Analysts/Institutional Investor Meet/Con. Call Updates

248/LG/SE/AUG/2026/GBSL August 21, 2026 To, To, BSE Limited, National Stock Exchange of India Limited, Phiroze Jeejeebhoy Towers, Exchange Plaza, Bandra Kurla Complex, Dalal Street, Fort, Mumbai – 400 001 Bandra (E), Mumbai – 400 051 Scrip Code: 509079 Scrip Symbol: GUFICBIO Subject: Written Transcript of Earnings Conference Call Dear Sir/Madam, In continuation of our intimation letter dated August 17, 2026, regarding the Audio Recording of Earnings Conference Call and pursuant to Regulation 30 read with Part A of Schedule III of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the written transcript of the Company’s Earnings Conference Call held on August 17, 2026 at 04:30 PM. Kindly take the same on record. Thanking You, Yours truly, For Gufic Biosciences Limited Ami Shah Company Secretary & Compliance Officer Membership No. A39579 “Gufic Biosciences Limited Q1 FY27 Earnings Conference Call” August 17, 2026 Disclaimer: E&OE – This transcript is edited for factual errors. MANAGEMENT: MR. PRANAV CHOKSI – CEO & WHOLE-TIME DIRECTOR MR. DEVKINANDAN ROONGHTA – CHIEF FINANCIAL OFFICER MR. AVIK DAS – INVESTOR RELATIONS MS. AMI SHAH – COMPANY SECRETARY Page 1 of 12 Gufic Biosciences Limited August 17, 2026 Moderator: Ladies and gentlemen, Good day, and welcome to Gufic Biosciences Limited Q1 FY27 Earnings Conference Call. As a reminder, all participants' lines will be in listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this 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 Ms. Ami Shah from Gufic Biosciences Limited. Thank you, and over to you, ma'am. Ami Shah: Thank you so much. Good Afternoon, everyone. I, Ami Shah, Company Secretary, welcome you all to the investor call of Gufic Biosciences Limited financial results for first quarter of FY26-'27. The press release and investor presentation relating to the results has been submitted to the stock exchange on Friday and are also available on the company's website. Let me begin by introducing the management team joining us on today's call. We have with us Mr. Pranav Choksi, CEO and Whole-Time Director; Mr. Devkinandan Roonghta, Chief Financial Officer and Mr. Avik Das, Investor Relations Head. Before we begin, I would like to remind everyone of the safe harbor statement. Certain comments made during this call may contain forward-looking statements. This statements are based on management's current expectations and are subject to various risks and uncertainties that could cause actual results, performance or achievements to differ materially from those expressed or implied in such statements. Participants are advised to review the relevant disclosure and risk factors available in the public filings. With that, I would now like to hand over the call to Mr. Avik for his opening remarks. Thank you. Avik Das: Thank you, Ami, and Good evening, everyone. Thank you for joining us. Starting with Indore. The plant is running to plan. Qualification and validations are behind us. Product tech transfers are progressing on calendar we have set out and our contract clients continue to migrate across from Navsari. What is new this quarter is capability that depot and microsphere suite are nearing completion. So during this year, we will manufacture long-acting depot presentations in-house at Indore itself. We have also begun setting up a lipid-based antifungal by both an alternate approach over and above the conventional route. Very few sites in India run either and both are targeted to be operational during this year. In Critical Care, we launched our monobactam and beta-lactamase inhibitor combination immediately on expiry of the innovator patent, and it is now introduced across corporate, tertiary and secondary care networks. Early acceptance in large institutions has been encouraging. The Page 2 of 12 Gufic Biosciences Limited August 17, 2026 division's focus this year is depth widening and coverage within the hospital groups we already serve rather than adding portfolio with. Sparsh has completed a full quarter on the rebuild channel. Outstanding days are within standard trade terms. Hospital onboarding has resumed at scale and coverage is now balanced between nursing homes and corporate chains. Two points worth noting, our focus has moved towards our own manufactured brands, which help both margin and supply reliability and the dual chamber bag is gaining acceptance in major institutions. The division also entered Northeast and Jammu and Kashmir, applying the new channel architecture from the outset. Its launch pipeline for the year is the widest it has ever carried. In the women's health, Ferticare retains its leadership in recurring implantation failure. The Puregraf group secured entry into major corporate IVF chains this quarter. The investigator-led studies with senior Indian clinicians have begun. Zenova continues its planned shift away from injectables towards prescription-led chronic therapies. The antioxidant range we introduced is now a meaningful growth player. And the 2 first mover launches are ahead, one in osteoarthritis and one addressing metabolic ovarian segment. On botulinum toxin, we remain the number 2 brand in India in toxin type A manufactured from our own strain. The in-licensed pillar and biostimulator portfolio is progressing through its supply and regulatory steps for launch during this financial year with no significant capital expenditure from us. On the therapeutic side, the franchise continues its expansion beyond the core neurology into urology, ophthalmology, pain management as well as neurosurgery. In the nutraceutical and Ayurveda division, our lead joint care range outperformed its relevant product market this quarter. Our asset blocker continues to build gastrointestinal therapy into second pillar alongside pain, and the division has prepared its first entry into an alopathic pain management segment, which launches during the year. In the international front, the model change is now producing fee income alongside supply revenue. During the quarter, we progressed licensing in Europe, executed a contract manufacturing and licensing arrangement with a North American counterparty and received first contract manufacturing orders in Australia. On our registrations front, we secured approvals across 8 countries during the quarter and in one of them, 5 presentations in a single therapy area cleared on the same day, which is exactly what the therapy basket approach was built to do. So the platform is in place and the pieces are moving to schedule. Our medium-term expectations, which Pranav and Roonghta sir have set out in previous calls are unchanged. With that, I'll hand over to Roonghta sir for the finance update. Page 3 of 12 Gufic Biosciences Limited August 17, 2026 Devkinandan Roonghta: Thank you, Avik. I'm going to give the highlights of Q1 of '26-'27 versus Q1 of '25-'26. Total revenue from operations in Q1 of '25-'26 was INR226.9 crores compared to Q1 of '26- '27, INR260.8 crores. The EBITDA for Q1 of '25-'26 was INR33.2 crores whereas the Q1 of '26-'27 is INR47.2 crores. EBITDA margin in Q1 of '25-'26 was 14.6% whereas Q1 of '26-'27 is 18.09%. Profit before tax in Q1 was INR16.3 crores whereas Q1 of '26-'27 is INR 30.1 crores. The PBT margin in Q1 '25- '26 was 7.1%. In Q1 '26-'27 is 11.56%. The profir after tax in Q1 of '25-'26 was INR12.1 crores. In Q1 '26-'27, it's INR22.46 crores. The PAT margin in Q1 for '25-'26 was 5.3% whereas in Q1 '26-'27 was 8.61%. Now I'm giving you financial highlights of Q1 of '26-'27 versus Q4 of '25-'26. The total revenue of Q4 of '25-'26 was INR252.1 crores whereas Q1 of '26-'27 is INR260.8 crores. The EBITDA in Q4 of '25-'26 was INR44.7 crores and Q1 of '26-'27 is INR47 [Showing first 8,000 characters — download PDF for full document]