Tarsons Products Limited · NSE:TARSONS
Tarsons Products — Q1 FY2027 Earnings Presentation
30 slides from Tarsons Products's earnings presentation, Aug 11, 2026
Slide 1: Exchange filing cover letter for investor presentation
An ISO 9001 & ISO 13485 Certified Company Date: August 11, 2026 To, To, BSE Limited (“BSE”), National Stock Exchange of India Limited (“NSE”) Corporate Relationship Department, “Exchange Plaza”, 5th Floor, 2nd Floor, New Trading Ring, Plot No. C/1, G Block, P.J. Towers, Dalal Street, Bandra-Kurla Co
Slide 2: Tarsons Products Limited Investor Presentation August 2026
TARSONS PRODUCTS LIMITED Investor Presentation August 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: Q1 FY27 Financial & Operational Highlights
Q1 FY27 Financial & Operational Highlights
Slide 5: Q1 FY27 Consolidated Revenue Break-up
Q1 FY27 Consolidated Revenue Break-up Standalone Domestic Standalone Export Revenue Nerbe Revenue Total Consolidated Revenue Revenue (in ₹ crs) (in ₹ crs) (in ₹ crs) (in ₹ crs) +17% +29% +20% +21% 56.3 29.9 24.1 110.2 48.1 23.2 20.1 91.4 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 • Dome
Slide 6: Q1 FY27 Standalone Financial Highlights
Q1 FY27 Standalone Financial Highlights Revenue (in ₹ crs) EBITDA (in ₹ crs) PAT (in ₹ crs) • Revenue for Q1FY27 stood at ₹ 86 +21% +9% crs, a growth of 21% Y-o-Y on the -81% back of expansion in product 86.1 24.2 3.6 portfolio, increased wallet share 22.2 71.3 across customers and positive demand m
Slide 7: Q1 FY27 Consolidated Financial Highlights
Q1 FY27 Consolidated Financial Highlights Revenue (in Rs. crs) EBITDA (in Rs. crs) PAT (in Rs. crs) +21% +5% -181% • Revenue for Q1FY27 stood at 110.2 24.7 26.0 1.8 ₹ 110 crs, a growth of 21% Y- 91.4 o-Y with growth coming from across product categories and geography • Margins impacted because of -1
Slide 8: Bridge between Standalone & Consolidated PAT – Q1FY27
Bridge between Standalone & Consolidated PAT – Q1FY27 (In Rs. Crs) 0.7 -1.0 0.8 -1.1 -1.4 -0.8 Standalone PAT SBLC Commission Interest paid to Elimination of Nerbe PAT Consolidated PAT booked in Tarsons bank by subsidiary Amortisation books, eliminated on intangible on consolidation assets acquired
Slide 9: Management Commentary
Management Commentary Commenting on the performance, Mr. Aryan Sehgal, Promoter and Whole time Director of Tarsons, said: We are pleased to report 21% YoY revenue growth in Q1 FY27, driven by deeper customer penetration and improving underlying demand. Customer enquiries remain encouraging, giving u
Slide 10: Q1 FY27 Standalone Profit & Loss Statement
Q1 FY27 Standalone Profit & Loss Statement Particulars (in ₹ cr) Q1FY27 Q1FY26 Y-o-Y Revenue from Operations 86.1 71.3 20.9% Cost of Goods Sold 28.4 20.4 Gross Profit 57.8 50.9 13.6% Gross Margin (%) 67.1% 71.4% Employee Cost 12.7 11.9 Other Expenses 20.9 16.8 EBITDA 24.2 22.2 8.7% EBITDA Margin (%)
Slide 11: Q1 FY27 Consolidated Profit & Loss Statement
Q1 FY27 Consolidated Profit & Loss Statement Particulars (in ₹ cr) Q1FY27 Q1FY26 Y-o-Y Revenue from Operations 110.2 91.4 20.7% Cost of Goods Sold 38.7 29.3 Gross Profit 71.5 62.1 15.3% Gross Margin (%) 64.9% 67.9% Employee Cost 21.2 17.9 Other Expenses 24.3 19.5 EBITDA 26.0 24.7 5.2% EBITDA Margin
Slide 12: About Tarsons
TER SOMms ee SSGSSCS SS SSCS S ecm
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 collabor
Slide 19: Widespread Domestic Sales & Distribution network
…with widespread Domestic Sales & Distribution network… Comprehensive Pan-India Distribution Network Long-standing relationships with Distributors North: 16% of FY26 Domestic Sales East: 13% of FY26 Domestic Sales 43 Distributors 46 Distributors West: 29% of FY26 Domestic Sales 23 Distributors South
Slide 20: 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 2026, 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: 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 58.9% of FY26 38.1% of FY26 3.0% of FY26 Revenue Revenue Revenue • Portfolio o
Slide 22: 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 (59% of FY26 Sales) • Mostly used in culture Designed for use Disposable pipettes Suited to preparation Used for storage of Perf
Slide 23: Foraying into cell culture segment
…foraying into cell culture segment Cell Culture Flask Cell Culture Plates Cell Culture Dishes Roller Bottles Support efficient and scalable cell culture Used to grow and maintain cells in a Used to grow and maintain cells in a applications. The smooth wall design controlled environment for research
Slide 24: Participation at Domestic Exhibition
Participation at Domestic Exhibition Analytica India 2026
Slide 25: Participation at International Exhibitions
Participation at International Exhibitions Analytica Germany 2026 WHX Dubai 2026
Slide 26: 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 27: Experienced Board of Director & Managerial Team
Experienced Board of Director & Managerial Team 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+ • Promoter, Ch
Slide 28: ESG
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 29: Key Takeaways
Key Takeaways Leading Indian manufacturer of labware with an established brand Financial profile with historically & focus on high-quality products healthy EBITDA margin Presence in an industry with Highly automated state-of-the-art double-digit growth potential and manufacturing facilities churning
Slide 30: 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