Investor Presentation

Date: 01st August, 2026 The Manager, The Manager, Corporate Filings Department, Listing Compliance Department, BSE Limited, National Stock Exchange of India Ltd. Phiroze Jeejeebhoy Towers, Exchange Plaza, Plot no. C/1, G Block, Dalal Street, Bandra-Kurla Complex, Bandra (E), Mumbai- 400 001 Mumbai - 400 051. Security Code: 532815 Symbol: SMSPHARMA Dear Sir/Madam, Sub: Investor Presentation Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations 2015, we are enclosing here herewith a copy of investor presentation of the Company for the quarter ended 30th June, 2026. This Investor Presentation may also be accessed on the website of the Company at www.smspharma.com Kindly take the same on record and disseminate on your website. Thanking you Yours Faithfully For SMS Pharmaceuticals Limited Thirumalesh Tumma Company Secretary Investor Presentation Q1FY27 AUGUST 2026 Safe Harbour This presentation and the accompanying slides (the “Presentation”), which have been prepared by SMS Pharmaceuticals 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 offering document 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. Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide, competition, the company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third-party statements and projections. www.smspharma.com 2 PERFORMANCE REVIEW www.smspharma.com Executive summary • Revenue up 6% YoY, driven by diversified growth across high-value APIs • Gross margin remained above 45%, reflecting structural improvement in unit economics • EBITDA margin sustained at ~20%; PAT up 8% YoY • Completed 4 DMF/CEP filings; on track to meet FY27 target of 10 DMF/CEP filings • ₹280 crore capex programme progressing as planned; expected to be completed by FY27 • Board approves infusion of up to ₹50 crore, as a loan, into subsidiary SMS Peptides Private Limited; building on the ₹8 crore investment made in FY26 to establish its dedicated peptide R&D facility • R&D team strength increased to 200, supporting the development pipeline of niche and high-value APIs and peptides www.smspharma.com 4 Q1FY27 financial highlights REVENUE (₹ CRORE) EBITDA & EBITDA MARGIN PAT & PAT MARGIN* EPS (₹) EBITDA (₹ Cr) Margin (%) PAT (₹ Cr) Margin (%) 3.58 242 238 11% 210 207 20% 20% 21% 20% 10% 10% 2.84 196 9% 2.59 17% 2.31 2.23 39 48 44 40 41 19 25 23 21 20 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 207 41 20 2.23 ₹ crore ₹ crore ₹ crore ₹ Revenue from operations EBITDA PAT EPS ▲ 6% ▲ 4% ▲ 8% (3)% ▲YoY; *PAT and PAT margin exclude share of profit/(loss) from associate. www.smspharma.com 5 Key operating metrics Q1FY27 REVENUE BY THERAPEUTIC AREA (%) REVENUE BY GEOGRAPHY-WISE (%) 2% 13% 4% 3% 3% 5% 6% 4% 6% 15% 15% 14%% 6% 6% 18% 6% 6% 6% 7% 8% 7% 5% 9% 5% 5% 22% 5% 2% 10% 10% 12% 36% 23% 13% 7% 41% 34% 18% 23% 20% 20% 5% 26% 32% 26% 9% 29% 38% 32% 33% 29% 26% 5% 17% 10% 10% 10% 8% 10% Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Anti-diabetic Anti Retro Viral (ARV) Anti-inflammatory Anti-migraine Europe Asia (Ex. India) North America EOU/SEZ/DE India Anti-ulcer Anti-erectile dysfunction Anti-epileptic Anti-anginal Others www.smspharma.com 6 COMPANY OVERVIEW www.smspharma.com SMS Pharma at a glance 1 Diversified API player with a global presence Established in 2 Globally compliant manufacturing facilities 1989 36 years in API manufacturing 3 Global and domestic leadership in key products and development SMS’s business model is 4 Vertically integrated across product portfolio underpinned by its scale of operations and depth 5 Strong presence in regulated markets of capabilities 6 Strategic focus on R&D www.smspharma.com 8 Key facts #1 55+ 88% Global and Domestic leadership in APIs across 14 diverse therapeutic Revenue from regulated markets key products segments. 3,120 1,600+ 75+ Reactor volume Employees Countries where we have a presence 120+ 100+ 800+ DMFs filed till date Scientists in R&D Customers www.smspharma.com 9 Ready for the next stage of growth… 1989-2011 2011-2017 2017-2022 2022-2025 • Became the world’s largest • Started a greenfield project • Demerger of SMS • Launched Asia’s largest Future manufacturer of Ranitidine in Vizag to build an API lifesciences to unlock dedicated automated API facility in more than 100 operational efficiencies and ibuprofen production block acres of land further increase focus on Focused • Acquired a facility to • Backward integration high-value molecules manufacture high value • Investment in VKT Pharma, projects to improve strategy in place products in Hyderabad an associate company, for • Established leadership margins across product to deliver forward integration position in anti-migraine, portfolio • Successful expansion into regulatory markets • Rising market share of high anti-diabetic, anti-ulcer and • Successful audits and revenue growth ARVs etc. value in the regulated inspections by EQDM and • Successful listing on NSE with margin markets drives revenue and USFDA at Vizag plant; and BSE margin growth successful USFDA expansion inspection at VKT Pharma • Associate VKT Pharma receives USFDA approval for reformulated Ranitidine • Meaningful contribution of VKT pharma to the bottom line for the first time www.smspharma.com Diversified across therapeutic areas and products to mitigate risk Therapeutic areas Category FY26 revenue share Anti-inflammatory High-volume 20% Anti Retro Viral (ARV) High-volume 28% Anti-diabetic High-value 15% Anti-migraine High-value 11% Anti-ulcer High-volume 5% Anti-erectile dysfunction High-value 6% Anti-epileptic High-value 6% Anti-anginal High-value 5% Others High-value 4% www.smspharma.com 11 State-of-the-art, accredited manufacturing facilities HYDERABAD VIZAG Manufacturi [Showing first 8,000 characters — download PDF for full document]