RPG Life Sciences Limited has informed the Exchange about Investor Presentation
April 29, 2026
To
The Manager Listing Department National Stock Exchange of India Limited Exchange Plaza, 5th Floor, Plot No. C-1, G- Block, Bandra - Kurla Complex, Bandra (East) Mumbai – 400 051
BSE Limited Corporate Relationship Department 25, P.J. Towers, Dalal Street, Mumbai 400 001
Symbol: RPGLIFE
Scrip Code: 532983
Dear Sir/Madam,
Sub: Investor Presentation
In continuation of our intimation letter dated April 23, 2026, please find enclosed herewith a copy of Investor Presentation with respect to Audited Financial Results of the Company for the quarter ended on March 31, 2026.
Kindly take the same on record.
Thanking you,
Yours faithfully, For RPG Life Sciences Limited
Rajesh Shirambekar Head – Legal & Company Secretary
Encl: As above
Q4 and FY26 Performance RPG Life Sciences
Investors’ Presentation
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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.
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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.
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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 Formulation (DF) s (DF) 65% 69%
International Formulations (IF) Develop, manufacture and market oral solid dosage formulations in the generics and branded generics space
APIs 13%
International Formulations (IF) Domestic 18% Formulation s 66%
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
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RPG Life Sciences: Strong Product Portfolio, Textbook brands; focus on chronic & specialty therapies
Key Therapies
Nephrology
Rheumatology
Oncology
Pain Management
Gastroenterology
Neuropsychiatry
Cardio- Diabeto
Urology
Legacy Portfolio
New Portfolio
Immunosuppressants
Textbook Brands
Specialty
Chronic
DF Key Products
Azathioprine
Azathioprine
Spironolactone
Mycophenolate Mofetil
Diphenoxylate HCl
Cyclosporine
Naproxen
Haloperidol
Tacrolimus
Disopyramide Phosphate
Sacubitril+ Valsartan
Vildagliptin
Teneligliptin
Dapagliflozin
Solifenacin
Trastuzumab
Adalimumab
Bevacizumab
Rituximab
Tofacitinib
Ferric Carboxymaltose
Denosumab
Life Cycle Management (Existing Products)
IF Key Products Generics - Azathioprine, Sodium Valproate PR, Nicorandil, Sertraline and so on Branded Generics – Siloxogene, Azoran, Mofetyl, Arpimune ME, Dyzantil, Dipsope and so on
APIs Key Products Quinfamide, Azathioprine, Haloperidol, Risperidone, Propantheline Bromide, Nicorandil, Pantoprazole and so on
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Consistent Market Outperformance
Outperforming the market across all quarters; building momentum through the year
Sustained Outperformance vs IPM
17.2
18.2
9.5
7.7
7.7
10.5
8.2
10.1
Q1 FY26
Q2 FY26
Q3 FY26
Q4 FY26
RPGLS DF Growth(%)
IPM Growth (%)
FY 26 Full Year
13.7
8.6
~1.6X
IPM Growth
1.8X RPG Life Sciences grew 1.8x faster than IPM in Q4 FY26
1.6X Outperformed IPM in all 4 quarters. ~1.6X for the full year
4th
fastest growing pharma company in Q4 FY261
52 Improved IPM ranking from 58 to 521
Consistent execution driving market-beating growth and share gains
1. Source: Pharmarack March 2026 database
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Business Operations
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Key strategic Agenda for priorities today's for our discussion business
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2
3
4
5
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Driving a more purpose-led and performance-oriented organization with stronger alignment across teams
Scaling core brands with sustained double-digit growth like Naprosyn progressing towards becoming a ₹100 cr+ brand
Building a stronger specialty and chronic portfolio with increasing contribution from new launches
Strengthening the API business with improved operational resilience and recovery post disruption
Expanding global presence with focused investments and deeper engagement with key international customers
Embedding cost discipline and ESG-led practices to drive long-term sustainable operations
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Focusing on execution to drive growth & efficiency
Driving improvement across cost, quality, growth & productivity
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2
3
Strengthening Manufacturing & Capacity Enhancing capacity and capabilities to support scalable and future-ready growth
Driving Cost Efficiency Implementing cost optimization initiatives to improve productivity and operating margins
Enhancing Quality & Compliance Strengthening quality systems and compliance to ensure consistent reliability
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5
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Accelerating New Products & Innovation Investing in R&D and innovation to drive new launches and specialty expansion
Leveraging Digital & Productivity Using digital initiatives to enhance execution, reach and overall productivity
Expanding Global Presence Strengthening our footprint and partnerships to unlock opportunities in gast-growing global markets
Multiple initiatives underway with defined KPIs and strong review mechanisms
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People initiatives for building a happy performance focussed culture
I Cherish our Culture
RPGLS Parivar Tyohar-Utsav Shrankhla Digital RPGLS family get- together
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 Feel Valued
You Excel. We Applaud. Motivation continuum
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Financial Performance
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Robust Q4 performance with 23.6% revenue growth and 58.1% PAT (excl. exception) growth
23.6%
48.0%
58.1%
Revenue from operations Q4 FY26 v/s Q4 FY25
EBITDA Q4 FY26 v/s Q4 FY25
PAT (excl. exceptional items) Q4 FY26 v/s Q4 FY25
Note: Q4 FY25 included ₹110 crore of exceptional items.
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Q4 FY26 Financial Performance Update: Revenue up by 23.6% with improved profitability
Revenue from Operations
+23.6%
176.9
143.1
Q4 FY25
Q4 FY26
EBITDA & EBITDA Margin
(All figures in Rs. Crores) Figures in circle are Margins
+48.0%
45.2
25.6%
17.5%
Q4 FY26
30.6
21.4%
Q4 FY25
PBT & PBT Margin (excluding exceptional items)
PAT & PAT Margin (excluding exceptional items)
+56.4%
39.1
22.1%
25.0
17.5%
+58.1%
29.3
16.5%
18.5
12.9%
Q4 FY25
Q4 FY26
Q4 FY25
Q4 FY26
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FY26 v/s FY25: Financial Performance Update
Revenue from Operations
8.3%
707.5
653.4
FY25
FY26
EBITDA & EBITDA Margin
(All figures in Rs. Crores) Figures in circle are Margins
172.3
26.4%
FY25
172.7
24.4%
17.5%
FY26
PBT & PBT Margin (excluding exceptional items)
PAT & PAT Margin (excluding exceptional items)
150.3
150.3
111.6
111.7
23.0%
21.2%
17.1%
15.8%
FY25
FY26
FY25
FY26
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FY26: Business Segment-wise Performance Update
Business Segments
Domestic Formulations (DF)
Domestic Formulations contributed 68.9% to total sales in FY26 • Continue to deliver market beating growth • New products contribution improving consistently on account of new launches in
specialty & chronic segments
• Salesforce productivity consistently improving (currently >6.5 lakhs) • Business driven by 5 Pillar strategy
APIs 13%
IF 18%
DF 69%
International Formulations (IF)
International Formulations contributed 17.6% to total sale in FY26 •
Focus on long-term business development activities including adding new products, customers and markets • Business driven by 4 Pillar strategy
API
API contributed 13.5% to total sales in 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
All sales value in INR cr.
+13.7%
425.0
483.5
FY25
FY26
-6.7%
132.3
123.4
FY25
FY26
+5.3%
90.2
95.1
FY25
FY26
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RPG Life Sciences ICRA Rating Reaffirmation A- (FY19) to A(FY21) to A+ (FY24)
Improvements recorded in ICRA Rating- April’25
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
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Business Strategy
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Domestic Formulations (DF) Business: Overview & Strategy
Overview
Leading Textbook Brands Azoran, Aldactone, Lomotil, Naprosyn, Serenace, Norpace
Diverse Portfolio Operating across mass, mass-specialty, and specialty segments.
Innovation & Growth New launches in biosimilars, chronic, and specialty segments.
Specialist Reach Strong presence across key specialties (Cardio, Diabetes, Urology, Nephrology, Rheumatology, Oncology)
Strategy 5 pillars of profitable domestic business growth
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Product Portfolio Rejuvenation: Building chronic and specialty portfolios with new launches
Strategic Brand Asset Building: Life cycle management through new line extensions, customer segments, & disease segments.
Customer Coverage Deepening: Expanding field force & deploying digital solutions in targeted therapies
Sales Force Effectiveness Augmentation: Enhancing competencies and productivity through targeted initiatives.
Profitability Improvement: Controlling costs, improving efficiency, strengthening sales discipline, and focusing on profitable mix.
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International Formulations (IF) Business: Overview & Strategy
Overview
Global Reach Presence in regulated and emerging markets across Canada, UK, Germany, France, Australia, SE Asia, and Africa
Specialist Leadership Strong position in immunosuppressants, with Azathioprine as a flagship product.
Trusted Partnerships Impeccable supply track record and enduring relationships with leading global generic players.
Quality & Expansion Preferred partner for high- quality, process-oriented manufacturing; ongoing investments in plant upgrades and capacity expansion.
Strategy 3 pillars of step-wise global business build up
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3
Build Immunosuppressant Portfolio: Expand leadership in immunosuppressants, anchored by flagship products like Azathioprine.
Focus on Products with Competitive Advantage: Prioritize products requiring special manufacturing conditions (e.g., low RH/temperature), complex generics, and those with low competition
Expand Footprint in Emerging and Select Markets: Grow presence in markets such as Myanmar, Vietnam, Philippines, Sri Lanka, Egypt, Sudan, Thailand, and South Africa.
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APIs Business: Overview & Strategy
Business Overview
Niche API Focus High-value, low-volume APIs and mature, stable molecules.
Global Presence Presence across key geographies: LATAM, Germany, China, South Korea, Iran, Bangladesh, Egypt, India, and more.
Strategic Integration Backward integration with International Formulations, strengthening supply chain resilience.
Trusted Partnerships Enduring relationships with major pharma and leading generic companies.
Strategy 3 pillars of API growth
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Market & Customer Expansion: Grow reach for existing products in new and established markets.
Niche Product Pipeline: Develop immunosuppressants, limited competition products, and support backward integration for IF/DF.
State-of-the-Art Manufacturing: Operate EU/TGA-approved plant with enhanced capacity for quality and compliance.
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Infrastructure Capabilities & ESG Initiatives
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Key highlighting from our 3 manufacturing facilities
Formulations Unit 1, Ankleshwar
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 and capacity expansion underway
Formulations Unit 2, Ankleshwar
API Unit, Navi Mumbai
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 approved • Modernization and capacity expansion underway
Equipped to handle low RH and low temperature conditions products
• 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 and capacity expansion underway
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Digital Initiatives: Manufacturing and Quality
Digital Retina Scanner
Intelligent Chilling Plant Manager
IOT based AHU monitoring system
Power Management System
• Biometric Access with IRIS/ Retina Scanner enables consistency of electronic records and signatures
• Access to only
qualified professionals, Batch Management, Recipe Management, Audit logs
• 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 always enabled
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
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ESG: Initiatives identified post industry mapping; good progress
l a t n e m n o r i v n E
i
l a c o S
e c n a n r e v o G
Initiatives
• Carbon emission reduction
• Energy Efficiency: Energy Efficient pumps ; Leakages rectification of compressed air system; High Efficiency chillers and Brine Plant
FY26 Update
↓41.2 % in (FY25); FY26 Target- 50%; Actual - 48.5 % (FY26)
↑ 41.0 % in (FY25); FY26 Target- 40%; Actual - 48.0 % (FY26)
• Water Management: Recycling of STP/ ZLD ETP water; Rainwater harvesting ↓7.0 % (FY25); FY26 Target- 20%; Actual – 18.0 % (FY26)
• Waste Management: No landfill waste generation
↓52.0 % (FY25); FY26 Target- 40%; Actual - 40.0 % (FY26)
• Product Responsibility- Adherence to stipulated mandates
Strict Quality vigil through ongoing projects
• Diversity- Increase women deployment, occupational health
↑ 6.3 % (FY25 ); FY 26 Target: 7.5%; Actual - 7.3% (FY26)
• Tree Plantation
100 Tree Plantation (FY25); FY26 Target: 150; Actual : 150 nos (FY26)
• Employee Well-being: Comorbidity tracking
Completed for all factory employees
• Data Integrity: e-QMS, e-DMS, e-LMS
Implemented across all sites
• Cybersecurity: IT assets security through EDR tool (Crowdstrike)
Implemented across organization
• Best Practices/Systems and Processes across Functions
Function-wise implementation of Best Practices/Systems and Practices in Marketing/Sales, Quality, Procurement etc.
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Journey Ahead
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RPGLS Journey Ahead: 7 strategic pillars of action
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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
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THANK YOU
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