BALAXI PHARMACEUTICALS LIMITED — PPTs, 29-05-2026: Investor Presentation

Balaxi Pharma's FY26 revenue dipped 7.7% to ₹270.17 Cr, with Profit After Tax (PAT) dropping 94.3% to ₹1.42 Cr. This was primarily due to extended working capital cycles in its Angola institutional business. Positively, LATAM revenue grew 11%, and gross margins improved to 44.2%.

The company is strategically transitioning to an 'Asset Right' model, having secured a manufacturing license for its first pharmaceutical formulation facility in Hyderabad. This plant, focusing on General Oral Solid Dosage, aims to drive backward integration, new revenue streams, and margin expansion. Recent developments include 49 new product registrations in Latin America, bringing the total portfolio to 964 products. Balaxi is also discontinuing its ancillary Building Hardware business to sharpen its focus on pharmaceuticals.

Management is committed to operationalizing the new facility, pursuing WHO-GMP certification, and scaling its institutional business while expanding into new frontier markets for sustainable long-term value.