Biomm (BIOM3) investor relations material

Executive summary

• 1H26 net revenue rose 172.5% YoY to R$181.9M; net income reached R$11.5M versus a R$25.5M loss in 1H25.

• Stronger scale lifted 1H26 EBITDA to R$23.5M from negative R$24.0M; operating expenses increased 19%.

• Productive development partnership deliveries supported growth; Glargilin deliveries are scheduled monthly from June, with further revenue contribution expected from 3Q26.

Financial highlights

• 2Q26 net revenue was R$89.4M, up 229% YoY; gross profit was R$35.9M, up 311%, and gross margin rose 795 bps to 40.1%.

• 2Q26 EBITDA was R$11.1M versus negative R$12.0M; net income was R$1.8M versus a R$13.7M loss in 2Q25.

• 1H26 gross profit rose 334.2% to R$69.7M; gross margin increased 1,429 bps to 38.3%.

• 1H26 operating income before financial results was R$19.9M versus a R$25.7M loss; EBITDA was R$23.5M versus negative R$24.0M, and net income was R$11.5M versus a R$25.5M loss.

• 1H26 net financial expense was R$3.5M versus R$0.7M; operating expenses increased 19%.

Outlook and guidance

• 2026 EBITDA guidance was reaffirmed at R$90M–R$100M, supported by operating leverage and contracted delivery growth, particularly Glargilin in 2H26.

• Recurring monthly Glargilin PDP deliveries are scheduled from June 2026; increased product contribution is expected to support revenue from 3Q26.

• Expansion plans include additional therapeutic areas, using the established licensing, production and commercialization platform.