Sequent Scientific Limited — PPTs, 20-05-2025: Investor Presentation

1. Financial Highlights:

SeQuent Scientific reported Q4 revenues of ₹4,017 million, up 11.2% YoY, with EBITDA rising 38.7% to ₹569 million and margin expansion of 280 bps to 14.2%. For FY25, revenues grew 13.3% to ₹15,514 million; EBITDA surged 86.6% to ₹1,993 million with margins improving 500 bps to 12.8%. The combined SeQuent-Viyash entity posted ₹30,094 million revenue (+12.3%) and ₹4,539 million EBITDA (+65.7%), achieving a 15.1% margin. Net debt/LTM EBITDA improved to 1.0x from 1.9x. Strong working capital management generated ₹2,457 million free cash flow in FY25.

2. Strategic Initiatives & Growth Drivers:

SeQuent is accelerating product launches and ramping operational efficiencies under its “Sequent 3.0” plan. The merger with Viyash Life Sciences is advancing on track to leverage R&D synergies, manufacturing optimization, and expanded sales coverage. Focus remains on capacity growth (including high-potent and spray-drying units) and R&D investment in complex generics, oncology APIs, and specialized products, with 35+ validated and pipeline products. Expansion into emerging and SEA markets and field team enlargement support scalable growth.

3. Business Developments:

The merger integration with Viyash is progressing, supported by completed regulatory clearances and planning. SeQuent increased its stake in Symed to full ownership. Several manufacturing sites earned key safety awards and regulatory approvals, including USFDA for veterinary APIs. New product filings and WHO prequalification enhance the pipeline and global market access.

4. Market Position & Competitive Advantage:

SeQuent has a wide global presence across 7 plants in India, Spain, Brazil, and Turkey, with unique USFDA-approved veterinary API facilities. It holds leading shares in multiple API segments and ranks top 5 in major animal health markets. The combined portfolio of 200+ products and presence in 80+ countries offers scale benefits and cost advantages. Dedicated quality, regulatory, and EHS teams strengthen its competitive edge.

5. Investor Implications:

Consistent double-digit revenue growth with significant margin expansion indicates positive growth potential. The Viyash merger enhances scale, deleverages the balance sheet, and unlocks synergy prospects, boosting execution confidence. Investors should watch integration and operational scaling, but the update reflects strong momentum and a solid base for accelerated growth in high-value animal and human health sectors.