Remus Pharmaceuticals Ltd. · NSE:REMUS

Remus Pharmaceuticals — FY2026 Earnings Presentation

40 slides from Remus Pharmaceuticals's earnings presentation, May 21, 2026

  1. Slide 1: Cover letter to NSE: Investor Presentation for H2-FY26 & FY26

    Date: May 21, 2026 To, The Manager- Listing Department, National Stock Exchange of India Limited, Exchange Plaza, Plot No. C/1, Block-G, Bandra - Kurla Complex, Bandra (E), Mumbai – 400 051 SYMBOL: REMUS Dear Sir/Madam, Sub.: Investor Presentation for H2-FY26 & FY26 In terms of Regulation 30 of Secu

  2. Slide 2: Investor Presentation May 2026

    Investor Presentation May 2026 www.remuspharma.com

  3. Slide 3: Snapshot

    Snapshot First-to-market 903+ registered Over 150 FY26 Return Ratios products in niche products, 430+ products distributors globally RoE: 13.16% therapies. commercialized, 2100+ RoCE: 14.13% SKU’s across diverse Net Debt to Equity: 0.03 therapeutic segments Strong last-mile reach 850+ dossier ready-

  4. Slide 4: Contents

    1 Company Overview 2 Business Overview 3 Contents Strategic Overview 4 Industry Overview 5 Financial Overview

  5. Slide 5: Company Overview

    Company Overview

  6. Slide 6: Company Overview

    Company Overview • Remus Pharmaceuticals Limited, established in 2015, is one of the fastest growing pharmaceutical Revenues (INR Mn) companies. 8,536 • Remus specializes in branding, marketing, and distribution of complex specialty and niche off patent formulations in various countries. 6,204 • The

  7. Slide 7: Key Milestones

    Key Milestones • Acquired Espee USA • LATAM Expansion: Deepened presence via • Initiated presence in key international incorporation in new countries and long- markets with focused product launches. term alliances with local distributors. • Initiated exports of • Created a foundation for • Created R

  8. Slide 8: Experienced Board of Directors

    Experienced Board of Directors Mr. Arpit Shah Mr. Swapnil Shah Ms. Roma Shah Ms. Anar Shah Managing Director Chairman & Non- Executive, Non- Independent Director Whole-time Director Non- Executive, Non- Independent Director Mr. Arpit Shah , an Engineer from Mr. Swapnil Shah holds a master’s degree M

  9. Slide 9: Strong Global Presence

    Strong Global Presence CIS & Eastern 24 27 9 Europe Filed Under Process Registered Azerbaijan Uzbekistan Georgia Commonwealth of Bosnia & Independent States - 60 Herzegovina Kosovo Total 2,243+ South East Asia - 373 33 272 68 Latin America – 1,693 Filed Under Registered Process Asia & South-East Asi

  10. Slide 10: Business Overview

    Business Overview

  11. Slide 11: Business Value Chain

    Business Value Chain Market Product Product Marketing & Research Indentification Registration Procurement Manufacturing Export Distribution • Track global • Focus on high- • Prepare dossiers • Global standard • We outsource • B2B Export • Dedicated sales & therapy trends margin, off through in-house

  12. Slide 12: Product Registration & Regulatory Roadmap

    Product Registration & Regulatory Roadmap Step 01 Step 02 Step 03 Step 04 Step 05 Step 06 Step 07 Market & Product Technical Feasibility Formulation Data Compilation Regulatory Review Submission to Commercial Identification & Partner Alignment Development for Dossier & Compliance Check Health Author

  13. Slide 13: Regulatory QC/QA

    Regulatory QC/QA Expert Dossier Bioequivalence, Dynamic Timely & Quality Regulatory Submission Clinical, and Non- & Adaptive Strategic Assurance Affairs Team Excellence Clinical Research Team Assessment & Control A highly skilled team Submitting 50+ Performing Dynamic and young Conducting up-to- Mul

  14. Slide 14: B2B Business

    B2B Business B2B Partner Driven Scalability Revenue (INR Mn) & Product Growth • End-to-end regulatory & commercial solutions for global partners 830 748 • Fast-track entry into semi-regulated & emerging markets 619 • In-house regulatory expertise ensuring swift market access • Low R&D risk, faster c

  15. Slide 15: B2C Business

    B2C Business B2C Brand-Led Profitability Revenue (INR Mn) & Product Growth • Operates under Relius brand via Bolivia & Guatemala subsidiaries 141 • Strong last-mile reach through D2C + pharmacy channels • High safety & efficacy aligned with global standards • Building brand equity via trademark prot

  16. Slide 16: Integrated Product Snapshot

    Integrated Product Snapshot SKUs Registered Products Tablets Ointments, Injectables 1142* Creams & Gels 575* 875 903 87* 594 436 334 275 Inhalers/ Syrups & Oral Capsules (Hard Gel 2021 2022 2023 2024 2025 2026 Nebulizer Suspensions & Soft Gel) 36* 89* 220* Therapeutic-Wise Registrations (%) Anesthet

  17. Slide 17: Our Story - Connecting with the Community

    Our Story - Connecting with the Community Farmacorp Conference and Training Event - December 2 0 2 5 Camana Reumatologica Reuma – Received award from La Sociedad Cruceña de Congreso de Rheumatologia 2025 August 2025 Reumatología (The Santa Cruz Society of Rheumatology) for For the support and presen

  18. Slide 18: One of the world's largest pharmaceutical finished formulations specialty distributors

    Among the world’s largest RLD distributors – Extensive global network and sourcing capabilities with an expertise in sourcing and supplying hard-to-get REMS, specialty, orphan, and biosimilar drugs. Advanced Supply Chain – Customized dashboards, trend analysis, and complete logistics support for glo

  19. Slide 19: Strategic Overview

    Strategic Overview

  20. Slide 20: Differentiating Factors

    Key Strengths Brand Excellence Future-Ready Portfolio Registering and trademarking Comprehensive data on molecules our own brands, building a going off-patent up to 2038 regional presence Swift Market Entry Global Tie-ups Developing recently off-patent Strong strategies for MABs, products for First

  21. Slide 21: Growth Strategies

    Growth Strategies Building strong 600+ B2C Training field New market Increase Expand direct-to- products in force for ethical, entries: presence in presence in consumer (D2C) development, doctor-driven Bosnia, Ethiopia, developed semi-regulated and pharmacy Targeting 200+ promotion Algeria markets –

  22. Slide 22: Industry Overview

    Industry Overview Investor Presentation | 21

  23. Slide 23: Global Pharmaceutical Market

    Global Pharmaceutical Market The Global Pharmaceutical Global Demand Drivers formulations market was valued at USD $1,511 Bn in FY2025, up from USD $1,289 Bn in FY2022. Increase in ageing population It grew at a CAGR of approximately 5.4% between FY2022 and FY2025, Increasing prevalence of chronic d

  24. Slide 24: Indian Export Market

    Indian Export Market India ranks Exports reach In FY25, exports India contributes Emerging markets Pharma exports 3rd globally in 200+ countries, stood at INR 2.60 ~20% of global such as Latin expected to grow pharmaceutical with the US as lakh crore generic drug America and ASEAN 10x–15x, reaching

  25. Slide 25: H2-FY26 & FY26 Performance Highlights

    H2-FY26 & FY26 Performance Highlights

  26. Slide 26: Consolidated Financial Highlights (H2)

    Financial Highlights Operational Revenue (INR Mn.) EBITDA (INR Mn.) PAT (INR Mn.) 4,534 Consolidated 298 3,478 245 246 206 H2-FY25 H2-FY26 H2-FY25 H2-FY26 H2-FY25 H2-FY26 Operational Revenue (INR Mn.) EBITDA (INR Mn.) PAT (INR Mn.) 471 415 147 150 Standalone 127 107 H2-FY25 H2-FY26 H2-FY25 H2-FY26 H

  27. Slide 27: Consolidated Financial Highlights (FY)

    Financial Highlights Operational Revenue (INR Mn.) EBITDA (INR Mn.) PAT (INR Mn.) 8,536 Consolidated 567 6,204 462 457 384 FY25 FY26 FY25 FY26 FY25 FY26 Operational Revenue (INR Mn.) EBITDA (INR Mn.) PAT (INR Mn.) 940 792 Standalone 297 260 247 199 FY25 FY26 FY25 FY26 FY25 FY26

  28. Slide 28: H2-FY26/FY26 Operational Highlights

    H2-FY26/FY26 Operational Highlights • In-licensed Rifaximin (200 mg & 550 mg) and Fexofenadine 180 mg for key markets including Mexico, Chile, Vietnam, and Peru, supported by bioequivalence (BE) studies, strengthening the anti-infective and anti-allergy portfolio. • Secured a direct government tende

  29. Slide 29: Half Yearly Standalone Income Statement

    Half Yearly Standalone Income Statement PARTICULARS (INR Mn) H2-FY26 H2-FY25 Y-O-Y H1-FY26 H-O-H Operational Revenue 471 415 13.5% 469 0.4% Operating Expenses 321 268 19.8% 321 0.0% EBITDA 150 147 2.0% 148 1.4% EBITDA Margin (%) 31.85% 35.42% (357) Bps 31.56% 29 Bps Depreciation and Amortisation 15

  30. Slide 30: Annual Standalone Income Statement

    Annual Standalone Income Statement PARTICULARS (INR Mn) FY26 FY25 Y-o-Y Operational Revenue 940 792 18.7% Operating Expenses 643 532 20.9% EBITDA 297 260 14.2% EBITDA Margin (%) 31.60% 32.83% (123) Bps Depreciation and Amortisation 28 19 47.4% Finance costs 6 4 50.0% Other Income 69 29 NA PBT 332 26

  31. Slide 31: Half Yearly Consolidated Income Statement

    Half Yearly Consolidated Income Statement PARTICULARS (INR Mn.) H2-FY26 H2-FY25 Y-O-Y H1-FY26 H-O-H Operational Revenue 4,534 3,478 30.4% 4,002 13.3% Operating Expenses 4,236 3,233 31.0% 3,733 13.5% EBITDA 298 245 21.5% 269 10.7% EBITDA Margin (%) 6.57% 7.04% (47) Bps 6.72% (15) Bps Depreciation and

  32. Slide 32: Annual Consolidated Income Statement

    Annual Consolidated Income Statement PARTICULARS (INR Mn) FY26 FY25 Y-o-Y Operational Revenue 8,536 6,204 37.6% Operating Expenses 7,969 5,747 38.7% EBITDA 567 457 24.1% EBITDA Margin (%) 6.64% 7.37% (73) Bps Depreciation and Amortisation 28 19 47.4% Finance costs 15 15 - Other Income 68 50 36.0% PB

  33. Slide 33: Historical Financials

    Historical Financials

  34. Slide 34: Historical Consolidated Income Statement

    Historical Consolidated Income Statement PARTICULARS (INR Mn) FY24 FY25 FY26 Operational Revenue 2,129 6,204 8,536 Total Expenses 1,839 5,747 7,969 EBITDA 290 457 567 EBITDA Margins (%) 13.62% 7.37% 6.64% Depreciation and Amortisation 11 19 28 Finance costs 5 15 15 Other Income 28 50 68 PBT 302 473

  35. Slide 35: Historical Consolidated Balance Sheet

    Historical Consolidated Balance Sheet ASSETS (INR Mn) FY24 FY25 FY26 EQUITY & LIABILITIES (INR Mn) FY24 FY25 FY26 Non-current assets Equity Share Capital 15 59 118 a) Property, Plant & Equipment 21 49 57 Reserve and Surplus 1,562 2,500 3,392 b) Capital Work-In-Progess - - 83 Total Equity 1,577 2,559

  36. Slide 36: Standalone Financial Highlights

    Standalone Financial Highlights Revenue From Operation (INR Mn.) EBITDA (INR Mn) & EBITDA Margins (%) PAT (INR Mn) & PAT Margins (%) 940 297 247 792 260 639 199 210 166 32.86% 32.83% 31.60% 25.98% 25.13% 26.28% FY24 FY25 FY26 FY24 FY25 FY26 FY24 FY25 FY26 Net Debt to Equity (X) Trade Receivables Day

  37. Slide 37: Consolidated Financial Highlights

    Consolidated Financial Highlights Revenue From Operation (INR Mn.) EBITDA (INR Mn) & EBITDA Margins (%) PAT (INR Mn) & PAT Margins (%) 567 462 8,536 457 384 6,204 290 243 2,129 13.62% 11.41% 7.37% 6.64% 6.19% 5.41% FY24 FY25 FY26 FY24 FY25 FY26 FY24 FY25 FY26 Net Debt to Equity (X) Working Capital D

  38. Slide 38: Capital Market Data

    Capital Market Data 1 Year Share Price Movement (Up to 31st March 2026) 30% 20% 10% 0% -10% -20% -30% -40% -50% -60% Apr-25 May-25 Jun-25 Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 Jan-26 Feb-26 Mar-26 REMUS NIFTY SMALLCAP 250 Price Data (As on 31st March 2026) Shareholding Pattern (As on 31st March

  39. Slide 39: Disclaimer

    Disclaimer Remus Pharmaceuticals Ltd. Disclaimer: The information contained herein is for general information purposes only and based on estimates and should not be considered as a recommendation that any investor should subscribe / purchase the company shares. This Presentation has been prepared by

  40. Slide 40: Thank You

    Registered Office 1101 to 1103, South Tower, One 42, B/H Ashok Vatika, Nr. Jayantilal Park BRTS, Ambli -Bopal Road, Ahmedabad, Gujarat, India, 380054 CIN ISIN L24232GJ2015PLC084536 INE0O5T01011 : REMUS Thank You

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