Viyash Scientific Limited · NSE:VIYASH
Viyash Scientific — Q3 FY26 Earnings Presentation
25 slides from Viyash Scientific's earnings presentation, Feb 6, 2026
Slide 1: Stock exchange cover letter for Investor Presentation Q3 FY26
Viyash Scientific Limited (Formerly known as Sequent Scientific Limited) Registered Office: 3rd Floor, Srivalli’s Corporate, Plot No.290, Road No.6, Sy.No.33, 34P to 39, Guttala Begumpet, Jubilee Hills, Hyderabad, Shaikpet, Telangana, India-500033 T: +91 40 23635000, E:info@viyash.com E: investorrel
Slide 2: Investor Presentation Q3 FY26
INVESTOR PRESENTATION Q3 FY26 V I YA S H S C I E N T I F I C L I M I T E D February 06, 2026 1
Slide 3: Steadfast improvement in business fundamentals
Steadfast improvement in business fundamentals “We mark a significant milestone today, announcing results of the merged entity for first time. The results of Q3FY25-26 are an indication of the actions we have taken and the momentum we have built across the last few quarters, working as one team. Rev
Slide 4: Q3FY26 Financial Snapshot
Viyash Q3FY26 Financial Snapshot
Slide 5: Q3 FY26 Performance Highlights
Viyash Scientific: Q3 FY26 Performance Highlights All values in ₹ Mn Net Debt to LTM Revenues EBITDA1 EBITDA margin EBITDA1 ₹8,584 ₹1,854 21.6% 0.4x Million Million +11 % +64% +690 bps 1.2x in Q3 YoY YoY YoY FY25 4 Notes: 1. EBITDA are adjusted for ESOP costs
Slide 6: 9M FY26 Performance Highlights
Viyash Scientific: 9M FY26 Performance Highlights All values in ₹ Mn Net Debt to LTM Revenues EBITDA1 EBITDA margin EBITDA1 ₹25,004 ₹5,024 20.1% 0.4x Million Million +12 % +58 % +580 bps 1.2x in 9M YoY YoY YoY FY25 5 Notes: 1. EBITDA are adjusted for ESOP costs
Slide 7: Broad based revenue growth across all businesses
Viyash Scientific: Broad based revenue growth across all businesses All values in ₹ Mn Revenue Distribution Q3 FY26 Q3 FY25 YoY Gr% Q2 FY26 QnQ Gr% 9M FY26 9M FY25 YoY Gr% Formulations 4,809 4,009 20% 4,687 3% 13,666 11,934 15% Europe 1,790 1,334 34% 1,520 18% 4,949 4,250 16% Emerging Markets 1,630
Slide 8: Sustained Sales Growth with Consistent EBITDA Expansion
Sustained Sales Growth with Consistent EBITDA Expansion Sales Gross Margin % GM 8,503 8,584 Gross Margin 55.5% 54.5% 52.8% 51.2% 51.3% 51.9% 7,916 49.1% 7,740 7,723 7,292 7,313 4,718 4,675 3,971 4,075 4,111 3,580 3,741 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY
Slide 9: Viyash Consolidated Financials
Viyash Consolidated Financials All values in ₹ Mn Particulars Q3 Q3 Grw YoY Q2 Grw QnQ 9M 9M Grw YoY FY26 FY25 % FY26 % FY26 FY25 % Revenue from Operations 8,584 7,740 10.9% 8,503 1.0% 25,004 22,345 11.9% o +10.9% YoY in Q3 sales with 320 Material Consumption (3,909) (3,770) (3,785) (11,499) (
Slide 10: Business Update
Viyash Business Update bo
Slide 11: Formulation business – Key Pillars of success (1/2)
Formulation business – Key Pillars of success (1/2) 1 2 3 4 5 Geographies Strong Established New Product Growing Companion Developing new Foundation Partnerships Engine Animals Markets • EUGMP facilities • Dedicated teams in • Italy – Large animal • Strong presence in key markets front end setup Far
Slide 12: Formulation business – Key Pillars of success (2/2)
Formulation business – Key Pillars of success (2/2) 1 2 3 4 5 Geographies Strong Established New Product Growing Companion Developing New Foundation Partnerships Engine Animals Markets • GMP facilities in • Nutraceutical team Turkey and Brazil for Emerging Markets with own • Mexico, SE Asia local ma
Slide 13: API business – Key Pillars of success
API business – Key Pillars of success R&D led portfolio Network Business New business expansion Optimization Development segments Rapid new product launches Cost optimization through Focused on high end markets Expanding lines of business giving a competitive offering process improvements and throug
Slide 14: Key updates from Q3 FY26
Key updates from Q3 FY26 Facility Inspections Regulatory Approvals Launches 3 Regulatory Audits 5 APIs: (USDMF-2 ; 5 APIs 45 Customer audits EDQM-2; KDMF-1) Products Filed Validations Completed R&D Pipeline 9 Filings – SFDA(3), 3 APIs 17 Products EDQM (1) TGA (1), EDMF (2), WHO (1), TW (1) 13
Slide 15: Our vision and strategy
Viyash Our vision and strategy ( i
Slide 16: Our focus areas
Our focus areas Companion Animals Farm Animals • Signed exclusive distribution agreement with Boehringer • Geo extension: launching existing products across all core and Ingelheim for companion animal products in India new markets • Building new products to deepen presence in existing markets • Fill
Slide 17: Market Opportunity (1/2): Growing generics market in Animal Health
Market Opportunity (1/2): Growing generics market in Animal Health, especially Companion Animals There are two large strategic growth levers Increasing pet ownership Genericization of animal health Which is a fast growing, profitable segment Which currently lags compared to human and overlaps with h
Slide 18: Market Opportunity (2/2): API patent cliff and CDMO opportunities
Market Opportunity (2/2): API patent cliff and CDMO opportunities Two mega trends in the API + CDMO segment 2025-2030 patent cliff: Large number Increasing competence of India to win India is well poised to of APIs coming off patent CDMO contracts disproportionately 2x benefit because of these 45 fa
Slide 19: "One R&D": Scaled our R&D capabilities
“One R&D”: Scaled our R&D capabilities to drive product led innovation • 200+ members (including 20+ PhDs) Scaled • 20 fully equipped self sufficient analytical laboratories • R&D group dedicated for support to CMO/CDMO partners • Dedicated lab for handling cytotoxic products • Proven capability to
Slide 20: Combined API Manufacturing Network: 10 facilities with global approvals
Combined API Manufacturing Network : 10 facilities with global approvals Plant Unit Capacity Focus US FDA EU WHO KFDA ANVISA PMDA (KL) GMP GMP 10 manufacturing plants in AP and Maharashtra Unit 1 39 API / HP API ✓ ✓ ✓ ✓ ✓ Unit 2 296 API/ HP API ✓ ✓ ✓ ✓ Unit 3 80 API ✓ ✓ ✓ ✓ ✓ Unit 4 454 API ✓ ✓ ✓ Un
Slide 21: Merger Update
Viyash Merger Update bo
Slide 22: Merger – Process Update
Merger – Process Update Merger process status update • Merger has been approved by all regulatory authorities, and the merger is in effect • Focus on synergy realization for next 12 months • The process is well on track as per estimated timelines 21
Slide 23: Synergy Update
Synergy Update Area Key Ideation Action Items Progress • R&D teams to be co-located; to work collaboratively on • API R&D fully integrated leading to accelerated development NPD & cost improvement • 4 New animal health products developed/validated R&D • QA & Testing to be moved on-site from 3rd part
Slide 24: For details, feel free to contact
For details, feel free to contact: Yoshita Vora Abhishek Singhal Company Secretary Investor Relations Consultant +91 22 4111 4777 abhishek@arunya.co.in investorrelations@sequent.in Registered Office: Plot No.290, Srivalli's Corporate, Road No.6, Kakatiya Hills, Madhapur Hyderabad Rangareddy TG 50008
Slide 25: Thank You
Thank You