Tarsons Products Limited · NSE:TARSONS
Tarsons Products — Q3 FY26 Earnings Presentation
27 slides from Tarsons Products's earnings presentation, Feb 6, 2026
Slide 1: Stock exchange filing cover letter
An ISO 9001 & ISO 13485 Certified Company Date: February 06, 2026 To, To, BSE Limited (“BSE”), National Stock Exchange of India Limited Corporate Relationship Department, (“NSE”) 2nd Floor, New Trading Ring, “Exchange Plaza”, 5th Floor, P.J. Towers, Dalal Street, Plot No. C/1, G Block, Mumbai – 4000
Slide 2: Tarsons Products Limited Investor Presentation February 2026
TARSONS PRODUCTS LIMITED Investor Presentation February 2026 TRUST DELIVERED
Slide 3: Safe Harbor
Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Tarsons Products 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 secu
Slide 4: Q3 & 9MFY26 Financial & Operational Highlights
Q3 & 9MFY26 Financial & Operational Highlights
Slide 5: Q3 & 9MFY26 Key Operational Highlights
Q3 & 9MFY26 Key Operational Highlights Revenue Mix : Geography Wise Revenue Mix : Geography Wise 30% 33% 36% 34% Standalone Q3FY25 Q3FY26 9MFY25 9MFY26 64% 66% 70% 67% Consolidated 45% 47% Q3FY25 Q3FY26 49% 9MFY25 48% 9MFY26 51% 53% 52% 55% Domestic Overseas 4
Slide 6: Q3 & 9MFY26 Standalone Financial Highlights
Q3 & 9MFY26 Standalone Financial Highlights Revenue (in Rs. crs) EBITDA (in Rs. crs) Adjusted PAT^ (in Rs. crs) Adjusted Cash PAT# (in Rs. crs) +7% +13% -31% +25% 235.8 77.5 27.0 79.1 221.1 68.4 63.5 18.5 +10% +4% +34% +11% 84.0 27.9 29.1 31.1 76.2 7.6 8.4 23.2 Q3FY25 Q3FY26 9MFY25 9MFY26 Q3FY25 Q3F
Slide 7: Q3 & 9MFY26 Consolidated Financial Highlights
Q3 & 9MFY26 Consolidated Financial Highlights Revenue (in Rs. crs) EBITDA (in Rs. crs) Adjusted PAT^ (in Rs. crs) Adjusted Cash PAT# (in Rs. crs) +8% +14% -41% +27% 301.6 83.7 19.6 78.9 279.7 73.7 62.0 +13% +6% 11.5 +39% +21% 107.9 29.6 31.5 31.4 95.7 6.4 22.7 5.3 Q3FY25 Q3FY26 9MFY25 9MFY26 Q3FY25
Slide 8: Bridge between Standalone & Consolidated Adjusted PAT – 9MFY26
Bridge between Standalone & Consolidated Adjusted PAT – 9MFY26 (In Rs. Crs) 18.5 -4.3 2.5 11.5 -2.9 -2.4 9MFY26 Interest Income and Interest paid to Amortisation on Nerbe PAT 9MFY26 Standalone PAT SBLC Amortisation bank by subsidiary intangible Consolidated PAT eliminated at assets acquired consolid
Slide 9: Management Commentary
Management Commentary Commenting on the performance, Mr. Aryan Sehgal, Promoter and Whole time Director of Tarsons, said: “Consolidated Revenue for Q3FY26 stood at ₹108 crores, reflecting a growth of 12.8% year-on-year. EBITDA grew by 6.3% YoY to ₹31.5 crores Q3FY26. PAT witnessed a decline primaril
Slide 10: Q3 & 9MFY26 Standalone Profit & Loss Statement
Q3 & 9MFY26 Standalone Profit & Loss Statement Standalone Profit and Loss (in Rs. Crs) Q3FY26 Q3FY25 YoY 9MFY26 9MFY25 YoY Revenue from Operations 84.0 76.2 10.3% 235.8 221.1 6.6% Cost of Goods Sold 24.3 21.9 66.6 62.9 Gross Profit 59.7 54.3 169.2 158.2 Gross Margin (%) 71.1% 71.2% 71.8% 71.6% Emplo
Slide 11: Q3 & 9MFY26 Consolidated Profit & Loss Statement
Q3 & 9MFY26 Consolidated Profit & Loss Statement Consolidated Profit and Loss (in Rs. Crs) Q3FY26 Q3FY25 YoY 9MFY26 9MFY25 YoY Revenue from Operations 107.9 95.7 12.8% 301.6 279.7 7.8% Cost of Goods Sold 35.1 31.2 97.7 91.6 Gross Profit 72.7 64.4 203.9 188.2 Gross Margin (%) 67.4% 67.3% 67.6% 67.3%
Slide 12: About Tarsons
TRUST DELIVERED
Slide 13: Tarsons – at a Glance
Tarsons – at a Glance One of the leading Indian labware company engaged in the designing, development, manufacturing and marketing of consumables, reusables and others (including benchtop equipment & instruments) Products used in laboratories across research organizations, academia institutes, pharm
Slide 14: Our Journey
Our Journey Established Product portfolio Commenced Pioneered the first fully manufacturing facility expansion & adding Established line for PCR production of Pipette robotic clean room expanding into depth in existing products in Jalan Tips, thereby creating a plant for manufacturing production of
Slide 15: Leading Indian Labware Supplier
Leading Indian Labware Supplier Trusted Brand for high quality Expertise in production of a wide range Ability to offer differentiated, user products in the plastic labware of labware products & amongst the friendly, reliable quality & cost-effective market with 40+ years vintage in the top 3 player
Slide 16: Our Competitive Edge
Our Competitive Edge Geographical Presence Brand & Quality Wide geographic reach through a Leading Indian supplier to the life sciences strong sales & distribution sector with strong brand recognition and network high-quality diversified products across varied customer segments. 03 04 State of Art F
Slide 17: Catering to diversified End User Industry
Catering to diversified End User Industry… Measures to strengthen customer relations Academic Institutes National Centre Indian Institute of Rain Forest KIIT Regular Feedback from Customers on quality, & Research for Biological Chemical Research Institute University 1 delivery & cost Sciences Techno
Slide 18: Our State-of-the-art Manufacturing Facilities
Our State-of-the-art Manufacturing Facilities… Key Highlights of the High Precision Manufacturing Process ✓ Vertically integrated manufacturing capabilities with design & development being carried out in-house ✓ Automated manufacturing with use of robotics & other technologies developed in collabora
Slide 19: …with widespread Domestic Sales & Distribution network
…with widespread Domestic Sales & Distribution network… Comprehensive Pan-India Distribution Network Long-standing relationships with Distributors North: 17% of FY25 Domestic Sales East: 13% of FY25 Domestic Sales 42 Distributors 42 Distributors West: 29% of FY25 Domestic Sales 23 Distributors South
Slide 20: …with huge underlying Export Market Potential
…with huge underlying Export Market Potential… Huge Export Opportunity Market One of the very few players to have a Global Reach ✓ As of 31st March 2025, the company sold its products to 40+ countries via 45+ distributors Demand for plasticware expected to grow at 10% CAGR for developing ✓ Export op
Slide 21: …offering Wide Range of High-Quality Products
…offering Wide Range of High-Quality Products… Our products are made from high-quality medical grade DMF registered resins which are selected to minimize additives & reduce potential leachable Consumables Reusables Others 55.5% of FY25 40.7% of FY25 3.8% of FY25 Revenues Revenues Revenues • Portfoli
Slide 22: Consumables: diversified product portfolio of Plastic Labware
…diversified product portfolio of Plastic Labware Centrifuge Sterile Media Pipette Tips Petri Dishes Cryo Vials Storage Vials Serological Pipette Tubes Bottles Consumables (55% of FY25 Sales) • Mostly used in culture Designed for use Disposable pipettes Suited to preparation Used for storage of Perf
Slide 23: Key Business Strategies
Key Business Strategies • Focus on branding & promotion to enhance visibility in the labware industry to increase brand awareness & loyalty • Manufacture New Products in the cell culture & robotic handled consumables and expand Enhance existing & expand into the import dominated markets of these pro
Slide 24: Experienced Board of Director & Managerial Team
Experienced Board of Director & Managerial Team Mr. Ramanathan Subramanian Suresh Prabhala Sanjive Sehgal Non-Executive Director Arun Kumar Chairman & Managing Director Non-Executive Nominee Director • Co-founder & Managing Partner at ADV Partners. • Partner & COO at ADV Partners with 25 • Investmen
Slide 25: Contribution towards Environmental, Social & Governance
Contribution towards Environmental, Social & Governance Clean room conditions eliminates all chances of NO litigations faced for pollution or contamination Use of Medical Grade degradation of environment over the Plastics. Products are designed to past five years Productivity optimisation with use o
Slide 26: Key Takeaways
Key Takeaways Leading Indian manufacturer of Financial profile with Historical labware with an established brand strong EBITDA margins & high & focus on high-quality products ROCE Presence in an industry with Highly automated state-of-the-art double-digit growth potential and manufacturing facilitie
Slide 27: Thank You
Thank You Tarsons Products Limited Strategic Growth Advisors Private Limited CIN: L51109WB1983PLC036510 CIN: U74140MH2010PTC204285 Mr. Santosh Agarwal – Chief Financial Officer Mr. Sagar Shroff / Mr. Tanay Shah santosh@tarsons.in sagar.shroff@sgapl.net / tanay.shah@sgapl.net +91 98205 19303 / +91 98