Windlas Biotech Limited — PPTs, 12-11-2024: Investor Presentation

**Financial Highlights:** Windlas Biotech reported Q2 FY25 revenues of ₹187 crores, marking a 22% year-on-year growth, while H1 FY25 revenues reached ₹362 crores, also up 22% YoY. EBITDA for Q2 was ₹23 crores, with H1 EBITDA at ₹44 crores, both reflecting a 23% increase YoY. The EPS improved to ₹13.97 in H1 FY25, up 11% YoY. The company maintained robust liquidity of ₹200 crores as of September 30.

**Strategic Initiatives and Growth Drivers:** Windlas continues to focus on its Trade Generics and CDMO verticals, with notable revenue increases of 48% YoY in the Trade Generics segment for Q2, reaching ₹41.9 crores. The company is set to commence revenue generation from its injectables facility in Q3 FY25, enhancing its growth trajectory.

**Business Developments:** The acquisition of a brownfield facility in Selaqui, Dehradun, supports capacity expansion. The company aims to leverage government schemes like Ayushman Bharat to bolster institutional sales.

**Market Position and Competitive Advantage:** With a strong foothold in the Indian pharmaceutical market and a diversified product portfolio, Windlas Biotech stands to benefit from the increasing shift towards reliable, high-quality generic manufacturing solutions.

**Investor Implications:** The firm’s continued revenue growth, strategic expansions, and strong liquidity position suggest a positive outlook for investors, highlighting both opportunities and potential risks in the dynamic pharmaceutical landscape.