Infinium Pharmachem Ltd. · NSE:INFINIUM
Infinium Pharmachem — H1FY26 Earnings Presentation
35 slides from Infinium Pharmachem's earnings presentation, Nov 24, 2025
Slide 1: NSE filing cover letter: presentation on unaudited consolidated results
DATE: 24.11.2025 TO, LISTING COMPLIANCE DEPARTMENT NATIONAL STOCK EXCHANGE OF INDIA LIMITED EXCHANGE PLAZA, C-1, BLOCK G, BANDRA KURLA COMPLEX BANDRA (E), MUMBAI 400 051 NSE SYMBOL: INFINIUM SUB: Disclosure under Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Di
Slide 2: Infinium Pharmachem Limited Investor Presentation H1FY26
INFINIUM PHARMACHEM LIMITED INVESTOR PRESENTATION H1FY26
Slide 3: Safe Harbor
The presentation has been prepared by Infinium PharmaChem Limited (the “Company”) solely for information purposes and does not constitute an offer to sell or recommendation or solicitation of an offer to subscribe for or purchase any securities and nothing contained herein shall form the basis of an
Slide 4: Table of Content
Business overview Table Strategic updates of Content Financial – H1FY26 Annexure
Slide 5: Pioneers in Iodine Chemistry
Pioneers in Iodine Chemistry Established Expertise Pharma Focused Innovation Specialized Manufacturing • Incorporated in 2003 in Anand, Gujarat. • Serving the Pharma Industry • Expertise in Iodine Chemistry • Delivering excellence in Iodine • Trusted partner via CRAMS Model • 220+ Derivative Derivat
Slide 6: Vertically Integrated Business
Secured Iodine Supply (Backward Integration) • Strategic JV with IBL Elements secures consistent iodine supply • Backward integration via U.S. brine extraction enhances control • 30-year agreement ensures cost stability and long-term continuity • Captive sourcing (~120 MT/year) will ensure seamless
Slide 7: Distinctive Strengths Anchoring Long-Term Value Creation
Distinctive Strengths Anchoring Long - Term Value Creation Captive Iodine Source : Long-term secured access to Iodine 01 ensures uninterrupted supply of iodine at competitive prices, cost stability and margin insulation. 02 Forward Integration : One of the few players making complex contrast media i
Slide 8: Growing National Dependency v/s Infinium's Self Reliance
Growing National Dependency v/s Infinium’s Self Reliance India’s Iodine Import Forecast1 (Lac Kg) Infinium’s Advantage 56.6 55.2 CAPTIVE IODINE 53.7 SOURCE 52.2 50.7 IMMUNE TO IMPORT DRIVEN PRICE SPIKES 2024 2025 2026 2027 2028 MARGIN STABILITY & SUPPLY CHAIN CONTROL Source 7
Slide 9: Growing Iodine Consumption Across Global and Domestic Markets
Growing Iodine Consumption Across Global and Domestic Markets Global Iodine Market (USD Bn)1 Indian Iodine Market (USD Mn)2 3 400 2 250 2024 2032 2024 2032 Growth Drivers : • Rising demand for iodine in medical imaging, especially in X-ray contrast media. • Increased use in the pharmaceutical and sp
Slide 10: Rising Pharma Demand Driving Iodine Consumption
Rising Pharma Demand Driving Iodine Consumption Global Pharma Market (USD Bn)1 Indian Pharma Growth (USD Bn)2 3,519 130 1,999 55 2025 2032 2025 2032 Growth Drivers : • Aging & Chronic Illness: Rising elderly populations and chronic diseases are fuelling global pharma demand, especially in India. • B
Slide 11: Expanding Opportunities in Contrast Media
Expanding Opportunities in Contrast Media Global Contrast Media Market (USD Bn)1 Indian Contrast Media Market (USD Mn)2 562 12 353 7 2025 2035 2025 2035 Growth Drivers : • Chronic Disease Surge : Rising cases of cancer, heart, and neurological disorders are driving imaging needs. • Tech-Driven Imagi
Slide 12: Strategic Positioning & Growth Outlook
Strategic Positioning & Growth Outlook Focused on moving Growth Outlook : up the value chain with innovative 01 Target topline of Rs 200 Cr by FY 2026; Sustainable Revenue growth rate 20% YoY growth. new products 02 Sustainable profit margin : 10% for the next 2 years. 03 Blended EBITDA Target : 22%
Slide 13: Update on Contrast Media Project
Update on Contrast Media Project 01 Contrast Media Project nearing completion ; The project will be concluded in December 2025 02 Pilot Scale commenced for Atipa and Atipa Dichloride 03 Commercial Samples Offered 04 Peak Revenue expected : Rs 100 Cr from FY 2026-27 05 Discussions are on with two lea
Slide 14: Secured Raw Material Advantage
Secured Raw Material Advantage Infinium addressed iodine scarcity through a strategic U.S. joint venture with IBL Elements Inc. Iodine Extraction Methods Seaweed Brine By - product Extraction from Extraction Extraction Recovery Mineral Deposits Infinium Healthcare IBL Elements Inc. Joint Venture Pvt
Slide 15: Assured Supply Through Strategic Integration
Assured Supply Through Strategic Integration 01 02 03 04 05 06 JV in Assured Long - Term Strategic Strong IP Operational Texas : Offtake : Stability : Expansion : Edge : Timeline : Infinium Infinium 30 - year Land secured Research on the Commercial Healthcare & PharmaChem supply for future scale pro
Slide 16: Strategic Progression Across the Iodine Value Chain
Strategic Progression Across the Iodine Value Chain From Raw Materials to High - Value Applications in Medical Imaging….. Iodine Raw Atipa APPLICATION Contrast Intermediates Materials Dichloride Media Sourced In house Diverse Portfolio: 220+ Iodine Established know how in • PET SCAN Derivatives and
Slide 17: Global Foot Print
Global Foot Print Strong Export Orientation: Supplies to over 30 countries with a global customer base, supported by long-term relationships and product stickiness. Standalone Revenue (Rs Cr.) 317 332 14 274 15 22 16 2 10 1 286 237 20 292 12 2 7 12 14 4 3 100 1 239 8 90 0 70 12 3 48 50 0 42 21 FY20
Slide 18: Strong ROCE with Ample Headroom
Strong ROCE with Ample Headroom At Just ~ 20% Capacity Utilization, Delivered 26% ROCE in FY24; Capacity utilization is expected to improve with increased captive consumption of iodine ROCE ROE 47% 38% 38% 48% 38% 41% 25% 26% 11% 20% 19% 6% FY 20 FY 21 FY 22 FY 23 FY 24 FY25 FY 20 FY 21 FY 22 FY 23
Slide 19: Quality & Regulatory Compliances
Quality & Regulatory Compliances Ranging from early - stage WHO - GMP Compliant development to document control Manufacturing Plant 01 05 and pilot scale validation to bulk & Production. scale manufacturing quality check is ensured. 02 04 ISO 9001-2015 Certified Registered as FDA, standards for : IN
Slide 20: H1FY26 Strategic Updates
H1FY26 Strategic Updates • Infinium has signed Exclusive Distribution Agreement with M/s. K Sakai & Company, Japan • K Sakai will exclusively market all iodine derivative products for next 5 years • K Sakai, with 100 years of expertise in chemical business with a strong team of around 70 employees •
Slide 21: H1FY26 Financial Highlights
H1FY26 Financial Highlights
Slide 22: Consolidated Profit & Loss Statement Highlight
Consolidated Profit & Loss Statement Highlight Particulars (in Rs Crore) H1FY26 H1FY25 YoY FY25 FY24 YoY Revenue from Operations 84.05 82.98 1% 155.71 135.66 14.78% Other Income 1.00 1.08 -7% 2.12 1.54 37.66% Cost of Goods Sold 63.53 64.99 -2% 117.60 103.10 14.06% Gross Profit 20.52 17.99 14% 38.11
Slide 23: Consolidated Balance Sheet Summary
Consolidated Balance Sheet Summary (In Rs Crore) Equity and Liabilities FY 23 FY 24 FY25 H1FY26 Assets FY 23 FY 24 FY25 H1FY26 Equity Share Capital 5.08 13.92 15.58 15.58 Non - Current Assets Property, plant and Other Equity 17.48 44.86 93.88 99.23 18.81 19.64 20.76 20.20 Equipment Non controlling I
Slide 24: Consolidated Cash Flow Statement Summary
(In Rs Crore) Particulars FY 23 FY 24 FY25 H1FY26 Cash from Operations 8.55 4.92 (29.16) 2.29 Cash from Investing (4.95) -3.79 (27.21) (1.73) Consolidated Cash Flow Cash from Financing (3.10) 4.81 79.29 (20.52) Statement Summary Net (Decrease)/Increase in cash 0.53 5.93 22.93 (19.96) and cash equiva
Slide 25: Consolidated Profit & Loss Statement Summary
Consolidated Profit & Loss Statement Summary (In Rs Crore) Particulars FY 23 FY24 FY25 Revenue from Operations 114.22 135.66 155.71 Other Income 1.35 1.54 2.12 Cost of Goods Sold 80.57 103.10 117.60 Gross Profit 33.65 32.55 38.11 Gross Profit Margin (% of Revenue from Operations) 29.46% 24.00% 24.47
Slide 26: Annexure
Annexure
Slide 27: Group Companies
Group Companies Infinium Group Infinium PharmaChem Limited Infinium Green Energy Private Limited Shanghai Tajilin Industrial Co. Limited Infinium Healthcare Private Limited Infinium PharmaChem Limited holds 51% Infinium PharmaChem Limited holds 51% in Infinium PharmaChem Limited holds 51% in Infiniu
Slide 28: Shanghai Tajilin Industrial Co. Limited
Shanghai Tajilin Industrial Co. Limited Established in March 2019, Shanghai Tajilin % of holding Industrial Co.,Ltd is a Joint venture agreement entered between Infinum Pharmachem Limited and Shanghai Infinium PharmaChem Limited Witofly Chemical Co. Ltd. Shanghai Witofly Chemical Co. Ltd. Incorporat
Slide 29: Infinium Healthcare Private Limited
Infinium Healthcare Private Limited % of holding Infinium Healthcare Pvt. Ltd. (IHPL) was Established in 2015 with the objective of manufacturing and trading of API products, with a focus on strengthening its presence Infinium PharmaChem Limited Promoters across key therapeutic segments. In recent y
Slide 30: Infinium Green Energy Private Limited
Infinium Green Energy Private Limited 01 Located in Dhutapur (Ramnagar), Jamnagar Gujarat. Infinium Green Energy Private Limited is Bio coal manufacturer that deals in Bio Coal, Bio Gas, Bio 02 Energy, agro waste briquettes, white coal and Biomass Briquettes and other products related to renewable e
Slide 31: Vision And Mission
Vision And Mission To be a globally integrated & admired Pharmaceutical & Healthcare company. Vision To research, develop & successfully market extremely customized Pharmaceuticals & Healthcare products & services while strictly adopting the highest level of : • Effectiveness & Efficiencies • Health
Slide 32: Board Of Directors
Board Of Directors SANJAYKUMAR PRAVIN BADHABHAI MITESH LAVJIBHAI VITHTHALBHAI PATEL MADHANI CHIKHALIYA Promoter and Managing Director Promoter and Director Promoter and Director He holds a master degree from He is a postgraduate and holds He holds a master degree from Gujarat University, Ahmedabad.
Slide 33: Board Of Directors
Board Of Directors KEYUR JAGDISHCHANDRA TARUN RATILAL VAISHAKHI AMBRISHBHAI SHAH DOBARIYA SHUKLA Independent Director Independent Director Independent Director He is a Company Secretary, With technical know-how in She holds master degree and MBA in Finance and a practicing Non-Ferrous metal scrap go
Slide 34: Key Managerial Personnel
Key Managerial Personnel NILESH PATEL CFO & COMPANY SECRETARY He is a Company Secretary, LLB and B.Com. Having vast experience of 22 years in Corporate Secretarial, Finance as well as legal affairs. Prior to joining Infinium, Mr Patel was associated with GSPC Group where he played a critical role in
Slide 35: Infinium Pharmachem Limited Investor Relations
Infinium Pharmachem Limited Suite #205, "SIGMA PRIME", Second Floor, Nr. Sardar Patel Statue, V.U. Nagar GIDC Road, Vallabh Vidyanagar – 388120, Gujarat, INDIA Phone: +91-2692-238849 / 238850 Email: info@infiniumpharmachem.com Website: https://infiniumpharmachem.com/ Investor Relations Go India Advi