Concord Biotech Limited — PPTs, 14-02-2025: Investor Presentation

**Financial Highlights**: Concord Biotech reported Q3FY25 revenue of ₹244.2 Cr, reflecting a 1% increase year-on-year, while revenue for the nine-month period rose 10% to ₹770.2 Cr. EBITDA for Q3FY25 was ₹98.0 Cr, with an EBITDA margin of 40.1%. Profit after tax (PAT) stood at ₹75.9 Cr, resulting in a PAT margin of 31.1%. The API segment exhibited 3% growth, hindered slightly by customer procurement patterns, but management remains optimistic about long-term growth targets of 25% CAGR over five years.

**Strategic Initiatives and Growth Drivers**: The company focuses on expanding its product portfolio, including APIs and formulations across critical market segments like oncology and anti-infectives. With a robust pipeline and active exploration of CDMO opportunities, Concord aims to enhance its market share and operational efficiency through innovation and strategic customer partnerships.

**Business Developments**: Concord operates a diversified business model with significant market presence across over 70 countries. The company continues to secure new customers and increase wallet share from existing clients, ensuring a stable revenue stream.

**Market Position and Competitive Advantage**: Concord Biotech stands out with its expertise in fermentation technology and a strong R&D foundation, positioning itself competitively in the biopharma landscape as one of the key players in fermentation-based APIs.

**Investor Implications**: With a strategic focus on sustainable growth, increased manufacturing capacities, and a commitment to innovation, Concord Biotech presents a positive outlook for investors looking for opportunities in the evolving pharmaceutical sector.