Pi Industries Limited · NSE:PIIND
Pi Industries — Q1 FY2026 Earnings Presentation
23 slides from Pi Industries's earnings presentation, August 2025
Slide 1: PI Industries Ltd. Investor Presentation Q1 FY26 Result
PI Industries Ltd. Investor Presentation Q1 FY26 Result CDR India PI Industries Limited Siddharth Rangnekar Rajnish Sarna siddharth@cdr-india.com r.sarna@piind.com Nishid Solanki Sanjay Agarwal nishid@cdr-india.com sanjay.agarwal@piind.com Tel: +91 22 6645 1221 /1209 Tel: +91 22 6266 5600 Fax: +91 2
Slide 2: Agenda
AGENDA • Consolidated Financial Performance • Key Updates • Business Model and Strategy • ESG Credentials • Rewards & Recognition 2
Slide 3: Q1 Performance broadly in Line with Plan
Q1 Performance broadly in Line with Plan… ..Expecting to accelerate in H2 Revenue EBITDA PAT Figures in Rs. Million *Q1FY26 19,005 8% 5,219 11% 4,000 11% Q1: 3-year CAGR 7% 14% 15% Commercialised Pharma rebound Cash flow from 2 new products in New products in India’s 1st Discovery 186% Y-o-Y revenue
Slide 4: Domestic Business Growth Resilient Amid Regulatory Transitions
Domestic Business Growth Resilient Amid Regulatory Transitions… Fig in Rs. Million Q1FY25 Q1FY26 % YOY • Revenue Y-o-Y decline ~8% (3-year Q1 CAGR 7%). • ~14% decline in Agchem Exports (Volume decline ~9%) and New products1 Revenue 20,689 19,005 (8)% growth ~46% Y-o-Y. Gross Margin 52% 57% 565 bps o
Slide 5: Robust Financials Enabling Growth Investments & Flexibility
Robust Financials Enabling Growth Investments & Flexibility… Fig in Rs. Million Jun-24 Mar-25 Jun-25 Shareholders Fund 91,855 1,01,570 1,06,003 • Increase in Net worth by Rs. 14,148 million to Rs. 106,003 million. Non Current Liabilities 3,159 3,920 4,122 Current liabilities 18,830 17,277 17,509 • T
Slide 6: Pharma Platform Rebounds: Building for Strong Future Growth
Pharma Platform Rebounds: Building for Strong Future Growth Fig in Rs. Million Q1FY25 Q1FY26 % YOY ▪ Pharma rebound with 186% Y-o-Y revenue growth. Revenue 253 723 186% ▪ Gross margin improved mainly on account of favorable product mix. Gross Margin 52% 55% 294 bps ▪ Overheads increase driven by dev
Slide 7: PI Biologicals: Global Growth Engine Being Built on Deep Science
PI Biologicals: Global Growth Engine Being Built on Deep Science… • Best-in-Class Biologicals Peptide Research Platform – Global Leadership Team Plant Health Care • Differentiated Portfolio and Strategic Distribution Rafael Del Jagresh Rana Piyush Nagar Anne Suty-Heinze Zhongmin Wei Rio Global CEO H
Slide 8: World-class R&D set-up delivering innovative and disruptive solutions
World-class R&D set-up delivering innovative and disruptive solutions…India’s 1st discovery molecule filed for registration 1st Indian company to receive approval from State-of-the-art NABL ISO17025 and GLP certified International Organization for Standardization R&D Labs New ICP-OES (ISO) for groun
Slide 9: Agchem CSM, a global leader, backed by strong technological strengths
Agchem CSM, a global leader, backed by strong technological strengths Technology pioneer with technological and IP based interventions in global contract manufacturing 15 Fully automated Multipurpose Plants (MPPs) with Distributed Control System (DCS) spread across 5 locations Product portfolio cons
Slide 10: Crop Solutions: Momentum for launching new innovative products
Momentum for launching new innovative products continued... HORTICULTURE 3 more innovative products to SOYBEAN FY26 Alcor® Comet® be launched Systemic herbicide for management Post emergent herbicide for in FY26 of ALS resistance weeds control of grasses CHILLI Crop Solutions SUGARCANE FY25 Pressedo
Slide 11: AgChem Industry Navigating a Dynamic Market Landscape
AgChem Industry Navigating a Dynamic Market Landscape…..Strong Tailwinds ahead HEADWINDS TAILWINDS Global Agchem market on a continued China + 1 derisking continuing by global decline over the last 2 years innovators especially for innovative and complex chemistry products EXPORTS Tariff related unc
Slide 12: Growth Outlook Remains Positive
Growth Outlook Remains Positive… ..Multiple levers in motion to Sustain Long-Term Growth Momentum • Stable commodity prices coupled with favourable monsoon forecast to drive Agri-sector Domestic: • Biological business to revive post regulatory clearances • Overall price pressure expected to persist
Slide 13: PI: Trusted, Resilient and Future-Ready
PI: Trusted, Resilient and Future-Ready “ An organization that is committed to excellence in whatever it does . . . known for over 2 decades to Outshines competitors in delivering business needs of the customers by unlocking value & fearlessly reinventing ourselves “ be the Top wealth creator . . .
Slide 14: Our Global Presence
Our Global Presence India Dusseldorf Amsterdam Seattle Milan St. Louis Tokyo Raleigh Beijing Dubai India Sao Paulo Registered Office Corporate Office Our Markets Overseas Offices R&D Manufacturing Units Depots 40+ 10 Overseas 4,000+ 8 Mfg. 25+ Stock 15,000+ 100,000+ Countries Offices Employees Sites poi
Slide 15: A High-Caliber Board – Guiding PI's Transformation Journey
A High-Caliber Board – Guiding PI’s Transformation Journey Diverse Board with deep financial, technical & scientific acumen guiding next PI SCORES HIGH ON round of growth GOVERNANCE 50% of Board Members are Independent Directors Two Women Directors Mr. Narayan K. Seshadri Mr. Mayank Singhal Mr. Rajn
Slide 16: Reimagining a healthier planet
| Reimagining a healthier planet / [at “Lead with science, technology and human ingenuity to create transformative solutions in life sciences” XN 7 a 7 g COURAGEOUS CURIOUS CREATIVE CARING Think Bold, act with Integrity Question conventional wisdom, Differentiate, Collaborate, Experiment Be Transpar
Slide 17: Agchem Business model built on respect for IP and established relationships
Agchem Business model built on the principles of respect for IP and established relationships Leading AgChem Distribution India’s largest CRAMS Company Company in India with with majority revenue from Domestic Brand Market leading market share in Patented Products Exports Market certain crops Levera
Slide 18: Multipronged strategy to sustain the growth momentum
Multipronged strategy to sustain the growth momentum backed by multiple growth engines & aggressive M&A Market Expansion Creation Build Customer Intimacy Deepening our technological capabilities Segments Product & Services to open new horizons Operation excellence Brands De-risk Process Digital Orga
Slide 19: PI in the S&P Global Sustainability Yearbook 2025
PI in the S&P Global Sustainability Yearbook 2025… ..ranked among the Top 3 percentile of ESG Rated companies globally Environmental Social and Governance Carbon emissions intensity in terms of revenue from operations (INR million) SDG Alignment Key Highlights* Key Highlights* 3.29 3.37 2.75 2.36 Re
Slide 20: Creating Societal Impact Through Strategic CSR
Creating Societal Impact Through Strategic CSR… Health & Women Education & Skill Environment CSR Themes Hygiene Empowerment Development Sustainability Flagship initiative Centre of Excellence – to build resilient Health & wellness support Empowering women Introducing digital Promoting Sustainable In
Slide 21: Recognition underscores PI's leadership, governance and innovation edge
Recognition underscores PI’s leadership, governance and innovation edge Most Promising Company of the Year Barclays Private Client Hurun Most Preferred Workplace by CNBC TV18 India Business India Award 2024 for Leadership 2024-25 by Marksmen Daily Leader Awards (IBLA) Excellence and Vision India’s B
Slide 22: A High-Performance Growth Engine Powering the Next Era of Life Sciences Leadership
A High-Performance Growth Engine Powering the Next Era of Life Sciences Leadership Demonstrated Wealth Creation with 01 05 Debt free balance sheet, War chest of growth Demonstrated ability to constantly reinvent itself over 8 Decades Strong Financials Guided by our Values capital Constantly Differen
Slide 23: Thank You
Thank You © 23