Bora Pharmaceuticals Co Ltd · TWSE:6472
Bora Pharmaceuticals — Q2 2026 Earnings Presentation
29 slides from Bora Pharmaceuticals's earnings presentation, Aug 13, 2026
Slide 1: 2Q26 Earnings Release
W W W . W E B S I T E . C O M bora-corp.com 1 2Q26 Earnings Release Making Success More Certain 08.13.2026 Company Address Goes Here
Slide 2: Disclaimer
2 Disclaimer Except for historical information contained herein, the matters set forth in this presentation are forward looking statements that are subject to risks and uncertainties that could cause actual results to differ materially. These forward-looking statements are not based on historical fa
Slide 3: Bora by the numbers
Bora by the numbers 3 3 1.7 Billion USD #1 Market Cap Pharma manufacturer in Taiwan 11 2240+ 100+ Manufacturing sites Employees Export countries Tainan, Taiwan W W W . W E B S I T E . C O M Taoyuan, Taiwan Xizhi, Taiwan Zhongli, Taiwan Zhubei, Taiwan Zhunan, Taiwan Baltimore, Maryland, US Maple Grov
Slide 4: Bora Group 2Q26 Milestones
4 01 Bora Group 2Q26 Milestones Key Achievements & Financials
Slide 5: Double to Triple-Digit QoQ Growth on All Key Metrics
5 Double to Triple-Digit QoQ Growth on All Key Metrics Demand-Driven CDMO Business Recovery Full quarter of operations W W W . W E B S I T E . C O M Rev: NT$5,889mn/+47% QoQ of Maryland injectable GP: NT$2,430mn/+69% QoQ facility led to better utilization rate; quarterly EPS: NT$4.36/+1786% QoQ rev
Slide 6: Operational Milestones
6 Operational Milestones TOP-20 Pharma10+2Y Maryland Rare Disease Demand Growth Commercial Injectable Site Vigabatrin Franchise Drives Pharma Sales Contract Tech Clients Initiated Demand & Access & CHC Operational Transfer Started Transfers to Flex Pro Grew Solidly Leverage Commercial contribution R
Slide 7: Back To Profitable Growth Trajectory
Back To Profitable Growth Trajectory 7 Back To Profitable Growth Trajectory Reported in NT$mn, except for EPS 2Q2026 1Q2026 QoQ% Revenue 5,889 4,001 47% Unit: NT$mn COGS -3,459 -2,559 35% $7,000 Gross Profit 2,430 1,442 69% $6,000 GM% 41% 36% S&M -623 -391 59% $5,000 G&A -630 -476 32% R&D -191 -168
Slide 8: A Clean Quarter Confirms the Resilience of Bora's Next Chapter
A Clean Quarter Confirms the Resilience of Bora's Next Chapter 8 A Clean Quarter Confirms the Resilience of Bora's Next Chapter Reported in NT$mn, except for EPS 2Q2026 2Q2025 YoY% Revenue 5,889 4,868 21% COGS -3,459 -2,849 21% Gross Profit 2,430 2,019 20% GM% 41% 41% Unit: NT$mn S&M -623 -297 110%
Slide 9: 2Q26 Revenue Mix
2Q26 Revenue Mix 9 2Q26 Revenue Mix External Orders Only Rev Mix - CDMO Rev Mix – Pharma Sales Rev Mix – CHC • 7% ingredients • 58% specialty &CDMO 36% • *23% sterile • *77% non-sterile 50% & brand • 42% generics 14% • 73% branded nutraceutical • 20% domestic Note: dosage form %s are internal orders
Slide 10: Stronger B/S & CF Provides Firepower
Stronger B/S CF Provides Firepower 10 Stronger B/S & CF Provides Firepower cash and cash equivalents net debt/equity NWC/Rev Unit: NT$mn 9,000 8,431* 84.0% 8,000 82.3% 82.0% 7,000 80.0% 5,829 78.0% 6,000 5,077 4,832 76.0% 5,000 74.0% 4,000 71.8% 53.14% 72.0% 3,000 71.30% 70.0% 23.69% 30.36% 2,000 70
Slide 11: CDMO Business
11 02 CDMO Business North America Based, Global Networked
Slide 12: 2Q26 CDMO Business Highlights
2Q26 CDMO Business Highlights 12 2Q26 CDMO Business Highlights • In addition to US$317mn 12mo rolling backlog (orders on hand), 1H26 CDMO business inked US$378.2mn new wins. • Strongest 12mo • 14 new molecules from pre-commercial programs signed with rolling backlog multiple new customers, a histori
Slide 13: Rockville Site Integration & Outlook
Rockville Site Integration Outlook 13 Rockville Site Integration & Outlook • 12,000 liters of FDA approved capacity, and 3 commercial products from Rockville facility starting Q3. • US$60mn 12-mo • Confirmed 2026 batch production volumes expected to track rolling backlog modestly ahead of 2025 run r
Slide 14: 2H26 CDMO Business Outlook
2H26 CDMO Business Outlook 14 2H26 CDMO Business Outlook • Zhongli site to benefit from end market expansion. Record Backlog and Demand • Backed by intensified marketing • 1H26 already matched efforts and onshoring tailwind, 25FY’s 400 Marketing Canada site, Maryland our US CDMO business is well inj
Slide 15: Pharma Sales Business
15 03 Pharma Sales Business Continued Focus on Core Strengths
Slide 16: 2Q26 Pharma Sales Business Highlights
2Q26 Pharma Sales Business Highlights 16 2Q26 Pharma Sales Business Highlights Unit: US$mn • Pharma Sales’ rare disease franchise 450 continues to show 400 double digit 350 26.9% sequential growth 300 42.2% and the increased 2.9% 250 demand from 200 government 150 channels during the 54.2% 100 quart
Slide 17: Specialty and Brand Business Firing On All Cylinders
Specialty and Brand Business Firing On All Cylinders 17 Specialty and Brand Business Firing On All Cylinders • Revenues +58.7% QoQ & +47.5% against 2025 2026 ~ quarterly average. Formulary goal achieved! • Geography • Expect to unlock >60% of Sabril peak sales market in 2026: expansion of the suppor
Slide 18: Focus On Generics Execution: Filling Pipeline
Focus On Generics Execution: Filling Pipeline 18 Focus On Generics Execution: Filling Pipeline • 6 new launches YTD • Having executed our way generics portfolio optimization, supported a more business performance is much healthier and more resilient. diversified generics portfolio. Unit: US$mn 1H26
Slide 19: CHC Business
19 04 CHC Business Catapulting Sunway Biotech into A Leading Global Nutritional Supplements Company
Slide 20: Increased investment in Sunway Biotech; CHC new segment
Reflecting recent increase in investment in Sunway Biotech, from 20 35.97% to 42.27% and Sunway’s acquisitions of Weider Global Nutrition, introducing "Consumer Healthcare (CHC)" as a new segment to disclose: Ingredient & Brands Domestic CDMO Market 2H26 7% 73% 20% WGN is expected to delivery meanin
Slide 21: BORA AIM & Sustainability
21 05 BORA AIM & Sustainability Redefining The Future
Slide 22: Sustainability Ranking
22 EcoVadis Committed Level FTSE Sustainability 3.8 / 5 Ranking TWSE 6-20%
Slide 23: Introducing BORA AIM
23 Introducing BORA AIM BORA AI in Manufacturing Proactive, Purpose Built, Pan-Modalities • Beta version testing to go live in the next 6 months for CDMO business with potential to: • Proactively identify failure points before they occur, saving bad batches • Reduce deviation investigations and CAPA
Slide 24: The $180M Opportunity
24 3X Leading pharma companies now file According to McKinsey regulatory submissions 3 times faster than the 2020 industry median. 92% Of pharma sponsors now explicitly According to Bourne Partners request digital capabilities from CDMO partners during contract negotiations. Filing 8-12 weeks earlie
Slide 25: Bora Group 2H26 Outlook
> 06 Bora Group 2H26 Outlook bora
Slide 26: Riding Q2 Momentum into a Stronger 2H26
26 Riding Q2 Momentum into a Stronger 2H26 Continued Strong Growth in Demand in Speciality Pharma CDMO and Site and Stability in Utilization to Trend Generics Upward Increase in Sunway Biotech Biologics Impact CHC Business to and Revenue Realize Synergies Contributions, from Weider & Synergies with
Slide 27: Appendix
27 Appendix
Slide 28: 2Q26 CDMO Metrics At A Glance
2Q26 CDMO Metrics At A Glance 28 2Q26 CDMO Metrics At A Glance 0.38 bn 109 Doses Molecules 94% 97% OTIF Produced Commercialized Right First Time
Slide 29: Thank You !
Contributing to better health all over the world Thank You !