Please refer to our investors presentation for the quarter ended 30.06.2026

GUJARAT THEMIS BIOSYN LIMITED CIN: L24230GJ1981PLC004878 REGD. OFFICE &FACTORY: 69/C GIDC INDUSTRIAL ESTATE, VAPI – 396 195, DIST. VALSAD, GUJARAT, INDIA TEL: 0260-2430027 / 2400639 E-mail:hrm@gtbl.in.net GTBL/BSE/NSE/2026-27/46 7th August, 2026 Corporate Relationship Department Listing Department BSE Limited National Stock Exchange of India Limited Floor 25, Phiroze Jeejeebhoy Towers Exchange Plaza, Dalal Street, Mumbai- 400001 Bandra Kurla Complex, Scrip Code – 506879 Bandra (East), Mumbai- 400051 Symbol: GUJTHEM Dear Sir / Madam, Sub: Investor Presentation In terms of Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (as amended), we submit herewith the Investors’ Presentation of the Gujarat Themis Biosyn Limited (‘the Company’) for the quarter ended 30th June, 2026. Further, a copy of the same is also available on the website of the Company at http://www.gtbl.in Kindly take the same on record and acknowledge receipt of the same. Thanking you, Yours faithfully, For Gujarat Themis Biosyn Limited Vineet Gawankar Company Secretary and Compliance Officer Encl.: a/a MUMBAI OFFICE: Themis House, 11/12 Udyog Nagar, S.V Road, Goregaon (West), Mumbai – 400 104 Tel: 91-22-67607080 / 28757836 Fax: 28746621 / 67607019; E-mail: gtblmumbai@gtbl.in Website Address: www.gtbl.in Gujarat Themis Biosyn Limited Investor Presentation Q1 FY2026-27 Click tDoi secdlaitim Meraster title style This presentation has been prepared by Gujarat Themis Biosyn Limited (the “Company” or “GTBL”) solely for information purposes and does 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 what so ever. 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. 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. Click tMo aendaigt eMmaesntte Cr otmitlme esntytle Commenting on the result, Dr. Sachin Patel, Managing Director, said: “We are happy to share that the company has begun the new financial year on a strong note, continuing on our growth momentum. We witnessed healthy levels of sales volumes, reflecting a stable demand scenario in the market. This, in turn, helped boost topline, and trickled through to our margins, which showed improvement year-on-year. As you are aware, we made significant strides in our inorganic expansion initiatives recently. Our acquisition of Sanofi’s brands is expected to give us access to new distribution networks across key overseas markets. And the acquisition of MicroBiopharm in Japan complements and strengthens our manufacturing capabilities, technological know-how, as well as product offerings. These moves not only widen our therapy areas, but also broaden our geographical reach, and are major milestones in our evolution as a global CDMO player. Coming to our capex in India, while the new R&D and API units are up and running, development of our new fermentation facility is also complete. Our hybrid power plant in Gujarat is well underway, which will be used for captive consumption. This is expected to reduce our power costs and dependence on the grid, as well as lower our carbon footprint, supporting environmental sustainability. In Q1 FY27, our top line grew 22.1% year-on-year to Rs. 43.8 crores; EBITDA increased 49.4% to Rs. 20.8 crores, while PAT improved 22.1% to Rs. 11.1 crores. Economies of scale due to higher volumes helped enhance EBITDA margin. The EPS for the quarter is Rs. 1.02.” Click tAoc equdiisti tMioans otef rM tiictrleo Bsitoypleharm Japan Co., Ltd. Wider Product Portfolio & Therapeutic Coverage Technology DEAL SNAPSHOT Expanded portfolio of products & therapy Novel Biotech Platforms JPY 21.5 Bn areas Proprietary P450 enzyme library, Plasmid DNA, ADC Deal Value | ~INR 1,300 Crore Broadens GTBL's API and intermediates portfolio Conjugation and Strain & Process Optimization across oncology, immunosuppressants, and peptides technologies — enhancing product depth and revenue 100% diversification Stake Acquired | Via wholly owned SPV in Japan Customers Strategic Fit T Capital Partners Big Pharma Relationships Fermentation CDMO Platform Seller | Japan-based PE Fund Serving Top 6 global pharma customers for 20+ years; Accelerates GTBL's transition to a globally integrated, Q2 FY2027 40% revenues from outside Japan across Asia, Europe fermentation-based CDMO with expanded API, & North America biologics & precision fermentation capabilities Expected Close | Subject to regulatory approvals JPY 9.5 Bn Creates a scaled, innovation-led end-to-end pharma platform — combining expanded therapeutic coverage, advanced Revenue (FY26E) | ~INR 575 Crore technologies & global customer access Click tAog eredeitm Menats wteitrh t iStalen osftiy tloe Acquire Select Product Portfolio Portfolio Structure DEAL SNAPSHOT TB & Anti-Infective Focus Asset-Light Model ~EUR 158 Mn 13 established brands across tuberculosis & anti- Structured as asset acquisition (Brands + MAs + infectives; key molecules include Levofloxacin, Dossiers + Inventory) — no manufacturing capex or Deal Value | Funded via debt & equity mix Rifampicin & Rifapentine — WHO Essential & EU employee transfer; immediate access to regulated Critical Medicines markets ~EUR 62 Mn Portfolio Revenue | FY 2025 actuals Integration Financial Impact 13 Brands Brands Acquired | Established global brands Value Chain Integration EPS Accretive + Margin Upside Builds Intermediates → API → Finished Dosage Expected to be EPS accretive with healthy gross 55+ Countries integration, leveraging GTBL's fermentation strength margins; additional upside from API integration, cost and driving forward integration across the value chain optimization & dormant MA reactivation across 55+ Global Reach | Europe, MEA & other markets countries Retail Channel | Retail contribution to revenue Asset-light acquisition delivers immediate global market access, established brand equity & long-term margin expansion potential Click tQou eadrtiet rMly aFsintearn ctiiatlle H sigtyhlleights Revenue (Rs. Cr) 42.3 43 [Showing first 8,000 characters — download PDF for full document]