Arrow Greentech Limited · NSE:ARROWGREEN
Arrow Greentech — Investor Presentation (September 2025)
41 slides from Arrow Greentech's investor presentation, September 2025
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: Q2 & H1 FY26 – Results Highlights
Q2 & H1 FY26 – Results Highlights
Slide 4: Chairman & MD's Comments on Results
Chairman & MD’s Comments on Results Operational / Financial Highlights Mr. Shilpan Patel • Revenue from operations for Q2 Chairman and MD FY26 stood at Rs. 611 Millions, as compared to Rs. 416 Millions in Q1 FY26 “We are pleased to report a strong rebound in performance for Arrow Greentech during Q2
Slide 5: Q2 FY26 Result Highlights
Q2 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 (%) Q1 FY26 Q2 FY26 +47% +46% +44% +42% 611 208 157 488 416 142 109 344 +71% 123 72 34.2% 34.0% 25.1% 25.3% Q1 FY26 Q2 FY26 Q1 FY26 Q2 FY26
Slide 6: H1 FY26 Result Highlights
H1 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 (%) H1 FY25 H1 FY26 -22% -36% -31% -30% 1,310 544 388 1,190 1,027 267 832 350 +63% 195 120 41.5% 34.1% 29.2% 25.0% H1 FY25 H1 FY26 H1 FY25
Slide 7: Consolidated Profit & Loss Statement
Consolidated Profit & Loss Statement Particulars (Rs. in Mn) Q2 FY26 Q1 FY26 Q-o-Q Q2 FY25 Y-o-Y H1 FY26 H1 FY25 Y-o-Y Revenue from Operations 611 416 648 1,027 1,310 Total Revenue 611 416 46.8% 648 -5.8% 1,027 1,310 -21.6% Cost of Material Consumed 172 153 200 324 438 Purchase of stock in trade 91
Slide 8: Consolidated Balance Sheet Statement
Consolidated Balance Sheet Statement Assets (Rs in Mn) Sep-25 Mar-25 Equity & Liabilities (Rs in Mn) Sep-25 Mar-25 Non-Current Assets Equity (a) Property, plant and equipment 294 312 (a) Equity Share Capital 151 151 (b) Capital Work-in-Progress 15 12 (b) Other Equity 1,966 1,732 (c) Right of use ass
Slide 9: Consolidated Cash Flow Statement
Consolidated Cash Flow Statement Cash Flow Statement (Rs. in Mn) Sep-25 Sep-24 Cash Flow from Operating Activities Profit before Tax 350 528 Adjustment for Non-Operating Items 37 55 Operating Profit before Working Capital Changes 387 583 Changes in Working Capital -134 51 Cash Generated from Operati
Slide 10: About the Company
I arrow 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 23 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 23 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)
WATERSOK ARROW WATER SOLUBLE FILM (WSF) GREENTECH LTD.
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 Patent filed in the areas of Arrow obtained more than Monetization of key security products, brand 50 patents globally, of Our inhouse R&D and patents through out- protection, security papers, which 23 are presently in- IP team is continuously licensing of patents secur
Slide 28: Arrow's Intellectual Property
Arrow’s Intellectual Property Granted Patents Patent Applications Trademarks Arrow Greentech Limited at present has 23 granted Arrow Greentech Limited also has 15 Indian patent Arrow Greentech Limited has 40 in-force registered patents globally covering the territories of – India, UK, applications a
Slide 29: Arrow's Intellectual Property
Arrow’s Intellectual Property Group 3 – Security Products Self destructive irreversible security packaging film Method of producing a high security film Security Laminates High security paper and process of and high security film produced by the said Security Yarn manufacture method United States UK
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 4 2 5 UK Europe USA 12 India 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) Grade 1 Sildenafil Citrate 25 mg IP 2 Sildenafil Citrate 50 mg IP 3 Ondansetron Hydrochloride Dihydrate 4 mg IP 4 Ondansetron Hydrochloride Dihydrate 8 mg IP 5 Amlodipine Besylate 5 mg IP 6 Amlodipine Besyl
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: FY25 Result Highlights
FY25 Result Highlights Operating Revenue(Rs Mn) EBITDA(Rs Mn) PAT(Rs Mn) Return Ratios (%) EBITDA EBITDA Margin (%) PAT PAT Margin (%) ROCE ROE 2,434 883 630 54 40 +46.8% 36 1,485 26 463 293 21 1,088 14 235 123 9 68 8 524 83 12% -26% 11% 19% 25% 337 16% -22% 22% 31% 36% -12 -73 -93 -12 FY21 FY22 FY2
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
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