Orchid Pharma Limited · NSE:ORCHPHARMA
Orchid Pharma — Q4 FY26 Earnings Presentation
26 slides from Orchid Pharma's earnings presentation, May 26, 2026
Slide 1: Exchange cover letter: Investors Presentation Q4 FY26
May 26, 2026 National Stock Exchange of India Limited, BSE Limited Exchange Plaza, Bandra Kurla Complex Phiroze Jeejeebhoy Towers, Bandra (E), Mumbai-400051 Dalal Street, Fort, Mumbai-400001 Symbol: ORCHPHARMA Scrip Code: 524372 Ref: (i) Regulation 30 of Securities and Exchange Board of India (Listi
Slide 2: From Soil to Vial
FROM Soil to Vial Nature Inspired Fermentation KSMs & API API Formulations Finished Dosage Origins & Biotransformation Process Manufacturing & Fill Finish For A Healthier World Development 2026
Slide 3: Safe Harbor
Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Orchid Pharma Limited (the “Company’), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securit
Slide 4: One of the most integrated anti-infective platforms
Orchid Pharma Limited A significantly large anti- A strong participant in infectives business built on selected high-value and Positioned for sustained an integrated foundation regulated opportunities long-term growth One of the most Scale + Integration Regulated Markets Structural Growth 1 3 5 inte
Slide 5: An Integrated Cephalosporin Platform
Orchid is at an inflection point The merger is nearing completion and the platform An Integrated is coming together as one Cephalosporin Platform The core API business is ready to create long-term value Multiple growth engines are moving from concept to execution across KSM, FDF, and Innovative drug
Slide 6: Financial Performance FY26
Financial Performance FY26 2026 orchidpharma.com 05
Slide 7: FY26 Financial Performance: Standalone
FY26 Financial Performance : Standalone (Rs Cr) (Amt. in Cr.) Q4-26 Q4-25 % Change FY 26 FY 25 % Change Revenue from 238 237 +0% 811 922 -12% Operations Other Income 13 6 +117% 55 32 +72% COGS 151 138 526 544 Employee Exp 20 22 -9% 88 86 +2% Other Exp 38 43 -12% 152 168 -10% EBITDA 42 40 +5% 101 156
Slide 8: Q4 FY26 Financial Performance: Standalone
Q4 FY26 Financial Performance : Standalone (Rs Cr) Total Revenue EBITDA PAT 251 41 42 244 31 28 218 13 Q4FY25 Q3FY26 Q4FY26 -6 Q4FY25 Q3FY26 Q4FY26 Q4FY25 Q3FY26 Q4FY26 Gross Margin EBITDA Margin 17% 16% 42% 36% 31% 6% Q4FY25 Q3FY26 Q4FY26 Q4FY25 Q3FY26 Q4FY26 2026 orchidpharma.com 07
Slide 9: FY26 Financial Performance: Standalone
FY26 Financial Performance : Standalone (Rs Cr) Total Revenue EBITDA PAT 155 106 954 101 45 867 FY25 FY26 FY25 FY26 FY25 FY26 Gross Margin EBITDA Margin 41% 16% 12% 35% FY25 FY26 FY25 FY26 2026 orchidpharma.com 08
Slide 10: From Turnaround to Platform Creation
From Turnaround to Platform Creation 2026 orchidpharma.com 09
Slide 11: The Journey of New Orchid
The Journey of New Orchid REVENUE Revenue Growth ~90% 867 Credibility FY 2021-26 457 Operational 2021 2026 FY26 + stability restored FY23–25 Platform EBITDA Creation Expansion Setting up platform EBITDA GROWTH Merger, 7ACA, new for future growth projects initiated 56.8% 64 101 FY 2021-26 FY21–22 202
Slide 12: Global Antibiotics market
Global Antibiotics market Global Antibiotic Drugs by Class: 2026 Global Antibiotics market Growing at a $45 Bn 2.5% CAGR Cephalosporins 32% In 2025 through 2035 18% Penicillin 28% 32% Fluoroquinolone 6% Out of this 8% Cephalosporin drug market stood at 15 Billion USD 15-20% 8% Macrolides 8% is API a
Slide 13: What Makes Orchid Unique
One of the most Only Indian USFDA-approved integrated cephalosporin sterile cephalosporin platforms globally manufacturer What Makes Ability to participate across KSM, API, and Orchid Strategic autonomy in KSM, shielded from Unique FDF value chains external shocks Innovation capability Deep technica
Slide 14: The Merger: A Stronger, More Efficient Platform
The Merger A Stronger, More Efficient Platform The combined facilities to get Rationalized Strategic One integrated business, consolidated, less duplication, manufacturing Logic built to operate as one. better capacity utilisation, and footprint cleaner cost structure. Simplified Unified Balance She
Slide 15: Strategy Architecture
Strategy Architecture Cephalosporin Value Chain Soil / Raw Material 7-ACA Cephalosporin API FDF / Hospital Feedstock inputs KSM- via fermentation Gen 1-5 range Sterile + Oral dosage and biosynthesis Orchid today Expanding Critical Imported Intermediate Missing control point = Orchid today = Downstre
Slide 16: Three Layers of Value Creation
Three Layers of Value Creation Growth pools EXBLIFEP, US FDF Generics, and differentiated products with better economics. Differentiated Growth Pools Integration Backward into 7-ACA, forward into FDF. Margin captured at every stage starting from KSM. Value Chain Integration Foundation The existing b
Slide 17: The Foundation: Core Cephalosporin API Business
Core Cephalosporin API Business The Foundation $15 Bn ~80 % ~20 % Global Cephalosporin Drug FDF API Market (2025) Emerging Market Regulated Market Orchid's Role in What Orchid can this Market Achieve from here 65-70% 30-35% Core cephalosporin API is the business today- 95% of revenue Take share in r
Slide 18: Product Portfolio
Product Portfolio 1st Gen 2nd Gen 3rd Gen 4th Gen 5th Gen BL - BLI Cefadroxil Cefprozil Cefdinir Cefalexin Cefuroxime Cefditoren Cefradine Cefixime Cefpodoxime Ceftibuten ORAL Cefalonium Cefoxitin Cefotaxime Cefepime Ceftaroline Cefepime + Cefalothin Ceforanide Ceftiofur Cefpirome Ceftolozane Enmeta
Slide 19: Strategic Integration: 7ACA + Downstream
7ACA + Downstream Strategic Integration The Market Context and Orchid's Position Scale ~75% captive 1,000 MT/yr consumption ~10,000MT ~4,000 MT Global Market India Market Location Near Punjab/J&K Kathua, Jammu industrial clusters 7ACA Capacity Plan Total Capacity: 1,000 MT ~750 MT ~250 MT Technology
Slide 20: FDF Business: Moving Closer to the Customer
FDF Business Moving Closer to the Customer Orchid's Position The Market Opportunity INDIA'S ONLY US market bifurcation by value USFDA-approved sterile cephalosporin manufacturer. Oral (Generics) Orchid Pharma plans Sterile Asset Utilisation 21% to launch 5-6 sterile Shifting sterile capacity to regu
Slide 21: EXBLIFEP: Innovation with High-Quality Economics
EXBLIFEP: Innovation with High-Quality Economics India's only novel antibiotic platform creating a scalable royalty income stream ~7 Mn ~100 Mn vials Annual CUTI patients treated globally Total addressable market Global cUTI Burden - Patients & Vials Needed Number of patients in Number of vials need
Slide 22: Antimicrobial Stewardship
Antimicrobial Stewardship Orchid’s role in the global Antimicrobial Resistance(AMR) response The Problem Orchid is Addressing The Committed Project The Challenge Antimicrobial resistance is depleting the global Cefiderocol antibiotic arsenal faster than new drugs are being developed. Next-generation
Slide 23: Selective Expansion Beyond Cephalosporins
Selective Expansion Beyond Cephalosporins Next 5 Years Focus Pyramid Merger Synergy 90% Long-term Innovation Complex Sterile The core & Niche Areas Dhanuka's API-FDF assets in cephalosporin non-cephalosporin generics opportunities remains Selective Adjacent APIs & Formulations provide a ready physic
Slide 24: Capital Allocation and Growth Priorities
Capital Allocation and Growth Priorities 2% 7ACA + Downstream Integration ₹ 750 Cr 5% 1,000 MT capacity, 750 MT captive. Eliminates China dependence. Improves overall margin. Commissioning: FY27 20% Cefiderocol Access Project 1 Mn vial capacity. Opens emerging market ₹ 200 Cr opportunities. Committe
Slide 25: Closing Message
Closing Message Orchid is moving from The merger creates a more Orchid’s ambition is to build turnaround to platform coherent structure for scaling a differentiated long-term creation this strategy position in critical antibiotics Building a differentiated 4 5 long-term position in critical antibiot
Slide 26: Orchid Pharma
OrchidPharma? A Dhanuka Group Company