Viyash Scientific Limited · NSE:VIYASH

Viyash Scientific — SeQuent Scientific — Q2 FY2026 Earnings Presentation

25 slides from Viyash Scientific's earnings presentation, Nov 14, 2025

  1. Slide 1: Proven Ability In Life Sciences

    Proven Ability In Life Sciences November 14, 2025 To, BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Dalal Street, Fort, Bandra-Kurla Complex, Mumbai - 400 001 Bandra (East), Mumbai - 400 051 Scrip code: 512529 Scrip code: SEQUENT Subject: Investor Pr

  2. Slide 2: Investor Presentation Q2 FY26

    INVESTOR PRESENTATION Q2 FY26 SEQUENT SCIENTIFIC LIMITED 14th Nov 2025

  3. Slide 3: Steadfast commitment to improvement in business fundamentals

    Steadfast commitment to improvement in business fundamentals “The results of Q4 FY 25-26 and first half FY 25-26 reinforce the transformational journey undertaken by the company. Revenue, margins and profits have continued to show healthy growth on the back of new product introductions, superior pro

  4. Slide 4: Sequent + Viyash: Combined Q2 FY26 Performance Highlights

    All values in ₹ Mn Sequent + Viyash : Combined Q2 FY26 Performance Highlights Net Debt to LTM Revenues EBITDA1 EBITDA margin EBITDA1 ₹8,521 ₹1,890 22.2% 0.7x Million Million +16 % +76% +750 bps 1.4x in Q2 YoY YoY YoY FY25 3 Notes: 1. EBITDA for Viyash and SeQuent are adjusted for ESOP costs Source:

  5. Slide 5: Sequent + Viyash: Combined H1 FY26 Performance Highlights

    All values in ₹ Mn Sequent + Viyash : Combined H1 FY26 Performance Highlights Net Debt to LTM Revenues EBITDA1 EBITDA margin EBITDA1 ₹16,462 ₹3,810 19.3% 0.7x Million Million +12.5 % +48 % +460 bps 1.4x in H1 YoY YoY YoY FY25 4 Notes: 1. EBITDA for Viyash and SeQuent are adjusted for ESOP costs Sour

  6. Slide 6: SeQuent Q2FY26 Performance Update

    SeQuent Q2FY26 Performance Update

  7. Slide 7: Sequent: Strong profitable business growth continues in Q2FY26

    Sequent: Strong profitable business growth continues in Q2FY26 All values in ₹ Mn Revenues EBITDA1 EBITDA1 margin PAT ₹4,240 ₹657 15.5% ₹ 196 Million Million Million +15.0% +47.0% +330 bps +200% YoY YoY YoY YoY 6 1. EBITDA Adjustment for ESOP and foreign currency fluctuation

  8. Slide 8: Sequent: Strong profitable business growth continues in H1 FY26

    Sequent: Strong profitable business growth continues in H1 FY26 All values in ₹ Mn Revenues EBITDA1 EBITDA1 margin PAT ₹4,240 ₹8,654 ₹1,259 ₹657 14.5% ₹ 372 Million Million Million +14.0% +35.4 % +220 bps +140 % YoY YoY YoY YoY 7 1. EBITDA Adjustment for ESOP and foreign currency fluctuation

  9. Slide 9: Sequent: Broad based revenue growth across all businesses

    Sequent : Broad based revenue growth across all businesses All values in ₹ Mn Revenue Distribution Q2 FY26 Q2 FY25 YoY Gr% Q1 FY26 QnQ Gr% H1 FY26 H1 FY25 YoY Gr% Formulations 3,351 2,836 18% 3,383 -1% 6,734 5,837 15% Europe 1,520 1,335 14% 1,640 -7% 3,159 2,910 9% Emerging Markets 1,469 1,160 27% 1

  10. Slide 10: SeQuent: Q2FY26 Business Performance

    SeQuent: Q2FY26 Business Performance All values in ₹ Mn Europe: Significant growth in Spain with good exports performance 1,000+ FDFs Emerging Markets: Formulations ▪ Launched Tulaject in Brazil & received MA for Mexico market 90+ ▪ R&D infrastructure expanded Countries India: Business beginning to

  11. Slide 11: Sequent Consolidated Financials

    Sequent Consolidated Financials All values in ₹ Mn Q2 Q2 Grw YoY Q1 Grw QnQ H1 H1 Grw YoY Particulars FY26 FY25 % FY26 % FY26 FY25 % Revenue from Operations 4,240 3,686 15.0% 4,414 -3.9% 8,654 7,589 14.0% Material Consumption (2,131) (1,953) (2,345) (4,477) (4,096) Gross Margin 2,109 1,734 21.6% 2,0

  12. Slide 12: Viyash: Business Update

    Viyash Viyash: Business Update

  13. Slide 13: Viyash: Q2FY26 Business Performance

    Viyash: Q2FY26 Business Performance Revenues EBITDA1 EBITDA1 margin PAT ₹4,281 ₹1,233 28.8% ₹533 Million Million Million 1149 Q2 17.8% 96% YoY YoY bps FY25 YoY Loss (82mn) 12 Note: 1. Viyash EBITDA is adjusted for ESOP costs

  14. Slide 14: Viyash: Q2 FY26 Key growth drivers

    Viyash: Q2 FY26 Key growth drivers New product launches Focus on CDMO business Improved product mix Network optimisation for better efficiencies Backward and Forward integration 13

  15. Slide 15: Viyash: H1FY26 Business Performance

    Viyash: H1FY26 Business Performance Revenues EBITDA1 EBITDA1 margin PAT ₹7,808 ₹1,921 24.6% ₹726 Million Million Million 741 H1 11.0% 58.9% YoY YoY bps FY25 YoY Loss (94mn) 14 Note: 1. Viyash EBITDA is adjusted for ESOP costs

  16. Slide 16: Viyash Financial Performance

    Viyash Financial Performance All values in ₹ Mn Q2 Q2 Grw Q1 Grw H1 H1 Grw Particulars FY 25 FY26 FY25 YoY% FY26 QnQ % FY26 FY25 YoY o Healthy revenue growth. Q2FY26 Revenue from Operations 4,281 3,632 18% 3,527 21% 7,808 7,032 11% 14,580 revenue grew by 18% YoY. H1FY26 Material Consumption (1,667)

  17. Slide 17: Key updates from Q2 FY26

    Key updates from Q2 FY26 Facility Inspections Regulatory Approvals Launches 4 Regulatory Audits 2APIs: (USDMF-1 ; 2 FDFs (US) 56 Customer audits EDQM-1 2 APIs 1 US FDA EIR Products Filed Validations Completed R&D Pipeline 9 Filings – SFDA(3), 3 APIs 16+ Products EDQM (1) TGA (1), EDMF (2), WHO (1),

  18. Slide 18: Merger Update

    Merger Update bo

  19. Slide 19: Q2FY26: Combined business performance

    Q2FY26: Combined business performance Q2 FY26 YoY Growth % SeQuent Combined (For the quarter) (Combined) Revenue 4,281 4,240 8,521 16.3% (INR Mn) EBITDA1 1,233 657 1,890 76% (INR Mn) EBITDA Margin % 28.8% 15.5% 22.2% +750 bps Net Debt to LTM 0.08x 1.7x 0.7x EBITDA 18 Notes: 1. EBITDA for Viyash and

  20. Slide 20: Combined P&L – Snapshot

    Combined P&L – Snapshot Viyash SeQuent Combined Particulars Key Notes : FY25 H1 FY26 FY25 H1 FY26 FY25 H1 FY26 Revenue from Operations 14,580 7,808 15,514 8,654 30,094 16,462 ESOP cost, Exceptional items and Material Consumption (6,608) (3,147) (8,119) (4,477) (14,727) (7,624) amortization of acquis

  21. Slide 21: Merger – Process Update

    Merger – Process Update Merger process status update • CCI approval and Stock Exchange clearance received • NCLT approval order reserved on Oct 31, 2025; pronouncement expected soon • Focus on synergy realization for next 12 months • The process is well on track as per estimated timelines 20

  22. Slide 22: Synergy Update

    Synergy Update Area Key Ideation Action Items Progress • R&D teams to be co-located; to work API R&D fully integrated leading to collaboratively on NPD & cost accelerated development • 4 New animal health products Regulatory filing in R&D improvement developed/validated progress • QA & Testing to be

  23. Slide 23: New production block commissioned in record time

    New production block commissioned in record time New production block created in short time to improve capacity, productivity and cost of Sequent products One large volume Sequent API validated & filing under progress 22

  24. Slide 24: For details, feel free to contact

    For details, feel free to contact: Yoshita Vora Abhishek Singhal Company Secretary Investor Relations Consultant +91 22 4111 4777 abhishek@arunya.co.in investorrelations@sequent.in Registered Office: 3rd Floor, Srivalli’s Corporate, Plot No. 290, SYN 33 34P TO 39, Guttala Begumpet, Jubilee Hills, Sh

  25. Slide 25: Thank You

    Thank You

SeQuent Scientific — Q2 FY2026 Earnings Presentation on 6ix