RUBICON RESEARCH LIMITED

Rubicon Research Limited's investor presentation dated August 14, 2026, provided a comprehensive overview of the company's financial performance for Q1 FY 2026-27. The presentation reported a 51.6% year-on-year increase in revenue from operations, amounting to ₹5,343 million, with EBITDA rising to ₹1,312 million. The company highlighted the impact of the Arinna acquisition, contributing ₹128 million to revenue. Management noted a stable pricing environment and strong revenue visibility, with USD revenue reaching $55 million, up 32% year-on-year. The presentation also detailed the company's R&D expenditures, which accounted for 10.9% of consolidated operating revenue, and emphasized the importance of R&D in driving future revenue. Additionally, management discussed recent product approvals and the successful acquisition of a USFDA-approved manufacturing facility in New Jersey, aimed at enhancing production capabilities. The document concluded with a focus on leadership changes to support growth.

Management emphasized strong financial growth and strategic acquisitions.