Sun Pharmaceutical Industries Limited · NSE:SUNPHARMA
Sun Pharmaceutical Industries — Q4 FY26 Earnings Presentation
14 slides from Sun Pharmaceutical Industries's earnings presentation, May 22, 2026
Slide 1: Q4 FY26 Earnings Presentation
Q4 FY26 Earnings Presentation 22nd May 2026 NSE:SUNPHARMA | BSE:524715 | Bloomberg:SUNP IN | Reuters:SUN.BO WWW.SUNPHARMA.COM
Slide 2: Disclaimer
Disclaimer Except for the historical information contained herein, statements in this presentation and the subsequent discussions, which include words or phrases such as “will”, “aim”, “will likely result”, “would”, “believe”, “may”, “expect”, “will continue”, “anticipate”, “estimate”, “intend”, “pl
Slide 3: Performance Highlights
Performance Highlights FY26 Performance Innovative Medicine focus Financial Prudence FY26 Sales Growth at US Innovative Medicines Strong balance sheet, with 11.9% crossed US$ 1 bn revenues Net Cash position of US$ for the year 3.2 bn EBITDA Margin for the year Ilumya showcased growth of Checkpoint a
Slide 4: Financial Snapshot
Financial Snapshot (₹ mn) Q4FY26 Q4FY25 Y-o-Y FY26 FY25 Y-o-Y Sales 1,45,598 1,28,156 13.6% 5,82,201 5,20,413 11.9% Gross Margin % 80.8% 79.4% 80.2% 79.3% EBITDA 39,542 37,161 6.4% 1,77,314 1,52,717 16.1% EBITDA% 27.1% 28.7% 30.3% 29.0% PAT 27,140 21,499 26.2% 1,14,794 1,09,290 5.0% EPS 11.3 9.0 47.
Slide 5: Revenue Snapshot
Revenue Snapshot Q4FY26 Sales FY26 Sales API & Others API & Others 5% 4% India RoW India ROW 33% 14% 33% 15% ₹ 146 bn ₹ 582 bn EM Q4FY26 Sales FY26 Sales 19% EM 19% US US 29% 29% Note: Numbers shown are Sales excluding Other Operating Revenue © Sun Pharmaceutical Industries Limited. All Rights Reser
Slide 6: Innovative Medicines
Innovative Medicines Sales (US$ mn) 1,420 1,216 354 295 Q4FY25 Q4FY26 FY25 FY26 Ex-Milestone Milestone Milestone Ex-Milestone Milestone Growth of 20.1% in Q4FY26, driven by both US & international markets In FY26, sales touched US$ 1.42 bn, 16.8% growth over last year (Ex-milestones, FY26 growth
Slide 7: India Formulations
India Formulations Sustained Market Share* Growth Sales (₹ mn) 192,904 169,230 8.4% 48,359 42,130 8.1% Q4FY25 Q4FY26 FY25 FY26 March'25 March'26 In Q4, India formulations recorded growth of 14.8%, led by CVD, CNS, Gastro & Ortho segments Sustained market share growth; 0.3pp gain in FY26, highest
Slide 8: US Formulations
US Formulations NDA Pipeline 70 70 57 57 Sales (US$ mn) 1,921 1,904 FY25 FY26 464 459 Cumulative NDAs Filed Cumulative NDAs Approved ANDA Pipeline 659 674 542 552 Q4FY25 Q4FY26 FY25 FY26 FY25 FY26 Cumulative ANDAs Filed Cumulative ANDAs Approved US Formulations marginally declined in Q4FY26, to re
Slide 9: Emerging Markets Formulations
Emerging Markets Formulations Sales (US$ mn) 1,265 Focus Markets 1,114 306 Romania 260 Brazil South Africa Mexico Q4FY25 Q4FY26 FY25 FY26 Emerging Markets recorded Q4FY26 Revenue of US$ 306 mn, 17.4% higher than last year For the full year, Emerging Markets grew by 13.6%, to reach revenues of US
Slide 10: Rest of World Formulations
Rest of World Formulations Sales (US$ mn) Focus Markets 969 847 220 Western Europe 200 Canada Japan Australia & NZ Q4FY25 Q4FY26 FY25 FY26 RoW Formulations recorded Q4FY26 Revenue of US$ 220 mn, 10% higher than last year For full year FY26, RoW Markets grew by 14.4%, to reach revenues of US$ 969
Slide 11: R&D Update
R&D Update Candidate Indication Current phase Next milestone Supplement filed with US Ilumya psoriatic arthritis PDUFA Date: Oct-26 FDA soft tissue sarcoma Phase 2 completed Start of Phase 3 Fibromun glioblastoma Phase 2 Regulatory filing GL0034 type 2 diabetes Phase 2 Topline data during 2HCY27 loc
Slide 12: Organon Acquisition Update
Organon Acquisition Update 1 Signed definitive docs with Organon on 27th April 2026 Ongoing deal execution 2 • Submit regulatory filings • Obtain Organon shareholder & regulatory approvals 3 Sun and Organon will continue to work as independent entities till deal closure. Integration Planning post-cl
Slide 13: ESG Update for FY26
ESG Update for FY26 • 52.7% energy sourced from renewable sources • 16.4% reduction in GHG emissions compared to baseline year 2020 • 20.2% reduction in absolute water consumption compared to baseline year 2020 • 14.5% gender diversity • 0 fatality • ₹ 980.8 mn spent on CSR activities • 95.2% Board
Slide 14: Thank You
For more information, please contact Investors Thank You Dr. Abhishek Sharma Tel : +91 22 4324 4324, Xtn 2929 Tel Direct +91 22 4324 2929 abhi.sharma@sunpharma.com Corporate Address SUN HOUSE, Plot No. 201 B/1, Western Express Highway, Goregaon (E), Mumbai 400063 © 2017 Sun Pharmaceutical Industries
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