Investor Presentation

Date: 06th August, 2026 Listing Department, National Stock Exchange of India Limited, Exchange Plaza, Plot No C-1, Block G, Bandra Kurla Complex, Bandra (E), Mumbai – 400051 NSE Symbol: BALAXI Dear Sir/Madam, Subject: Investor Presentation In compliance with Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements), Regulations, 2015, we enclose herewith the Investor Presentation on highlights of the Financial Results of the Company for quarter ended 30th June, 2026. The aforesaid information is also being hosted on the Company’s website at www.balaxipharma.in. This is for your information and records. Yours faithfully, For Balaxi Pharmaceuticals Limited Aman Purohit Company Secretary & Compliance Officer ICSI Membership No.: A59345 Encl: As above Branded IPR-driven Pharma Player in Frontier Markets Investor Presentation Disclaimer Certain statements in this document may be forward-looking statements. Such forward-looking statements are subject to certain risks and uncertainties like regulatory changes, local political or economic developments, technological risks, and many other factors that could cause our actual results to differ materially from those contemplated by the relevant forward-looking statements. Balaxi Pharmaceuticals Limited will not be in any way responsible for any action taken based on such statements and undertakes no obligation to publicly update these forward-looking statements to reflect subsequent events or circumstances. Contents 04 Corporate Snapshot 17 Financial Highlights 23 Strategic Roadmap Bridging the Supply Gap in Frontier Markets Presence in OTC segments including Branded IPR-based pharma strong branded generics portfolio company Frontier markets leadership in Targeting top-2 position in each Latin America and Africa geography Backed by deep distribution Vast portfolio across diverse presence therapeutic areas Asset light structure for expansion Manufacturing foray for backward in semi-regulated markets integration and global expansion Successful Produce, Stock, Sell Business Model Established operations: Guatemala (Latin America), Dominican Republic (Caribbean) and Expansion initiated: Markets Angola (Africa) Ecuador, Chile (Latin America) New operations: Hondurus, El Salvador,and Nicaragua 980 product registrations in Seven countries Vast range of essential OTC medicines – with Products 200+ registrations submitted or in the healthy mix of generics and branded generics pipeline Established the Company’s first Outsourced production from WHO GMP Supply Chain pharmaceutical formulation facility in certified plants in India, China and Portugal Hyderabad Successful process being replicated in other Deep presence through 38 warehouses and Distribution frontier markets; expansion plans in other on-ground fleet support global markets over near to medium term New initiatives strengthening functionality Centralized digital procurement, regulatory Transformation in supply chain, regulatory affairs and management and customized CRM tools customer service Key Success Factors Market Selection Methodology  Focus on countries with high-potential economic growth framework  Identify non-English speaking countries with similar characteristics  Low competitive intensity and potential to establish top-2 position  On-ground feedback mechanism allows deep understanding of demand dynamics  As population crosses prosperity thresholds, healthcare spends expand exponentially Human Capital Management  Established unique ecosystem of 100+ Indian expatriates in operating geographies  Financial security ecosystem for key personnel, creating a highly motivated leadership team  Local language training and support from local staff improves on-ground effectiveness  Home grown management systems have already proven successful in several countries  Homogeneous target markets allow cross-movement of people and resources Regulatory Affairs Systems  Appreciation and full compliance of local regulatory framework  Comprehensive, in-house capabilities backed by cross-functional coordination with business/tech teams  Digitization of regulatory operations with end-to-end management and data security  Typical 12-24 months regulatory process is monitored at every stage – supports corporate planning and creates strong local IP Transition from “Asset Light” to “Asset Right” Marketing and Market Research Product Product Manufacturing Distribution Identification Registration Existing Operations New Manufacturing Unit As a part of its corporate evolution, Balaxi has moved its business model from ‘Asset Light’ to ‘Asset Right’. The company has set up its first pharmaceutical manufacturing facility in a Pharma SEZ located at Jadcherla, Hyderabad. Investment in Manufacturing Facilities Company’s first pharmaceutical formulation manufacturing unit General Oral Solid Dosage (OSD) formulations Targeting demand for high-quality products in Latin American markets Allows full backward integration of supply chain Commercial production commenced Historically, Balaxi has successfully executed on its “produce, stock and sell” model. The company has built a large and diversified portfolio of products and a leading position by bridging the supply gap in several countries, first in low-regulation markets in Africa and more recently in semi-regulated markets in Latin America. This outreach has been backed by outsourced, WHO GMP compliant, diversified supply chains developed by the company. As a part of its corporate evolution, Balaxi has now set up its first pharmaceutical formulation manufacturing unit to cater to the demand for high-quality products in existing as well as targeted markets. Favorable ROI on Capital Expenditure Immediate demand for new production from established markets Higher efficacy, greater acceptance, enhanced profit margins Strong control over manufacturing ecosystem Improved regulatory processes, reduced time-to-market for new launches Opens up several new market opportunities globally The Commissioning of Company’s first pharmaceutical formulation plant, located at a Pharma SEZ near Hyderabad, is now complete, focusing on General Oral Solid Dosage (OSD) formulations markets in Latin America and Africa. This will drive backward integration of the supply chain to these countries, currently outsourced through contract manufacturing relationships. This facility will produce higher efficacy products that enjoy greater acceptance and enhanced profit margins. From the operations standpoint, Balaxi is establishing a manufacturing ecosystem that affords better control, improves regulatory processes and reduces time to market for new product launches. Over the medium term, Balaxi sees several new market opportunities opening up for its product lines. Glimpse of Company’s first Formulation Facility: Glimpse of Company’s first Formulation Facility: Glimpse of Company’s first Formulation Facility: Global Footprint Portugal China Existing Market Dominican Republic Targeted Expansion India Guatemala Honduras Product Sourcing Regions El Salvador Nicaragua Ecuador Angola Chile Existing/targeted markets have aggregate GDP of $ 400 billion and pharma imports of $ 6 billion Key Milestones Started business supplying white labelled products to customers in Africa Diversified supply chain by Products were sourced from sourcing pharma products Set-up central distribution WHO GMP certified plants from WHO GMP certified warehouse in Guatemala, based in India manufacturers in China entering the third geography 2003-07 2008-10 2011-13 2014-16 2017-19 2020-26 Started operations in Honduras, El Salvador and Created front-end Continued Angola expansion by setting Nicaragua presence by setting up the up the 14th pharma wholesale depot first pharma wholesale and a central distribution warehouse Successfully completed fund raising exercise depot in Angola Made in-roads in Dominican Republic – through Preferential issue – INR 47.57 crore initiated p [Showing first 8,000 characters — download PDF for full document]