Viyash Scientific Limited · NSE:VIYASH
Viyash Scientific — SeQuent Scientific — Q1 FY26 Earnings Presentation
23 slides from Viyash Scientific's earnings presentation, Aug 8, 2025
Slide 1: Proven Ability In Life Sciences
Proven Ability In Life Sciences August 08, 2025 To, BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Dalal Street, Fort, Bandra-Kurla Complex, Mumbai - 400 001 Bandra (East), Mumbai - 400 051 Scrip code: 512529 Scrip code: SEQUENT Subject: Press Release
Slide 2: Strong Growth Momentum Continues
Strong Growth Momentum Continues Q1 FY26 – Revenues at ₹ 4,414 Million, up by 13.1% EBITDA at ₹ 602 Million, up by 24.7% PAT at ₹ 176 Mn, up by 93.7% SeQuent Scientific Limited (SeQuent) today announced its financial results for the quarter ending June 30, 2025 Mumbai, Aug 08, 2025 Consolidated Fina
Slide 3: Earnings Call with Investors
Earnings Call with Investors The Company will conduct an Earnings call at 9:00 AM IST on August 11, 2025 where the Management will discuss the Company’s performance and answer questions from participants. To participate in this conference call, please dial the numbers provided below ten minutes ahea
Slide 4: Investor Presentation Q1 FY26
INVESTOR PRESENTATION Q1 FY26 SEQUENT SCIENTIFIC LIMITED 08th Aug 2025
Slide 5: Steadfast commitment to improvement in business fundamentals
Steadfast commitment to improvement in business fundamentals “This quarter reinforces the momentum that we have built over the last 18 months, as we continue to deliver higher growth and profitability across all parts of the business. This has come on the back of initiatives in the areas relating to
Slide 6: SeQuent & Viyash: Proforma Q1FY26 Combined Performance
SeQuent & Viyash : Proforma Q1FY26 Combined Performance
Slide 7: Q1 FY26 Performance Highlights
Q1 FY26 Performance Highlights All values in ₹ Mn Net Debt to LTM Revenues EBITDA (pre- ESOP)1 EBITDA margin Adj. EBITDA1 ₹7,941 ₹1,290 16.2% 0.6x Million Million 169 8.7% 21.4% vs. 1.0x YoY YoY bps in Q4FY25 YoY 4 Notes: 1. EBITDA for Viyash and SeQuent are adjusted for ESOP costs Source: Viyash Li
Slide 8: SeQuent Q1FY26 Performance Update
SeQuent Q1FY26 Performance Update
Slide 9: Strong profitable business growth continues in Q1FY26
Strong profitable business growth continues in Q1FY26 All values in ₹ Mn Revenues Adj. EBITDA* Adj. EBITDA* margin PAT ₹4,414 ₹602 13.6% ₹176 Million Million Million +126 +13.1% +24.7% +94% YoY YoY bps YoY YoY 6 * EBITDA Adjustment for ESOP and foreign currency fluctuation
Slide 10: Broad based revenue growth in Q1FY26
Broad based revenue growth in Q1FY26 All values in ₹ Mn Revenue Distribution Q1 FY26 Q1 FY25 YoY Gr% Q4 FY25 QnQ Gr% Formulations 3,383 3,002 13% 3,057 11% Europe 1,640 1,571 4% 1,365 20% Emerging Markets 1,480 1,187 25% 1,429 4% India 263 244 8% 263 0% APIs 1,054 924 14% 869 21% Other Sales 15 41 (
Slide 11: SeQuent: Q1FY26 Business Performance
SeQuent: Q1FY26 Business Performance All values in ₹ Mn Europe: Successful completion of Spanish GMP Audit || Regulatory 1,000+ approval received for new launches FDFs Emerging Market: Received EU approval for two product’s manufacturing Formulations site change from Germany to Turkey 90+ Countries
Slide 12: Consolidated Financials
Consolidated Financials All values in ₹ Mn Key Notes +13% YoY in Q1 sales with +178 bps gross margin improvement Employee Benefit & Operating Expenses: One-time hiring and expansion in key markets ESOP: New shares allotted in FY25 Exceptional Item: ~₹13 Mn Merger related expense Finance Cost: Gradua
Slide 13: Viyash: Business Update
Viyash Viyash: Business Update
Slide 14: Viyash: Q1 FY26 – Strong profitability and continued improvement in margins
Viyash: Q1 FY26 – Strong profitability and continued improvement in margins Net Debt to LTM Revenues Adj. EBITDA1 EBITDA margin Adj. EBITDA1 ₹3,527 ₹688 19.5% 0.3x Million Million 245 3.7% 18.6% vs.0.3x YoY YoY bps In Q4FY25 YoY 11 Note: 1. Viyash EBITDA is adjusted for ESOP costs Source: Viyash Lif
Slide 15: Key updates from Q1 FY26
Key updates from Q1 FY26 Facility Inspections Regulatory Approvals Launches 5 Regulatory Audits 5 APIs: USDMF (1), 2 FDFs (US) 34 Customer audits CEPs (3), EDMF(1) 2 APIs 1 US FDA EIR 1 FDF Products Filed Validations Completed R&D Pipeline 12 APIs – KR DMF 3 APIs 16+ Products (1), EDMF (2) Saudi Ara
Slide 16: Financial performance
Financial performance All values in ₹ Mn Q1 Q1 Q4 Particulars YoY % QoQ % FY25 FY24 YoY % FY26 FY25 FY25 Revenue from Operations 3,527 3,400 3.7% 3,708 -4.9% 14,580 13,110 11.2% Material Consumption (1,480) (1,580) -6.3% (1,652) -10.4% (6,608) (6,142) 7.6% Gross Profit 2,047 1,820 12.4% 2,056 -0.5%
Slide 17: Merger Update
Merger Update
Slide 18: Q1FY26: Combined business performance
Q1FY26: Combined business performance Q1 FY26 YoY Growth % SeQuent Combined (For the quarter) (Combined) Revenue 3,527 4,414 7,941 8.7% (INR Mn) EBITDA1 688 602 1,290 21.4% (INR Mn) EBITDA Margin % 19.5% 13.6% 16.2% +169bps Net Debt to LTM 0.3x 1.9x 0.6x EBITDA 15 Notes: 1. EBITDA for Viyash and SeQ
Slide 19: Combined P&L – Snapshot
Combined P&L – Snapshot Viyash SeQuent Combined Particulars FY25 Q1FY26 FY25 Q1FY26 FY25 Q1FY26 Key Notes : Revenue from Operations 14,580 3,527 15,514 4,414 30,094 7,941 Material Consumption (6,608) (1,480) (8,119) (2,345) (14,727) (3,825) ESOP cost, Exceptional items and amortization of acquisitio
Slide 20: Merger – Process Update
Merger – Process Update Merger process status update • CCI approval and Stock Exchange clearance received • Filing of Application with NCLT completed • NCLT directions received on July 23, 2025, to conduct equity shareholders and unsecured trade creditors meeting of the Company on August 30, 2025. •
Slide 21: Synergy Update
Synergy Update 4 Core synergy areas identified Synergy Realization Timeline (Months) Till Merger Area Key Ideation Action Items 0-6 6-12 12+ Synergy Planning Approval Process on Track • R&D teams to be co-located; CCI approval and to work collaboratively on Stock exchange R&D NPD & cost improvemen
Slide 22: 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: 3rd Floor, Srivalli’s Corporate, Plot No. 290, SYN 33 34P TO 39, Guttala Begumpet, Jubilee Hills, Sh
Slide 23: Thank You
Thank You