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H1 FY27 Financial Results Oct 2026 Disclaimer • This corporate presentation has been prepared by Beta Drugs Limited (the “Company”) solely for information purposes without regard to any specific objectives, financial situations or informational needs of any particular person. • This presentation should not be construed as legal, tax, investment or other advice. This presentation is confidential, being given solely for your information and for your use, and may not be copied, distributed or disseminated, directly or indirectly, in any manner. Furthermore, no person is authorized to give any information or make any representation which is not contained in, or is inconsistent with, this presentation. Any such extraneous or inconsistent information or representation, if given or made, should not be relied upon as having been authorized by or on behalf of the Company. • The information contained in this presentation is only current as of its date and has not been independently verified/ authenticated and are based upon to the best of the knowledge, belief and information. The Company may alter, modify or otherwise change in any manner the contents of this presentation, without obligation to notify any person of such revision or changes. • No representation, warranty, guarantee or undertaking, express or implied, is or will be made as to, and no reliance should be placed on, the accuracy, completeness, correctness or fairness of the information, estimates, projections and opinions contained in this presentation. None of the Company or any of its affiliates, advisers or representatives accept any liability of whatsoever nature for any loss howsoever arising from any information presented or contained in this presentation. Please note that the past performance of the Company is not, and should not be construed as, indicative of future results. • This presentation does not constitute or form part of and should not be construed as, directly or indirectly, any offer or invitation or inducement to sell or issue, or any solicitation of any offer to purchase or subscribe for, any securities of Beta Drugs Limited by any person in any jurisdiction, including in India or elsewhere, 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 investment decision or any contract or commitment therefore.. This presentation is not a prospectus, a statement in lieu of a prospectus, an offering circular, an advertisement or an offer document under the Companies Act, 2013, as amended, the Securities and Exchange Board of India (Issue of Capital and Disclosure Requirements) Regulations, 2009, as amended, or any other applicable law in India. We undertake no obligation arising out of this information or any consequence arising therefrom. 2 Privileged & Confidential, © 2026, All Rights Reserved. BETA: EVOLUTION INTO A GLOBAL SPECIAL FORMULATIONS COMPANY BETA – ON PATH TO A GLOBAL SPECIALTY PHARMACEUTICAL POWERHOUSE 2014-17 2017-20 2021-24 2024-27 2027-30 Revenue (INR) 70 Crs. ~100 Crs. ~300 Crs. >500 Crs. ~1,000 Crs. Fast growing Branded One of the leading domestic Scaled-up fastest growing Established presence in Global specialty segment and entry into oncology franchise with entry Oncology companies Indian Oncology pharmaceutical company APIs into exports across segments 7% 15% 15% 47% 19% 75% 65% 30% 51% CMO Branded CMO Branded CMO Branded CMO Branded CMO Branded Others Exports API Exports Others Exports Others ▪ Branded growth propels Beta to Top ▪ Among the largest ▪ Started Oncology formulations as ▪ Thrust to Branded segment – 10 in India manufacturers of Oncology ▪ Metamorphosis into a branded a CMO with small branded emerged as the fastest growing ▪ Launch of NDDS formulations – formulations in India specialty pharmaceutical franchise player differentiated brand building company ▪ Commercialisation of product ▪ Established credentials as a high ▪ Backward integration into API - ▪ Product registrations for Export registrations in export markets ▪ Entry into complex oncology quality manufacturer of oncology cost advantage markets, facility accredited by INVIMA, specialties including biosimilars formulations ▪ Backward integration in KSMs ANVISA, COFEPRIS etc. Top 3 Adley Labs Milestones Adley Formulations 4 Privileged & Confidential, © 2026, All Rights Reserved. BETA’s BLUEPRINT FOR BUILDING ENDURING LEGACY OF BRANDS Novel Formulations Brand Building Depth of Coverage Integrated Manufacturing Brands with > INR 5Crs.+ sales Integrated Manufacturing Setup PATIENT COMPLIANCE Growth of Top Brands Beta Drugs Ltd. Adley Adley Lab Ltd. 1st-in-India oral formulations Formulations Formulations API Plant Manufacturing Formulations Manufacturing Top 5 brands Top 10 brands Invested for future growth – large installed PAN-India presence capacities Dosage form (mix) Liquid Liquid KSM Capacity BETTER EFFICACY FY22 H1FY27 injections injections 10 MTPA Strong Presence 13.5 mn 35 mn API Capacity Pan-India Hospital & across Metros, vials/annum vials/annum Oral Solid Coverage Oncologist Tier I and Tier II 9 MTPA 31% Injectable Oral Solid Reach cities Lyo injections Lyo injections Key Segments 1.8 mn 7.8 mn Injectable 51% 49% QC / QC Lab, vials/annum vials/annum 69% Pilot Plant, Tablets Tablets Effluent No of distributors 173.2 mn/annum 70 mn/annum Treatment Plant Focus on high-need differentiated Capsules Capsules BETTER SAFETY North 79 45.2 mn/annum 12.6 mn/annum therapies Trusted by oncologists across Backward integrated, high quality and cost- South 42 India efficient supply chain Expanding into new therapies and West 80 High quality, regulatory compliant and line extensions scalable operations 5 Privileged & Confidential, © 2026, All Rights Reserved. WORLD CLASS MANUFACTURING AND R&D – BACKBONE OF BETA’s GLOBAL EXPANSION STRATEGY Beta Drugs Limited Adley Formulations Pvt. Ltd. Adley Lab Ltd. Formulation manufacturing facility Formulation manufacturing facility API manufacturing facility Rigorous R&D process to develop novel formulations Leading Oncology formulations supplier in India – marquee customer base 6 Privileged & Confidential, © 2026, All Rights Reserved. OUR KEY ENABLERS FOR SUSTAINED PROFITABLE GROWTH Key Parameters Strategic Focus KRA H1FY27 Performance ■ Gross Margins Cost Efficiencies ■ EBITDA Margins R&D Investments ■ New Product Launches Product Registrations ■ Dossier submissions Attracting and Retaining ■ Attrition rate Talent 7 Privileged & Confidential, © 2026, All Rights Reserved. H1 FY27: FINANCIAL PERFORMANCE H1 FY27 - CHARACTERIZED BY RISING UNCERTAINTY IN GLOBAL MARKETS Average Brent Crude (US$/ barrel) 97.5 Soaring Crude Prices 68.8 +41.7% Rose from US$ 68.8/bbl to US$ 97.5 /bbl in H1’FY27 H1 FY26 H1 FY27 US 10 –Year Treasury Yield: average (%) 4.59 Rising Interest Rates +29 bps 4.30 US Treasury yields rose to 4.59% reflecting tighter global financial conditions H1 FY26 H1 FY27 India WPI inflation: Average (%) 9.92% India WPI inflation +10.05% Spiked from 0.13% to 9.92% - sharp rise in wholesale price index 0.13% Sep'25 Sep'26 RUSSIA- UKRAIN WAR MIDDLE EAST CONFLICT Extended geopolitical conflicts leading to 4.5 Yrs & ongoing 7 months & ongoing economic uncertainty 9 Privileged & Confidential, © 2026, All Rights Reserved. BETA HAS DEMONSTRATED SIGNIFICANT RESILIENCE AMIDST CHALLENGING GLOBAL MACROS Delivered robust topline growth… Sustained growth across key business segments with 300 40% Revenue % Growth Branded Oncology growing at 17% in H1FY27 27.6% 29.2% 30% 12.9% 263 204 10% Gross Margins rose to 56.2% from 51.4% y-o-y 0 0% H1 FY25 H1 FY26 H1 FY27 …coupled with expanding EBITDA margins Nivian recorded a Y-O-Y growth of 75% in H1 FY27 70 25.0% EBITDA % EBITDA Margins 60 23.2% 24.0% 22.4% 23.0% 40 23.1% 22.0% 30 61 47 21.0% Exports: filed 76 dossiers and received 35 approvals in H1 20 40 10 20.0% - 19.0% H1 FY25 H1 FY26 H1 FY27 …and significant growth in PAT CMO - registered a growth of [Showing first 8,000 characters — download PDF for full document]