Strides Pharma Science Ltd · NSE:STAR

Strides Pharma Science — Q1 FY2026 Earnings Presentation

17 slides from Strides Pharma Science's earnings presentation, Aug 7, 2025

  1. Slide 1: Intimation under Regulation 30 - Emkay investor conference

    August 7, 2025 BSE Limited The National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Bandra-Kurla Complex Dalal Street, Mumbai – 400 001 Bandra (E) Mumbai - 400 051 Scrip code: 532531 Symbol: STAR Dear Madam/ Sir, Sub: Intimation under Regulation 30 of SEBI (Listing Obl

  2. Slide 2: Q1FY26 Earnings Presentation

    Q1FY26 Earnings Presentation July 29, 2025 Strides Pharma Science Limited

  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 a Strong Q1FY26

    Strides Delivers a Strong Q1FY26 Continued Focus on Margin Expansion and Improved Profitability Reflects Disciplined Execution Q1FY26 Q1FY25 YoY Change “We are pleased to report a solid start to the Revenue (₹m) 11,197 10,543 YoY 6.2% year, marked by consistent growth and enhanced profitability. Gr

  5. Slide 5: Consistent Growth with Significant Improvement in Gross Margin, EBITDA Margin and PAT

    Consistent Growth with Significant Improvement in Gross Margin, EBITDA Margin and PAT Disciplined Growth Across P&L Metrics Delivers a Strong Operational PAT Total Revenue (₹/$M) Gross Margin (₹M) EBITDA (₹M) Operational PAT (₹M) $126 $140 $137 $141 $131 ₹ 1,130 ₹ 1,140 ₹ 1,900 ₹ 1,846 ₹ 2,103 ₹ 2,1

  6. Slide 6: US Market

    US Market • Q1FY26 Revenue at $71m, Grew 7.0% YoY

  7. Slide 7: US Business Q1FY26 Revenue at $71m, Grew 7.0% YoY

    US Business Q1FY26 Revenue at $71m, Grew 7.0% YoY Year-on-Year Comparison (₹/$M) Highlights ▸ Base business led the growth in Q1FY26 YoY 7.0%  ▸ Received 1 product approval and launched 1 product in Q1FY26 $68 $71 ▸ Total number of commercialized products stood at 70 ▸ Discontinued 4 products that

  8. Slide 8: Other Regulated Markets

    Other Regulated Markets • Q1FY26 Revenue at $42m, Grew 9.2% YoY • Portfolio Maximization and Increased Focus on B2B Partnerships will Continue to Drive Growth in the Medium Term

  9. Slide 9: Other Regulated Markets Q1FY26 Revenue at $42m, Grew 9.2% YoY

    Other Regulated Markets Q1FY26 Revenue at $42m, Grew 9.2% YoY Year-on-Year Comparison (₹/$M) Highlights YoY 9.2%  ▸ All regulated markets ex-US form part of the Other Regulated Markets ▸ Q1FY26 Revenue at ₹3,615m ($42m), grew 9.2% YoY despite pricing headwinds in UK $40 $42 ▸ Deal momentum continue

  10. Slide 10: Growth and Access Markets

    Growth and Access Markets • Growth Markets Positioned for Strong Growth via Geographical Expansion & New Products

  11. Slide 11: Growth Market Revenue at $16.4m; Access Market Revenue at $1.7m

    Growth and Access Markets Growth Market Revenue at $16.4m, Grew 32.2% YoY Access Market Revenue at $1.7m; Decreased by 72.9% YoY Year-on-Year Comparison (₹/$M) Growth Market YoY -2.9%  ▸ Growth Markets includes Africa operations and new geographies of LATAM, $19 $18 MENA and APAC ▸ Q1FY26 Revenue a

  12. Slide 12: Financial Performance

    Financial Performance • Strong Financial Discipline Enabled Profitability and Cashflow Generation

  13. Slide 13: Income Statement – Reported Strong PAT in Q1FY26

    Income Statement – Reported Strong PAT in Q1FY26 Q1FY25 PAT Included Impact of ₹1,021m on Account of Gain on OneSource Shares Held by Strides Income statement (₹m) Particulars Q1FY26 Q1FY25 YoY Q4FY25 QoQ I. Revenue 11,197 10,543 6.2% 11,904 -5.9% II. Material Costs 4,443 4,499 4,990 III. Gross Marg

  14. Slide 14: Q1FY26 Net Debt at ₹14,958m, Reduced by ₹264m

    Q1FY26 Net Debt at ₹14,958m, Reduced by ₹264m Despite Currency Impact of ₹194m and Capex Funding of ₹291m Particulars (In ₹m) Mar’25 June’25 Finance cost (In ₹m) Q1FY25 Q1FY26 Working Capital Loans 11,364 11,782 Interest Cost on Borrowings (A) 568 356 Long Term Loans 6,593 5,979 Other Finance Charge

  15. Slide 15: Strong Oversight and Governance Leading to Significant Improvement in the Balance Sheet Metrics

    Strong Oversight and Governance Leading to Significant Improvement in the Balance Sheet Metrics Net Debt to Equity (x) Net Debt to EBITDA (x) Cash to Cash Cycle (Days) 1.0 3.5 129 117 116 0.6 0.6 1.9 1.8 FY24 FY25 Q1FY26 FY24 FY25 Q1FY26 FY24 FY25 Q1FY26 Current Ratio (x) RoCE (%) Fixed Asset Turnov

  16. Slide 16: Q1FY26 Earnings Call Details

    Q1FY26 Earnings Call Details invites you to interact with the senior management on Q1FY26 Performance Click here to pre-register and join without the operator July 29, 2025 4:30 pm IST / 12:00 pm BST / 7:00 am EDT / 7:00 pm HKT Participants from the Management would be: Join through an operator usin

  17. Slide 17: Strides Pharma Science Limited

    Strides Pharma Science Limited CIN: L24230MH1990PLC057062 Corporate Office Strides House, Bannerghatta Road, Bengaluru - 560 076, India Tel.: +91 80 6784 0000/ 6784 0290 Email: Investor-Relations@strides.com Registered Office ‘Cyber One’, Unit No. 902, Sector 30A, Vashi, Navi Mumbai - 400 703 Tel.:

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