Emcure Pharmaceuticals Limited — PPTs, 20-02-2026: Investor Presentation

Emcure Pharma delivered strong performance, achieving mid-high teens revenue growth over the last seven quarters, including 16.5% in 9M FY26 and over 18% in FY25. This growth was fueled by a robust domestic market across key therapies and strong international performance driven by new launches. The company also saw significant margin expansion, with EBITDA margins up 90bps, PAT margins up 250bps, and RoCE improving by 200bps.

Growth is strategically driven by a robust R&D pipeline focused on differentiated products like biologics and complex injectables. Recent developments include key in-licensing partnerships (e.g., Poviztra® for obesity) and acquisitions, alongside expansion into new fast-growing segments like Consumer and Dermatology in India. Management's outlook points to sustained growth, underpinned by a balanced portfolio across India and global markets, and a strong pipeline of complex products.