Anuh Pharma Q4 FY26 Investor Presentation Highlights

Operating Revenue: ₹771.66 Cr (16.65% YoY increase from ₹661.51 Cr)
Operating Profit (PBT + Depreciation + Other Expenses - Other Income): ₹145.22 Cr (4.86% YoY increase from ₹138.49 Cr)
Operating Profit Margin: 18.82% (decreased from 20.93% YoY)
Other Income: ₹4.36 Cr (53.93% YoY decrease from ₹9.46 Cr)
EBITDA: ₹66.08 Cr (6.09% YoY decrease from ₹70.36 Cr)
EBITDA Margin: 8.56% (decreased from 10.64% YoY)
Interest Expense: ₹0.47 Cr (23.74% YoY decrease from ₹0.62 Cr)
Depreciation: ₹11.38 Cr (30.24% YoY increase from ₹8.74 Cr)
Profit Before Tax (PBT): ₹54.22 Cr (11.12% YoY decrease from ₹61.01 Cr)
Tax Expense: ₹13.18 Cr (3.50% YoY decrease from ₹13.65 Cr)
Profit After Tax (PAT): ₹41.05 Cr (13.32% YoY decrease from ₹47.35 Cr)
Reported EPS: ₹4.10 (13.32% YoY decrease from ₹4.72)
Total Production: 1,733 MT (24.99% YoY increase)

Operating Revenue: ₹202.12 Cr (2.50% QoQ increase from ₹197.18 Cr)
Operating Profit: ₹44.44 Cr (14.20% QoQ increase from ₹38.91 Cr)
Operating Profit Margin: 21.99% (increased from 19.73% QoQ)
Other Income: (₹1.25) Cr (170.20% QoQ decrease from ₹1.79 Cr)
EBITDA: ₹18.63 Cr (10.91% QoQ decrease from ₹20.91 Cr)
EBITDA Margin: 9.22% (decreased from 10.60% QoQ)
Interest Expense: ₹0.11 Cr (32.79% QoQ increase from ₹0.08 Cr)
Depreciation: ₹3.00 Cr (0.01% QoQ increase)
Profit Before Tax (PBT): ₹15.52 Cr (12.95% QoQ decrease from ₹17.83 Cr)
Tax Expense: ₹3.84 Cr (12.32% QoQ decrease from ₹4.38 Cr)
Profit After Tax (PAT): ₹11.68 Cr (13.16% QoQ decrease from ₹13.45 Cr)
Reported EPS: ₹1.17 (13.16% QoQ decrease from ₹1.34)
Total Production: 426 MT (0.04% QoQ decrease)

Export Contribution: 46% of total revenues in FY26
Domestic Contribution: 54% of total revenues in FY26
Business Diversification: Serves 360 customers across 72 countries including Europe, Mexico, and South Africa

Current Capacity: 2,400 MTPA (expanded from 2,200 MTPA in FY25)
Manufacturing Facility: Tarapur plant spread over 11,400 sq. meters with 9 API blocks and 2 intermediate blocks
R&D Facility: Mahape facility spread over 10,000 sq.ft.
Environmental Compliance: Zero Liquid Discharge (ZLD) effluent control system implemented

The company manufactures APIs across multiple therapeutic categories:

Macrolides: Erythromycin salts (7 variants)
Higher Macrolides: Azithromycin
Anti-TB: Pyrazinamide, Isoniazid
Anti-Malarial: Sulfadoxine, Pyrimethamine, Amodiquine
Anti-Diabetic: Gliclazide, Vildagliptin, Dapagliflozin
Corticosteroids: 15 products including Beclomethasone, Betamethasone, Clobetasol Propionate
Other Categories: Expectorants, Anti-Asthamatics, Anti-Histamine, Quinolones, Anti-Bacterial, Antibiotic, Anti-Gout

2023: Received CEP from EDQM for Sulphadoxine, Azithromycin, Gliclazide
2024: Received WHO pre-qualification for Isoniazid; Renewed WHO approvals for Pyrimethamine, Isoniazid, Pyrazinamide, Sulphadoxine; Received CEP for Allopurinol and Ambroxol HCL
2025: Received CEP for Sulfadimethoxine
2026: Successfully completed USFDA inspection with zero 483 observations

2002: Received WHO-GMP certification
2010: Received COS, EU/GMP approval for Erythromycin products and Pyrazinamide
2014-2015: Received COFEPRIS, Mexico approvals for multiple products
2015: WHO pre-qualification for Sulphadoxine
2017: DMF approval from UK MHRA for Erythromycin Stearate
2018: WHO GMP certificate from FDA Maharashtra
2019: WHO pre-qualification for Pyrazinamide and Sulphadoxine; EU GMP from AEMPS Spain for multiple products; USFDA inspection passed with zero observations
2020: WHO pre-qualification for Pyrimethamine API

Performance driven by strong volume growth and strategic expansion into regulated markets
Successfully completed USFDA and EU GMP inspections with zero observations
Quality, regulatory compliance, and customer reliability remained central to operations
Maintained healthy profitability through operational efficiencies and improved product mix despite global market challenges in Q4
Continued focus on process innovation, cost optimization, and development of high-value niche APIs

Company anticipates steady growth rate of 15-20% per annum
Fundamental drivers remain strong with volume expansions across API lines
High-value regulatory market growth positioning for sustainable long-term growth
Increasing opportunities in regulated markets with diversified product portfolio
Improving operational leverage expected to deliver consistent value to stakeholders

1. Vonoprazon (Anti-Ulcerative)

2. Pretomanid (Anti-TB)

Part of INR 8.5bn SK Group
Employs ~2,200 people across businesses including pharma formulations, trading, distribution, and logistics

Mr. Arun Todarwal: Chairman (Fellow member of ICAI)
Mr. Bipin N Shah: Vice Chairman (Managing Director since inception, B.Chemical Engineering)
Mr. Ritesh B Shah: Joint MD (BSc Chemistry, MBA, 20+ years international marketing)
Mr. Vivek B Shah: Joint MD (MSc Biotechnology, handling manufacturing and R&D since 2009)
Mr. Raju Kotadia: CMO-EM (BSc Chemistry, sales management)
Mr. Vinayak Shenoy: CMO-MM (MBA, 15+ years APIs and intermediates experience)
Mr. Sanjay Barhate: VP Quality (MSc, M.Phil Chemistry, 34 years quality experience)
Mr. Darshan Rampariya: CFO (CA, 17+ years experience)
Mr. Manan Vadhan: CS & CO (ACS, 4+ years experience)
Dr. Sanjay Vaidya: GM R&D (25 years industrial process research experience)
Mr. Gulshan: GM Works (B.Tech Chemical and Pharmaceutical, 21+ years experience)

As on 22nd May, 2026 (specific details not provided in document)
Free float market capitalization as on 22nd May, 2026 (specific value not provided)

Donated to Chhatrapati Shikshan Mandal for building toilet block for 3,200 students
Donated to Churchgate Lions Service Funds for promoting sports for specially challenged children
Donated to Indian Development Foundation (Project Aashayein) for education to underprivileged children
Donated to Indian Development Foundation (Project Dignity) for menstrual hygiene kits and sanitary pads for needy girls
Donated for providing recycled footwear and masks for needy children
Donated to Late Shri Kantilal Manilal Sonawala Charitable Trust for education and accommodation to needy girls