Sakar Healthcare Ltd · NSE:SAKAR
Sakar Healthcare — Q3 FY26 Earnings Presentation
39 slides from Sakar Healthcare's earnings presentation, Feb 10, 2026
Slide 1: Regulation 30 disclosure letter to NSE
Date: 10th February, 2026 To The Manager Listing Compliance Department National Stock Exchange of India Ltd. Exchange Plaza, Bandra Kurla Complex, Bandra (E), Mumbai-400051, India Symbol: SAKAR Sub: Disclosure under Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and
Slide 2: Sakar Healthcare Limited Investor Presentation Q3FY26
SAKAR HEALTHCARE LIMITED Investor Presentation | Q3FY26
Slide 3: Safe Harbor
Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Sakar Healthcare 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: Company Overview
Company Overview
Slide 5: From Vision to Value: Sakar Healthcare at a Glance
From Vision to Value: Sakar Healthcare at a Glance • Founded by Mr. Sanjay Shah, Sakar Healthcare has evolved from a contract manufacturer into an API-integrated pharmaceutical organization with a strong presence across oral solids, injectables, and oncology formulations. • Over two decades, the com
Slide 6: Board of Directors
Board of Directors Sanjay Shah Aarsh Shah Sunil Marathe Promoter, Chairman & Managing Director Promoter, Joint Managing Director Whole-time Director – Technical Technical professional with a Master’s degree in Founder-promoter with over decades of cross-industry Pharmacist and UK-educated MBA spearh
Slide 7: Leadership Team that Drives Growth
Leadership Team that Drives Growth Sakar is at crux of next phase of growth, prepared to enter the niche segment of Oncology to cater to humanity. Sakar is well equipped to deliver High Precision Research works, suitably followed by Technology Transfer and Scale-up to commercialize Anti-Cancer produ
Slide 8: Vision, Mission & Values
Vision, Mission & Values Vision Mission Values To become a global healthcare To strengthen our core Committed team organization based on three competencies to become the pillars- people, partnership and preferred choice in existing Loyal to partners performance; making lives partnerships and explore
Slide 9: Diversified Model
Diversified Model Sakar Healthcare operates a diversified business model comprising CDMO Services, Own Brand Exports and Product Development Technology Transfer enabling a balance between stability and strategic growth. CDMO / CMO Services Sakar Healthcare provides Contract Development and Manufactu
Slide 10: Sakar's Go-To Market Strategy
Sakar’s Go-To Market Strategy Contract Contract Development / Licensing & Development/ MAH & Co-development & Research & Profit Sharing Supply Agreement Manufacturing Distribution Technology transfer Manufacturing Service Service MODELS EU and the UK MENA AFRICA LatAm and Canada APAC CIS MARKETS Onc
Slide 11: A Differentiated Solutions Provider
A Differentiated Solutions Provider Platform Integration Pipeline Strength EU-GMP certified oncology FDF facility with 55 oncology molecules developed; 32 dossiers integrated API ready for launch Ready EU CTD dossiers with 11 global Marketing Developing Liposomal (Doxorubicin) & HME Authorizations g
Slide 12: Trusted by Pharma Leaders
Trusted by Pharma Leaders Zydus Lifesciences Limited Torrent Pharmaceuticals Ltd. Intas Pharmaceuticals Ltd. German Remedies Ltd. Cadila Pharmaceuticals Ltd. Strides Arcolab Limited Merck Limited Pharos Pharmaceutical Abbott India Ltd. Indoco Remedies Limited USV Ltd. Bharat Serums and Vaccines Limi
Slide 13: Our Long Standing Client Association
Our Long Standing Client Association 20 19 19 16 15 14 13 13 12 9 8 12
Slide 14: Oncology – The Future with Sakar
Oncology – The Future with Sakar
Slide 15: Oncology – the driving growth engine
Oncology – the driving growth engine Oncology lies at the core of Sakar Healthcare’s transformation. As the global cancer burden continues to Global Oncology Market (USD Bn) rise, the need for safer, more accessible, and effective therapies has never been greater. With the growing prominence of biol
Slide 16: Sakar Oncology - Building the Future of Cancer Care
Sakar Oncology - Building the Future of Cancer Care A research-driven, API-integrated, EU-GMP approved oncology FDF unit. Empowering global access to high-potency cancer therapies through precision research, advanced manufacturing, and sustainable innovation. Strategic Overview Portfolio Strength: A
Slide 17: Liquid / Lyophilised Injectable Unit - Oncology
Liquid / Lyophilised Injectable Unit - Oncology Manufacturing Capacity (Cytotoxic injections) Container Size Capacity Per Hour 2ml to 10 ml 7200 20ml / 30 ml 3000 Lyophilized Product Capacity Container Size Capacity / Cycles 10 ml 22000 Vials Significance of the Unit Eurovent certified AHU Water sys
Slide 18: Oral Solid Unit - Oncology
Oral Solid Unit - Oncology Manufacturing Capacity (Cytotoxic OSD) ORAL SOLID UNIT - Oncology Capacity EU-GMP Approved Oncology OSD Unit The facility meets European regulatory standards, reflecting global manufacturing Bulk Drug 6.5-120kg/Shift compliance. Its design allows seamless scale-up from pil
Slide 19: Oral Solids and Injections – Oncology Dossier List
Oral Solids and Injections – Oncology Dossier List Sr. OSD Product list Strength Sr. Injection Product list Strength 1 Imatinib Tablets 400mg ,100mg 1 Docetaxel Injection 80mg/4ml, 20mg/ml, 160mg/8ml 2 Gefitinib Tablet 250mg 2 Gemcitabine Injection* 200mg/vial, 1gm/vial 3 Erlotinib Tablet 150mg, 100m
Slide 20: Oral Liquid FDF & API Developed
Oral Liquid FDF & API Developed Sr. Oral Liquid Product List Strength Written Sr. Products CAS No. Specification CEP DMF Confirmation 1 Capecitabine Oral Suspension 200mg/ml 1 Gefitinib 184475-35-2 EP/IP Submitted Available Available 2 Dasatinib Oral Suspension 40mg/ml 2 Imatinib Mesylate 152459-95-
Slide 21: Product Development Snapshot
Product Development Snapshot Oral Liquid Injection APIs Solids orals 22 products developed 21 products developed 22 APIs developed 12 products developed 16 EU CTD dossiers 16 EU CTD dossiers 15 with Written Confirmation 9 products in pipeline 9 products in pipeline 4 applied for CEP (3 in process) •
Slide 22: Industry Overview & Growth Drivers
Industry Overview & Growth Drivers
Slide 23: Industry Overview
Industry Overview Indian Health Care (In US$ Billion) Indian Pharmaceutical Market (US$ billion) 638 130 372 50 55 110 2016 2023 2025 2023 2025 P 2030 P The sector is growing at a robust 17.5-22.5% CAGR, driven by innovation Indian pharmaceutical industry is known for its generic medicines and low-
Slide 24: Industry Growth Drivers
Industry Growth Drivers Ageing Population & Chronic Shift Toward Value-Based & 01 02 Disease Burden Preventive Care Over 1 in 6 people globally will be aged Increasing adoption of data analytics and 60+ by 2030, driving demand for long- personalized medicine to improve term care and chronic treatmen
Slide 25: Green Chemistry – Engineering Sustainability
Green Chemistry – Engineering Sustainability Green Chemistry 12 Principles Maximize atom Less hazardous Safer chemicals & Safer solvents & Increase energy 1 Prevent waste 2 3 4 5 6 economy chemical syntheses products reaction-conditions efficiency Design chemicals & Avoid chemical 1Minimize potentia
Slide 26: Key Investment Proposition
Key Investment Proposition Fully Integrated API- Diverse product Sustainable and Green FDF Manufacturing portfolio across 24+ Chemistry Driven Ecosystem Therapies Operations Oncology at the Core Strong regulatory Strong International Trusted Global of Value Creation compliance (WHO Footprint in 60+
Slide 27: Business plan in 2 years
Business plan in 2 years 100+ 300+ 15 19 Overseas Business Dossier approval Domestic partners (8 products) contracts API supply partners 26
Slide 28: Manufacturing Prowess
Manufacturing Prowess
Slide 29: Liquid / Lyophilised Injectable Unit (Vials and Ampoules)
Liquid / Lyophilised Injectable Unit (Vials and Ampoules) Manufacturing Capacity (SVP) 1ml & 2ml 18000 Ampoules 3ml 16000 5ml 14000 2ml 18000 Vials 5ml & 10ml 15000 30+ No. of Products in the 20ml & 30ml 12000 Category Manufacturing Capacity Lyophilised Vials 10ml 22000 Significance of the Unit Subl
Slide 30: Cephalosporin - Oral Solid Unit
Cephalosporin - Oral Solid Unit (Tablets, Capsules, Dry Syrups & Sachets) Manufacturing Capacity Process Capacity (kgs/shift) Granulation 500 Kgs/shift Blending 1000 kgs /shift Compression 1200000/shift Filling 1200000/ shift ALU- ALU packing 1200000/ shift ALU- ALU packing 600000/shift 40 Dry Syrup
Slide 31: Cephalosporin – Injectable Unit (Dry Powder)
Cephalosporin – Injectable Unit (Dry Powder) Manufacturing Capacity Container size Capacity (per Hour) 250 mg 14400 500 mg 14400 1 gm / 2 gm 11500 3 gm / 5 gm 8500 18 No. of Products in the Category Significance of the Unit Key sterile block for antibiotic dry Ensures aseptic integrity with HEPA- Hi
Slide 32: Oral Liquid Unit (Syrup & Suspension)
Oral Liquid Unit (Syrup & Suspension) Manufacturing Capacity Volumes No of bottles/ Shift 10 ml 75000 30 ml 75000 60 ml 50000 100 ml 60000 200 ml 30000 Significance of the Unit Key sterile block for antibiotic dry Ensures aseptic integrity with HEPA- High-speed visual inspection (15,000 Controlled s
Slide 33: Financial Performance
Financial Performance
Slide 34: Q3FY26 Management Commentary
Q3FY26 Management Commentary • It has been a defining quarter for Sakar Healthcare, delivering strong growth across all key performance metrics. Our operational discipline and focused execution are now translating into scale, profitability and deeper global integration. • The quarter also strengthen
Slide 35: Q3 & 9MFY26 – Robust performance across all parameters
Q3 & 9MFY26 – Robust performance across all parameters (INR in Lakhs) Revenue EBITDA PAT 62% 58% 126% 7,034 1,859 1,025 4,342 1,176 453 Q3FY25 Q3FY26 Q3FY25 Q3FY26 Q3FY25 Q3FY26 42% 26% 66% 18,064 4,265 1,946 3,396 12,734 1,174 9MFY25 9MFY26 9MFY25 9MFY26 9M FY25 9M FY26 34
Slide 36: Q3 & 9MFY26 – Consolidated Profit & Loss Statement
Q3 & 9MFY26 – Consolidated Profit & Loss Statement Particulars (INR in lakhs) Q3 FY26 Q3 FY25 Y-o-Y Q2 FY26 Q-o-Q 9M FY26 9M FY25 Y-o-Y Revenue from Operations 7,034.2 4,341.7 62% 5,756.0 22% 18,063.9 12,734.3 42% COGS 3,553.7 2,263.2 3,040.6 9,489.6 6,759.2 Gross Profit 3,480.5 2,078.5 67% 2,715.4
Slide 37: Historical Financial Highlights
Historical Financial Highlights (INR in Lakhs) Revenue from operations EBITDA Consolidated PAT 17,758 15,335 4,963 1,750 12,823 13,336 1,524 3,836 1,276 9,474 3,313 1,069 1,167 2,940 2,260 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 FY21 FY 22 FY23 FY24 FY25 Debt to Equity (x) Networth 28,600
Slide 38: THANK YOU
THANK YOU Investor Presentation | Q2FY26
Slide 39: For further information, please contact: Sakar Healthcare Limited
For further information, please contact: Company : Sakar Healthcare Limited CIN: L24231GJ2004PLC043861 Email – info@sakarhealthcare.com cs@sakarhealthcare.com Investor Relations Advisors : MUFG Intime India Private Limited A part of MUFG Corporate Markets, a division of MUFG Pension & Market Service