Strides Pharma Science Ltd · NSE:STAR

Strides Pharma Science — Q1 FY2027 Earnings Presentation

16 slides from Strides Pharma Science's earnings presentation, Jul 31, 2026

  1. Slide 1: Exchange filing cover letter for Q1 FY27 earnings presentation

    July 31, 2026 National Stock Exchange of India Limited BSE Limited Exchange Plaza, Bandra-Kurla Complex, Phiroze Jeejeebhoy Towers, Bandra (E), Mumbai - 400 051, Maharashtra. Dalal Street, Mumbai – 400 001, Maharashtra. Symbol: STAR Scrip Code: 532531 Dear Madam/ Sir, Sub: Earnings Presentation for

  2. Slide 2: Q1FY27 Earnings Presentation

    Q1FY27 Earnings Presentation July 31, 2026 Strides Pharma Science Limited Health where it matters

  3. Slide 3: Safe Harbor

    Safe Harbor Except for the historical information contained herein, statements in this presentation and the subsequent discussions, which include words or phrases such as "will", "aim", "will likely result", "would", "believe", "may", "expect", "will continue", "anticipate", "estimate", "intend", "p

  4. Slide 4: Strides Delivers Steady Performance with Revenue at ₹12,654m, Grew 13% YoY

    Strides Delivers Steady Performance with Revenue at ₹12,654m, Grew 13% YoY; Ex-US Markets Grew 17% YoY EBITDA Grew 5.4% YoY to ₹2,298m, Despite a ~₹131m Impact on Freight and Operating Costs from Geopolitical Disruptions; Operational PAT at ₹1,231m with Operational EPS at ₹13.4; Reported PAT at ₹1,6

  5. Slide 5: Sustained YoY Growth Across P&L Metrics

    Sustained YoY Growth Across P&L Metrics Profitability Focus Combined with Growth in Ex-US Markets Delivered an Operating EPS of ₹13.4 Total Revenue (₹M) Gross Margin (₹M) EBITDA (₹M) Operational PAT (₹M) Gross Margin Gross Margin (%) EBITDA EBITDA (%) 19.8% 19.5% 2,500 20.0% 8,5 00 70. 0% 19.0% 61.2

  6. Slide 6: Ex-US Markets Continue to Deliver Strong 17% YoY Growth

    Ex-US Markets Continue to Deliver Strong 17% YoY Growth Revenue Composition (₹M) US Market (₹M) Ex-US Markets (₹M) Access Market* (₹M) Access Market Ex-US US 4%  17%  100%+  54% 50% 46% 45% ₹ 144 ₹ 6,036 ₹ 6,282 ₹ 5,017 ₹ 5,875 ₹ 497 1% 4% Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 *

  7. Slide 7: US Market

    US Market Health where it matters

  8. Slide 8: Q1FY27 US Revenue Steady at ₹6,282m, H2 Expected Stronger with New Launches

    Q1FY27 Revenue Remains Steady at ₹6,282m ($68m), H2 Expected to be Stronger with New Launches Year-on-Year Comparison (₹/$M) Comments • Q1FY27 revenue at $68m, remained steady despite new entrants in recent launches YoY 4% • Launched 2 products in Q1FY27 ₹ 6,282 • Total number of commercialized pro

  9. Slide 9: Ex-US Markets

    Ex-US Markets Health where it matters

  10. Slide 10: Ex-US Markets Revenue at ₹5,875m, Grew 17% YoY

    Ex-US Markets Revenue at ₹5,875m ($63m), Grew 17% YoY, Driven by Strong Performance Across Markets Year-on-Year Comparison (₹/$M) Comments • All markets except US and institutional business form part of the Ex-US Markets YoY 17% • Strong customer advocacy and dependable supply enabled us to expand

  11. Slide 11: Financial Performance

    Financial Performance Strong Financial Discipline Enabled Profitable Growth Health where it matters

  12. Slide 12: Income Statement – Q1FY27 Operational PAT at ₹1,231m; EPS at ₹13.4

    Income Statement – Q1FY27 Operational PAT at ₹1,231m; EPS at ₹13.4 Income statement (₹M) Particulars Q1FY27 Q1FY26 YoY Q4FY26 QoQ I. Revenue 12,654 11,197 13.0% 13,235 -4.4% II. Material Costs 4,952 4,443 5,362 III. Gross Margin (I- II) 7,702 6,755 14.0% 7,872 -2.2% Gross Margin % 60.9% 60.3% 60 bps

  13. Slide 13: Reported Net Debt at ₹14,246m with Net Debt/EBITDA of 1.52x

    Reported Net Debt at ₹14,246m with a Net Debt/EBITDA of 1.52x Received Credit Rating Upgrade for Long-Term Bank Facilities to CARE A+; Stable from CARE A; Positive Particulars (In ₹m) Mar’26 June’26 Finance cost (In ₹m) Q4FY26 Q1FY27 Working Capital Loans 10,393 10,940 Interest Cost on Borrowings (A

  14. Slide 14: Continued Steady Performance Across Key Metrics, Despite External Headwinds

    Continued Steady Performance Across Key Metrics, Despite Adverse Impact of External Headwinds Net Debt to Equity (x) Net Debt to EBITDA (x) Cash to Cash Cycle (Days) 0.98 3.47 129 124 123 117 0.59 1.90 0.46 0.43 1.55 1.52 FY24 FY25 FY26 Q1FY27 FY24 FY25 FY26 Q1FY27 FY24 FY25 FY26 Q1FY27 Current Rati

  15. Slide 15: Q1FY27 Earnings Call Details

    Q1FY27 Earnings Call Details invites you to interact with the senior management on Q1FY27 Performance Click Here pre-register and join without the operator July 31, 2026 5:00 pm IST / 12:30 pm BST / 7:30 am EDT / 7:30 pm HKT ` Participants from the Management would be: Badree Komandur Vikesh Kumar J

  16. Slide 16: Thank You

    Health where it matters Thank You Youtube logo Images - Free Download on Freepik To know more: www.strides.com Investor-relations@strides.com Stay Connected © 2026 Strides Pharma All Rights Reserved. This presentation is intended solely for the use of the individual or entity to whom it is addressed

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