis, and complete logistics support for glo
Slide 19: Strategic Overview
Strategic Overview
Slide 20: Differentiating Factors
Key Strengths Brand Excellence Future-Ready Portfolio Registering and trademarking Comprehensive data on molecules our own brands, building a going off-patent up to 2038 regional presence Swift Market Entry Global Tie-ups Developing recently off-patent Strong strategies for MABs, products for First
Slide 21: Growth Strategies
Growth Strategies Building strong 600+ B2C Training field New market Increase Expand direct-to- products in force for ethical, entries: presence in presence in consumer (D2C) development, doctor-driven Bosnia, Ethiopia, developed semi-regulated and pharmacy Targeting 200+ promotion Algeria markets –
Slide 22: Industry Overview
Industry Overview Investor Presentation | 21
Slide 23: Global Pharmaceutical Market
Global Pharmaceutical Market The Global Pharmaceutical Global Demand Drivers formulations market was valued at USD $1,511 Bn in FY2025, up from USD $1,289 Bn in FY2022. Increase in ageing population It grew at a CAGR of approximately 5.4% between FY2022 and FY2025, Increasing prevalence of chronic d
Slide 24: Indian Export Market
Indian Export Market India ranks Exports reach In FY24, exports India contributes Emerging markets Pharma exports 3rd globally in 200+ countries, stood at INR 2.43 ~20% of global such as Latin expected to grow pharmaceutical with the US as lakh crore generic drug America and ASEAN 10x–15x, reaching
Slide 25: H1-FY26 Performance Highlights
H1-FY26 Performance Highlights
Slide 26: Consolidated and Standalone Financial Highlights
Financial Highlights Operational Revenue (INR Mn.) EBITDA (INR Mn.) PAT (INR Mn.) 270 4,002 216 Consolidated 211 179 2,726 H1-FY25 H1-FY26 H1-FY25 H1-FY26 H1-FY25 H1-FY26 Operational Revenue (INR Mn.) EBITDA (INR Mn.) PAT (INR Mn.) 469 120 377 148 Standalone 92 112 H1-FY25 H1-FY26 H1-FY25 H1-FY26 H1
Slide 27: H1-FY26 Operational Highlights
H1-FY26 Operational Highlights ▪ Participated in the Nicaragua national tender and successfully secured two key product awards, strengthening its presence in the Central American region. ▪ Launched Rivastigmine Patch across multiple markets, marking Remus’s expansion into a new therapeutic category.
Slide 28: Half Yearly Standalone Income Statement
Half Yearly Standalone Income Statement PARTICULARS (INR Mn.) H1-FY26 H1-FY25 Y-O-Y H2-FY25 H-O-H Operational Revenue 469 377 24.4% 415 13.0% Operating Expenses 321 265 21.1% 268 19.8% EBITDA 148 112 31.4% 147 0.7% EBITDA Margin (%) 31.56% 29.71% 185 Bps 35.42% (386) Bps Depreciation and Amortisatio
Slide 29: Half Yearly Consolidated Income Statement
Half Yearly Consolidated Income Statement PARTICULARS (INR Mn.) H1-FY26 H1-FY25 Y-O-Y H2-FY25 H-O-H Operational Revenue 4,002 2,726 46.8% 3,478 15.1% Operating Expenses 3,732 2,515 48.4% 3,232 15.5% EBITDA 270 211 28.0% 246 9.8% EBITDA Margin (%) 6.75% 7.74% (99) Bps 7.07% (32) Bps Depreciation and
Slide 30: Historical Financials
Historical Financials
Slide 31: Historical Consolidated Income Statement
Historical Consolidated Income Statement PARTICULARS (INR Mn) FY24 FY25 H1-FY26 Operational Revenue 2,129 6,204 4,002 Total Expenses 1,839 5,747 3,732 EBITDA 290 457 270 EBITDA Margins (%) 13.62% 7.37% 6.75% Depreciation and Amortisation 11 19 13 Finance costs 5 15 7 Other Income 28 50 29 PBT 302 47
Slide 32: Historical Consolidated Balance Sheet
Historical Consolidated Balance Sheet ASSETS (INR Mn) FY24 FY25 H1-FY26 EQUITY & LIABILITIES (INR Mn) FY24 FY25 H1-FY26 Non-current assets Equity Share Capital 15 59 118 a) Property, Plant & Equipment 21 49 70 Reserve and Surplus 1,562 2,500 2,952 b) Capital Work-In-Progess - - 2 Total Equity 1,577
Slide 33: Standalone Financial Highlights
Standalone Financial Highlights Revenue From Operation (INR Mn.) EBITDA (INR Mn) & EBITDA Margins (%) PAT (INR Mn) & PAT Margins (%) 260 792 199 210 166 639 469 148 120 32.86% 32.83% 31.56% 25.98% 25.13% 25.59% FY24 FY25 H1-FY26 FY24 FY25 H1-FY26 FY24 FY25 H1-FY26 Net Debt to Equity (X) Trade Receiv
Slide 34: Consolidated Financial Highlights
Consolidated Financial Highlights Revenue From Operation (INR Mn.) EBITDA (INR Mn) & EBITDA Margins (%) PAT (INR Mn) & PAT Margins (%) 6,204 457 384 4,002 290 270 243 216 2,129 13.62% 11.41% 7.37% 6.75% 6.19% 5.40% FY24 FY25 H1-FY26 FY24 FY25 H1-FY26 FY24 FY25 H1-FY26 Net Debt to Equity (X) Working
Slide 35: Capital Market Data
Capital Market Data 1 Year Share Price Movement (Up to 30th September 2025) 10% 0% -10% -20% -30% -40% -50% Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Jul-25 Aug-25 Sep-25 REMUS NIFTY SMALLCAP 250 Price Data (As on 30th September 2025) Shareholding Pattern (As on 30th September 2
Slide 36: Disclaimer
Disclaimer Remus Pharmaceuticals Ltd. Disclaimer: The information contained herein is for general information purposes only and based on estimates and should not be considered as a recommendation that any investor should subscribe / purchase the company shares. This Presentation has been prepared by
Slide 37: Thank You
Registered Office 1101 to 1103, South Tower, One 42, B/H Ashok Vatika, Nr. Jayantilal Park BRTS, Ambli -Bopal Road, Ahmedabad, Gujarat, India, 380054 CIN ISIN L24232GJ2015PLC084536 INE0O5T01011 : REMUS Thank You
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