Earnings Call Transcript of the Earning Call for Unaudited Financial Results for quarter ended June 30, 2026 is enclosed.

August 18, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Plot no. C/1, G Block, Dalal Street, Bandra-Kurla Complex Mumbai- 400 001 Bandra (E), Mumbai - 400 051 Scrip Code: 543434 NSE Symbol: SUPRIYA Dear Sir/Madam, Subject: Transcript of the Earnings Call for the quarter ended June 30, 2026. Further to our Letters dated August 10, 2026, August 13, 2026, and August 14, 2026, we would like to inform you that the Transcript of the Earnings Call held on August 14, 2026, with respect to Unaudited Financial Results of the Company for the quarter ended June 30, 2026, is available on the Company's website at: https://www.supriyalifescience.com/ir-financial.php. Kindly take the information on record. Thanking you, For Supriya Lifescience Limited Prachi Sathe Company Secretary & Compliance Officer Corporate office : 207/208, Udyog Bhavan, Sonawala Road, Goregaon (East), Mumbai – 400 063. Maharashtra, India. Tel: +91 22 40332727 / 66942507 Fax : +91 22 26860011 GSTIN: 27AALCS8686A1ZX CIN: L51900MH2008PLC180452 E-mail: supriya@supriyalifescience .com Website: www.supriyalifescience.com Factory : A-5/2, Lote Parshuram Industrial Area, M.I.D.C. Tal.– Khed, Dist. – Ratnagiri, Pin :415 722, Maharashtra, India. Tel: +91 2356 272299 Fax: +91 2356 272178 E-mail: factory@supriyalifescience.com GOVT. RECOGNISED EXPORT HOUSE “Supriya Lifescience Limited Q1 FY '27 Earnings Conference Call” August 14, 2026 MANAGEMENT: DR. SALONI WAGH – MANAGING DIRECTOR – SUPRIYA LIFESCIENCE LIMITED MS. SHIVANI WAGH – JOINT MANAGING DIRECTOR – SUPRIYA LIFESCIENCE LIMITED MR. KRISHNA RAGHUNATHAN – CHIEF FINANCIAL OFFICER – SUPRIYA LIFESCIENCE LIMITED Page 1 of 18 Supriya Lifescience Limited August 14, 2026 Moderator: Ladies and gentlemen, good day and welcome to the Supriya Lifescience Limited Q1 FY '27 Earnings Call. As a reminder, all participants' line 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 ‘*’ then ‘0’ on your touchtone telephone. I now hand over the conference over to Ms. Sneha Salian from EY Investor Relations. Thank you and over to you, ma'am. Sneha Salian: Thank you, Harsh. A warm welcome to all the participants to the Supriya Lifescience Limited Q1 FY '27 Earnings Conference Call. The investor presentation and the financial results are available on the company website and on the Stock Exchanges. Please note, anything said on this call which reflects our outlook for the future, or which can be construed as a forward-looking statement must be viewed in conjunction with the risks that the company faces. This conference call is being recorded and the transcript along with the audio of the same will be made available on the website of the company as well as on the exchanges. Please also note that the audio of the conference call is the copyright material of Supriya Lifescience Limited and it cannot be copied, rebroadcasted or attributed in the press or media without specific and written consent of the company. To give you a brief business update and to take you through the Results, from the Management team we have Dr. Saloni Wagh – Managing Director, Ms. Shivani Wagh – Joint Managing Director and Mr. Krishna Raghunathan – Chief Financial Officer. I would now request Ms. Shivani Wagh to provide you with a brief update on the quarter. Over to you, ma'am. Shivani Wagh: Good morning, everyone. I am Shivani Wagh, Joint Managing Director of Supriya Lifescience Limited. It is a pleasure to welcome you all to our Quarter 1 FY '27 Earnings Call. I hope you have had the opportunity to review our Results and Investor Presentation. With that, let me take you through our quarterly performance: Revenue for the quarter stood at Rs. 190 crores, reflecting a 31% year-on-year growth. Demand remained strong during the quarter, but water shortages led to a deferment of sales of around Rs. 35 crores. I will touch upon this in more detail later. During the quarter, EBITDA stood at Rs. 47 crores, a decline of 8.1% year-on-year with EBITDA margins at 25%. Before we move forward, let me explain the reasons for the decline in margins during the quarter. It was a combination of factors that coincided during the period and are mostly temporary in nature. • Firstly, the delayed onset of the monsoon led to water scarcity in the region surrounding our plant. Our facility located in the Lote MIDC area depends on water supply from the Koyna River. Due to lower-than-normal water levels, the entire Lote MIDC industrial belt faced a significant water shortage. This led to delay in sales as highlighted earlier. • Second, Maharashtra government changed the solar power policy, which led to increased fuel and power costs during the quarter. This alone had an impact of Rs. 8 crores at EBITDA levels. Page 2 of 18 Supriya Lifescience Limited August 14, 2026 These challenges were largely external and transient in nature. Excluding these one-off impacts, margins would have remained within our guided range. We believe these are temporary disruptions and with operations stabilizing, we expect performance to improve in the coming quarters while remaining firmly on track to achieve our FY '27 growth and margin objectives. Moving to our geographical performance: Exports continued to be a key growth driver contributing 81% of revenue in Q1 FY '27. Within exports, Asia contributed 39%, followed by Europe at 35% and LATAM at 20%. Our core strategy for backward integration continued to progress and currently we have 72% of total revenues fully integrated. Now, coming to our new product launches: We launched two new anesthetic liquid inhalation products in Q2 FY '27 from our Ambernath facility and we expect them to scale up over the coming quarters. In addition, we have two ADHD product launches in the pipeline which will further strengthen our portfolio and support future growth. On the contrast media opportunity, we remain on track with development and continue to progress as planned. We expect the products to be launched in H2 FY '27. As for the products launched in FY '26, we continue to see encouraging traction. Our cardiovascular product launched in Q3 FY '26 has ramped up well. The ADHD product continues to scale up, supported by healthy demand from LATAM and Europe and we expect the momentum to continue. Our liquid anesthetic product remains on track with steady monthly supplies. In summary, we would like to reiterate that our trajectory towards the Rs. 1,000 crores revenue by FY '27 remains firmly on track, supported by a robust product pipeline and a sustained demand across key therapeutic segments including anesthetics, anti-diabetics, anti-anxiety, vitamins, and ADHD. We remain confident of our guidance of EBITDA margins in the range of 33% to 35%. However, as highlighted in our earlier call, growth is expected to be non-linear across quarters. Furthermore, we would like to highlight that we have revisited our earlier plan to undertake the annual maintenance shutdown for Blocks A to D in August, and we believe that we can undertake the maintenance in a phased manner instead of a complete shutdown. Hence, it will not impact our Q2 FY '27's production in any major way. With that, I now invite our CFO – Mr. Krishna Raghunathan, to take you through the detailed financial performance for Q1 FY '27. Thank you. Krishna Raghunathan: Thank you, Shivani. Good morning, everyone. Page 3 of 18 Supriya Lifescience Limited August 14, 2026 Let me take you all through the operational highlights of the quarter, following which we will open the floor for questions and answers. For Q1 FY '27, the company reported revenue from operations of Rs. 190 crores as against Rs. 145 crores in Q1 FY '26, a growth of 31% year-on-year. EBITDA for the quarter stood at Rs. 47 crores as against Rs. 52 crores in Q1 FY '26, a degro [Showing first 8,000 characters — download PDF for full document]