Arrow Greentech Limited · NSE:ARROWGREEN
Arrow Greentech — Q1 FY27 Earnings Presentation
39 slides from Arrow Greentech's earnings presentation, August 2026
Slide 1: Arrow Greentech Ltd. Investor Presentation
ARROW GREENTECH LTD. Investor Presentation www.arrowgreentech.com
Slide 2: Safe Harbor
Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Arrow Greentech 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 securi
Slide 3: Q1 FY27 – Result Highlights
Q1 FY27 – Result Highlights
Slide 4: Chairman & MD’s Comments on Result
Chairman & MD’s Comments on Result Operational / Financial Highlights Mr. Shilpan Patel • During the Q1 FY27, Revenue Chairman and Managing Director from Operation stood at Rs. 878 Million, a jump of 110% QoQ “Arrow Greentech Ltd has achieved remarkable growth in this quarter, with Revenue from Oper
Slide 5: Q1 FY27 Result Highlights (Q-o-Q)
Q1 FY27 Result Highlights (Q-o-Q) Revenue from Operation EBITDA (Rs. in Mn) PAT (Rs. in Mn) Segment Wise (Rs. in Mn) (Rs. in Mn) EBITDA EBITDA Margin (%) PAT PAT Margin (%) Q4 FY26 Q1 FY27 +110% +246% +269% +135% 878 359 274 816 418 346 104 74 -12% 71 63 24.8% 40.9% 16.8% 30.5% Q4 FY26 Q1 FY27 Q4 FY
Slide 6: Q1 FY27 Result Highlights (Y-o-Y)
Q1 FY27 Result Highlights (Y-o-Y) Revenue from Operation EBITDA (Rs. in Mn) PAT (Rs. in Mn) Segment Wise (Rs. in Mn) (Rs. in Mn) EBITDA EBITDA Margin (%) PAT PAT Margin (%) Q1 FY26 Q1 FY27 +111% +152% +151% +137% 878 359 274 816 416 143 109 344 -12% 72 63 34.3% 40.9% 25.1% 30.5% Q1 FY26 Q1 FY27 Q1 F
Slide 7: Consolidated Profit & Loss Statement
Consolidated Profit & Loss Statement Particulars (Rs. in Mn) Q1 FY27 Q4 FY26 Q-o-Q Q1 FY26 Y-o-Y FY26 Revenue from Operations 878 418 416 2,005 Total Revenue 878 418 110.2% 416 111.2% 2,005 Cost of Material Consumed 361 154 153 613 Purchase of stock in trade 90 43 114 339 Change in Inventories of Fi
Slide 8: About the Company
ABOUT THE COMPANY
Slide 9: Leadership Team: Board Of Directors
Leadership Team: Board Of Directors Mr. Shilpan P. Patel Chairman & M.D He holds a Master's in Business Administration from Sam Houston State University, Texas. With experience in the coating industry from Grace Paper Industries Pvt. Ltd, he developed the award-winning Water Soluble Film in 1990, a
Slide 10: Leadership Team: Board Of Directors
Leadership Team: Board Of Directors Mrs. Jigisha Patel Woman Director She possess a great knowledge in supervising and coordinating the administration along with Managing and Handling Team. She also has a wide range of experience and knowledge in Corporate Affairs. Mr. Yogesh Gajjar Independent Dire
Slide 11: Arrow Greentech In A Snapshot…
Arrow Greentech In A Snapshot… Caters to the Niche Market State of the Art Manufacturing Facility located in Ankleshwar, Gujarat 21 registered patents and 41 Trademarks across the globe Vastly Experienced Research & Development Team Largest Manufacturer of Water Soluble Films in India 11
Slide 12: Corporate Structure
Corporate Structure Arrow Greentech Limited India 100% 100% 100% 51% Arrow Green Technologies (UK) Ltd. Arrow Secure Technology Pvt. Ltd. (India) Avery Pharmaceuticals Pvt. Ltd. (India) LQ Arrow Security Products (India) Pvt. Ltd. 95% 100% 46% Advance IP Technologies Limited (UK) Advance Secure Prod
Slide 13: Business Overview
Business Overview Water Soluble Films Intellectual Property Security Products Avery Pharma Other Development, Production & Total of 21 granted patents across Security products include Anti- A 100% wholly-owned subsidiary The other segments include Marketing of Wide Range of Water- the World across a
Slide 14: Water Soluble Film (WSF)
BY arrow | WATER SOLUBLE FILM (WSF)
Slide 15: What Is Water Soluble Film (WSF)?
What Is Water Soluble Film (WSF)? Watersol is our flagship brand, representing a commitment to creating eco- friendly, water-soluble packaging solutions. With sustainability at its core, Watersol offers a wide array of products that dissolve in water, providing a green solution for industries seekin
Slide 16: Applications of WSF
Applications of WSF Packaging: Used extensively Healthcare: Specifically Agriculture: Used for Textiles: Used in embroidery as Consumer Goods: Applied in for unit dose packaging of developed for use in hospitals packaging pesticides and water soluble backing making pouches for laundry detergents, ag
Slide 17: Features
Features Optimum tensile strength to handle 01 05 Flexible for machine automation. weight from 10 grams to 10 kg. Excellent moisture/ heat sealing for Non-toxic and safe for the 02 blocks, bars, powder, and granular 06 environment. product packaging. Helps achieve an Accurate dosing 03 07 High punct
Slide 18: Product Usage
Product Usage AD Film (Detergent Dyes & Pigments Packaging Toilet Block Packaging Film Water Soluble Laundry Bag Mould Release Packaging Film) Construction Chemical & Seed Bomb/Tape Packaging Watersol Capsules Embroidery film Agrochemical packaging film Fiber Packaging 18
Slide 19: Water Soluble Films (WSF) Industry Snapshot
Water Soluble Films (WSF) Industry Snapshot 5.8% North America is estimated to be largest WSF Market size is expected to reach market for Water Soluble films market $586 Mn by 2029 at CAGR of PVA (Polyvinyl Alcohol) dominates the The market was valued at water-soluble films market due to its USD 442
Slide 20: State Of The Art Manufacturing Facilities
State Of The Art Manufacturing Facilities ANKLESHWAR, GUJARAT ~ 350 Km far from Mumbai R&D Centre Land on 99 years Common Utilities available with Modern Equipments renewable lease from GIDC for future expansion 20
Slide 21: Global Presence
Global Presence • Presence in Europe, Asia, North & South America and Africa – mainly 3 supply points located in India, United Kingdom and South America • Wide Distribution channel to service our clients from around the world Factory Warehousing Supply Direct Secondary Facility Zones Supply Supply 2
Slide 22: Security Products
SECURITY PRODUCTS
Slide 23: Security Products
Security Products Manufacturing of anti- State of Art Supplier to leading paper Proprietary technology Part of the niche group Dealing in supply of 100% indigenous counterfeit products for Manufacturing facility mills supplying such products various raw materials technologies & fully use in high sec
Slide 24: Intellectual Property
INTELLECTUAL PROPERTY
Slide 25: Intellectual Property
Intellectual Property 1 2 3 4 Arrow obtained more than Patent filed in the areas of 50 patents globally, of Monetization of key security products, brand which 21 are presently in- Our inhouse R&D and patents through out- protection, security papers, force spanning various IP team is continuously lic
Slide 26: Arrow’s Intellectual Property
Arrow’s Intellectual Property Granted Patents Patent Applications Trademarks Arrow Greentech Limited also has more than 10 Arrow Greentech Limited has 41 in-force registered Arrow Greentech Limited at present has 21 granted Indian patent applications and 3 foreign patent Trademarks along with 26 Tra
Slide 27: Arrow’s Intellectual Property
Arrow’s Intellectual Property Group 3 – Security Products Self Color Graphene destructive Multicolour security Method of producing a high Shift Based Security Laminates irreversible fibers/ planchettes Dual-colour shift security security film and high security Security Yarn Base Security security fo
Slide 28: Key Granted Patents across the Globe
Key Granted Patents across the Globe • Mouth Melting strips, Gel strips, Enzyme strips • Used in making security labels or secure packaging • Vitamins, Drugs, Medicine, Disinfectants and other of the products for identification Pharma ingredients • Used in manufacturing of security documents such •
Slide 29: Key Granted Patents across the Globe
Key Granted Patents across the Globe 4 4 UK | Europe USA 11 India 1 1 Sri Lanka Malaysia Patents Granted 29
Slide 30: Arrow RX
ARROW RX Mouth Dissolving Strip (MDS) (An Innovative Drug Delivery Solution)
Slide 31: Arrow RX
Arrow RX Avery Pharmaceuticals (AP), a specialty pharmaceutical company and wholly-owned subsidiary of Arrow Greentech Ltd. (AGTL), is redefining oral drug delivery through its patented Embedded Water-Soluble Film Technology. Its Mouth Dissolving Strips (MDS) offer a novel, patient-centric alternati
Slide 32: Product Development & Approvals
Product Development & Approvals List of FASSAI Products Sr. No. Product Name / Combination Strength(s) / Dosage Sr. No. Product Name / Combination Strength(s) / Dosage 21 Clove Oil MDS 8 mg 1 Vitamin B12 (Cyanocobalamin) MDS 500 mcg / 1000 mcg / 1500 mcg 22 Hemp MDS 0.3% w/w 2 400 IU / 600 IU / 800
Slide 33: Product Development & Approvals
Product Development & Approvals List of RX Approved Products Sr. No. Product Name Strength(s) Category 1 Nicotine Polacrilex MDS 1/2/4 mg WHO GMP Product 2 Ondansetron MDS 4/8 mg WHO GMP Product 3 Sildenafil MDS 25/50 mg WHO GMP Product 4 Amlodipine MDS 5/10 mg Licensed for Domestic & Export 5 Tadal
Slide 34: Arrow RX
Arrow RX Innovative Drug Delivery Systems Redefining Oral and Biomedical Applications MDS Films – NDDS Novel Drug Delivery Device - NDDD RX Matrix Precision Thin Films for Rapid Oral Drug Delivery. Controlled Release Through Smart Biodegradable Revolutionizing Safe Bio-Sample Collection & Polymers.
Slide 35: Arrow RX
Arrow RX Patented Technology Highlights: Avery Pharmaceuticals has developed • Granted Patent for Active Embedded Water-Soluble Film a patented Embedded Water-Soluble • Allows embedding or entrapment of one or more actives at controlled concentrations for targeted, precise delivery Film platform — c
Slide 36: Arrow RX
Arrow RX As a specialized CDMO, Avery Pharmaceuticals combines formulation science, patented film technology, and scalable Arrow MDS - A CDMO-Driven Innovation manufacturing to deliver next-generation Mouth Dissolving Strips (MDS) — a rapid, precise, and patient-friendly oral drug delivery platform.
Slide 37: Financial Overview
FINANCIAL OVERVIEW
Slide 38: FY26 Result Highlights
FY26 Result Highlights Revenue from Operations (Rs Mn) EBITDA(Rs Mn) PAT(Rs Mn) Return Ratios (%) EBITDA EBITDA Margin (%) PAT Margin PAT Margin (%) ROE ROCE 2,434 884 630 54 2,005 646 474 36 1,485 40 31 463 293 1,088 21 26 235 22 123 14 337 -22% 22% 31% 36% 32% -26% 11% 19% 25% 23% 16% 22% 31% 36%
Slide 39: Thank You
For further information, please contact: Company : Arrow Greentech Ltd. (BSE: 516064 | NSE: ARROWGREEN) Poonam Bansal Company Secretary & Compliance Officer Email: poonam@arrowgreentech.com Investor Relations Advisors : MUFG Intime India Private Limited A part of MUFG Corporate Markets, a division o