Beta Drugs Ltd. · NSE:BETA
Beta Drugs — H1 FY2026 Earnings Presentation
23 slides from Beta Drugs's earnings presentation, Nov 7, 2025
Slide 1: Investor Presentation H1'26
Investor Presentation H1’26
Slide 2: Key Highlights
Key Highlights Beta acquired an oncology intermediate Healthy growth in domestic Own brand & API 02 facility, strengthening integration and 01 business reducing import dependence. Getting stronger in Cosmeceutical market. Launched New launches driving a growing 03 Italian derma fillers in Indian mar
Slide 3: Result overview: H1 FY'26 vs H1 FY'25
Result overview : H1 FY’26 vs H1 FY’25 • Total revenue grew 13% to ₹ 203.6 Crs 13% • Domestic Own-brand formulations grew 21%. 203.6 • Cosmeceutical brands delivered growth of 40%, 180.3 reflecting strong market traction. • International business grew 10% marking Beta’s growing global presence and b
Slide 4: Financial overview
Financial overview PERFORMANCE FY’23 FY’24 FY’25 H1’25 H1’26 (Rs Cr) (Rs Cr) (Rs Cr) (Rs Cr) (Rs Cr) Total revenue 227.1 295.7 362.4 180.3 203.6 EBITDA 53.9 61.4 81.0 40.3 47.0 (before exceptional items) PAT (before interest on compulsory 30.7 36.4 45.8 24.4 28.7 convertible debentures)
Slide 5: Financial ratios
Financial ratios % EBITDA margin Interest coverage 18.94 23.1% 22.4% 22.4% 11.26 9.15 H1'25 H2'25 H1'26 H1'25 H2'25 H1'26 EPS before interest on CCD 56.89 50.84 40.39 H1'25 H2'25 H1'26
Slide 6: Core Growth Drivers
Core Growth Drivers AX BETA <>, DRUGS LTD.
Slide 7: Domestic Own brand sales
Domestic Own brand sales • Domestic business continued its momentum with 21% CAGR of 33% (FY’20 to FY’25). 69.4 • Registered growth of 21% in H1’26. 57.5 • Domestic business contribution increased from 32% to 34% of revenue in H1 FY’26 compared to H1’25 • Top 10 brands are contributing more than 50%
Slide 8: Sustainable growth in domestic Own brands
Sustainable growth in domestic Own brands % contribution in domestic Own brand • Sustainable growth in domestic Own brand Oncology business Oncology business by increase in Oral therapy contribution (48%) ORAL, 48% • Cosmeceutical portfolio (Inspira division) gaining INJECTABLE, 52% momentum : • 45%
Slide 9: International business
International business 10% • International business delivered a robust 64% CAGR (FY’20–FY’25) 43.2 39.7 • Initiated commercialization in 3 major countries: Paraguay, Algeria, Jordan, Philippines • 43 new approvals in Central America, Colombia, Algeria, Jordan, Philippines, Nepal, Thailand, H1'25 H1'
Slide 10: Strategic & operational highlights
Strategic & operational highlights
Slide 11: Focus on Own brand sales
Focus on Own brand sales Increasing our presence in tier 2 & tier 3 cities Our products are cost effective due Launching new backward integration. It is helping NDDS formulations us to get entry in larger number of Govt & corporate hospitals Strengthening our cosmeceutical brands which will help to
Slide 12: Making inroads in high end cosmeceuticals
Making inroads in high end cosmeceuticals Agreement with the European Focus on high end company for the First to cosmetologist with the launch products in Indian launch of fillers & Cosmeceutical market mesotherapy
Slide 13: Global registrations & approvals
Global registrations & approvals Global accreditations to expand the international business across the globe 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Eurasia ZAZIBONA DHA Nepal Tanzania INVIMA INVIMA for injectables Uganda Nigeria Cambodia COFEPRIS (Audit clear) Ethiopia WHO GMP ANVISA EUGM
Slide 14: Expanding in International market
Expanding in International market Joint Venture with IMGSA Regulatory approvals For local manufacturing of Oncology products INVIMA approval for injections It will also help to strengthen company’s position in rapidly growing Latin American Oncology market. COFEPRIS approval will pave the way for en
Slide 15: CDMO expansion
CDMO expansion OUR CDMO PARTNERS Increased capacity for Low cost Regulatory lyophilized manufacturing expertise products, reducing order lead times Track record of strong revenue growth 148 55 Fy'20 Fy'25
Slide 16: Focus on API expansion
Focus on API expansion Wide portfolio of API 70% of API for formulations API facility with a world-class related to Oncology drugs manufactured in-house microbial lab with the latest equipment Key Highlights Acquired an oncology intermediate facility. It will help to: Successful COFEPRIS audit for A
Slide 17: Research & Development
Research & Development
Slide 18: Focus on R&D
Focus on R&D R&D focused on NDDS/novel formulations & non infringing synthesis of off-patent products
Slide 19: Focus on R&D
Focus on R&D Launching 1st time in India NDDS formulation 4 6 7 1 3
Slide 20: Balance Sheet
Balance Sheet
Slide 21: Consolidated Balance Sheet
Consolidated Balance Sheet FY’23 FY’24 FY’25 H1’25 H1’26 (Rs Cr) (Rs Cr) (Rs Cr) (Rs Cr) (Rs Cr) Share capital 9.61 9.61 10.09 9.61 10.09 Reserves 113.27 147.5 187.00 171.25 210.92 Borrowing (Long 16.04 11.00 132.71 19.06 145.75 term & short term) Other liabilities 59.5 85.98 106.43 94.59 121.01 Tot
Slide 22: Disclaimer
Disclaimer • This corporate presentation has been prepared by Beta Drugs Limited (the “Company”) solely for information purposes without regard to any specific objectives, financial situations or informational needs of any particular person. • This presentation should not be construed as legal, tax,
Slide 23: Thanks
Thanks Head office: SCO 184, Sector 5 Panchkula 134114 Haryana (India) Website: www.betadrugslimited.com Email: info@betadrugslimited.com