Slides
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1 FY27: Q2 &H1 Performance RPG Life Sciences Investors’ Presentation
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2 Disclaimer This presentation may include statements which may constitute forward-looking statements. All statements that address expectations or projections about the future, including, but not limited to, statements about the strategy for growth, business development, market position, expenditures, and financial results, are forward looking statements. Forward looking statements are based on certain assumptions and expectations of future events. The Company cannot guarantee that these assumptions and expectations are accurate or will be realized. The actual results, performance or achievements, could thus differ materially from those projected in any such forward- looking statements. The company operates in the Pharmaceutical segment. Some of the historical Profit and loss numbers which are sliced in the investor presentation for certain sales divisions are purely for broader understanding for investors of the business of the company and its growth trajectory. The information contained in these materials has not been independently verified. None of the Company, its Directors, Promoter or affiliates, nor any of its or their respective employees, advisers or representatives or any other person accepts any responsibility or liability whatsoever, whether arising in tort, contract or otherwise, for any errors, omissions or inaccuracies in such information or opinions or for any loss, cost or damage suffered or incurred howsoever arising, directly or indirectly, from any use of this document or its contents or otherwise in connection with this document, and makes no representation or warranty, express or implied, for the contents of this document including its accuracy, fairness, completeness or verification or for any other statement made or purported to be made by any of them, or on behalf of them, and nothing in this document or at this presentation shall be relied upon as a promise or representation in this respect, whether as to the past or the future. The information and opinions contained in this presentation are current, and if not stated otherwise, as of the date of this presentation. The Company undertake no obligation to update or revise any information or the opinions expressed in this presentation as a result of new information, future events or otherwise. Any opinions or information expressed in this presentation are subject to change without notice. This presentation does not constitute or form part of any offer or invitation or inducement to sell or issue, or any solicitation of any offer to purchase or subscribe for, any securities of RPG Life Sciences Limited Limited (the “Company”), nor shall it or any part of it or the fact of its distribution form the basis of, or be relied on in connection with, any contract or commitment, therefore. Any person/ party intending to provide finance / invest in the shares/businesses of the Company shall do so after seeking their own professional advice and after carrying out their own due diligence procedure to ensure that they are making an informed decision. This presentation is strictly confidential and may not be copied or disseminated, in whole or in part, and in any manner or for any purpose. No person is authorized to give any information or to make any representation not contained in or inconsistent with this presentation and if given or made, such information or representation must not be relied upon as having been authorized by any person. Failure to comply with this restriction may constitute a violation of the applicable securities laws. The distribution of this document in certain jurisdictions may be restricted by law and persons into whose possession this presentation comes should inform themselves about and observe any such restrictions. By participating in this presentation or by accepting any copy of the slides presented, you agree to be bound by the foregoing limitations.
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3 RPG Group: Powered by Passion, Driven by Ethics RPG Enterprises was founded in 1979. The group currently operates various businesses in Infrastructure, Technology, Life Sciences, Plantations and Tyre industries. The group has business history dating back to 1820 AD in banking, textiles, jute and tea. The Group grew in size and strength with several acquisitions in the 1980s and 1990s. RPG Group is one of India’s fastest growing conglomerates with 31,000+ employees, presence in 135+ countries and annual gross revenues of USD 5.2 Bn EPC major in infrastructure segments like T&D, Civil, Transportation, Oil & Gas, Renewables & Cables One of India’s leading tyre manufacturers Global technology consulting and IT services company Integrated pharma company in formulations and synthetic APIs Technology solutions company catering to energy and infrastructure One of India’s largest plantation companies producing tea, rubber, etc.
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4 RPGLS Company Overview
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5 RPG Life Sciences: An Integrated Pharmaceutical Company RPG Life Sciences is an integrated pharmaceutical company operating in the Domestic and International markets in the Branded Formulations, Global Generics, and Synthetic APIs 50+ years of Rich Legacy 63+ countries with export relationships 6 textbook brands trusted by patients and doctors 5 Manufacturing Facilities Formulations, API & Intermediates 1,800+ Employees across locations REVENUE MIX BY CATEGORIES 18% 13% 69% Domestic Formulations International Formulations API O U R V A L U E S Quality Consciousness Operational Excellence Responsible Growth Strong ESG & Governance
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6 Board of Directors • Experienced professionals and industry veterans from various sectors, including pharmaceuticals, business management, and corporate governance. • The board has specialized committees, such as the Audit Committee, Corporate Social Responsibility (CSR) Committee, and the Nomination and Remuneration Committee, ensuring focused management of critical areas.
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7 RPG Life Sciences: Product Portfolio, Textbook brands; focus on chronic & specialty therapies DF Key Products Key Therapies Nephrology Rheumatology Oncology Pain Management Gastroenterology Neuropsychiatry Cardio- Diabeto Urology Legacy Portfolio Immunosuppressants Textbook Brands New Portfolio Specialty Chronic Life cycle Management IF Key Products API & Intermediates Products Generics Branded Generics API Intermediates Quinfamide, Azathioprine, Haloperidol, Risperidone, Propantheline Bromide, Nicorandil, Pantoprazole Rivaroxaban Intermediates, Apixaban Intermediates, Dofetilide Intermediates, Deferasirox Intermediate
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8 50+ years of RPGLS journey- A snapshot Started as a joint venture with a global MNC 1967 1993 Became part of the RPG Group 1999 Change the company name of to RPG Life Sciences Ltd. 2001 Divested its agrochemicals business to focus on pharmaceuticals, fermentation & biotechnology 2007 Demerger of the pharmaceutical business 2010 2016 2019 2025 2026 Launched Neolife, the Oncology division, expanding presence in specialty therapies Launched Urolife & acquired 9 brands from Sun Pharma Entered the Anti- Diabetic therapy area Received Naprosyn ANDA approval in Canada Formed RPGAP , a dedicated API subsidiary of RPGLS and acquired 2 API businesses ( Raghava & Actis)
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9 External Awards & recognition Recognised for excellence in innovation, commercial performance and responsible business practices Leading Nephrology Company-2026 Excellence in Breakthrough Pharmaceutical Innovations Best Use of AI in Sales Force Effectiveness Leading Mid Corporates of India- 2025 India’s Top 500 Value Creators -2023 Best Patent Award Fair Business Practices Award Best Corporate Citizen Award
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10 Our Business Segments
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11 Pan-India presence Reach to over 1 lakh doctors and 3000+ stockiest Diverse portfolio Across chronic, sub-chronic and acute segment Established brands Azoran, Aldactone, Lomotil, Naprosyn, Serenace, Norpace Strong therapy presence Cardiology, diabetes, urology, nephrology, rheumatology and oncology Five pillars of profitable domestic growth Portfolio Rejuvenation Strengthen chronic and specialty portfolios through new product launches. Strategic Brand Building Extend brand lifecycles through line extensions and deeper disease- segment penetration. Customer Coverage Deepening Expand customer reach and deploy digital engagement across priority therapies. Sales Force Effectiveness Improve field-force productivity through sharper targeting, stronger capabilities and execution. Cost discipline Strengthen margins through cost discipline, operating efficiency and a focus on profitable sales mix. Business Overview Domestic Formulations : Overview and Strategy
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12 Domestic Formulations: Key performance highlights 4th fastest Growing company among Top 50 in IPM1 DF H1 growth at 13.0%; 1.2 times faster than market 12 ranks Jump in market rank since Mar’25 Up from Rank 62 in Mar’25 to Rank 50 in Sep’26 ₹100 cr Naprosyn crosses the milestone in secondary sales Flagship brand, 50+ years of trust 1. IPM: Indian Pharma Market
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13 Manufacturing facilities for domestic and international formulations F1 Unit F2 Unit State-of-the-art Manufacturing Facility • Serves domestic and 20+emerging markets, ensuring global accessibility • State-of-the-art multipurpose plant with dedicated lines for oral dosage forms – tablets, liquids, and powders • Installed capacity of 177 crore tablets and 88.5 lakh bottles annually, supporting large scale demand • Approved by WHO, Kenya, and Nigeria regulatory authorities • Modernization and capacity expansion in progress to boost efficiency and scalability • Dedicated to highly regulated markets, ensuring compliance and quality excellence • Advanced lines for oral dosage forms – tables and capsules – with stringent controls • Equipped for low RH and low temperature products, meeting complex formulation needs • Annual output of 12 crore tablets and 3.6 crore capsules, supporting global demand • Approved by WHO, EUGMP (Hamburg Health authority), Canada, Ethiopia, Kenya, Sudan, Nigeria • Ongoing modernization and capacity expansion to enhance scale and efficiency
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14 50+ Markets served US, Europe, LATAM, Asia Pacific & MENA regions 490 KL capacity Combined API & Intermediates capacity 3 Manufacturing units Located in Navi Mumbai, Hyderabad & Vizag Strong Approvals WHO GMP, TGA Australia, PMDA Japan Three pillars to scale the API business Business Overview API & Intermediates Business : Overview and Strategy Market and customer expansion • Grow reach for existing products in new and established markets Integration & Synergy Realisation • Integrate acquired capabilities, strengthen operational alignment and unlock synergies across the API platform Forward Integration & value creation • Strengthen the value chain through downstream opportunities, portfolio expansion and higher-value offerings.
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15 API business transitions into a dedicated subsidiary called RPGAP 1. Formed a dedicated API subsidiary • RPG Active Pharma established as a dedicated subsidiary for the API business Strategic investments and acquisitions are expanding the API platform's capabilities and manufacturing footprint 2. Strategic capital commitment • Strategic PE, InvAscent onboarded; ₹700 crore of combined committed capital pool created 3. Advanced Intermediates Expansion • Acquisition of Actis, adding advanced intermediates capabilities • Acquisition of Raghava Life Sciences, adding a modern API and intermediates manufacturing facility 4. Manufacturing Scale-Up
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16 API & Intermediates manufacturing facility Navi Mumbai Plant • Three specialized units • MF1: multipurpose unit serving emerging markets, including India. • MF2: dedicated immunosuppressant facility for regulated and emerging markets. • MF3: multipurpose unit for regulated and emerging markets • Installed capacity: 60.4 MT annually and 36 reactors • Global accreditations: WHO, TGA (Australia), PMDA (Japan), and Written Confirmation (WC) from CDSO. Vizag Plant • Four specialized manufacturing blocks developing advanced intermediates for many APIs including Sitagliptin, Rivaroxaban and Vildagliptin • Installed capacity: 142.9 MT annually and 43 reactors Hyderabad Plant • API & intermediate manufacturing facility with established regulatory approvals • Current capacity: 188.2 MT annually | 49 reactors • 4 dedicated manufacturing blocks • Kilo Lab: 1.5 KL capacity | 4 reactors • Regulatory approvals: WHO GMP , EU GMP and CDSCO • ISO 9001, ISO 14001 & ISO 45001 certified
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17 50+ Markets served Across Europe, UK, Canada, Australia, Southeast Asia, Latin America, Africa & other emerging markets 5 Therapy presence Immunosuppressant, Cardio, Neuro, Gastro & Uro 2 Manufacturing units Located in Ankleshwar, Gujarat Strong Regulatory Track TGA Australia, EU GMP, Health Canada, Zazibona, UAE MOH, Saudi FDA Three pillars to scale the IF business Business Overview International Formulations : Overview and Strategy Build and expand core portfolio • Grow presence in immunosuppressants and other focus therapies • Leverage existing products in new markets Strengthen pipeline and partnerships • Focus on complex generics and high- value opportunities • Collaborate with global players to expand portfolio Scale presence in priority markets • Deepen relationships with existing customers • Build on manufacturing and regulatory strengths to support global growth
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18 Financial Performance
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19 Adjusted EBITDA & EBITDA MarginRevenue from Operations (All figures in Rs. Crores) Q2 FY27 Financial Performance Update: Revenue up by 16.2% with improved profitability Figures in circle are Margins 17.5% 181.7 211.6 Q2 FY26 Q2 FY27 +16.5% Adjusted PBT & PBT Margin Adjusted PAT & PAT Margin 43.6 50.1 Q2 FY26 Q2 FY27 +15.0% 24.0% 38.2 42.5 Q2 FY26 Q2 FY27 +11.3% 23.7% 21.0% 20.1% 28.5 32.3 Q2 FY26 Q2 FY27 +13.4% 15.7% 15.3% Adjusted margins excludes one-off restructuring and API acquisition costs of ₹5.5 crore, incurred in Q2 FY27
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20 Q2 FY27: Business segment wise performance Domestic Formulations (69% of sale) International Formulations (18% of sale) API1 (13% of sale) 130.6 145.7 Q2 FY26 Q2 FY27 +11.6% 34.5 36.7 Q2 FY26 Q2 FY27 +6.4% 14.8 28.0 Q2 FY26 Q2 FY27 +89.2% 1. API Q2 FY27 sales include 0.5 cr. of sale from newly acquired business, Actis Generics (All figures in Rs. Crores)
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21 Revenue from Operations (All figures in Rs. Crores) H1 FY27 v/s H1 FY26: Financial Performance Update Figures in circle are Margins 17.5% 350.6 407.3 H1 FY26 H1 FY27 +16.2% 84.3 97.9 H1 FY26 H1 FY27 +16.1% 24.0% 17.5% 73.7 83.8 H1 FY26 H1 FY27 +13.6% 24.0% 21.0% 20.6% 17.5% 54.8 62.9 H1 FY26 H1 FY27 +14.8% 15.6% 15.4% Adjusted EBITDA & EBITDA Margin Adjusted PBT & PBT Margin Adjusted PAT & PAT Margin Adjusted margins excludes one-off restructuring and API acquisition costs of ₹5.5 crore, incurred in Q2 FY27
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22 H1 FY27: Business segment wise performance Domestic Formulations (69% of sale) International Formulations (17% of sale) API1 (14% of sale) 246.2 278.3 H1 FY26 H1 FY27 +13.0% 67.0 71.7 H1 FY26 H1 FY27 +7.0% 34.5 54.6 H1 FY26 H1 FY27 +58.5% 1. API H1 FY27 sales include 0.5 cr. of sale from newly acquired business, Actis generics (All figures in Rs. Crores)
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23 RPG Life Sciences’ Market Capitalisation Rises 64% in H1 FY27 3,072 cr. 5,023 cr. 64% 30th Sept, 202631st Mar, 2026 RPGLS market cap, ₹ cr • All-time high market-cap of RPGLS unlocked on 25th Sept 2026 Market-outperformance BSE Sensex growth at only 1%, BSE Healthcare Index growth at 20% in the same period Trading at a P/E ratio of 40+ Much-higher compared to peer benchmarks (peer average around 23-25) Significantly outperforming the Sensex and BSE Healthcare Index
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24 Other key highlights
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25 Intelligent Chilling Plant Manager • Implementation of Utility Asset Management Systems with access over IoT, supported by Customized Algorithms for Efficient Monitoring, Control & Analytics IOT based AHU monitoring system • Operates Pumps & Chillers according to Operating Hours to maintain equal run time • Automatically change over Working pump to Standby if Pump fails during operation Power Management System • Safe, reliable, efficient, and compliant operation of electrical distribution systems, and connected assets always enabled Digital Retina Scanner • Biometric Access with IRIS/ Retina Scanner enables consistency of electronic records and signatures • Access to only qualified professionals, Batch Management, Recipe Management, Audit logs Quality Functions Digital Initiatives: Manufacturing and Quality e-QMS: Digital platform to track all 6 quality parameters e-DMS: Digital platform to manage manufacturing/quality documents e-LMS: Digital platform to track training sessions on CGMP
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26 AI Initiatives: Embedding intelligence across the business AI-Enabled Customer Engagement • RPGserv is an AI-enabled digital doctor-support platform enhancing physician engagement through scientific content, patient education and personalised services Smarter Commercial Decision-Making • GenAI-powered campaign dashboards and data analysis • RXR 3.0: Salesforce tracking and customer engagement analytics to support data-led decisions AI-Powered Marketing & Communication • AI-assisted brand communication, content creation and training modules • Development of customised digital creatives for targeted engagement Building AI-Ready Leadership • Launched Slingshot, an advanced AI training programme for the leadership team to drive AI adoption and identify high- impact use cases across business functions
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28 Happiness initiatives: Engaging teams beyond work Building connection, celebrating traditions and creating shared experiences Independence Day Celebrations Moments of national pride & unity Festival Celebrations Celebrating our diverse traditions Employee Engagement Strengthening teamwork through fun experiences
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29 Journey Ahead
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30 Portfolio development and mega-brands building RPGLS Journey Ahead: 7 strategic pillars of action Expand market reach, customer relationships and capabilities Drive productivity, efficiency and compliance through digitalisation Build the pipeline and expand into adjacent therapies Strengthen capacity, quality and operational efficiency Build critical capabilities and strengthen organisational effectiveness Integrate, Scale & Grow the API Business
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31 THANK YOU