Eris Lifesciences Limited has informed the Exchange regarding 'Corporate Presentation'.
ERIS · price
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Eris Lifesciences shared a comprehensive corporate presentation covering business performance and outlook. The company has invested over Rs. 4,300 crore in acquisitions over FY23-FY26 across dermatology, injectables, and biologics, with EBITDA margins expanding 400 bps from 32% (FY23) to 36% (9M FY26). Net debt has been reduced from Rs. 3,000 crore (FY24) to Rs. 1,800 crore (Dec 2025), with a stated target of < 1.5x Debt-to-EBITDA by Dec 2026. The company has strong visibility on its international business reaching Rs. 550-600 crore revenue in FY27 with Rs. 180-200 crore EBITDA, supported by an EU-CDMO order pipeline of Rs. 1,000+ crore. RHI cartridge market share has tripled to 25% since the Biocon acquisition, with Rs. 380-400 crore of capex planned over the next 2-3 quarters for diabetology and injectables, funded entirely through internal accruals.
The presentation signals an EPS inflection starting FY26, supported by margin expansion, debt reduction, and a strong EU-CDMO pipeline. Shareholders can expect improving return ratios and a clear path to a Rs. 1,000 crore international business by 2029/30, which should support positive sentiment on the stock.