Eris Lifesciences (ERIS) investor relations material

Market position and business expansion

• Achieved top-20 ranking among Indian pharma companies within 20 years, with 80% of revenue from super-specialty segments.

• Holds top-5 position in anti-diabetes therapy with 6% market share and leads in insulins with 16% share.

• Expanded international presence to 70+ countries, contributing 11% of FY26 revenue.

• Invested over INR 4,300 crore in acquisitions from FY23-FY26, entering high-value therapies and new geographies.

• Expanded business models to include B2C, B2B, exports, and CDMO, with manufacturing across six globally accredited facilities.

Financial performance and integration

• Revenue grew from INR 1,685 crore in FY23 to INR 3,129 crore in FY26, with EBITDA margin expanding from 32% to 36%.

• PAT increased to INR 648 crore in FY26, with operating cash flow averaging 75% of EBITDA.

• All acquisitions integrated, driving margin expansion and business growth.

• Shareholding as of March 2026: Promoters 53.92%, DIIs 20.35%, FPIs 15.03%.

Product portfolio and innovation

• Dominant in anti-diabetes with full-spectrum presence in oral and injectable products; market share rose from 4.9% to 5.9% in two years.

• Strong launch of Gx Semaglutide (Sundae), ranking #1 by sale volume and #2 by value in first month.

• Expanded into insulins, dermatology, nephrology, oncology, and women's health.

• Pipeline includes innovative fixed-dose combinations and first-to-market products, with 30+ active candidates for FY27.