Updates

BETADRUGS LIMITED BDL/PKL/SEC/2026-27 22" October, 2026 National Stock Exchange of India Ltd. Exchange Plaza, 5th Floor Plot no. C/I, G Block Bandra-Kurla Complex, Bandra (E) Mumbai — 400 051. SYMBOL-BETA Sub: Outcome of Board Meeting of Beta Drugs Limited-22" October, 2026 With reference to above captioned subject matter we would like to inform you that Board of Directors of Beta Drugs Limited in their meeting held today i.e. 22" October, 2026, at 9:00 AM at the Corporate Office of the company situated at SCO-184, Sector-5, Panchkula-134114 has considered and approved the following agenda items:- 1. The un-audited Standalone & Consolidated financial results alongwith limited review report under regulation 33 of SEBI (LODR) Regulation, 2015 for the Quarter & half year ended 30*" September, 2026. Pursuant to Regulation 33 of SEBI (Listing Obligation & Disclosure Requirements) Regulation, 2015, we are enclosing herewith the following documents: 1. Management Discussion & Analysis. 2. Limited review Report on Consolidated Financial Results alongwith Un-Audited Consolidated Financial Results for the quarter & half year ended 30 September, 2026. 3. Limited review Report on Standalone Financial Results alongwith Un-Audited Standalone Financial Results for the quarter & half year ended 30t September, 2026 4. Certificate as per regulation 33(2)(a) & 33(3)(d) of SEBI (LODR) Regulations, 2015 The meeting of the Board of Directors commenced at 9.00 a.m. and concluded at 11:05 a.m. This is for your information and appropriate dissemination. Thanking You Your’s faithfully For Beta Drugs Ltd. Betg)Dgues Limited ajuvr Coripdny Secretary ACS - 44624 Rajni Brar Company Secretary CIN No.: L24230HP2005PLC028969 Admin. Office : SCO 184, Sector-5, Panchkula-134 114 Haryana (INDIA) Phone: +91-172-2585481-482-483 Registered Office & Works: Vill. Nandpur, Lodhimajra Road, Tehsil. : Baddi, Distt. Solan, H.P. Phone No. : 01795-236196 Website :- www.betadrugslimited.com I E-Mail :- info@betadrugslimited.com @\ BETADRUGS LIMITED [Management Discussion & Analysis| Beta recorded another strong quarter with impressive performance across its key businesses. Despite global headwinds, the Company demonstrated exceptional operating performance and is on track for a sustained growth in the medium term. Consolidated revenues from operations for the first six months of FY27 grew by 29.20% to INR 263.04 Crs. compared to INR 203.6 Crs. in the same period last year. The Branded Oncology segment grew by 17%. The growth was impacted by production shutdown due to debottlenecking and capacity expansion at Adley Formulation Plant. Sales were also hampered by supply constraints in platin APIs; consequently, the orders have moved to H2 of FY27. The Company expects to close FY27 Branded Oncology at INR 150 Crs. in line with the guidance. The Branded Oncology segment is poised for a sustained growth of 20%-22% over the medium term supported by accelerated new product launches and stronger brand adoption by oncologists. We have evaluated the recent NPPA notification related to trade margin capping at 30% and are of the view that the recent amendments have no significant bearing on our realisations and / or our margins. We maintain our growth guidance for Branded Oncology and CMO in light of the recent NPPA guidelines The company’s growth was led by a 21% rise in CMO business. The high growth was on the back of new customer additions and inclusion of new products developed by Beta and offered to new and existing customers. Nivan delivered an exceptional performance in H1FY27, recording a pro-forma growth of 75%. The growth was aided by deeper penetration of key brands and increasing acceptability among prescribers. Nivian’s strategy of focused brand building among doctors witnessed stronger traction and the company has entered into marquee IVF chains as a supplier of key products. Exports segment rebounded in Q2 delivering 95% growth in Q2-FY’27. The Company filed 58 dossiers across select markets of LATAM, MENA, APAC in H1FY27 laying the foundation for future growth. In Derma segment Beta signed an exclusive licensing agreement with Frezyderm for India market for high end cosmeceutical products. APl segment witnessed strong growth for H1 FY’27 at29% with the additional capacity expected to go onstream in Q4FY27. The Gross margins expanded by 486 basis points to 56.21% in H1FY27 compared to 51.35% in H1FY26. The improvement in Gross Margins is a reflection of higher realisations across businesses. Going forward we expect to maintain the Gross Margin levels through cost reduction efforts which will be supplemented by backward integration at our API plant. Consolidated EBITDA stood at INR 61 Crs. compared to INR 47 Crs. for H1FY26 growing by ~30%. In terms of CIN No.: L24230HP2005PLC028969 Admin. Office : SCO 184, Sector-5, Panchkula-134-114 Haryana (INDIA) Phone. +91-172-2585481-482-483 Registered Office & Works: Vill. Nandpur, Lodhimajra Road, Tehsil. : Baddi, Distt. Solan, H.P. Phone No. : 01795-236196 Website :- www.betadrugslimited.com l E-Mail :- info@betadrugslimited.com /A BETA DRUGS LIMITED margins, the EBITDA margins increased from 23.08% to 23.18% (incl. other income). PAT (excluding minority interest) was at INR 34.3 Crs. in H1FY27 compared to Rs. 23.9 Crs. for the corresponding period last year and INR 41.4 Crs. for the whole of FY26. The backward integration at the API plant is progressing as per the schedule and the commercial production is expected to commence in Q4FY27. The new capacity and the backward integration are expected to reduce dependency on imports and enable the Company to comply with regulated market guidelines for product registrations. The backward integration is also expected to aid in margin improvement going forward. This will further strengthen the company’s ability to produce robust DMFs for regulated markets and facilitate quicker, more effective dossier submissions. Qutlook The management expects to close FY27 at INR 535+ Crs. for FY27, with EBITDA margins at 23%- 24%resulting in a much stronger H2FY27 compared to H1. The Company expects to maintain the growth momentum in Branded Oncology with growth outlook of >20% over the medium term. During H1FY27, the Company launched 4 new products in Branded Oncology of which, 1 was a NDDS and 3 were new formulations, reinforcing our position as the first-to-market company for new products. The company targets to launch atleast 4 more products in H2FY27 including Novel formulations and has a pipeline of 15+ products under development for launch over the next 2 years In exports segment, the Company is on track to deliver robust consistent growth with commercialisation of approved products. During H1FY27, Beta filed 76 new product dossiers across select export markets taking the total registrations to 415 with more than 800 products under different stages of development and expected to be filed over the next 2 years. For FY27, we expect a growth of 30% driven by existing order book and expected tender wins for our approved products. At Nivian, we expanded our penetration into IVF chains with sales to organised chains comprising ~25% of total sales. We expect to launch 2 additional products in H2FY27 to propel our growth >50% for FY27. Nivian has considerable room for future expansion as the current doctor coverage is about 60% and the increasing acceptance of Company’s brands provide a buoyant growth outlook for the business over the next 2-3 years. Derma business is expected to rebound in H2FY27 as the redressal of supply chain disruptions make way for higher primary sales leading to accelerated growth through our distribution network. The Company expects to deliver a growth of 20% for FY27 and is on track to achieve the target basis current monthly run rate of INR 2 Crs. The secondary sales for the period H1FY27 has grown by 30% over H1FY26 CIN No.: L24230HP2005PLC028969 Admin. Office : SCO 184, Sector-5, Panchkula-134-1 [Showing first 8,000 characters — download PDF for full document]