Eris Lifesciences Limited — PPTs, 05-08-2025: Investor Presentation

Here's a summary of the investor presentation:

**1. Financial Highlights:**

Q1 FY26 consolidated revenue was Rs. 773 Cr. (+7.4% YoY), with Domestic Branded Formulations (DBF) growing 11% and outperforming IPM. PAT surged 41% to Rs. 125 Cr., initiating EPS acceleration. EBITDA grew 11% to Rs. 277 Cr. (35.8% margin). Debt reduction is on track for FY26 target of 1.5x Debt-to-EBITDA.

**2. Strategic Initiatives & Growth Drivers:**

DBF is expanding with 300+ new Medical Representatives. Insulin vial manufacturing at Bhopal has commenced, with cartridges expected by Q4 FY26. A strategic push for an early India launch of GLP-1 (Semaglutide) is slated for March 2026. The international business is pivoting to an EU-focused CDMO model, securing Rs. 100+ Cr. in annual contracts from FY27.

**3. Business Developments:**

The Trade Gx division is winding down. Insulin shortages impacted Q1 revenue by Rs. 10 Cr. New small molecule launches are planned for Q2 and Q3. Capacity for Dry Powder injections and Ampoules is also being expanded.

**4. Market Position & Competitive Advantage:**

Eris maintains strong market outperformance in DBF. Its competitive edge stems from EU-GMP facilities and diverse injectable dosage forms, positioning it for early entry into key European markets and India's emerging Semaglutide segment.

**5. Investor Implications:**

Strong Q1 performance aligns with anticipated EPS acceleration. Strategic investments in diabesity, insulin in-sourcing, and international CDMO offer significant future growth potential. The clear debt reduction path further enhances financial stability, indicating positive growth potential for investors.