NSEInvestor Presentation4d ago · 28 Oct 2026, 08:07 pm

Investor Presentation

Sudeep Pharma Limited · SUDEEPPHRM

✦ AI Summary▲ PositiveResults

Sudeep Pharma Limited has announced its Q2FY27 results, with revenue growing 21% year-on-year to Rs 196.7 crore and EBITDA increasing 32% to Rs 73.2 crore.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact9/10
Market Sentiment8/10

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Sudeep Pharma Limited has informed the Exchange about Investor Presentation

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SUDEEPPHARMALIMITED_28102026200739_Intimation_with_presentation.pdf

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Date: 28th October 2026 National Stock Exchange of India Limited BSE Limited Phiroze Jeejeebhoy Towers Exchange Plaza, C-1, Block G Bandra Kurla Dalal Street, Mumbai – 400001 Complex, Bandra (E), Mumbai – 400051 Scrip Code: 544619 Scrip Symbol- SUDEEPPHRM Sub: Q2FY27 - Result Presentation Ref: Regulation 30 of the SEBI (LODR) Regulations, 2015 as amended from time to time Dear Sir/Ma’am, In continuation to our letter dated 21st October 2026 regarding intimation of Earnings Call of the Company scheduled on Thursday, 29th October 2026 at 12:00 noon to discuss the operational & financial performance of the Company for the quarter and half year ended on 30th September 2026, kindly find enclosed herewith Q2FY27 Result Presentation of the Company. Copy of Q2FY27 Result Presentation is annexed herewith and is also hosted on our website https://www.sudeeppharma.com/. Kindly take the same on record. Thanking You. For Sudeep Pharma Limited Dimple Mehta Company Secretary & Compliance Officer M. No.: F13184 ENCL: A/a CIN: L24231GJ1989PLC013141 Registered Office: 129/1/A, G.I.D.C. Estate Nandesari, Baroda-391340, Gujarat, India. Phone No.: +91 265 2840656, 7624095107 Corporate Office: 601, 602, 6th Floor, Sears Towers-2, Gotri-Sevasi Road, Sevasi, Vadodara-390021, Gujarat, India Website: www.sudeeppharma.com, Email ID: mail@sudeepgroup.com INVESTOR PRESENTATION Sudeep Pharma Limited October 2026 Pharmaceutical Speciality Advanced Delivering Products That Matter. Excipients Ingredients Materials Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Sudeep Pharma Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offeringdocument containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. This presentation contains certain forward looking statements concerning the Company’s future business prospects and business profitability, which are subject to a number of risks and uncertainties and the actual results could materially differ from those in such forward looking statements. The risks and uncertainties relating to these statements include, but are not limited to, risks and uncertainties regarding fluctuations in earnings, our ability to manage growth, competition (both domestic and international), economic growth in India and abroad, ability to attract and retain highly skilled professionals, time and cost over runs on contracts, our ability to manage our international operations, government policies and actions regulations, interest and other fiscal costs generally prevailing in the economy. The Company does not undertake to make any announcement in case any of these forward looking statements become materially incorrect in future or update any forward looking statements made fromtime to time by or on behalf of the Company. Sudeep Pharma Limited | Investor Presentation | Q2 & H1 FY27 2 Q2 & H1 FY27 Performance Highlights MD’s Message We are pleased to report our highest-ever quarterly performance in Q2 FY27, with revenue growing 21% year-on- year to Rs 196.7 crore and EBITDA increasing 32% to Rs 73.2 crore. This performance reflects healthy demand across our Pharma, Food & Nutrition and Specialty Ingredients businesses, supported by a favourable product mix and improved operating efficiencies, despite global uncertainties and elevated logistics costs. Our Pharma, Food & Nutrition and Specialty Ingredients businesses continued to witness healthy demand across key markets. Our value-added portfolio, particularly AbsorBis, sustained its growth momentum, driven by new customer additions and continued progress in customer approvals. A significant milestone during the quarter was the receipt ofFDA approval for our Nandesari greenfield facility. With customer qualification processes underway, we expect commercial supplies to commence in H2 FY27, further strengthening our manufacturing capabilities and access to regulated markets. At Sudeep Advanced Materials (SAM), the Dahej project continues to progress as planned, with Phase 1 capacity of 25,000 MTPA targeted for completion by March 2027. Beyond the announced phased expansion to approximately 1,05,000 MTPA, we are also evaluating the potential to add a further 1,00,000 MTPA of capacity, supported by encouraging customer engagement and the long-term growth opportunity in the LFP battery value chain. We remain focused on operational excellence, cost efficiencies and improving working capital discipline. Backed by strong customer relationships, an expanding global presence and multiple growth initiatives, we are well Mr. Sujit Bhayani positioned to sustain our growth momentum and create long-term value for all stakeholders. Managing Director Sudeep Pharma Limited | Investor Presentation | Q2 & H1 FY27 4 Q2 & H1 FY27 Performance Highlights Revenue from Operations* Rs. Cr. EBITDA* & Margin % Rs. Cr. PAT* & Margin % Rs. Cr. 34.1% 37.2% 34.5% 36.1% 28.7% 26.3% 27.1% 26.0% 355.0 287.6 128.1 92.4 78.0 99.3 196.7 162.7 73.2 51.8 46.8 55.5 Q2FY26 Q2FY27 H1FY26 H1FY27 Q2FY26 Q2FY27 H1FY26 H1FY27 Q2FY26 Q2FY27 H1FY26 H1FY27 Q2 +21% | H1 +23% YoY Q2 +32% | H1 +29% YoY Q2 +11% | H1 +18% YoY Revenue Breakup % Geographical Breakup % Q2FY26 56% 44% Q2FY26 63% 37% Q2FY27 72% 28% Pharma & Food Nutrition Q2FY27 65% 35% Exports Speciality Ingredients Domestic H1FY26 60% 40% H1FY26 61% 39% H1FY27 71% 29% H1FY27 72% 28% *NSS has started contributing to the revenue from 22nd May 2025 Sudeep Pharma Limited | Investor Presentation | Q2 & H1 FY27 5 Key Highlights for the Quarter Operational Highlights • Delivered the highest-ever quarterly revenue of Rs 196.7 crore, registering 21% YoY growth • Achieved highest-ever quarterly EBITDA of Rs 73.2 crore, growing 32% YoY. • EBITDA margin improved to 37.2%, up approximately 70 bps YoY, supported by favourable product mix and operating efficiencies. Segmental Highlights • PFN contributed 72% of revenue, while Specialty Ingredients accounted for the remaining 28% of the total revenue • AbsorBis continued to gain traction, supported by new customer additions and progress in Magnesium Bisglycinate approvals, positioning the portfolio as a key growth driver over the next 2–3 years. • NSS secured approvals from 5 customers, with a pipeline of approximately 12 projects, while focusing on improving its growth trajectory in FY28. Other Developments • Received FDA approval for the Nandesari facility with an annual capacity of 51,200 MT; commercial supplies expected to commence in H2FY27 • Dahej Phase 1 battery-grade iron phosphate facility (25,000 MTPA) progressing as planned, with completion targeted by March 2027 and commercial operations from April 2027. Sudeep Pharma Limited | Investor Presentation | Q2 & H1 FY27 6 Consolidated Profit & Loss Statement Particulars (Rs. Crs)* Q2FY27 Q2FY26 YoY H1FY27 H1FY26 YoY Revenue from Operations 196.7 162.7 21% 355.0 287.6 23% Cost of materials consumed 69.5 60.9 126.1 103.3 Employee Expenses 15.6 14.1 30.0 26.3 Other Expenses 38.3 32.2 70.8 58.7 EBITDA 73.2 55.5 32% 128.1 99.3 29% EBITDA Margin (%) 37.2% 34.1% 36.1% 34.5% Depreciation 5.4 [Showing first 8,000 characters — download PDF for full document]