Analysts/Institutional Investor Meet/Con. Call Updates

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/2026-27/49 14th August, 2026 Corporate Relationship Department National Stock Exchange of India Limited BSE Limited Exchange Plaza, Phiroze Jeejeebhoy Towers Bandra Kurla Complex, Dalal Street, Mumbai- 400001 Bandra (East), Mumbai- 400051 Scrip Code – 506879. Symbol: GUJTHEM Sub: Transcript of the conference call held on Monday, 10thAugust, 2026. Pursuant to Regulation 30 and 46 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 and with reference to our intimation dated 4th August, 2026, intimating you about the conference call invite for Q1FY27 with Analysts/Investors Group held on 10th August, 2026, please find attached herewith the transcript of the aforesaid conference call. The above information is also available on the website of the Company at www.gtbl.in Kindly take the same on record. Thanking you, Yours faithfully, For Gujarat Themis Biosyn Limited Dr. Dinesh S. Patel Chairman 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 Q1 FY27 Earnings Conference Call” August 10, 2026 MANAGEMENT: DR. SACHIN PATEL – MANAGING DIRECTOR – GUJARAT THEMIS BIOSYN LIMITED MR. KRUPESH PATEL – CHIEF FINANCIAL OFFICER – GUJARAT THEMIS BIOSYN LIMITED MODERATOR: MR. HRISHIKESH PATOLE – 360 ONE CAPITAL MARKET PRIVATE LIMITED Page 1 of 18 Gujarat Themis Biosyn Limited August 10, 2026 Moderator: Ladies and gentlemen, good day, and welcome to Gujarat Themis Biosyn Limited Q1 FY27 Earnings Conference Call hosted by 360 ONE Capital Market Private Limited. This conference call may contain forward-looking statements about the company, which are based on beliefs, opinions and expectations of the company as on date of this call. These statements are not guarantees of future performance and involve risks and uncertainties that are difficult to predict. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. I now hand over the conference to Mr. Hrishikesh Patole from 360 ONE Capital Market Private Limited. Thank you, and over to you, sir. Hrishikesh Patole: Thank you, Parin. Good afternoon, everyone. On behalf of 360 ONE, I welcome you all to the Q1 FY27 Earnings Conference Call of Gujarat Themis Biosyn. Hope everyone is in good health and doing well. On behalf of GTBL today, we have with us Dr. Sachin Patel, Managing Director; Mr. Krupesh Patel, Chief Financial Officer. I now hand over the call to Sachin for the management's opening remarks, post which we'll open the session for Q&A. Over to you, sir. Sachin Patel: Thanks very much, Hrishikesh. Good afternoon, everyone. On behalf of GTBL, I welcome all of you to our Q1 FY27 Earnings Call to discuss our financial performance and business updates. As Hrishikesh mentioned, on the call with me today is Krupesh, our CFO. It gives me great pleasure to address you all today as GTBL stands at an important transformational juncture in its growth journey. Over the last few years, we have consistently spoken about transforming GTBL into a larger, more diversified and innovation-driven pharmaceutical company. Today, we are beginning to see this strategy take tangible shape. While our quarterly financial performance remains important, what is more significant is the strategic platform we are building for the next decade of growth. The global pharmaceutical industry continues to evolve with increasing demand for complex APIs, specialty pharmaceutical ingredients and fermentation-based products. Customers are seeking partners that offer scientific expertise, process development, regulatory compliance and end-to-end manufacturing capabilities. We believe these structural trends create a compelling opportunity for GTBL, and our strategy is focused on building capabilities that allow us to participate in higher value opportunities across the pharmaceutical value chain. The strategic initiatives undertaken over the last 18 to 24 months are all connected by one common objective, transforming GTBL into an integrated fermentation-led pharmaceutical Page 2 of 18 Gujarat Themis Biosyn Limited August 10, 2026 platform. Our ongoing multiphase capital expenditure program is expanding our fermentation infrastructure, strengthening our R&D capabilities and creating downstream API manufacturing capacity. These investments are intended to diversify our product portfolio, deepen technology capabilities and enable greater value addition. Historically, the company has developed deep expertise in fermentation-based intermediates. Going forward, we aim to progressively move downstream into APIs and other high-value products, thereby capturing a larger share of the pharmaceutical value chain. Moreover, we have been strategizing to complement this organic growth with inorganic expansion opportunities. As you might be aware, we announced two major strides in that direction recently. We recently announced plans to acquire MicroBiopharm Japan, which specializes in precision fermentation and various other technologies and therapy areas. This acquisition provides access to advanced fermentation technologies, specialized scientific talent, proprietary know-how, more manufacturing muscle and an established R&D platform. The move adds therapy areas across immunosuppressants, oncology and anti-infectives as well as technical capabilities such as peptides, plasmids, ADCs and enzyme engineering. Overall, this would enhance our capabilities across fermentation science, process development and next-generation products and accelerates our aspiration of becoming a globally integrated fermentation-based CDMO player. Complementing our technology expansion is acquisition of selected global brands from Sanofi France. As a part of this, we are acquiring 13 established brands in the anti-TB and anti-infective segments. This portfolio gives us access to 55 countries across Europe, Middle East and Africa markets. While MicroBiopharm strengthens our upstream scientific and manufacturing capabilities, the Sanofi portfolio expands our downstream commercial presence through established brands and international marketing access. It also creates opportunities for forward integration from intermediates to APIs and finished formulations. Together, these acquisitions substantially broaden our therapy areas such as oncology, immunosuppressants, etcetera, as well as give us a global geographical footprint. Viewed as a whole, these initiatives present a clear strategic road map. Expanded fermentation capacity supports manufacturing scale, investments in R&D strength and innovation, API expansion enables forward integration, MicroBiopharm enhances technology capability and the Sanofi portfolio broadens our commercial reach. Collectively, these initiatives position GTBL as an innovation-led pharmaceutical company with a growing CDMO capability, a wide therapy area and a strong foundation for sustainable long- term growth. Page 3 of 18 Gujarat Themis Biosyn Limited August 10, 2026 Now I would like to hand it over to Krupesh to take you through the financial performance of the quarter. Over to you, Krupesh. Krupesh Patel: Thank you, Sachin bhai. Good afternoon, everyone. Revenue from operations for Q1 FY27 stood at INR43.8 crores compared with INR35.9 crores in the corresponding quarter last year, an increase of 22.1% year-on-year. This growth came in from a robust increase in sales vol [Showing first 8,000 characters — download PDF for full document]