Bajaj Healthcare Limited — PPTs, 08-12-2025: Investor Presentation

Bajaj Healthcare is showing a strong turnaround, with FY25 revenue at ₹562.01 Cr, up 16.6% year-over-year from ₹482.10 Cr in FY24. The company returned to profitability in FY25 with ₹39.50 Cr, following a loss in FY24, and continued this positive trend in H1 FY26 with a ₹22.94 Cr profit. Exports are a growing contributor, making up 36% of revenue in H1 FY26.

Strategically, the company is focusing on high-growth areas like oncology and peptides. They launched India's first Posaconazole 300 mg under their new Bajaj Oncocare division and are building an oncology API plant. A state-of-the-art peptide manufacturing plant, targeting key anti-diabetic and weight-loss molecules like Semaglutide, is planned for commercial launch by March 2026.

Recent developments include securing a CDMO agreement for 30 new APIs with UK/EU customers and acquiring a formulation plant in Nashik. Bajaj Healthcare is also expanding its R&D infrastructure, with a new facility expected by May 2026. Management is keen on becoming a significant global player in APIs and formulations, driven by continuous innovation and market expansion.