Genscript Biotech Corporation · HKEX:1548

Genscript Biotech — H1 2025 Earnings Presentation

24 slides from Genscript Biotech's earnings presentation, August 2025

  1. Slide 1: 2025 Interim Results

    2025 Interim Results August 2025 2025 Interim Results 1

  2. Slide 2: Disclaimer

    Disclaimer Forward-Looking Statement This presentation may contain certain “forward-looking statements” which are not historical facts, but instead are predictions about future events based on our beliefs as well as assumptions made by and information currently available to our management. Although

  3. Slide 3: Group Highlights

    Group Highlights Group Revenue from Continuing Operations • 5700+ employees globally 518.8 • ~10% in R&D functions +81.9% • 37%+ with advanced degrees 6% 285.2 • 260+ patents H1 25 47% GenScript 47% ProBio • ~480 patent applications Bestzyme H1 2024 H1 2025 ($M) • Group Cash Position2 $966.6 million

  4. Slide 4: Driving Sustainable Growth: Our ESG Commitment

    Driving Sustainable Growth: Our ESG Commitment Climate Ambition & Action • Net-zero emissions by 2050 • Energy efficiency programs • Improved energy mix EcoVadis Silver Medal • Process optimization Global Top 15% MSCI ESG "AA" Rating Signatory of the UN Global Compact • Value chain engagement Social

  5. Slide 5: Business Highlights

    Business Highlights 2025 Interim Results 5

  6. Slide 6: GenScript - Scripting Possibilities: A Bold New Chapter

    GenScript - Scripting Possibilities: A Bold New Chapter Customers We Proudly Served Scientific Journals Citing GenScript 42K+ 39K+ 112K+ 100K+ H1 24 H1 25 H1 24 H1 25 NPS Leading the Industry 1 77 65 Industry Average ~45 52 47 42 44 31 GenScript Peer A Peer B Peer C Peer D Peer E Peer F 2025 Interim

  7. Slide 7: Integrated Proprietary Platforms: Our Unique Competitive Edge

    Integrated Proprietary Platforms: Our Unique Competitive Edge A repeatable, scalable growth model that sets us apart in the life sciences industry AmMag™Quatro Cell and Gene Engineering 4 BD sequence to plasmid 5 BD sequence to antibody 154 controllers 282 Modules installed 3 wks gene to mRNA Simple

  8. Slide 8: Powering Reliable Global Supply with All-Weather Agility

    Powering Reliable Global Supply with All-Weather Agility Agile all-weather strategy safeguarding global supply resilience to fulfill customer needs Nanjing Life Science Building 4 major factories will operate as fully Expanding Seattle Innovation center and mRNA Lab automated, AI-driven “lights-out”

  9. Slide 9: ProBio - Extensive Know-How & Comprehensive Technical Expertise

    ProBio - Extensive Know-How & Comprehensive Technical Expertise Antibody & Protein Drugs Cell & Gene Therapy Discovery Plasmid Innovative & Proprietary Platforms Development Upgraded Capabilities: • Launched new TCR engineering and functional characterization • Developed PowerSTM-DNA+ strain: 3g/L y

  10. Slide 10: Proven Track Record

    Proven Track Record Antibody & Protein Drugs Highlights Antibody & Protein Drugs New Projects • 20 CDMO projects in H1 2025, >50% from global customers • 1 new PC project, 3 PC/PV in total1 mAb • 9 new IND clearances, 56 in total1 H1 24 H1 25 • Successfully delivered GMP batches for 2 MNCs Novel Mod

  11. Slide 11: Expanding Global Footprint with Comprehensive Platforms

    Expanding Global Footprint with Comprehensive Platforms Antibody & Protein Drugs Zhenjiang GMP Capacity Ramp Up Phase 1A of the Zhenjiang Manufacturing Center is USA 3 CHINA fully operational at full capacity Phase 1B capacity expansion is underway, with CGT Site, Hopewell Antibody & Protein GMP Cen

  12. Slide 12: Innovation Fuels Sustained Value Creation

    Innovation Fuels Sustained Value Creation Achieving Shared Success with Our Customers Expanding NME Portfolio • >30 pre-developed mAb, sdAb, bsAb assets for out-license • Payments of $213.8M received as of H1 2025 under the • Featured a CD3 TCE portfolio based on a unique and highly license agreemen

  13. Slide 13: Bestzyme - Product Innovation Drives Long-term Growth

    Bestzyme - Product Innovation Drives Long-term Growth Strengthening IP Position Top-selling Enzymes Innovative Enzymes1 CAGR +58% 61 49 Patent 2024H1 Applications Patents 2025H1 56 61 H1 2024 H1 2025 Products A B C D E PuriWise® H1 2023 H1 2024 H1 2025 Core Enzyme Business Syn-bio - Natural Sweet Pr

  14. Slide 14: Catalyze the Future

    Catalyze the Future  Accelerating R&D Expense($M) • Improving Strain • Improving Pilot Scale Screening Throughput Fermentation Throughput +62% +153% +85% 4.7 2.9 H1 2024 H1 2025 2024 2025 est. 2024 2025 est.  Growing R&D Talent • More Innovative Enzyme Products 37% 3 new amylases for grain process

  15. Slide 15: Financial Highlights

    Financial Highlights 2025 Interim Results 15

  16. Slide 16: Group Financials

    Group Financials ($M) H1 2025 H1 2024 Change Revenue from Continuing Operations 518.8 285.2 81.9% GenScript 247.6 222.4 11.3% ProBio 246.9 40.4 511.1% Bestzyme 28.3 26.1 8.4% Gross Profit from Continuing Operations 320.6 133.5 140.1% Adj. Net Profit from Continuing Operations 178.0 29.2 509.6% • The

  17. Slide 17: GenScript - Life-science Services and Products

    GenScript - Life-science Services and Products Diversified Revenue Mix2 247.6M 126.3M 46.4M Revenue Adj. Gross Profit1 Adj. Operating Profit1 +11.3% +5.3% Molecular Biology Protein & Antibody H1 24 Catalog Products H1 25 Peptide 34.5 Adj. Selling and Nucleic Acid 30.7 Distribution Expenses 23.0 Adj.

  18. Slide 18: ProBio - Biologics Development Services

    ProBio - Biologics Development Services 246.9M 181.6M 164.2M 371.1M Revenue Breakdown by Line 2 (Ex. LaNova Deal) Revenue Adj. Gross Profit1 Adj. EBITDA1 Cash Position3 +511.1% +73.6% 29% 27% Protein & Antibody H1 24 H1 25 CGT 71% 73% 6.1 Adj. Selling and 5.9 Distribution Expenses 23.3 Adj. Administ

  19. Slide 19: Bestzyme - Industrial Synthetic Biology Products

    Bestzyme - Industrial Synthetic Biology Products 28.3M 11.4M 0.6M Revenue Breakdown by Line2 Revenue Adj. Gross Profit1 Adj. Operating Loss1 +8.4% +3.6% Feed Enzyme H1 24 47% 53% 52% H1 25 48% Industrial Enzyme 3.6 Adj. Selling and 3.3 Distribution Expenses 3.7 Adj. Administrative Increased Internat

  20. Slide 20: Guidance & Business outlook

    Guidance & Business outlook 2025 Interim Results 20

  21. Slide 21: FY 2025 Guidance

    FY 2025 Guidance • Revise the previous • 15%-20% fee-for-service • 20%-25% revenue growth revenue growth target of revenue growth 10%-15% to 13%-15% • Adj. GPM ~45% • Continue to receive payment • Flat Adj. GPM from LaNova out-licensing • Adj. OPM ~18% 21

  22. Slide 22: H2 2025 Business Outlook

    H2 2025 Business Outlook GenScript ProBio Bestzyme • Global Brand Relaunch – Scripting • Expanding U.S. CGT • Continuing optimization Possibilities market shares of enzyme products • Integrated proprietary platforms as key • Platform enhancement • Strengthen global IP differentiators position • Unlo

  23. Slide 23: Thanks

    Thanks For More Information: https://www.genscript.com/ 2025 Interim Results 23

  24. Slide 24: Appendix

    Appendix For the six months ended June 30, 2025 2024 Continuing operations US$’000 US$’000 Net loss (24,547) (137,739) Excluding: Equity-settled share-based compensation expense, net of tax 8,904 12,844 Impact from acquisition and fair value (gains)/losses of preferred shares (587) 113,509 Losses on

GenScript Biotech — H1 2025 Earnings Presentation on 6ix