Supriya Lifescience Limited · NSE:SUPRIYA

Supriya Lifescience — Q4 FY26 Earnings Presentation

33 slides from Supriya Lifescience's earnings presentation, May 27, 2026

  1. Slide 1: Exchange filing cover letter

    May 27, 2026 To, BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Plot no. C/1, G Block, Dalal Street, Bandra-Kurla Complex Mumbai- 400 001 Bandra (E), Mumbai - 400 051 Scrip Code: 543434 NSE Symbol: SUPRIYA Dear Sir/Madam, Subject: Investor Presentatio

  2. Slide 2: Supriya Lifescience Ltd. Q4FY26 Investor Presentation

    SUPRIYA LIFESCIENCE LTD. Q4FY26 Investor Presentation

  3. Slide 3: Safe Harbour

    Safe Harbour This presentation and the accompanying slides (the “Presentation”), which have been prepared by Supriya Lifescience 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

  4. Slide 4: Q4 FY26 Highlights

    Q4 FY26 Highlights SUPRIYA LIFESCIENCE LTD.

  5. Slide 5: Q4 FY26 Highlights: Regional Performance

    Q4 FY26 Highlights Revenue EBITDA PBT PAT Quarterly INR 2,765.3 Mn INR 976.2 Mn INR 921.3 Mn INR 742.3 Mn 50% YoY 44% YoY 44% YoY 47% YoY Business Mix Revenue Contribution – By Region Regional Performance 44% 34% 36% 36% 30% 32% 26% 24% Q4 FY25 17% Q3 FY26 6% 6% Q4 FY26 2% 2% 4% 1% Asia Europe LATAM

  6. Slide 6: FY26 Highlights: Regional Performance

    FY26 Highlights Revenue EBITDA PBT PAT Quarterly INR 8,278.7 Mn INR 2,940.5 Mn INR 2,747.8 Mn INR 2,091.2 Mn 19% YoY 13% YoY 11% YoY 11% YoY Business Mix Revenue Contribution – By Region Regional Performance 40% 37% 33% 33% 22% 20% FY25 FY26 3% 3% 5% 4% Asia Europe LATAM North America Others 5

  7. Slide 7: Q4 & FY26 Y-o-Y Highlights

    Q4 & FY26 - Y-o-Y Highlights (INR Mn) Revenue EBITDA PBT PAT 50% YoY 19% YoY 44% YoY 13% YoY 44% YoY 11% YoY 47% YoY 11% YoY 2485 2748 8279 6965 2940 2091 2608 1880 2765 976 921 742 1841 676 641 504 Q4FY25 Q4FY26 FY25 FY26 Q4FY25 Q4FY26 FY25 FY26 Q4FY25 Q4FY26 FY25 FY26 Q4FY25 Q4FY26 FY25 FY26 EBITD

  8. Slide 8: Business Mix Revenue Contribution by Therapy

    Business Mix Revenue Contribution – By Therapy Performance of the Top Therapeutic Areas 54% 49% 12% 11% 9% 11% 8% 7% 6% 4% 4% 4% 3% 2% Anesthetic Analgesic Anti-Histamine Vitamins Anti-Asthmatic Anti-Allergic Anti-hypertensive FY25 FY26 7

  9. Slide 9: Profit & Loss Statement

    Profit & Loss Statement Particulars (in INR Mn) Q4 FY26 Q4 FY25 Y-o-Y Q3 FY26 Q-o-Q FY26 FY25 Y-o-Y Revenue from Operations 2,765.3 1,841.1 50.2% 2,064.4 34.0% 8,278.7 6,964.8 18.9% Cost of Goods Sold 1053.3 548.3 92.1% 612.0 72.1% 2,540.3 2,111.8 20.3% Employee Benefits Expense 248.2 209.8 18.3% 24

  10. Slide 10: Balance Sheet

    Balance Sheet Assets FY25 FY26 Equity and Liabilities FY25 FY26 Non-current assets Equity (i) Property, plant and equipment 4,468 6,833 (i) Equity share capital 161 161 (ii) Right to Use Asset 46 45 (ii) Other equity 9,807 11,816 (iii)Capital Work in progress 1,480 355 Total Equity 9,968 11,977 (iv)

  11. Slide 11: Company Overview

    Company Overview SUPRIYA LIFESCIENCE LTD.

  12. Slide 12: Business Overview

    Business Overview Global leader in Anti-histamines, Anti-Allergic, Vitamins, Anti-Asthamatics & Anesthetics 40+ APIs 120+ Countries 35,000 Sq.mts 932 KLPD Niche product basket Diversified operations with presence Manufacturing facility spread across Reactor capacity WHO-GMP, Written Confirmation, IS

  13. Slide 13: Journey So Far

    Journey So Far 2022 2023 2024 2025 2026 CEP (Certificate of The Company commenced ANVISA Approval Launch of three Commercialized CMO suitability ) renewed for operations at its Granted molecules including facility at Ambernath Pheniramine Maleate, new R&D lab in Liquid Anesthesia 4th USFDA approval

  14. Slide 14: Backward Integrated Business Model

    Backward Integrated Business Model Cost-competitive Supply Security Low Price Risk In-House Processes Structure Steady supply of essential raw Protection against market Less Dependence On External Increasing margins materials fluctuations Parties 20 products are backward integrated* in following the

  15. Slide 15: Diversified Geographic Presence

    Diversified Geographic Presence FY26 Product Updates Cardio Vascular A key product was launched in Q3FY26, revenue contribution started in Q4FY26, with momentum strengthening for future scale-up. ADHD A key product was launched, it saw strong demand from LATAM and Europe, and is now scaling up with

  16. Slide 16: Diversified Revenues with Extensive Global Presence

    Diversified Revenues with Extensive Global Presence Significant export presence, with low dependence on a … with balanced customer concentration specific geography Export sales, as a % of revenue from operations Share of top 10 customers, as a % of revenue from operations 85% 58% 82% 47% 49% 52% 80%

  17. Slide 17: Advanced Manufacturing

    Advanced Manufacturing o Well defined areas for R&D, Quality Control (chemical, microbiology), Quality Assurance, dedicated areas for engineering maintenance, 5 9 warehouse, raw materials, packaging materials and Manufacturing Blocks Clean Rooms finished goods stores o Recently commissioned Effluent

  18. Slide 18: Ambernath Facility

    Ambernath Facility Facility Location R&D Manufacturing • The site spans 5,000 sqm, with 70% of the area • Dosage forms R&D being set up for tablets, capsules, • FDF facilities commissioned. constructed, located at Plot No. N-60, liquids, sterile forms. • Tablets, capsules, liquids, nasal, inhalation

  19. Slide 19: R&D Capabilities

    R&D Capabilities Supported by R&D driven mindset DSIR approved facility • A team of 68 scientists primarily focused on API and formulations process development across the value chain • Already started two R&D centres – 4* Process Patent o Ambernath R&D – Formulations and Generic APIs Filed in India

  20. Slide 20: CMO Capabilities

    CMO Capabilities • State-of-the-art, GMP compliant manufacturing facility along with pilot facility for scale up available for trials before validation • Complete support in validation, stability, & compilation of dossiers • Dedicated technology transfer team is periodically trained to enhance skill

  21. Slide 21: Complex Chemistries & Reaction (1/2)

    Complex Chemistries & Reaction (1/2) Focus on uniform manufacturing standards to achieve standardised product quality across markets … across varied class of reactions Ability to handle complex chemistries.. High vacuum distillations • Cyclisation Grignard reaction Simple to highly complex chiral mo

  22. Slide 22: Complex Chemistries & Reaction (2/2)

    Complex Chemistries & Reaction (2/2) Focus on uniform manufacturing standards to achieve standardised product quality across markets … across varied class of reactions Ability to handle complex chemistries.. Chiral molecules synthesis using Chiral auxiliary • Contrast media API synthesis Amidation v

  23. Slide 23: Regulatory Achievements

    Regulatory Achievements Strong focus on compliance guided by ethical approach • Our motto is to consistently meet the stringent requirements of regulatory bodies • Supported by a skilled team of regulatory affairs experts dedicated to the timely submission of dossiers and managing regulatory queries

  24. Slide 24: Awards & Accreditation

    Awards & Accreditation 2016 2017 2019 • Export House for the Year for 2015-16 awarded by • Export House for the Year for 2016-17 awarded by • Outstanding Export Performance Award for the year Directorate of Directorate of Industries, Government of Maharashtra 2018-19 for product group API / Bulk Dru

  25. Slide 25: Key Management Team

    Key Management Team Satish Wagh Executive Chairman & WTD • An honorary Ph.D. in entrepreneurship from Faculty of Management Studies, National American University. • B.Sc. from R.D National College and W.A. Science College, University of Bombay. • Director on the board of Supriya Medi-Chem Private Li

  26. Slide 26: EHS

    EHS Environment Health Safety • Strict monitoring for high-efficiency pollution control; • Clean, safe and healthy working environment for our • Commitment to safe, accident-free operations across focus on solvent recovery and reduced emissions all employees facilities • Regular safety training, fir

  27. Slide 27: CSR & Social Work

    CSR & Social Work We believe true corporate citizenship is rooted in giving back to society, recognizing our responsibility extends beyond business paradigm • Regular activities hosted in the head office and factory for donations of utilities, clothes, school supplies from the employees to the stude

  28. Slide 28: Historical Financial Performance

    Historical Financial Performance SUPRIYA LIFESCIENCE LTD.

  29. Slide 29: Consistent & Strong Financial Performance

    Consistent & Strong Financial Performance (in INR Mn) Robust revenue growth Capex Spend … and, focus on profitability 12% 1,623 1,522 8,279 1,457 2,940 2,608 6,965 1,078 2,140 2,091 5,301 5,703 949 1,880 1,880 4,609 1,518 1,289 1,191 899 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY

  30. Slide 30: Working Capital Break-up

    Working Capital Break-up (in days) Inventory Receivables 233 198 197 78 172 73 71 72 165 61 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 Payables Net Working Capital 113 112 105 235 196 158 170 59 124 49 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 29

  31. Slide 31: Future Outlook

    Future Outlook SUPRIYA LIFESCIENCE LTD.

  32. Slide 32: Future Outlook

    Future Outlook R&D centres CMO/CDMO space API R&D - • Evaluating opportunity for exclusive manufacturing rights in liquid inhalation products • Ambernath API R&D facility fully commissioned with a team of 16 scientists • GLP-1 portfolio development and supply in progress for a leading Indian generic

  33. Slide 33: Thank You

    Supriya Lifescience Limited CIN: L51900MH2008PLC180452 Mr. Krishna Raghunathan - Chief Financial Officer cfo@supriyalifescience.com www.supriyalifescience.com Ernst & Young LLP Runjhun Jain Sneha Salian +91 98207 20993 +91 98194 30437 runjhun.jain1@in.ey.com sneha2.salian@in.ey.com THANK YOU

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