Rpg Life Sciences Limited · NSE:RPGLIFE
Rpg Life Sciences — RPG Annual Investor Conference 2025
15 slides from Rpg Life Sciences's conference presentation, Jun 2, 2025
Slide 1: Exchange cover letter for investor presentation
June 02, 2025 To The Manager BSE Limited Listing Department Corporate Relationship Department National Stock Exchange of India Limited 25, P.J. Towers, Exchange Plaza, 5th Floor, Dalal Street, Plot No. C-1, G- Block, Mumbai 400 001 Bandra - Kurla Complex, Bandra (East) Mumbai – 400 051 Symbol: RPGLI
Slide 2: RPG Annual Investor Conference 2025
hello happiness RPG Annual Investor Conference 2025 RPG Life Sciences June 3, 2025
Slide 3: Disclaimer
Disclaimer This presentation may include statements which may constitute forward-looking statements. All statements that address expectations or projections about the future, including, but not limited to, statements about the strategy for growth, business development, market position, expenditures,
Slide 4: RPG Life Sciences: An Integrated Pharmaceutical Company
RPG Life Sciences: An Integrated Pharmaceutical Company RPG Life Sciences is an integrated research based pharmaceutical company operating in the domestic and international markets in the branded formulations, global generics and synthetic APIs space. Domestic Formulations (DF) Leader in Immunosuppr
Slide 5: RPG Life Sciences: Product Portfolio
RPG Life Sciences: Product Portfolio Strong ‘Textbook’ brands ; ↑ Chronic and Specialty therapies Key Therapies DF Key Products Legacy Portfolio New Portfolio Nephrology Specialty Chronic Immunosuppressants Textbook Brands Life Cycle Management (Existing Products) Rheumatology Trastuzumab Azathiopri
Slide 6: FY25 delivered a strong all-round performance
FY25 delivered a strong all-round performance ↑ Sales ↑ EBITDA ↑ Margin ↑ ROCE * Growth Growth 12.3% 27.3% + 312 bps 32.9% ↑ ROE * ↑ Volume ↑ Market ↑ EPS * Growth Capitalization 24.3% Rs. 67.5 6.6% +49% * Excluding impact of exceptional items
Slide 7: Profit Margins: A Trajectory of y-o-y expansion continues un-interrupted
Profit Margins: A Trajectory of y-o-y expansion continues un-interrupted Significant upward trajectory across all margin metrics 26.4% EBITDA % 23.3% 23.0% 21.0% PBT %* 20.3% 20.2% 18.2% 17.9% 16.6% 17.1% 15.9% 15.1% PAT%* 13.8% 13.2% 11.7% 11.1% 11.1% 10.4% 10.3% 9.3% 8.7% 7.7% 5.9% 4.7% 4.6% 4.2%
Slide 8: Revenues, Profit, Cashflows: A strong y-o-y upward trajectory continues unabated
Revenues, Profit, Cashflows: A strong y-o-y upward trajectory continues unabated Rs. crores Revenue Up by 12% vs LY PBT* up by 28% vs LY Significant cash balance* (from operations) 150.3 653.4 582.1 168.2 117.8 512.8 440.2 91.7 127.6 115.2 375.6 389.1 73.2 330.2 53.6 70.3 36.5 40.3 15.1 FY19 FY20 FY
Slide 9: Key Financial Ratios: A trajectory of y-o-y uptrend continues unabated
Key Financial Ratios: A trajectory of y-o-y uptrend continues unabated EPS* ROCE %* ROE %* 31.6% 32.9% 67.5 29.7% 24.3% 28.5% 23.4% 22.0% 24.9% 20.1% 53.0 18.5% 20.9% 16.4% 40.9 31.1 24.2 9.7% 6.7% 17.5 6.5 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY19 FY20 FY21 FY22 FY2
Slide 10: RPG Lifesciences Market Cap outperforming the benchmark over the past 5 Years
RPG Lifesciences Market Cap outperforming the benchmark over the past 5 Years 18.0 16.0 14.0 13.2x 12.0 10.0 8.0 6.0 4.0 3.5x 2.0 2.7x 0.0 Apr-20 Aug-20 Dec-20 Apr-21 Aug-21 Dec-21 Apr-22 Aug-22 Dec-22 Apr-23 Aug-23 Dec-23 Apr-24 Aug-24 Dec-24 RPG Lifesciences BSE Healthcare BSE Sensex
Slide 11: Continued strengthening of our balance sheet in FY25
Continued strengthening of our balance sheet in FY25 Improvements recorded in ICRA Rating Factors affecting rating affirmation • A robust capital structure and strong debt servicing indicators based on o Healthy cash flows • Long term rating o Company continues to remain debt-free reaffirmed at A+ a
Slide 12: Strategic initiatives enabling our strong performance
8 Strategic initiatives enabling our strong performance Constant focus on implementing projects to build cost efficiencies across multiple 1 Business Transformation & improving margin profile projects which has resulted in EBITDA% moving from 23.3% in FY24 to 26.4% in FY25 Comprehensive Life Cycle M
Slide 13: Continued focus on delivering environmental-friendly growth
Continued focus on delivering environmental-friendly growth 41% carbon emission 52% reduction in hazardous reduction in FY25 waste management in FY25 41% increase in 7% reduction in water energy efficiency in FY25 consumption
Slide 14: RPGLS Journey Ahead: strategic pillars of action
RPGLS Journey Ahead: 7 strategic pillars of action 1 Portfolio development and • Project underway to grow our immunosuppressant portfolio to 200+ crores mega-brands building • Focused initiatives to grow Naprosyn to a 100+ crores brand; building our MABs portfolio 2 • Focus on new geographies, new l
Slide 15: hello happiness
hello happiness
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