Syngene International Ltd. · NSE:SYNGENE
Syngene International — Q4 FY26 Earnings Presentation
19 slides from Syngene International's earnings presentation, Apr 30, 2026
Slide 1: Syngene International Q4 FY26 Earnings Call
Syngene International Q4 FY26 Earnings Call April 30, 2026
Slide 2: Safe Harbor Statement
Safe Harbor Statement Certain statements in this release concerning our future growth prospects are forward-looking statements, which are subject to a number of risks, uncertainties and assumptions that could cause actual results to differ materially from those contemplated in such forward-looking s
Slide 3: Opening remark
Opening remark Welcome Kiran in her new role as the Executive Chairperson of Syngene Pleased to have Kiran’s guidance and leadership at the executive level as company transitions into its next phase of growth Putting Science to Work 3
Slide 4: Kiran Mazumdar-Shaw, Executive Chairperson Remarks
Executive Chairperson Remarks Kiran Mazumdar-Shaw Executive Chairperson Syngene International Limited Putting Science to Work 4
Slide 5: Executive Chairperson Remarks
Executive Chairperson Remarks FY26: muted topline growth of 3% YoY; Q4 strong 13% sequential growth; underlying momentum remains steady FY27: impact of Librela significant; transition year with important leadership changes Strategy: building new capabilities beyond a traditional services model; valu
Slide 6: Peter Bains, CEO Remarks
CEO Remarks Peter Bains Managing Director & CEO Syngene International Limited Putting Science to Work 6
Slide 7: Q4 FY26 Performance
Q4 FY26 Performance Sales Split (Q4 FY26) Revenue from Operations INR 1,037 Cr ( 2% Y-o-Y | 13% sequentially) Operating EBITDA & Margin 41% Research Operating EBITDA INR 303 Cr Services Operating EBITDA Margin 29% 59% CDMO business Reported PAT (before exceptional item) INR 153 Cr Full year FY26 rev
Slide 8: Underlying businesses continued to show steady momentum
Underlying businesses continued to show steady momentum Overall performance was in line with our revised guidance Generated Rs. 521 cr in cash during the year Overall numbers reflect the continuing impact of a single large-molecule biologics client Putting Science to Work 8
Slide 9: Q4: Research Services and CDMO highlights
Q4: Research Services and CDMO highlights Commenced operations at a new ADC discovery lab enabling early- stage research and seamless scale-up Increased client visits at Unit III, Bengaluru, reflecting strong interest from large pharma and emerging biotech; pipeline remains healthy across stages Bay
Slide 10: FY26: Research Services and CDMO highlights
FY26: Research Services and CDMO highlights Extended long-term partnership with Bristol Myers Squibb through 2035, expanding scope across the drug development lifecycle Commissioned commercial-scale facility for liquid-filled hard gelatin capsules, strengthening complex oral dosage capabilities; Exp
Slide 11: CEO's Concluding Remarks
CEO’s Concluding Remarks Diversified, integrated model across Research Services and CDMO provides resilience, balance and opportunity; anchored by strong client relationships. Investments in emerging modalities and global capabilities position us to meet evolving customer needs and capture growth ac
Slide 12: Deepak Jain, CFO Remarks
CFO Remarks Deepak Jain Chief Financial Officer Syngene International Limited Putting Science to Work 12
Slide 13: Q4 FY26 Performance
Q4 FY26 Performance Q4 FY26 Revenue from Operations (INR Cr) 1,100 1,050 1,037 Q4 FY26 growth 1,018 1,000 2% Y-o-Y ; 13% sequential growth (reported currency) 950 • Revenue growth was impacted by the ongoing destocking issue 900 related to Librela 850 800 Q4 FY25 Q4 FY26 Putting Science to Work 13
Slide 14: Costs and Profitability: Q4 FY26
Costs and Profitability : Q4 FY26 % of Revenue from operations PAT before exceptional items down 16% Y-o-Y Q4 FY25 Q4 FY26 Y-o-Y Change (INR Cr) Operating EBITDA Margin 34% 29% -448bps 183 153 Raw material cost 23% 22% -1% Staff cost 27% 32% 19% Other Direct cost 2% 3% 17% Other Expenses 13% 12% -9%
Slide 15: Capex Summary: USD 10 Mn invested in Q4 FY26
Capex Summary: USD 10 Mn invested in Q4 FY26 Capex Spend (%) 10% 50% Q4 FY26 40% Research CDMO Others Putting Science to Work 15
Slide 16: Full Year Performance
Full Year Performance FY26 Revenue from Operations (INR Cr) % of Revenue from operations Reported PAT before exceptional Y-o-Y items down 20% y-o-y FY25 FY26 Change 4,000 (INR Cr) Operating EBITDA 475 29% 25% -404bps 3,739 Margin 3,800 3,642 Raw material cost 26% 25% -3% 380 3,600 Staff cost 30% 33%
Slide 17: Closing remark
Closing remark We will continue to invest in technology platform enhancements digitization and automation strengthen our presence in new modalities including peptides, ADCs to build on our strengths Putting Science to Work 17
Slide 18: Q&A
Q&A Putting Science to Work Putting Science to Work
Slide 19: Putting Science to Work
© 2026 Syngene International Limited, Bengaluru, India. All Rights Reserved. Syngene believes the information in this document is accurate as of its publication date; such information is subject to change without notice. Syngene acknowledges the proprietary rights of other companies to the trademark
Syngene International — Q4 FY26 Earnings Presentation on 6ix