Eris Lifesciences Ltd · NSE:ERIS
Eris Lifesciences — Q1 FY27 Earnings Presentation
17 slides from Eris Lifesciences's earnings presentation, Jul 29, 2026
Slide 1: Investor Presentation filing letter to BSE and NSE
EY Entrepreneur of the year-2013 PROS— & SULLIVAN Best Practices-2013 Business today/YES bank Excellence Awards-2013 Eris Eris Lifesciences Limited Date: 29 July 2026 To To BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza Dalal Street Bandra Kurla Complex
Slide 2: Q1 FY27 Earnings Presentation
. Eris Q1 FY27 EARNINGS PRESENTATION oo a 29" July 2026
Slide 3: Financial highlights - Q1 FY27
Financial highlights - Q1 FY27 Eris DBF Q1 Revenue up 14.2% YoY with a Consol. PAT growth of 14.5% YoY ₹ cr · Q1 FY27 vs Q1 FY26 DBF — Domestic Branded Formulations REVENUE EBITDA ₹801 cr ▲ 14.2% ₹278 cr ▲ 7% DBF - Q1 organic growth 14.2% with 7 out of 10 therapies in our portfolio clocking double d
Slide 4: Domestic Branded Formulations - DBF
Domestic Branded Formulations - DBF
Slide 5: DBF portfolio mix and growth - Q1 FY27
DBF portfolio mix and growth - Q1 FY27 Eris Broad-based momentum; the largest engines OAD and Cardiac yet to regain momentum Women’s Health 5.0% Therapy Q1 IPM gr% Q1 Eris gr% Acute 14.8% ■ OAD 11.5 1.9 ■ Insulin 4.5 27.7 7 of 10 ■ GLP-1 178 165.5 Therapies clocked double digit growth rates in Q1 Ot
Slide 6: Insulins – Market Share Gain more than Market Growth
Insulins – For Eris it is about Market Share Gain and less about Market Growth Eris RHI and Glargine – Market share increased from 9% to 16% since Biocon acquisition The ₹5,087 cr insulin market (+3.3% YoY, MAT) is divided into two segments Represented Market · RHI + Glargine · ₹2,778 cr Not yet rep
Slide 7: GLP-1 (Semaglutide) - Q1 FY27 Performance
GLP-1 (Semaglutide) - Q1 FY27 Performance Eris Eris has established an early leadership in the IPM's next big market Sundae · Rank & share in generic semaglutide · Jun-26 Why unit share matters more than value share • Eris Rx sale = 21% Mar #5 → Jun • Eris share of sale units = 20% • Eris share of s
Slide 8: DBF Segment Financial Highlights
DBF Segment Financial Highlights Eris Organic growth of 14% in Q1 FY27 with a 35% EBIDTA Margin ₹ Cr unless specified DBF Revenue (Rs. Cr.) DBF EBITDA (Rs. Cr.) 14% 801 7% 278 702 261 Product mix evolving Q1 26 Q1 27 Q1 26 Q1 27 largely because of increasing contribution of DBF Gross Margin (%) DBF
Slide 9: International Business
International Business
Slide 10: Swiss Parenterals – Q1 FY27
Swiss Parenterals – Q1 FY27 Eris Base business largely uninterrupted; EU CAPA actions underway Q1 Revenue* - Rs. Cr. Key business updates for Q1 68 5% 72 • Business in Q1 remained largely uninterrupted since • Long-term strategy and the base business has no thesis for this business contribution from
Slide 11: Consolidated Financials
Consolidated Financials
Slide 12: Summary of Consolidated Financials – Q1 FY27
Summary of Consolidated Financials – Q1 FY27 Eris Organic revenue growth of 13% with a PAT growth of 14.5% Revenue (Rs. Cr.) EBIDTA (Rs. Cr.) PAT (Rs. Cr.) 873 296 143 13% 7% 14.5% 773 277 125 Q1 26 Q1 27 Q1 26 Q1 27 Q1 26 Q1 27 • Q1 Revenue = Rs. 873 cr. – growth of 13% yoy • OCF = 77% of EBIDTA •
Slide 13: Consolidated P&L Statement
Consolidated P&L Statement Eris Q1 FY27 ₹ Cr unless specified Consolidated (Rs. Cr) Q1 FY27 Q1 FY26 YoY (%) Consolidated Highlights – Q1 FY27 Revenue from Operations 873 773 13.0% Revenue EBITDA Gross Profit 634 588 7.8% Gross Margin 72.6% 76.1% ₹873 Cr ₹296 Cr Employee Cost 153 144 6.2% ↑ 13% YoY ↑
Slide 14: Key Priorities for the next two quarters of FY27
Key Priorities for the next two quarters of FY27 Eris Get OAD segment to 70% of market growth ■ 01 Our largest therapy · 20% of the portfolio Get Cardiac closer to market growth ■ 02 The second of our two legacy engines and yet to achieve full momentum Commercialise Eris Bionxt ■ 03 For control on s
Slide 15: Shareholder Profile
Shareholder Profile Eris As of June 2026 Shareholding of Promoters and Top 15 Institutional Investors Shareholding Pattern as of Jun 2026 30-June-26 31-Mar-26 31-Dec-25 Public, Others, Name of Shareholder 0.66% 1,434* 1,297* 1,506* 10.10% Promoters 54.14% 53.92% 54.85% FPIs, 14.39% LILAC INVESTMENTS
Slide 16: Safe Harbor Statement
Safe Harbor Statement Eris This presentation contains forward-looking statements and information that involve risks, uncertainties and assumptions. Forward-looking statements are all statements that concern plans, objectives, goals, strategies, future events or performance and the underlying assumpt
Slide 17: Thank You!
Registered Office Shivarth Ambit, Plot No 142/2, Ramdas Road Off SBR, Near Swati Bungalows, Bodakdev, Ahmedabad, Gujarat - 380054 POWER OF EMPATHY TRUTH OF SCIENCE OSD & EXTERNAL MPG. PLANT 111 For Further Information, Please Contact: Thank You! Atul Modi "1 https://eris.co.in/ investor.relations@er