Remus Pharmaceuticals Limited — PPTs, 10-11-2025: Investor Presentation
**1. Business Performance:** Remus Pharma's H1-FY26 revenue hit ₹400.2 Cr (+46.8% YoY), with PAT at ₹21.6 Cr (+20.9% YoY). Its asset-light model, focused on niche off-patent formulations, saw B2C revenue surge 6.3x YoY, reflecting strong global presence across 40+ semi-regulated markets.
**2. Growth Drivers or Strategy:** Expanding its 800+ product portfolio, Remus targets first-mover advantage with off-patent drugs. Strategy includes deeper LATAM presence, new markets (Eastern Europe, Africa, ASEAN), and 200+ B2C product launches to boost market share.
**3. Recent Developments:** Key H1-FY26 highlights include a Nicaragua tender win and Rivastigmine Patch launch. Bolivia's Relius Pharma SRL introduced multiple products. 37 new ASEAN product approvals and Algerian market entry were secured. The 2024 Espee Global Holdings LLC acquisition strengthened US market presence.
**4. Key Financial Metrics:** H1-FY26 Diluted EPS was ₹18.33 (+21.1% YoY). FY25 RoE hit 15.01%, while RoCE was 15.69%. The balance sheet shows a lean 0.02 Net Debt to Equity.
**5. Management Commentary / Outlook:** Outlook focuses on accelerating product registrations, expanding D2C/pharmacy networks, and driving R&D for 600+ B2C products. This roadmap aims to sustain growth and broaden market reach in key geographies.
