Eris Lifesciences Ltd · NSE:ERIS
Eris Lifesciences — Q2 FY26 Earnings Presentation
23 slides from Eris Lifesciences's earnings presentation, Nov 12, 2025
Slide 1: Eris Lifesciences Investor Presentation Filing Letter
EY Entrepreneur of the yea,2013 FROST & SULLIVAN Best Practices-2013 ElusIness today(YES bank Excellence Awards-2013 Eris Eris Lifesciences Limited Date: Date: 12 12 November November 2025 2025 To To To To BSE Limited BSE Limited National National Stock Exchange of Stock Exchange ofIndia India Limit
Slide 2: Q2 FY26 Investor Presentation
Eris ERIS LIFESCIENCES LIMITED Q2 FY Q2 FY 26 26 INVESTOR PRESENTATION INVESTOR PRESENTATION 12th Nov 12th Nov 2025 2025 Erfs 1
Slide 3: Domestic Branded Formulations, International Business, Consolidated
•• Domestic Branded Formulations Domestic Branded Formulations •• International International Business Business Consolidated •• Consolidated Erfs 2
Slide 4: Domestic Branded Formulations Business Highlights – Q2 and H1 FY26
DOMESTIC BRANDED DOMESTIC BRANDED FORMULATIONS FORMULATIONS BUSINESS BUSINESSHIGHLIGHTS HIGHLIGHTS–- Q2 Q2 AND AND H1 H1 FY26 FY26 4 DBF Revenue DBF Revenue –- Q2 and H1 DBF EBIDTA EBIDTA–- Q2 and and H1 --• •• DBF DBF Revenue Revenue performance performance •• DBF EBIDTA EBIDTAperformance performan
Slide 5: DBF Financial Highlights – Q2 and H1 FY26
DBF FINANCIAL DBF FINANCIAL HIGHLIGHTS HIGHLIGHTS –- Q2 Q2 AND AND H1 H1 FY26 FY26 DBF Revenue (Rs. Cr.) DBF EBIDTA (Rs. Cr.) 11% 11% 1,410 1,410 13% 10% 1,276 1,276 11% 11% 465 527 527 644 644 708 708 p- 465 240 240 266 266 Q2 FY25 Q2 FY25 Q2 FY26 Q2 FY26 H1 FY25 H1 FY25 H1 H1 FY26 FY26 Q2 FY25 Q2
Slide 6: India RHI, Glargine and Aspart – Well Positioned for Success
INDIA INDIA RHI, RHI, GLARGINE GLARGINEAND ANDASPART ASPART –- WE WE ARE ARE WELL WELLPOSITIONED POSITIONED FOR FOR SUCCESS SUCCESS Size of Size of the the market market opportunity opportunity Product/ Market Product/ Market Market Size Market Size Competitive situation Competitive situation Rs. Rs
Slide 7: Eris-Biocon Partnership in Insulins Being Significantly Expanded
THE ERIS-BIOCON THE PARTNERSHIP IN ERIS-BIOCON PARTNERSHIP IN INSULINS INSULINSISISBEING BEINGSIGNIFICANTLY SIGNIFICANTLY EXPANDED EXPANDED Threefold expansion Threefold in Insulin expansion in Insulin partnership partnership Insulin Insulin Supply Supply Chain Chainpost post deal deal 1. We 1. We a
Slide 8: GLP-1 Continues to Be an Exciting Market Opportunity for Us
GLP-1 CONTINUES GLP-1 CONTINUES TO TO BE BE AN ANEXCITING EXCITING MARKET MARKETOPPORTUNITY OPPORTUNITY FOR FOR US US Our early ▪• Our early hypothesis of aa large hypothesis of large and and fast-emerging fast-emergingGAP-1 GLP-1 market in India market in India stands validatedby stands validated b
Slide 9: Our Diabesity Product Pipeline Remains on Track
OUR DIABESITY OUR PRODUCT PIPELINE DIABESITY PRODUCT REMAINS ON PIPELINE REMAINS TRACK ON TRACK Candidate Candidate H1-F26 H1-F26 H2-F26 H2-F26 H1-F27 H1-F27 H2-F27 H2-F27 H1-F28 H1-F28 H2-F28 H2-F28 Insulin Analogues ~ Insulin Analogues Rs. 1,700+cr. Rs.1,700+ p.a.market cr.p.a. 3-yearCAGR with3-ye
Slide 10: Domestic Branded Formulations, International Business, Consolidated
•• Domestic Branded Formulations Domestic Branded Formulations •• International International Business Business Consolidated •• Consolidated Eris 9
Slide 11: Why Did We Find Swiss Parenterals Attractive?
REMINDING R CHOW.ING OURSELVES OURSELVES –- WHY WHY DID DID WE WE FIND FIND SWISS SWISSPARENTERALS PARENTERALSATTRACTIVE? ATTRACTIVE? Value Driver Value Driver Key Key attributes attributes Our thesis Our in Exports thesis in Exports Pure-play Pure-play injectables injectables 60% General 60% Genera
Slide 12: We Undertook Focused Action to Expand Our Capabilities
• WE UNDERTOOK WE FOCUSED ACTION UNDERTOOK FOCUSED ACTION TO TO EXPAND EXPAND OUR CAPABILITIES OUR CAPABILITIES 1 2 3 R&D/ R&D/ Tech. Tech. Transfer Transfer Capability Capability Manufacturing & Quality Manufacturing & Quality Go-to-Market Capability Go-to-Market Capability •• Onboarded Onboarded a
Slide 13: Significant Momentum and Revenue Visibility from These Actions
WE SEE WE SIGNIFICANT MOMENTUM SEE SIGNIFICANT AND REVENUE MOMENTUM AND REVENUE VISIBILITY VISIBILITY FROM FROM THESE THESE ACTIONS ACTIONS 4 We are We are happy happy to to share that we share that we received receivedour ourfirst firstPurchase PurchaseOrder Order from from aa European European cli
Slide 14: Swiss Parenterals – Summary of Business Transformation
• SWISSPARENTERALS SWISS PARENTERALS –- SUMMARY SUMMARY OF OF BUSINESS BUSINESSTRANSFORMATION TRANSFORMATION I Driving Drivingsignificant significantimprovement improvementininStickiness StickinessofofBusiness Business' •• Initiated Unit-3 Initiated Unit-3 Expansion in Expansion in FY24 FY24 FY27P F
Slide 15: International Business – Q2 and H1 FY26 Highlights
• INTERNATIONAL INTERNATIONALBUSINESS BUSINESS –- Q2 Q2 AND AND H1 H1 FY26 FY26HIGHLIGHTS HIGHLIGHTS Revenue* Revenue* --Rs. Rs. Cr. Cr. -4 Key Key business updates-–Q2 business updates Q2and andH1 H1 -4% -1% 158 158 152 152 •• Q2-26 revenueRs. Q2-26 revenue Rs.83 83cr. cr.vs. vs.Rs. Rs.84 84cr. cr.
Slide 16: Domestic Branded Formulations, International Business, Consolidated
•• Domestic Branded Formulations Domestic Branded Formulations •• International International Business Business Consolidated •• Consolidated Eris 15
Slide 17: Summary of Consolidated Financials – Q2 and H1 FY26
• SUMMARY OF SUMMARY OF CONSOLIDATED CONSOLIDATED FINANCIALS FINANCIALS–- Q2 Q2 AND AND H1 H1 FY26 FY26 Revenue (Rs. Cr.) Revenue EBIDTA (Rs. Cr.) PAT (Rs. Cr.) 72 92 7% bps bps 40% 7% 7% 39% r -- 9% 1,565 35.7% 36.4% 36.4% 36.1% 36.1% 260 1,461 1,461 1,565 35.7% 35.2% 35.2% p 186 741 741 792 792 13
Slide 18: Lucrative Market Opportunities Driving Front-Loading of Capex Plans
LUCRATIVE LUCRATIVEMARKET MARKETOPPORTUNITIES OPPORTUNITIESDRIVING DRIVINGFRONT-LOADING FRONT-LOADING OF OF CAPEX CAPEX PLANS PLANS .1 Market MarketOpportunity Ossortunity Strategic investment Strategic investment Capex outlay •• Capex of Rs. outlay of Rs. 380-400 cr. 380-400 cr. over over the the R
Slide 19: Expect Net-Debt-to-EBIDTA of <1.5x by Dec-26
• HENCE, WE HENCE, WE EXPECT EXPECT TO TO ACHIEVE ACHIEVEAANET-DEBT-TO-EBIDTA NET-DEBT-T I -EBIDTA OF OF << 1.5x 1.5x BY BY DEC-26 DEC-26 Debt-to-EBIDTA Ratio Debt-to-EBIDTA Ratio Debt Reduction guidance Plan shared at the start start of of FY26 FY26 at the .............. the end end of of Q2-FY26 O
Slide 20: Consolidated P&L Statement – Q2 and H1 FY26
CONSOLIDATED P&L CONSOLIDATED P&L STATEMENT STATEMENT–-Q2 Q2 AND AND H1 H1 FY26 FY26 YoY YoY Consolidated(Rs. Consolidated (Rs. Cr) Cr) Q2 Q2 FY FY26 Q2 FY 26 Q2 FY 25 25 "If H1H1 FYFY26 26 H1 H1 FY FY 2525 YoY (%) (%) Consolidated Highlights Consolidated Highlights -–Q2 Q2 and andH1 H1 Revenue from
Slide 21: Shareholder Profile
SHAREHOLDER PROFILE SHAREHOLDER PROFILE Shareholding of Shareholding of Promoters Promoters and and Top Top 15 15 Institutional Institutional Investors Investors Shareholding Pattern Shareholding Pattern 30-Sept-25 30-Sept-25 30-Jun-25 30-Jun-25 31-Mar-25 31-Mar-25 Name of Name of Shareholder Shareh
Slide 22: Safe Harbor Statement
SAFE HARBOR SAFE HARBOR STATEMENT STATEMENT This presentation This presentation contains contains forward-looking forward-looking statements statements and information that and information that involve involve risks, risks, uncertainties uncertainties and and assumptions. Forward-looking assumptions
Slide 23: Thank You
Eris ERIS LIFESCIENCES LIMITED THANK YOU THANK YOU KRUTI RAVAL KRUTI RAVAL INVESTOR RELATIONS INVESTOR RELATIONS kruti@erislifesciences.com kruti@erislifesciences.com Eris 22 22