Gujarat Themis Biosyn Limited — PPTs, 23-04-2026: Investor Presentation

**Recent Developments:** Gujarat Themis Biosyn (GTBL) is set to acquire Sanofi's global Anti-TB and Anti-Infective product portfolio, a strategic asset acquisition valued at approximately EURO 158 million. This includes 13 established brands, marketing authorizations, and inventory, reaching over 55 countries.

**Business Performance:** The acquired portfolio generated ~EURO 62 million in revenue for FY25, with retail channels contributing about 70%. This move is expected to be EPS accretive and improve GTBL's gross margins.

**Growth Drivers or Strategy:** GTBL aims for significant global expansion, particularly in Europe and MEA, leveraging an asset-light model that avoids manufacturing capex. The acquisition will drive forward integration from fermentation to API and finished formulations, optimizing costs and boosting margin potential while utilizing the portfolio's strong brand equity.

**Management Commentary / Outlook:** MD Dr. Sachin Patel highlights this as a strategic milestone, transitioning GTBL into a high-margin, fermentation-based platform with a broader global footprint. The company plans future value creation through market expansion, lifecycle management, and portfolio optimization.