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Eris Eris Lifesciences Limited EY Entrepreneur PROS— & SULLIVAN Business today/YES bank of the year-2013 Best Practices-2013 Excellence Awards-2013 Date: 29 July 2026 To To BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza Dalal Street Bandra Kurla Complex Mumbai- 400001 Bandra (E) Mumbai-400051 Security Code: 540596 Symbol: ERIS SUBJECT: INVESTOR PRESENTATION Dear Sir/Madam, Pursuant to the requirement of Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find attached the investor presentation made by the Company. Thanking you. Yours faithfully, Eris Lifesciences Limited Milind Talegaonkar Company Secretary and Compliance Officer Membership No: A26493 Encl: a/a Registered & Corporate Office: Shivarth Ambit, Plot No. 142/2, Ramdas Road, Off SBR, Near Swati Bungalows, Bodakdev, Ahmedabad — 380054 Phone: +91-79-69661000/1001 • Email: eris@erislifesciences.com • Web Site: www.eris.co.in • CIN: L24232GJ2007PLC049867 2299th JJuullyy 22002266 Eris Financial highlights - Q1 FY27 DBF Q1 Revenue up 14.2% YoY with a Consol. PAT growth of 14.5% YoY ₹ cr · Q1 FY27 vs Q1 FY26 DBF — Domestic Branded Formulations REVENUE EBITDA ₹801 cr ₹278 cr ▲ 14.2% ▲ 7% DBF - Q1 organic growth 14.2% with 7 out of 10 therapies in our portfolio clocking double digit growths FY26 · 702 FY27 · 801 FY26 · 261 FY27 · 278 37% 35% Consolidated REVENUE EBITDA PAT ▲ 14.5% ₹873 cr ₹296 cr ₹143 cr ▲ 13% ▲ 7% FY26 · 773 FY27 · 873 FY26 · 277 FY27 · 296 FY26 · 125 FY27 · 143 36% 34% 16% 16% Source – Unaudited Financial Statements Domestic Branded Formulations - DBF Eris DBF portfolio mix and growth - Q1 FY27 Broad-based momentum; the largest engines OAD and Cardiac yet to regain momentum Women’s Health 5.0% Therapy Q1 IPM gr% Q1 Eris gr% Acute 14.8% ■ OAD 11.5 1.9 7 of 10 ■ Insulin 4.5 27.7 ■ GLP-1 178 165.5 Therapies clocked double digit growth rates in Q1 Others OAD Sub chronic 9.8% 19.9% ■ Cardiac 16.9 11.1 12.6% VMN ■ Derma 11.3 11.1 12.6% Insulin 12.5% ■ Onco+Nephro 20.8 31.3 ■ CNS 12.9 5.8 85% 3.8% Cardiac Derma 15.3% 12.8% GLP-1 ■ VMN 16.3 19.9 Onco+Nephro 1.7% 6.7% ■ Others 10.9 -4.5 of the portfolio in chronic & sub-chronic therapies ■ Women's 12.1 11.6 Chronic 72.7% Broad-based growth momentum with the two largest therapies, OAD and Cardiac (35% of portfolio) yet to achieve full momentum Source – HealthPlix for Rx data and IQVIA AMJ’26 for Sales data Eris Insulins – For Eris it is about Market Share Gain and less about Market Growth RHI and Glargine – Market share increased from 9% to 16% since Biocon acquisition The ₹5,087 cr insulin market (+3.3% YoY, MAT) is divided into two segments Represented Market · RHI + Glargine · ₹2,778 cr Not yet represented · Insulin Analogs · ₹2,309 cr Where we play — RHI + Glargine · Market segment declining −1.2% YoY ₹2,778 cr +26.4% 16% Market size · MAT Eris growth YoY · sales ₹412 cr Eris share · significant headroom ahead Flattish and stable market – Eris’ 16% market share has entirely come from patients switching from competing brands; with additional headroom for growth The open pool — Analogs · Eris not yet represented I L _ I I I ₹2,309 cr +9.4% 0% I I Market size · MAT market growth YoY Eris share today I The faster-growing half of the insulin market is dominated by the Innovator — Eris pipeline of 5 products set to launch starting FY28 Insulin is a share game: in a shrinking represented pool Eris compounds at 26.4% with a long share runway — and the ₹2,309 cr Analogs pool, growing 9.4%, is yet to be entered. Source – HealthPlix for Rx data and IQVIA MAT Jun’26 for Sales data Eris GLP-1 (Semaglutide) - Q1 FY27 Performance Eris has established an early leadership in the IPM's next big market Why unit share matters more than value share Sundae · Rank & share in generic semaglutide · Jun-26 • Eris Rx sale = 21% Mar #5 → Jun • Eris share of sale units = 20% • Eris share of sale value = 14% Sundae's unit share (~20%) is higher than its value share #1 #1 (~14%) - a function of more accessible pricing Prescriptions Units In a chronic, multi-year therapy, “units” are the durable asset - every patient initiated “compounds” for years to come ~21% share ~20% share Value ~14% share Value follows units as the market matures - and Sundae already leads the market in Sale Units as well as Rx count First full quarter: ₹88 cr Gx market · Sundae ₹12 cr weekly Rx · monthly units & value · Jun As semaglutide scales into one of the IPM's largest markets, Eris rides it from the front — leading where durable share is built: units and prescriptions, with value following. Source – HealthPlix for Rx data and IQVIA AMJ’26 for Sales data Eris DBF Segment Financial Highlights Organic growth of 14% in Q1 FY27 with a 35% EBIDTA Margin ₹ Cr unless specified DBF Revenue (Rs. Cr.) DBF EBITDA (Rs. Cr.) 14% 278 702 261 Product mix evolving largely because of Q1 26 Q1 27 Q1 26 Q1 27 increasing contribution of DBF Gross Margin (%) DBF EBIDTA Margin (%) Biologics, including Insulins and GLP-1 300 bps 200 bps 77% 74% 37% Q1 26 Q1 27 Q1 26 Q1 27 Source – Unaudited Financial Statements 7 International Business Eris Swiss Parenterals – Q1 FY27 Base business largely uninterrupted; EU CAPA actions underway Q1 Revenue* - Rs. Cr. Key business updates for Q1 68 5% 72 • Business in Q1 remained largely uninterrupted since • Long-term strategy and the base business has no thesis for this business contribution from the EU remains same as originally articulated Q1 26 Q1 27 • Execution of EU CAPA actions • EU-CDMO project underway; sites to be audit pipeline intact; all ready by Dec-26 Q1 EBITDA* - Rs. Cr. development projects are on track • While there is a possibility of -19% 22 margin contraction in FY27, • Targeting Unit-3 we expect to have greater commissioning in FY28 clarity and be better as per plan positioned to quantify the impact after Q2 FY27 Q1 26 Q1 27 Source – Unaudited Financial Statements * After adjusting for intra-group transactions Consolidated Financials Eris Summary of Consolidated Financials – Q1 FY27 Organic revenue growth of 13% with a PAT growth of 14.5% Revenue (Rs. Cr.) EBIDTA (Rs. Cr.) PAT (Rs. Cr.) 296 143 13% 7% 14.5% 277 125 Q1 26 Q1 27 Q1 26 Q1 27 Q1 26 Q1 27 Q1 Revenue = Rs. 873 cr. – growth of 13% yoy OCF = 77% of EBIDTA Q1 EBIDTA = Rs. 296 cr. – 34% EBIDTA margin and 7% growth yoy Q1 Capex = Rs. 88 cr. Q1 PAT = Rs. 143 cr. – up 14.5% yoy Q1 Effective Tax Rate = 20% Source – Unaudited Financial Statements Eris Consolidated P&L Statement Q1 FY27 ₹ Cr unless specified Consolidated (Rs. Cr) Q1 FY27 Q1 FY26 YoY (%) Consolidated Highlights – Q1 FY27 Revenue from Operations 873 773 13.0% Revenue EBITDA Gross Profit 634 588 7.8% ₹873 Cr ₹296 Cr Gross Margin 72.6% 76.1% ↑ 13% YoY ↑ 7% YoY Employee Cost 153 144 6.2% as % of Revenue 17.6% 18.7% Other Expenses 184 167 10.2% EBITDA margin PAT as % of Revenue 21.1% 21.6% 34% ₹143 Cr EBITDA 296 277 7.1% short-term compression ↑ 14% YoY EBITDA Margin 33.9% 35.8% Depreciation 16 15 7.3% Amortisation 57 56 0.9% Capex OCF/EBITDA Finance Cost 47 49 -4.2% ₹88 Cr 77% Other Income 2 3 -11.2% Profit Before Tax (PBT) 179 161 11.4% Taxes 36 36 0.7% Book Tax Rate Effective Tax Rate 20% 22.5% EPS Cash EPS ₹20% Profit After Tax (PAT) 143 125 14.5% ₹10.27 ₹13.52 PAT Margin 16.4% 16.2% vs 22.5% in Q1 FY26 Source – Unaudited Financial Statements Eris Key Priorities for the next two quarters of FY27 n Get OAD segment to 70% of market growth Our largest therapy · 20% of the portfolio n Get Cardiac closer to market growth The second of our two legacy engines and yet to achieve full momentum n Commercialise Eris Bionxt For control on supplies, margin improvement and leveraging fiscal benefits n Enter the non-represented Insulin Analogs market Market sized Rs ₹2,309 cr p.a. and growing 9.4%, with Eris not yet represented n Keep the momentum going for Sundae Retain #1 rank in volume of prescriptions and sale; keep augmenting value n CAPA comp [Showing first 8,000 characters — download PDF for full document]