Biocon Limited — PPTs, 06-08-2026: Investor Presentation

Biocon's Q1 FY27 saw strong financial growth, with **Revenue from Operations rising 10% YoY to ₹4,336 Cr** and **Net Profit soaring 355% YoY to ₹141 Cr**.

**Business Performance:** Biosimilars led the charge with **16% YoY growth to ₹2,855 Cr**, driven by North America. Generics also impressed, up **21% YoY to ₹760 Cr**, fueled by generic liraglutide in markets like the USA. Services revenue, however, **declined 16% YoY to ₹736 Cr**, impacted by client offtake and forex losses.

**Growth Drivers & Strategy:** The company is pushing for sustained growth through its integrated platform and global scale. Key market strategies include new product launches in North America (Yesafili, Bosaya & Aukelso, gLiraglutide), an expanded portfolio in Europe, and access-led growth in Emerging Markets. EMA approval for a second insulin drug product line in Malaysia doubles capacity.

**Management Commentary:** Biocon anticipates growth momentum to build through FY27, with the second half expected to be significantly stronger, particularly for Biosimilars. Services are in a transition year, aiming for recovery in 2H FY27 and sustainable growth from FY28. The focus is on improving margins, free cash flow, and RoCE to enhance shareholder value.