Remus Pharmaceuticals Ltd. · NSE:REMUS
Remus Pharmaceuticals — H1 FY2027 Earnings Presentation
35 slides from Remus Pharmaceuticals's earnings presentation, November 2026
Slide 1: Investor Presentation
Investor Presentation November 2026 www.remuspharma.com
Slide 2: Snapshot
Snapshot First-to-market 955+ registered products, Over 150+ FY26 Return Ratios products in niche 275+ products distributors globally RoE*: 13.16% therapies. commercialized, 2,100+ RoCE*: 14.13% SKU’s across diverse Net Debt to Equity: 0.03 therapeutic segments Strong last-mile reach 825+ dossier re
Slide 3: Contents
1 Company Overview 2 Business Overview 3 Contents Strategic Overview 4 Industry Overview 5 Financial Overview
Slide 4: Company Overview
Company Overview
Slide 5: Company Overview
Company Overview • Remus Pharmaceuticals Limited, established in 2015, is one of the fastest growing pharmaceutical companies. • Remus specializes in branding, marketing, and distribution of complex specialty and niche off patent formulations in various countries. • The company has a diversified por
Slide 6: 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
Slide 7: 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
Slide 8: Strong Global Presence
Strong Global Presence CIS & Eastern Europe 54 29 Azerbaijan Under Process Registered Uzbekistan Georgia Kosovo Commonwealth of Independent States - 83 Total 2,443+ South East Asia - 412 336 76 Latin America – 1,805 Under Registered Process 936 869 Asia & South-East Asia Under Process Registered Bhu
Slide 9: Business Overview
Business Overview
Slide 10: 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
Slide 11: 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
Slide 12: 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
Slide 13: B2B Business
B2B Business Partner Driven Scalability • End-to-end regulatory & commercial solutions for global partners • Fast-track entry into semi-regulated & emerging markets • In-house regulatory expertise ensuring swift market access • Low R&D risk, faster commercialization timelines • Strong scalability vi
Slide 14: B2C Business
B2C Business Brand-Led Profitability • Operates under Relius brand via Bolivia & Guatemala subsidiaries • Strong last-mile reach through D2C + pharmacy channels • High safety & efficacy aligned with global standards • Building brand equity via trademark protection & market presence • Captures full v
Slide 15: Integrated Product Snapshot
Integrated Product Snapshot SKUs Registered Products Tablets Ointments, Injectables 1227* Creams & Gels 692* 955 69* 875 903 594 436 Inhalers/ Syrups & Oral Capsules (Hard Gel 2023 2024 2025 2026 H1-FY27 Nebulizer Suspensions & Soft Gel) 38* 117* 253* Therapeutic-Wise Registrations (%) AnestheticAnt
Slide 16: 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
Slide 17: Strategic Overview
Strategic Overview
Slide 18: 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
Slide 19: 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 –
Slide 20: Industry Overview
Industry Overview Investor Presentation | 20
Slide 21: 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
Slide 22: 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
Slide 23: H1-FY27 Performance Highlights
H1-FY27 Performance Highlights
Slide 24: Half Yearly Financial Highlights
Half Yearly Financial Highlights Operational Revenue (INR Mn.) EBITDA (INR Mn.) PAT (INR Mn.) 6,141 299 Consolidated 270 4,002 247 216 H1-FY26 H1-FY27 H1-FY26 H1-FY27 H1-FY26 H1-FY27 Operational Revenue (INR Mn.) EBITDA (INR Mn.) PAT (INR Mn.) 621 217 188 Standalone 469 148 120 H1-FY26 H1-FY27 H1-FY
Slide 25: Q2/H1-FY27 Operational Highlights
Q2/H1-FY27 Operational Highlights • Won tender of 24 products in Bolivia. • In-licensed several new molecules for Mexico, Chile, Vietnam, and Peru, supported by bioequivalence (BE) studies, strengthening the anti- infective and anti-allergy portfolio. • Peru: Got plant approved by Digemid. Currently
Slide 26: Half Yearly Standalone Income Statement
Half Yearly Standalone Income Statement PARTICULARS (INR Mn) H1-FY27 H1-FY26 Y-O-Y H2-FY26 H-O-H Operational Revenue 621 469 32.4% 471 31.8% Operating Expenses 404 321 25.9% 321 25.9% EBITDA 217 148 46.6% 150 44.7% EBITDA Margin (%) 34.94% 31.56% 338 Bps 31.85% 309 Bps Depreciation and Amortisation
Slide 27: Half Yearly Consolidated Income Statement
Half Yearly Consolidated Income Statement PARTICULARS (INR Mn.) H1-FY27 H1-FY26 Y-O-Y H2-FY26 H-O-H Operational Revenue 6,141 4,002 53.4% 4,534 35.4% Operating Expenses 5,842 3,733 56.5% 4,236 37.9% EBITDA 299 269 11.2% 298 0.3% EBITDA Margin (%) 4.87% 6.72% (185) Bps 6.57% (170) Bps Depreciation an
Slide 28: Historical Financials
Historical Financials
Slide 29: Historical Consolidated Income Statement
Historical Consolidated Income Statement PARTICULARS (INR Mn) FY24 FY25 FY26 H1-FY27 Operational Revenue 2,129 6,204 8,536 6,141 Total Expenses 1,839 5,747 7,969 5,842 EBITDA 290 457 567 299 EBITDA Margins (%) 13.62% 7.37% 6.64% 4.87% Depreciation and Amortisation 11 19 28 15 Finance costs 5 15 15 8
Slide 30: Historical Consolidated Balance Sheet
Historical Consolidated Balance Sheet ASSETS (INR Mn) FY25 FY26 H1-FY27 EQUITY & LIABILITIES (INR Mn) FY25 FY26 H1-FY27 Non-current assets Equity Share Capital 59 118 118 a) Property, Plant & Equipment 49 57 147 Reserve and Surplus 2,500 3,392 5,240 b) Capital Work-In-Progess - 83 - Total Equity 2,5
Slide 31: Standalone Financial Highlights
Standalone Financial Highlights Revenue From Operation (INR Mn.) EBITDA (INR Mn) & EBITDA Margins (%) PAT (INR Mn) & PAT Margins (%) 940 297 247 792 260 639 621 217 199 188 210 166 32.86% 32.83% 34.94% 31.60% 25.98% 26.28% 30.27% 25.13% FY24 FY25 FY26 H1-FY27 FY24 FY25 FY26 H1-FY27 FY24 FY25 FY26 H1
Slide 32: 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 6,141 290 299 243 247 2,129 13.62% 4.87% 11.41% 4.02% 7.37% 6.64% 6.19% 5.41% FY24 FY25 FY26 H1-FY27 FY24 FY25 FY26 H1-FY27 FY24 FY25 FY2
Slide 33: Capital Market Data
Capital Market Data 1 Year Share Price Movement (Up to 30th September 2026) 40% 30% 20% 10% 0% -10% -20% -30% Oct-25 Nov-25 Dec-25 Jan-26 Feb-26 Mar-26 Apr-26 May-26 Jun-26 Jul-26 Aug-26 Sep-26 REMUS NIFTY SMALLCAP 250 Price Data (As on 30th September 2026) Shareholding Pattern (As on 30th September
Slide 34: 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
Slide 35: 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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