PT Kalbe Farma Tbk : Company Update - Q1 2026 Unaudited Results (30-Apr-2026)

About this update from Pt Kalbe Farma Tbk

Apr 2026 PT Kalbe Farma Tbk (KLBF IJ/KLBF.JK) Company Update Q126 1 1 YTD Mar 2026 Table of Contents Key Updates 04 Business Strategies 09 Financial Overview 24 Appendix 1 30 Appendix 2 36 3 Key Updates 4 Key updates Business Strategy Financial Updates Appendix I Appendix II ‌More than Half a Century of Providing Wide-Range Healthcare Solutions Corporate Overview Establishment 1966 IDX Listed 1991 7% International 36.0% Distribution & Logistics 22.3% Nutritionals 93% Domestic Prescription Pharmaceuticals Net Sales 27.2% IDR 9.7 tn 14.5% Consumer Health Market Capitalization IDR 46.11 tn | USD 2.71 bn Free Float* 38.31% Treasury Shares 3.34% As of 31 Mar'26 *Free FloaT is calculaTed as ToTal shares deducTed by The majoriTy, boards, Treasury, and scripT shares Key updates Business Strategy Financial Updates Appendix I Appendix II Solid Fundamentals for Future Growth Key Takeaways 10.1% -4.4% net sales growth net profit growth Key Updates Positive organic top-line growth driven by volume Marketing investment to sustain growth Progressing on track in key projects to drive future growth Key Challenges Pressure on purchasing power in domestic market Exchange rate fluctuation amidst geopolitics and trade war Mitigation Securing raw material availability Diversifying import currency Strategic Partnerships and Investments Strengthening product portfolio through collaboration Established JV Livzon Pharma Indonesia to manufacture pharmaceuticals ingredients Radiopharmaceuticals facilities (cyclotron) Biologic products' commercialization Strategic Partnership with Alliance Pharma Co.,Ltd. to penetrate the Thai market Moving towards local manufacturing of medical equipment Driving Growth and Improving Healthcare Resilience through Innovation 2026 Key Strategies Investing for long term growth through innovation and collaboration Prescription Pharmaceuticals Innovative biologics products, including expanding Insulin business and cell therapy Strengthening our network presence and infrastructure Strengthening portfolio in vaccines Medical Devices International Market Distribution & Logistics Consumer Health & Nutritionals Deepening penetration in selected countries Optimizing Alliance Pharma to bring biologics product to Thai market New potential principals Strengthening medical and distribution channel Providing more value added services Rejuvenating our brands to drive competitive advantage Expanding into preventive and non-curative Strengthening nutritionals presence in liquid and lifestyle categories Building local manufacturing capability through technology transfer and strengthening network Key updates Business Strategy Financial Updates Appendix I Appendix II Rejuvenating Our Strong Brands to Win the Market 8 Prescription Pharmaceuticals 9 ‌Prescription Pharmaceuticals Driving Top Line Growth with Portfolio Strategy Building Specialty Portfolio Growing specialty category by commercialization and expansion of innovative portfolio, supported by local manufacturing Participation in National Health Insurance Providing affordable, quality medicines through E-Catalog Enhance Business Growth by leveraging on strong commercial team and distribution network Strategic Collaborations to Accelerate Growth Prescription Pharmaceuticals Global Starway Synergy Dec 2022 Securing raw materials and managing currency risk Kalventis Dec 2022 Expanding portfolio in prescription pharma Alliance Pharma May 2024 Expanding distribution in Thailand Livzon Pharma Indonesia July 2024 Pharmaceutical ingredients manufacturing Oncology Biological-based Others Complete product range in all segments covering licensed, branded and unbranded generics Manufacturing Facilities Innovative Specialty Products Key updates Business Strategy Financial Updates Appendix I Appendix II Prescription Pharmaceuticals Specialty Portfolio Biologics Facility in Cikarang Factory obtained TGA GMP In line with government local content regulation ("TKDN") Radiopharmaceutical Facilities in Jakarta and Surabaya Serplulimab Biologics Efepoetin Alfa Zerpidio Approval in Dec 2023 Efesa Approval for non-dialysis indication in October 2023 On progress to focus on • Commercialization in 2024 commercialization in Indonesia • Clinical trial application approved in EMA Approved and launched in Cambodia Leading in the Long-Acting EPO in Indonesia Biosimilar Erythropoietin (Hemapo) Insulin (Ezelin) GCSF Rituximab (Leucogen) (Rituxikal) Trastuzumab (Herzemab)* Bevacizumab (Avamab)* *On progress to locally manufactured Oncology Cell-therapy Insulin Vaccines Sustaining Growth Through Our Complete Portfolio Prescription Pharmaceuticals 8.5% 47.3% net sales growth gross profit margin from Rp2,424 bn to 2,630 bn from 49.8% due to raw materials and product mix Contribution to total net sales 27.2% Licensed 27% 27% 46% Unbranded generics Kalbe 14% a 10% others 58% Market Share b 6% c 5% d e 4% 3% Branded generics *IQVIA 4Q 25 Consumer Health Rejuvenating Our Strong Brands to Win the Market Expanding Customer Base Leveraging solid customer base in OTC and health supplement with brand rejuvenation, branding and positioning Driving Product Innovation Expanding to preventive categories as future growth driver Expanding into Preventive and Non-Curative Category Driving product innovation and new product launches in potential categories new new Extra Joss Ultimate Promag Herbal Mixagrip Herbal Greges BEJO Jahe Merah new Fatigon Spirit (Stamina) Sakatonik Curcuma Madu Cerebrofort Gummy Komix Herbal Sakatonik Activ Gummy Femmy Fyber Preventive and Non-Curative Category ~30-70% market share in relevant categories Source: IQVIA 4Q24 Extra Joss (Energy Drink) Promag (Antacids) Entrostop (Anti Diarrhea) Mixagrip Komix Woods Procold (Cough & Cold) Consumer Health Driving Growth Through Brand Rejuvenation Consumer Health 3.2% 64.6% net sales growth gross profit margin from Rp1,360 bn to 1,403 bn from 66.0% due to product mix and raw material price Contribution to total net sales 14.5% Health Supplements 28% Kalbe 10% a 6% b 5% Market Share c 4% d 4% e 3% Others 68% OTC 72% *IQVIA 4Q 25 Nutritionals Navigating the Market and Driving Future Growth Solid Product Portfolio Compelling portfolio consisting of functional nutritional and healthy lifestyle products Strengthening Brand Equity Investing to strengthen brand equity and communication Complete Portfolio for Future Expansion Nutritionals Expecting Mothers Senior & Clinical Lactating Mothers Adults Complete product offering for all life stages with strong functionality Kids Teens Navigating Market Challenges Nutritionals 1.6% 53.0% net sales growth gross profit margin from Rp2,127 bn to 2,160 bn from 54.2% due to raw material price and product mix f 3% others 8% Kalbe 16% e 7% d 4% Market Share c 15% a 27% b 19% Contribution to total net sales 22.3% Specialty 15% Adults 27% 58% Kids *Nielsen 4Q 25 Distribution and Logistics Access to healthcare Strong Distribution Network in Healthcare, Supported by Digital Expansion Strong Distribution Infrastructure Expansive multi-channels network with coverage in 72 branches Leveraging digitalization Through EMOS and MOSTRANS B2B transportation solutions Optimizing Distribution Network Optimized medical and distribution channel through operational excellence Attention : This is an excerpt of the original content. 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