Wanbury Limited — PPTs, 09-02-2026: Investor Presentation

Wanbury delivered a strong Q3FY26, with revenue growing 22% YoY to ₹162 Cr. For 9MFY26, revenue increased 14% YoY to ₹486 Cr. Both API (₹424 Cr, +14% YoY for 9MFY26) and Formulations (₹62 Cr, +9% YoY for 9MFY26) segments showed healthy demand, with Formulations achieving positive EBITDA for the period.

The API segment is set for growth with 4 new molecule launches annually from FY27, focusing on regulated markets and backward integration. Formulations is strategically shifting towards specialty and chronic segments through new launches (e.g., Paediatrics, Cardiology) and expanding geographically, aiming for sustainable profitability from FY27.

Wanbury recently commissioned a new production block at its Tanuku facility for a high-potent anaesthetic, with the first commercial shipment already dispatched to a European customer. Debt refinancing has also successfully reduced borrowing costs from 22.5% to 12.5%.

Profitability soared: Q3FY26 EBITDA jumped 91% YoY to ₹27 Cr (9MFY26: ₹77 Cr, +65% YoY). PAT for Q3FY26 dramatically increased by 1,194% YoY to ₹16 Cr (9MFY26: ₹44 Cr, +332% YoY). 9MFY26 Basic EPS stood at ₹13.22. Management remains confident in robust operational execution, improved efficiency, and higher margins, expecting continued healthy growth from both segments driven by new products and market expansion.