Alivus Life Sciences Limited

rs,

August 01, 2025 To, Dy. General Manager Department of Corporate Services, BSE Ltd., P. J. Towers, Dalal Street, Fort, Mumbai – 400 001 To, The Manager – Listing, National Stock Exchange of Indi

14.5%

mance this quarter was primarily driven by strong growth in the Non-GPL business, which expanded by 14.5% YoY. Key regions including India (Ex-GPL), Europe, ROW, LATAM, and Japan were major contributors to

30%

th stronger momentum expected in the second half. Margins are projected to remain healthy in the 28–30% range. Our ongoing investments in capacity building and pipeline enrichment form the foundation of

7.4%

able market environment, will help unlock further value." REVENUE ( I N ₹ M I L L I O N ) 6,018 -7.4% QoQ 2.2% YoY EBITDA ( I N ₹ M I L L I O N ) 1,813 -13.0% QoQ 9.9% YoY PAT ( I N ₹ M I L L I O

2.2%

t environment, will help unlock further value." REVENUE ( I N ₹ M I L L I O N ) 6,018 -7.4% QoQ 2.2% YoY EBITDA ( I N ₹ M I L L I O N ) 1,813 -13.0% QoQ 9.9% YoY PAT ( I N ₹ M I L L I O N ) 1,21

13.0%

EVENUE ( I N ₹ M I L L I O N ) 6,018 -7.4% QoQ 2.2% YoY EBITDA ( I N ₹ M I L L I O N ) 1,813 -13.0% QoQ 9.9% YoY PAT ( I N ₹ M I L L I O N ) 1,215 -14.4% QoQ 9.0% YoY GPL: Glenmark Pharmaceutic

9.9%

N ₹ M I L L I O N ) 6,018 -7.4% QoQ 2.2% YoY EBITDA ( I N ₹ M I L L I O N ) 1,813 -13.0% QoQ 9.9% YoY PAT ( I N ₹ M I L L I O N ) 1,215 -14.4% QoQ 9.0% YoY GPL: Glenmark Pharmaceuticals Ltd.

14.4%

EBITDA ( I N ₹ M I L L I O N ) 1,813 -13.0% QoQ 9.9% YoY PAT ( I N ₹ M I L L I O N ) 1,215 -14.4% QoQ 9.0% YoY GPL: Glenmark Pharmaceuticals Ltd. • Alivus registered a revenue from operations of

9.0%

I N ₹ M I L L I O N ) 1,813 -13.0% QoQ 9.9% YoY PAT ( I N ₹ M I L L I O N ) 1,215 -14.4% QoQ 9.0% YoY GPL: Glenmark Pharmaceuticals Ltd. • Alivus registered a revenue from operations of ₹ 6,018 M

₹ 6,018

QoQ 9.0% YoY GPL: Glenmark Pharmaceuticals Ltd. • Alivus registered a revenue from operations of ₹ 6,018 Mn for Q1FY26, a growth of 2.2% YoY. • Gross Margin in Q1FY26 were at 55.1% up 400 bps YoY, driven b

55.1%

ue from operations of ₹ 6,018 Mn for Q1FY26, a growth of 2.2% YoY. • Gross Margin in Q1FY26 were at 55.1% up 400 bps YoY, driven by rationalized input cost and leveraged operational efficiency. • EBITDA

400 bps

perations of ₹ 6,018 Mn for Q1FY26, a growth of 2.2% YoY. • Gross Margin in Q1FY26 were at 55.1% up 400 bps YoY, driven by rationalized input cost and leveraged operational efficiency. • EBITDA margins for

“4th Floor, OIA House, 470, Cardinal Gracious Road Andheri (E), Mumbai 400 099, Maharashtra, India Plot No 170-172, Chandramouli Industrial Estate Mohol Bazarpeth, Solapur 413 213, India T: +91 22 6829 7979 | CIN: L74900PN2011PLC139963 | E: complianceofficer@alivus.com | W: www.alivus.com Investor Presentation Q1 FY26 Disclaimer The Presentation is to provide the general background information about the Company’s activities as at the date of the Presentation.”

“2 Financial Performance Review 3 3 Q1 FY26 | Highlights Dr.”

“We remain confident of achieving high single-digit revenue growth in FY26, with stronger momentum expected in the second half.”

“• Generic API revenues in Q1 FY26 grew by 3.0% YoY.”

“4 Q1 FY26 Performance Revenue (In ₹ M illion) EBITDA (In ₹ M illion) EBITDA Margin PAT (In ₹ M illio n) PAT Margin , 6 4 1 8 , 6 4 9 6 , 6 0 1 8 , 5 8 8 6 , 5 0 6 9 31.3% 32.1% 30.1% 18.9% 18.8% , 2 0 0 8 , 2 0 8 5 , 1 8 1 3 28.0% 28.2% , 1 6 5 0 , 1 4 2 9 , 1 1 1 5 9 5 3 21.3% 21.8% 20.2% , 1 3 7 0 , 1 4 1 9 , 1 2 1 5 EPS (In ₹) .”

“FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 8 Business Performance Review 9 9 Segmental Performance | Generic API vs CDMO Generic API (Revenue In ₹ M illion) 5,354 4,739 CDMO (Revenue In ₹ M illio n) 5,966 5,941 5,517 425 434 360 300 240 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1FY26 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 • Generic API revenues in Q1FY26 saw a subtle uptick of 3.0% YoY and de-grew by 7.1% QoQ.”

“• 5th project is expected to be commercialized by H2FY26.”

“10 Segmental Performance | GPL vs Non-GPL GPL (In ₹ M illion) 33.4% 1,963 37.2% 1,888 % of Total Revenue Non-GPL (In ₹ M illio n) 33.6% 2,181 27.6% 1,773 25.4% 1,526 66.6% 3,923 62.8% 3,181 % of Total Revenue 72.4% 4,645 66.4% 4,315 74.6% 4,492 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1FY26 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1FY26 25% • GPL business witnessed a de-growth of 22.3% YoY and 30.0% QoQ mainly on account of inventory rationalization by the customer.”

“11 Market and Therapeutic Area Mix Market Mix Therapeutic Mix 16% 13% 18% 14% 17% 84% 87% 82% 86% 83% 32% 33% 30% 39% 30% Emerging Markets Regulated Markets 68% 67% 70% 61% 70% Acute Chronic Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1FY26 • • Regulated markets contributed 83% in Q1FY26 driven by robust performance in Non-GPL business.”

Registered Office

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REGISTERED OFFICE

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Registered Office

4th Floor, OIA House, 470, Cardinal Gracious Road Andheri (E), Mumbai 400 099, Maharashtra, India Plot No 170-172, Chandramouli Industrial Estate Mohol Bazarpeth, Solapur 413 213, India T: +91 22 6829 7979 | CIN: L74900PN2011PLC139963 | E: complianceofficer@alivus.com | W: www.alivus.com Investor Presentation Q1 FY26 Disclaimer The Presentation is to provide the general background information about the Company’s activities as at the date of the Presentation. The information contained herein is for general information purposes only and based on estimates and should not be considered as a recommendation that any investor should subscribe / purchase the company shares. The Company makes no representation or warranty, express or implied, as to, and does not accept any responsibility or liability with respect to, the fairness, accuracy, completeness or correctness of any information contained herein. This presentation may include certain “forward looking statements”. These statements are ba

REGISTERED OFFICE

T: 91 22 68297979 4th Floor, OIA House, 470, Cardinal Gracious Road, Andheri (E), Mumbai, 400 099, India. Plot No. 170-172, Chandramouli Industrial Estate, Mohol Bazarpeth, Solapur - 413 213, India. CIN: L74900PN2011PLC139963 Website: www.alivus.com 20