Pi Industries Limited · NSE:PIIND
Pi Industries — Q4 FY26 Earnings Presentation
26 slides from Pi Industries's earnings presentation, May 2026
Slide 1: PI Industries Ltd. Investor Presentation Q4 FY26 Result
PI Industries Ltd. Investor Presentation Q4 FY26 Result PI Industries Limited CDR India
Slide 2: Agenda
Agenda 01 Consolidated Financial Performance 02 Key Updates 03 Business Model & Strategy 04 ESG Initiatives 05 Awards & Recognition 2
Slide 3: Navigating the Downcycle, Building the Next Growth Curve
FINANCIALS / KEY UPDATES / BUSINESS MODEL / ESG / AWARDS Navigating the Downcycle..... Building the PI ’s Next Growth Curve CONSOLIDATED FINANCIALS Revenue EBITDA PAT* INR Mn Q4FY26 15,652 12% 3,373 26% 2,00 2 39 % FY26 67,137 16% 17,053 22% 13,208 20% FY26 3 - year CAGR 1% 3% 2% Commercialized Rece
Slide 4: Q4 Performance Reflects Volatile Global Situation and Customer Delivery Schedule
FINANCIALS / KEY UPDATES / BUSINESS MODEL / ESG / AWARDS Q4 Performance Reflects Volatile Global Situation and Customer Delivery Schedule …Continue to Preserve Healthy Margins Amid Challenging Environment • ~15% decline in Agchem Exports due to global agrochemical industry INR Mn Q4 FY25 Q4 FY26 % Y
Slide 5: FY26 Resilient Profitability While Building Future Growth Platforms
FINANCIALS / KEY UPDATES / BUSINESS MODEL / ESG / AWARDS FY26 Resilient Profitability While Building Future Growth Platforms • Agchem Exports declined by 19% Y - o- Y (Volume down ~14%) due to high base effect ( Y - o- Y growth: FY23: +26%, FY24: + 19%, FY25: +5%), INR Mn FY25 FY26 % YoY o 5 molecul
Slide 6: Balance Sheet Strength Provides Strategic Flexibility through the Cycle
FINANCIALS / KEY UPDATES / BUSINESS MODEL / ESG / AWARDS Balance Sheet Strength Provides Strategic Flexibility through the Cycle INR Mn Mar - 25 Dec - 25 Mar - 26 Shareholders Fund 1,01,570 1,11,458 1,12,305 • Surplus cash net of Debt is INR 34,265 Mn enabling the company to pursue Non Current Liabi
Slide 7: Long-term Compounding Despite Cyclical Volatility
FINANCIALS / KEY UPDATES / BUSINESS MODEL / ESG / AWARDS Long - term Compounding Despite Cyclical Volatility … Figures in INR Mn except EPS Revenue EBITDA PAT 5Yr CAGR 8.0% 76,658 79,778 16,815 16,602 5Yr CAGR 10.9% 21,833 5Yr CAGR 12.3% 64,920 67 ,137 20,252 17,053 13,208 52,995 15,489 12,295 45,77
Slide 8: Transformation at each stage
FINANCIALS / KEY UPDATES / BUSINESS MODEL / ESG / AWARDS PI Story: From Distribution Economics to Innovation led Global Innovation Led Value Compounding with Organization Partnership Model • Pharma business amongst Consistent Revenue Growth the Top CRDMO ~20% • Global biological leader Transformatio
Slide 9: Innovation Pipeline Delivering Differentiated, High-Value Crop Solutions
FINANCIALS / KEY UPDATES / BUSINESS MODEL / ESG / AWARDS Innovation Pipeline Delivering Differentiated, High - Value Crop Solutions …Strengthening Market Position HORTICULTURE FY26 SOYBEAN Alcor ® Comet ® Uranus ® Fixit ® S ystemic herbicide for management Post emergent herbicide for For Mites Herbi
Slide 10: Pharma Business Recorded Highest Quarterly Sales for FY26
FINANCIALS / KEY UPDATES / BUSINESS MODEL / ESG / AWARDS Pharma Business Recorded Highest Quarterly Sales for FY26 … INR Mn Q4FY25 Q4FY26 % YOY Enquiries Significant Capability building Revenue 850 1,048 23% Increase CRO CDMO in CRDMO Filing for regulatory approval of PBT * (667) (300) 55% 295 enqui
Slide 11: Biologicals - From Foundation to Acceleration
FINANCIALS / KEY UPDATES / BUSINESS MODEL / ESG / AWARDS Biologicals - From Foundation to Acceleration: Registered, Resourced and Ready • Launch of Harpin ⍺β in India Product A Product B Product C • Bionematocide registration was granted by the EPA in the US • Upcoming launch of proprietary brands o
Slide 12: Long-term Outlook Remains Robust through Diversified Growth
FINANCIALS / KEY UPDATES / BUSINESS MODEL / ESG / AWARDS Long - term Outlook Remains Robust through Diversified Growth … Long to Continue - term make growth significantoutlook remains investment intact... and product launches in new businesses … • Climatic uncertainty going into Kharif Season to be
Slide 13: Reimagining a Healthier Planet
Keimagining a Healthier Panet “Leading with science, technology and human ingenuity to create transformative solutions in life sciences” iii COURAGEOUS CURIOUS CREATIVE CARING Think Bold, act with Integrity Question conventional wisdom, be Differentiate, Collaborate, Experiment _Be Transparent, buil
Slide 14: PI: Trusted, Resilient and Future-Ready
FINANCIALS / KEY UPDATES / BUSINESS MODEL / ESG / AWARDS PI: Trusted, An organization that is Resilient and committed to excellence in whatever it does . . . Future - Ready known for over 2 decades to be the Top wealth creator . . . A Trusted Brand Successful Product Science & ESG Addressing Emergin
Slide 15: Partnering Across the Ag-chem Value Chain
FINANCIALS / KEY UPDATES / BUSINESS MODEL / ESG / AWARDS Partnering Across the Ag - chem Value Chain Non conflicting business model … well respected by Global Innovators as Partner Regulatory services Marketing & Discovery Development Scale - up Manufacturing Evaluation & Trials & Registrations Dist
Slide 16: World-class R&D set-up delivering innovative and disruptive solutions
FINANCIALS / KEY UPDATES / BUSINESS MODEL / ESG / AWARDS World - class R&D set - up delivering 1st Indian company to innovate innovative and disruptive solutions “P IOXANILIPROLE ” Now filed for registration State - of- the - art NABL ISO17025 and GLP certified R&D Labs New ICP - OES at 4 locations
Slide 17: Consistent Pipeline growing across years, Differentiated CSM Model
FINANCIALS / KEY UPDATES / BUSINESS MODEL / ESG / AWARDS AgChem continues to Grow; Diversifying Consistent Pipeline Portfolio with new segments like growing across years … Electronic & Specialty Chemicals.. Differentiated CSM Model v 20+ molecules have been commercialized over the last few years 90+
Slide 18: Agchem CSM, a global leader, backed by strong technological strengths
FINANCIALS / KEY UPDATES / BUSINESS MODEL / ESG / AWARDS Agchem CSM, a global leader, backed Largest by strong technological strengths Commercial Scale Reactions Technology pioneer with technological and IP based interventions in global contract manufacturing Flow Technology 15 Fully automated Multi
Slide 19: Differentiated Domestic Distribution Model
FINANCIALS / KEY UPDATES / BUSINESS MODEL / ESG / AWARDS Differentiated Domestic Distribution Model Driven By Unique Solutions through Global Partnerships, Brands Building Capabilities And Market Reach Strong Partner Strong Pipeline Having experience FOCUS ON Farmers & Extensive Distribution Network
Slide 20: Our Global Presence
FINANCIALS / KEY UPDATES / BUSINESS MODEL / ESG / AWARDS Our Global Presence India Dusseldorf Amsterdam Seattle Milan St. Louis Tokyo Raleigh Beijing Dubai India Registered Office Sao Paulo Corporate Office R&D Our Markets Manufacturing Units Overseas Offices Depots 40+ 10 4,000+ 2,000+ 8 25 15,000+ 100
Slide 21: Multipronged strategy to sustain growth momentum backed by multiple growth engines & M&A
FINANCIALS / KEY UPDATES / BUSINESS MODEL / ESG / AWARDS Multipronged strategy to sustain the growth momentum backed by multiple growth engines & M&A Market Expansion Deepening our technological Build capabilities to open new horizons Creation Customer Intimacy Product & Services Segments De - risk
Slide 22: The PI Investment Case: A Proven Growth Engine
FINANCIALS / KEY UPDATES / BUSINESS MODEL / ESG / AWARDS The PI Investment Case: A Proven Growth Engine … Unlocking the Next Era of Growth Demonstrated ability Constantly Demonstrated Unique Business to constantly reinvent Differentiating our Wealth Creation with Model and Strong itself over 8 Decad
Slide 23: Embedding sustainability into long-term value creation
FINANCIALS / KEY UPDATES / BUSINESS MODEL / ESG / AWARDS Embedding sustainability into long - term value creation Environmental Social and Governance Carbon emissions intensity in terms of revenue from operations (INR million) SDG Alignment Key Highlights* Key Highlights * 3.29 3.37 2.75 Environment
Slide 24: Our commitment to Community
FINANCIALS / KEY UPDATES / BUSINESS MODEL / ESG / AWARDS Our commitment to Community... HEALTH & HYGIENE WOMEN EMPOWERMENT EDUCATION & SKILL ENVIRONMENT SUSTAINABILITY DEVELOPMENT 66 villages, Shvastha Seva 80 rural villages active 135 schools with digital learning 44,000+ farmers reached 89,000+ be
Slide 25: Recognition Reinforces Leadership, Safety & Governance Excellence
FINANCIALS / KEY UPDATES / BUSINESS MODEL / ESG / AWARDS Recognition Reinforces Leadership, Safety & Governance Excellence 4 th EDITION Gold Trophy - NSCI Safety Award 2024 Most Preferred Workplace 2025 - 26 India's Top Value Creator 2025 for Excellence in Occupational Safety & by Marksmen Daily Agr
Slide 26: Thank You
Thank You 26 26