Concord Biotech Limited — PPTs, 11-11-2024: Investor Presentation

**Q2 & H1FY25 Financial Highlights**

Concord Biotech Limited reported a robust performance, with a revenue increase of 18% year-on-year to ₹310.2 crore for Q2FY25 and 15% growth to ₹526.0 crore for H1FY25. EBITDA rose by 15% to ₹136.7 crore, reflecting an EBITDA margin of 44.1%. Similarly, net profit after tax (PAT) surged 18% year-on-year to ₹95.7 crore, maintaining a PAT margin of 30.9%. The formulation segment exhibited impressive growth of 125%, driven by new product introductions and customer acquisitions, while the API segment posted modest growth of 1%.

**Strategic Initiatives and Growth Drivers**

The company plans to launch 8-10 new products over the next few years, focusing on oncology and anti-infectives. The upcoming injectable facility is expected to bolster its product offerings. Enhancements in strategic relationships and expansion into new geographies remain a priority, positioning the firm for future growth.

**Business Developments**

Concord Biotech is actively exploring contract development and manufacturing organization (CDMO) opportunities, leveraging its strong fermentation capabilities. The company is progressing with expanding its API portfolio and increasing its geographical footprint, especially in domestic and emerging markets.

**Market Position and Competitive Advantage**

With a solid foundation in biotechnology and fermentation technology, Concord Biotech maintains a competitive edge as a leading developer of niche APIs. The firm’s commitment to quality and innovation, backed by robust R&D, positions it favorably in both domestic and global markets.

**Investor Implications**

This performance illustrates a positive outlook for Concord Biotech, driven by strategic initiatives and market expansion. Investors may view the company’s growth trajectory favorably as it seeks to solidify its leadership in the biopharmaceutical sector. Potential risks include market fluctuations and competition but are mitigated by the company's strong fundamentals and proactive growth strategies.