Sequent Scientific Limited — PPTs, 17-11-2025: Investor Presentation
Here's a concise, retail-friendly summary:
**1. Business Performance:**
SeQuent Scientific & Viyash Life Sciences delivered strong Q2 FY26 results. The combined entity reported revenues of ₹852.1 Cr, up 16% YoY, and EBITDA of ₹189 Cr, surging 76% YoY with margin expanding to 22.2%. SeQuent's standalone revenue grew 15% to ₹424 Cr, with PAT skyrocketing 200% to ₹19.6 Cr. Viyash also performed well, posting ₹428.1 Cr revenue (+17.8% YoY) and PAT of ₹53.3 Cr.
**2. Growth Drivers or Strategy:**
Growth is driven by new product launches, an improved product mix, and cost optimization. The ongoing merger with Viyash is unlocking benefits in manufacturing synergies, R&D, and customer leads. Future strategy focuses on realizing these synergies and building new revenue streams.
**3. Recent Developments:**
The Viyash merger is nearing completion, with NCLT approval expected soon. SeQuent expanded its global footprint with new product launches in Brazil and Mexico. A new production block was commissioned, enhancing capacity. Viyash ramped up regulatory filings and completed a US FDA EIR.
**4. Key Financial Metrics:**
* Q2 FY26 Combined Revenue: ₹852.1 Cr (+16% YoY)
* Q2 FY26 Combined EBITDA: ₹189 Cr (+76% YoY), 22.2% margin
* Net Debt to LTM EBITDA: 0.7x
* SeQuent Q2 PAT: ₹19.6 Cr (+200% YoY)
* Viyash Q2 PAT: ₹53.3 Cr
**5. Management Commentary / Outlook:**
Management highlighted the company's transformational journey, affirming healthy growth across key metrics. The merged entity is well-positioned for future expansion, focusing on synergy benefits and accelerating existing and new business segments.
