RPGLIFENSE25 July 2025

RPG Life Sciences Limited has informed the Exchange about Investor Presentation

RPG Life Sciences Limited

July 25, 2025

To,

The Manager Listing Department National Stock Exchange of India Limited Exchange Plaza, 5th Floor Plot No. C1, ‘G’ Block, Bandra-Kurla Complex Bandra (East), Mumbai 400 051.

BSE Limited Corporate Relationship Department Floor 25, P.J. Towers Dalal Street Mumbai 400 001.

Symbol: RPGLIFE

Scrip code: 532983

Dear Sirs,

Sub: Investor Presentation - Financial Results

Please find enclosed herewith a copy of Investor Presentation with respect to Unaudited Financial

Results of the Company for the quarter ended June 30, 2025.

Kindly take the above on record.

Thanking you,

Yours faithfully, For RPG Life Sciences Limited

Rajesh Shirambekar Head – Legal & Company Secretary

Encl: as above

Investors’ Presentation Q1 FY26

Disclaimer

This presentation may include statements which may constitute forward‐looking statements. All statements that address expectations or projections about the future, including, but not limited to, statements about the strategy for growth, business development, market position, expenditures, and financial results, are forward looking statements. Forward looking statements are based on certain assumptions and expectations of future events. The Company cannot guarantee that these assumptions and expectations are accurate or will be realized. The actual results, performance or achievements, could thus differ materially from those projected in any such forward‐looking statements.

The company operates in the Pharmaceutical segment. Some of the historical Profit and loss numbers which are sliced in the investor presentation for certain sales divisions are purely for broader understanding for investors of the business of the company and its growth trajectory. The information contained in these materials has not been independently verified. None of the Company, its Directors, Promoter or affiliates, nor any of its or their respective employees, advisers or representatives or any other person accepts any responsibility or liability whatsoever, whether arising in tort, contract or otherwise, for any errors, omissions or inaccuracies in such information or opinions or for any loss, cost or damage suffered or incurred howsoever arising, directly or indirectly, from any use of this document or its contents or otherwise in connection with this document, and makes no representation or warranty, express or implied, for the contents of this document including its accuracy, fairness, completeness or verification or for any other statement made or purported to be made by any of them, or on behalf of them, and nothing in this document or at this presentation shall be relied upon as a promise or representation in this respect, whether as to the past or the future. The information and opinions contained in this presentation are current, and if not stated otherwise, as of the date of this presentation. The Company undertake no obligation to update or revise any information or the opinions expressed in this presentation as a result of new information, future events or otherwise. Any opinions or information expressed in this presentation are subject to change without notice.

This presentation does not constitute or form part of any offer or invitation or inducement to sell or issue, or any solicitation of any offer to purchase or subscribe for, any securities of RPG Life Sciences Limited Limited (the “Company”), nor shall it or any part of it or the fact of its distribution form the basis of, or be relied on in connection with, any contract or commitment, therefore. Any person/ party intending to provide finance / invest in the shares/businesses of the Company shall do so after seeking their own professional advice and after carrying out their own due diligence procedure to ensure that they are making an informed decision. This presentation is strictly confidential and may not be copied or disseminated, in whole or in part, and in any manner or for any purpose. No person is authorized to give any information or to make any representation not contained in or inconsistent with this presentation and if given or made, such information or representation must not be relied upon as having been authorized by any person. Failure to comply with this restriction may constitute a violation of the applicable securities laws. The distribution of this document in certain jurisdictions may be restricted by law and persons into whose possession this presentation comes should inform themselves about and observe any such restrictions. By participating in this presentation or by accepting any copy of the slides presented, you agree to be bound by the foregoing limitations.

RPG Group: Powered by Passion, Driven by Ethics

RPG Enterprises was founded in 1979. The group currently operates various businesses in Infrastructure, Technology, Life Sciences, Plantations and Tyre industries. The group has business history dating back to 1820 AD in banking, textiles, jute and tea. The Group grew in size and strength with several acquisitions in the 1980s and 1990s. RPG Group is one of India’s fastest growing conglomerates with 31,000+ employees, presence in 135+ countries and annual gross revenues of USD 5.2 Bn

EPC major in infrastructure segments like T&D, Civil, Transportation, Oil & Gas, Renewables & Cables

One of India’s leading tyre manufacturers

Global technology consulting and IT services company

Integrated pharma company in formulations and synthetic APIs

Technology solutions company catering to energy and infrastructure

One of India’s largest plantation companies producing tea, rubber, etc.

RPG Life Sciences: An Integrated Pharmaceutical Company

RPG Life Sciences is an integrated research based pharmaceutical company operating in the domestic and international markets in the branded formulations, global generics and synthetic APIs space.

Domestic Formulations (DF)

Develop, manufacture and market branded formulations in India & Nepal

Domestic Domestic Formulations Formulations (DF) (DF) 65% 69%

International Formulations (IF)

Develop, manufacture and market oral solid dosage formulations in the generics and branded generics space

APIs 12%

Domestic International Formulations Formulations 66% (IF) 19%

APIs

Develop, manufacture and sell high value synthetic APIs in the general therapeutic category

Leader in Immunosuppressants

9 Therapies represented by High Equity Brands

50+ Markets Presence

3 Manufacturing Facilities

1300+ Employees

RPG Life Sciences: Product Portfolio Strong ‘Textbook’ brands ; ↑ Chronic and Specialty therapies

Key Therapies

Nephrology

Rheumatology

Oncology

Pain Management

Gastroenterology

Neuropsychiatry

Cardio‐ Diabeto

Urology

Legacy Portfolio

Immunosuppressants

Textbook Brands

Azathioprine

Spironolactone

Mycophenolate Mofetil

Diphenoxylate HCl

Cyclosporine

Tacrolimus

Naproxen

Haloperidol

Life Cycle Management (Existing Products)

DF Key Products

New Portfolio

Specialty

Chronic

Trastuzumab

Adalimumab

Bevacizumab

Rituximab

Tofacitinib

Sacubitril+ Valsartan

Vildagliptin

Teneligliptin

Dapagliflozin

Solifenacin

Disopyramide Phosphate

Ferric Carboxymaltose

Denosumab

IF Key Products Generics ‐ Azathioprine, Sodium Valproate PR, Nicorandil, Sertraline Branded Generics – Siloxogene, Azoran, Mofetyl, Arpimune ME, Dyzantil, Dipsope

APIs Key Products Quinfamide, Azathioprine, Haloperidol, Risperidone, Propantheline Bromide, Nicorandil, Pantoprazole

Business Operations

Building a Strong‐Consistent‐Profitable Business

Business Transformation

Focusing on Execution

Building Competitiveness

Energizing Happy Teams

>10

3‐4x

88%

Bold Moves

High Impact Projects

Share of voice

Happiness Score

Business Transformation

Bold Move 1

Galvanizing Organization to an “Inspiring Purpose”: Framing and embedding in the organisation

Bold Move 2

“Small Brands” to Building “Mega Brand of 100 cr +; future 500 cr OTC”: Naprosyn

Bold Move 3

“Small Product” to Building “Mega Rx Portfolio of 100 cr +; Potential 200 cr” : Immunosuppressants

Bold Move 4

“Small API” segment to Building “Formidable API Business”: Manthan

Bold Move 5

Predominant “Domestic Play” to “Expanded Global Play” : Capex infusion ~140 cr

Bold Move 6

“Operations” Focus to “Sustainable Operations” Focus: ESG

Focusing on Execution

Mul(cid:415)ple Projects targeted to Transform Business, ↓ Costs, ↑ Quality, Add New Business

Comprehensive Business Transformation Project

Innovation Projects

Plants Infra Modernization‐Capacity Expansion Projects

Digitalization Projects

COGS Reduction Projects

M&A Projects

Product Re‐engineering Projects

Med‐tech Projects

Quality Enhancement Projects

ESG Projects

Project Charters, Workstreams, Scope, Review, KPIs Measurement

Building Competitiveness : 3‐4x SOV; Product Re‐engineering; Profitable New Therapies entry from Day 1; Smart LCM; C3MP

SoV with ~ 90000 docs up Manifold

RPG Serv: ↑ Customer Coverage, ↑ SoV, ↑Engagement

Smart Life cycle Management

Brands

New Combination

New Indication

New Patient Segment

New Dosage form

New Strength

New Customer/ Geography

√

Product Re‐engineering

80% contributing DF 13 SKUs; 3 APIs

Energizing Happy Teams: Happiness Framework People Initiatives for building a happy performance focussed culture

I Feel Valued

You Excel. We Applaud. Motivation continuum

I Live a Purposeful & Balanced Life

RPGLS Values Champions Living organizational values

I Love My Work

RPGLS Heroes Outperformance recognition

High Happiness Quotient

I Feel Connected

RPGLS Happiness Forums Leadership Connect – Month & Quarter

I am Growing

We Skill. You Grow. Competency building continuum

Akanksha Career development

I cherish our Culture

RPGLS Parivar Tyohar‐Utsav Shrankhla Digital RPGLS family get‐ together

Financial Performance

Q1 FY26 Performance

Revenue from Operations

2.1%

165.4

168.9

Q1 FY25

Q1 FY26

PBT & PBT Margin

‐1.6%

36.0

35.4

EBITDA & EBITDA Margin

‐1.8%

(All figures in Rs. Crores) Figures in circle are Margins

41.4

25.1%

Q1 FY25

40.7

24.1%

17.5%

Q1 FY26

PAT & PAT Margin

‐1.8%

26.8

26.3

21.8%

21.0%

16.2%

15.6%

Q1 FY25

Q1 FY26

Q1 FY25

Q1 FY26

Q1 FY26: Business Segment‐wise Performance

Business Segments

Domestic Formulations (DF)

Domestic Formulations contributed 69% to total sales of Q1 FY26 • Continue to deliver market beating growth this quarter as well • New products contribution improving consistently on account of new launches in

specialty & chronic segments and line extensions of legacy products Salesforce productivity consistently improving (currently >6 lakhs) Business driven by 5 Pillar strategy

• •

APIs 12%

IF 19%

DF 69%

International Formulations (IF)

International Formulations contributed 19% to total sales of Q1 FY26 • New Products/Customers/Markets contribution continues to improve •

Business driven by 4 Pillar strategy

API

API contributed 12% to total sales of Q1 FY26 • Growth impacted due to fire incident in one of the manufacturing blocks • •

Continuous thrust on new customer development Business driven by 3 Pillar strategy

+9.5%

105.5

115.5

Q1 FY25

Q1 FY26

‐2.7%

33.4

32.5

Q1 FY25

Q1 FY26

‐22.4%

25.3

19.6

Q1 FY25

Q1 FY26

Key Financial Ratios Yearly Trends (ROCE, ROE, D/E)

ROCE%

29.7%

28.5%

32.9%

31.6%

24.9%

20.9%

9.7%

ROE%

Debt/Equity Ratio

23.4%24.3%

0.22

20.1%22.0%

18.5%

16.4%

FY19

FY20

FY21

FY22

FY23

FY24 FY25 *

FY19 FY20 FY21 FY22 FY23 FY24 FY25 *

FY19

FY20

FY21

FY22

FY23

FY24

FY25

6.7%

0.06

0.01

0.00

Company continues to remain Debt‐free

*Excluding impact of exceptional items: land assignment/fire; Including exceptional items, ROCE is 44.0%, ROE is 34.5%

RPG Life Sciences ICRA Rating Reaffirmation in FY25 A‐ (FY19) to A(FY21) to A+ (FY24)

Improvements recorded in ICRA Rating

Factors affecting rating affirmation

• Long term rating

reaffirmed at A+ and outlook retained as stable

• Short term rating reaffirmed at A1

• A robust capital structure and strong debt servicing indicators

based on

o Healthy cash flows o Company continues to remain debt‐free o No debt‐funded capital expenditure (capex)

•

Steady growth in Top‐line and improving operating margins

Strong brands in the Indian Pharmaceutical Industry

Expansion of product portfolio and geographical presence augur well for growth prospects

Business Strategy

Domestic Formulations (DF)

• Operating in Mass/Mass‐specialty and Specialty segments • Presence in both Acute & Chronic therapy areas • • • Good Customer Coverage ‐ Cardiologists, Diabetologists, Urologists, Nephrologists, Rheumatologists, Oncologists • New Product Launches in New Category – Biosimilars as well as Chronic and Specialty segments

Leading Textbook Brands – Azoran, Aldactone, Lomotil, Naprosyn, Serenace, Norpace Leading player in Immunosuppressant category

Business Strategy

5 pillars of profitable Domestic business growth

Product portfolio rejuvenation by building Chronic & Specialty portfolio with new launches

Strategic brand assets building through life cycle management (new line extensions, customer segments, disease segments, etc.)

Customer coverage deepening in targeted therapies by expanding field force and deploying digital

Sales force effectiveness augmentation by competencies building and productivity enhancement initiatives

Profitability improvement by Opex control, efficient manufacturing operations, sales hygiene as well as profitable product mix

International Formulations (IF) Business: Overview and Strategy

• Strong presence in immunosuppressant segment (Azathioprine) • Footprints across Regulated and Emerging Markets ‐ Canada, UK, Germany, France, Australia, South East Asia, Africa •

Long lasting, impeccable supply track record and business relationship with some of the leading generic players of the world

• High quality and process orientation making us a preferred partner •

Investments in plant upgradation and capacity expansion

Business Strategy

3 pillars of step‐wise Global business build up

Build immunosuppressant portfolio

Focus on products with specific/ competitive advantage e.g. ‐

Products needing Special manufacturing conditions like low RH/Temp Complex generic products Low Competition products

‐ ‐

Expand footprints in emerging/select markets like Myanmar, Vietnam, Philippines, Sri Lanka, Egypt, Sudan, Thailand, and South Africa

APIs Business: Business Strategy and Way Forward

• High value, low volume, niche APIs • Mature stable molecules • Provides backward integration to

International Formulations business

Business Strategy

• Footprints across geographies ‐ LATAM, Germany, China,

South Korea, Iran, Bangladesh, Egypt, India, etc.

• Strong customer focus – long‐lasting relationship with big

pharma and leading generic firms.

Business continuity

Market/Customer Expansion (Existing Products)

Pipeline of Niche Product/Portfolio : ‐ ‐ ‐

Immuno‐suppressants Limited Competition products Backward integration of IF/DF

State‐of‐Art, EU/TGA approved Plant with Enhanced Capacity

Infrastructure Capabilities & ESG Initiatives

Manufacturing Facilities

Formulations Unit 1, Ankleshwar

Formulations Unit 2, Ankleshwar

API Unit, Navi Mumbai

F1 unit caters to the domestic and emerging markets

• • Multipurpose plant with dedicated product lines for oral dosage forms including tablets,

liquids and powder

• WHO, Kenya, Nigeria approved • Modernization cum Capacity Expansion underway

F2 unit caters to the regulated markets

• • Dedicated product lines for oral dosage (capsules & tablets) • • WHO, EUGMP (from Hamburg Health authority), Canada, Ethiopia, Kenya, Sudan, Nigeria

Equipped to handle low RH and low temperature conditions products

approved

• Modernization cum Capacity Expansion underway

• MF2: Dedicated immunosuppressant facility for regulated and emerging markets including India • MF3: Multipurpose unit catering to regulated and emerging markets including India • MF4: Multipurpose unit catering to emerging markets including India • WHO, TGA Australia approved & Written Confirmation (WC) received from CDSCO • Approved by WHO GMP from Food and Drug Control Administration (FDCA) – Maharashtra, TGA

(Australia), PMDA (Japan)

• Modernization cum Capacity Expansion underway

Digital Initiatives: Manufacturing and Quality

Digital Retina Scanner

• Biometric Access with IRIS/ Retina Scanner enables consistency of electronic records and signatures

• Access to only

qualified professionals, Batch Management, Recipe Management, Audit logs

Intelligent Chilling Plant Manager

IOT based AHU monitoring system

Power Management System

• Implementation of Utility Asset Management Systems with access over IoT, supported by Customized Algorithms for Efficient Monitoring, Control & Analytics

• Operates Pumps

•

& Chillers according to Operating Hours to maintain equal run time

• Automatically change over Working pump to Standby if Pump fails during operation

Safe, reliable, efficient, and compliant operation of electrical distribution systems, and connected assets enabling at all times

e‐QMS: Digital platform to track all 6 quality parameters

e‐DMS: Digital platform to manage manufacturing/quality documents

e‐LMS: Digital platform to track training sessions on CGMP

Quality Functions

ESG FY25 update

Initiatives

• Carbon emission reduction

• Energy Efficiency: Pumps; Chillers/Brine Plant; Leakages

rectification

FY25

↓ FY24 : 26.8% ; FY25: 41.2 %

↑ FY24: 26% ; FY25 : 41.0 %

• Water Management: Recycling of STP water; Rainwater

↓ FY 24: 6% ; FY25 : 7.0 %

harvesting

• Waste Management: No landfill waste generation

↓ FY24: 49% ; FY25 : 52.0 %

• Product Responsibility‐ Adherence to stipulated mandates • Diversity‐ women deployment, occupational health • Tree Plantation • Employee Well‐being: Comorbidity tracking

Strict Quality vigil through Manthan 3 Project

↑ to 6.3% from 4.8%

100+ trees planted

Done for all factory employees

• Data Integrity: Digital initiatives e.g. e‐QMS, e‐DMS, e‐LMS

Implemented at Ankleshwar; Navi Mumbai

• Cybersecurity: IT assets security through EDR tool

Implemented

• Best Practices/Systems and Processes across functions

Sales & Marketing

a t n e m n o r i v n E

a i c o S

e c n a n r e v o 24 G

Journey Ahead

RPGLS Journey Ahead: 7 strategic pillars of action

Portfolio development and mega‐brands building

• Project underway to grow our immunosuppressant portfolio to 200+ crores • Focused initiatives to grow Naprosyn to a 100+ crores brand; building our MABs portfolio

Growing our API business

• Focus on new geographies, new launch pipeline and enhancing manufacturing productivity • Focus on strengthening customer relationships and onboarding new high‐value customers

Strong Digital Roadmap

• Multiple digital initiatives designed to streamline front‐end and backend operations • Initiatives focus on improving efficiency & compliance, reducing costs and growing topline

Mergers & Acquisitions

• M&A Framework with criteria defined ‐ target therapies, brands • Evaluation of multiple proposals underway to identify opportunities for growth synergy

New products across segments, new therapies

• Focused new product pipeline; lab modernization and org expansion complete • Strategy to evaluate and expand into adjacencies in RPGLS strength therapies

State‐of‐art capacity plants

• 140 crores capex infused since FY22 helped build modern plant with EU, TGA, PMDA, etc. approval • Evaluation ongoing of varied opportunities for improving manufacturing productivity

Talent Development /Acquisition

• Org structure review & role/skill‐gaps identification for strengthening • Talent development and talent acquisition across all key business and support functions

T H A N K

Y O U

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RPG Life Sciences Limited has informed the Exchange about Investor Presentation

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