Eris Lifesciences Ltd · NSE:ERIS
Eris Lifesciences — Q2 & H1 FY27 Earnings Presentation
17 slides from Eris Lifesciences's earnings presentation, Oct 26, 2026
Slide 1: Investor Presentation Filing Letter to Stock Exchanges
Date: 26 October 2026 To To BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza Dalal Street Bandra Kurla Complex Mumbai- 400001 Bandra (E) Mumbai-400051 Security Code: 540596 Symbol: ERIS SUBJECT: INVESTOR PRESENTATION Dear Sir/Madam, Pursuant to the requir
Slide 2: Q2 & H1 FY27
Q2 & H1 FY27 26th October 2026 1
Slide 3: Domestic Branded Formulations - DBF
Domestic Branded Formulations - DBF International Business Financials
Slide 4: Domestic Branded Formulations (DBF)
Domestic Branded Formulations (DBF) Chronic therapy focused franchise with strong brand building focus ₹ Cr unless specified Therapy Mix (% of revenue) Brands by Annual Revenue (₹ Cr) Revenue Mix by Brand Rank (%) Mother Brand Size No. of brands 44% 38% 200+ 3 Chronic 73% Acute 15% 100-200 3 18% 50-
Slide 5: DBF: Q2 & H1 FY27 Financial Highlights
DBF: Q2 & H1 FY27 Financial Highlights Revenue grew 14.1% YoY in Q2 FY27 with EBITDA margin of 35.7% DBF Revenue (₹ Cr) – Q2 DBF Revenue (₹ Cr) – H1 Zorvia Deal +14.1% +14.2% 809 1,610 • Licensed injectables and 1,410 part of the Acute portfolio 708 to Zorvia Healthcare; Eris retains brand ownership
Slide 6: Sequential Improvement in Gross Margin
Sequential Improvement in Gross Margin DBF Gross Margin (%) – Q1 vs Q2 FY27 Insulin Pack Shots from Eris Bionxt’s Bhopal Facility +134 bps 74.3% 75.7% Q1 FY27 Q2 FY27 Gross Margin ahead of guidance in Q2 Gross Margin Levers Ahead +100 bps Brands out-licensed to Zorvia Gain expected Further gross mar
Slide 7: Eris vs IPM Growth
Eris vs IPM Growth Q2 FY27 Eris Consol OAD Cardiac VMN +3 % +1 % +0 % +10 % 15% 27% 12% 16% 16% 12% 11% 17% IPM Eris IPM Eris IPM Eris IPM Eris All major therapies in Q2 have outgrown the market Ex-Zorvia Eris growth is 17%. Source – Pharmarack JAS’26 Data 6
Slide 8: Diabetes as a Therapy
Diabetes as a Therapy Q2 FY27 Diabetes Contribution to Portfolio Q2 Growth of Diabetes Diabetes Pipeline +2.4 % ~4x • Received the nod to conduct Phase 1 and 37.3% 18.5% Phase 3 trials for India’s first Recombinant Semaglutide • Both Drug substance and Drug product for Recombinant Semaglutide from i
Slide 9: DBF P&L Statement
DBF P&L Statement Q2 & H1 FY27 ₹ Cr unless specified DBF (Rs. Cr) Q2 FY27 Q2 FY26 YoY (%) H1 FY27 H1 FY26 YoY (%) Highlights – H1 FY27 Revenue from Operations 809 708 14.1% 1,610 1,410 14.2% ▪ DBF Debtor days at 61 in Sep’ FY27 Gross Profit 612 539 13.5% 1,207 1,078 12.0% against 74 days in Mar’ FY2
Slide 10: International Business
Domestic Branded Formulations - DBF International Business Financials
Slide 11: Swiss Parenterals – Q2 & H1 FY27
Swiss Parenterals – Q2 & H1 FY27 Base business largely uninterrupted; EU CAPA actions underway Revenue (₹ cr)* Key business updates for Q2 2.3% Flat EU CAPA CDMO pipeline 152 155 Execution on track; shutdown planned Current opportunities intact; no 83 83 in Q3 cancellations Base Business Top 10 coun
Slide 12: Financials
Domestic Branded Formulations - DBF International Business Financials
Slide 13: Summary of Consolidated Financials – Q2 and H1 FY27
Summary of Consolidated Financials – Q2 and H1 FY27 Q2 revenue growth of 12.6% with a PAT growth of 39.2% ₹ Cr unless specified Revenue (Rs. Cr.) EBITDA (Rs. Cr.) PAT (Rs. Cr.) 12.8% 7.2% 27.3% 1,766 330 12.6% 1,565 7.3% 606 39.2% 565 260 892 187 792 288 309 134 Q2 FY26 Q2 FY27 H1 FY26 H1 FY27 Q2 FY
Slide 14: Consolidated P&L Statement
Consolidated P&L Statement Q2 & H1 FY27 ₹ Cr unless specified Consolidated (Rs. Cr) Q2 FY27 Q2 FY26 YoY (%) H1 FY27 H1 FY26 YoY (%) Highlights – H1 FY27 Revenue from Operations 892 792 12.6% 1,766 1,565 12.8% Gross Profit 667 590 13.0% 1,301 1,178 10.4% ▪ ROCE for FY27 YTD at 19% against 16% in Gros
Slide 15: Shareholder Profile
Shareholder Profile As of Sept 2026 Shareholding of Promoters and Top 15 Institutional Investors Shareholding Pattern as of Sept 30, 2026 30-Sept-26 30-June-26 31-Mar-26 Public, Others, Name of Shareholder 0.65% 1,192* 1,434* 1,297* 10.05% Promoters 54.74% 54.14% 53.92% FPIs, 14.37% LILAC INVESTMENT
Slide 16: Safe Harbor Statement
Safe Harbor Statement This presentation contains forward-looking statements and information that involve risks, uncertainties and assumptions. Forward-looking statements are all statements that concern plans, objectives, goals, strategies, future events or performance and the underlying assumptions
Slide 17: Thank You!
Registered Office Shivarth Ambit, Plot No 142/2, Ramdas Road Off SBR, Near Swati Bungalows, Bodakdev, Ahmedabad, Gujarat - 380054 For Further Information, Please Contact: Thank You! Atul Modi https://eris.co.in/ [email protected] Investor Relations [email protected] 16
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