Cipla Ltd · NSE:CIPLA
Cipla — 40th Annual J.P. Morgan Healthcare Conference (January 2022)
22 slides from Cipla's conference presentation, Jan 12, 2022
Slide 1: Exchange filing cover letter
12th January 2022 (1) BSE Ltd (2) National Stock Exchange of India Ltd Listing Department Listing Department Phiroze Jeejeebhoy Towers, Exchange Plaza, 5th floor, Dalal Street, Plot no. C/1, G Block, Mumbai - 400 001 Bandra Kurla Complex, Bandra (East), Mumbai - 400 051 Scrip Code: 500087 Scrip Code
Slide 2: JP Morgan Healthcare Conference
JP Morgan Healthcare Conference Umang Vohra, MD & Global CEO January 2022
Slide 3: Disclaimer
Disclaimer Except for the historical information contained herein, statements in this presentation and the subsequent discussions may constitute "forward- looking statements". These forward-looking statements involve a number of risks, uncertainties including impact of Covid-19 and other factors tha
Slide 4: Cipla: world class pharmaceutical company established in 1935
Established in 1935, Cipla has transformed into a world class pharmaceutical company with formidable branded and unbranded generic market franchise on the back of deep-rooted R&D capabilities and strong execution Our relentless focus of bringing in best-in-class drugs resonates with our purpose of ‘
Slide 5: In FY22, strong progress on strategic priorities for FY25 (1/2)
In FY22, we delivered strong progress on our strategic priorities for FY25 (1/2) FY25 targets YTD FY22 progress Launch & scale-up in Incremental Expanding lung leadership globally and respiratory assets opportunity to add maximising value opportunity in US complex Albuterol & Arfomoterol; $300Mn-$50
Slide 6: In FY22, strong progress on strategic priorities for FY25 (2/2)
In FY22, we delivered strong progress on our strategic priorities for FY25 (2/2) FY25 targets YTD FY22 progress Leverage digital capabilities to deliver Continued rigor on Digital patient transformative business and patient outcomes creating industry leading care continuum in the new normal digital
Slide 7: Improved financial metrics through portfolio execution and cash generation
Strong customer delight, continued rigor on portfolio execution and cash generation initiatives have improved financial metrics FY17-FY21 Revenue CAGR 7% EBITDA CAGR 15% PAT CAGR 24% Revenue EBITDA Net debt1 RoIC2 (INR Cr) (INR Cr) to EBITDA 20,000 19,160 10,000 30.0% Continued Net cash positive 9,0
Slide 8: One-India strategy continues seamless execution demonstrating scale and momentum
Growth Our One-India strategy continues to witness seamless execution demonstrating scale and continued momentum Branded Prescriptions: Strong Levers to improve chronic share and 3rd largest Pharma company in India1,2 depth One-India Revenue (INR Cr) 15% Overall business 41% Strong In-licensing 22%
Slide 9: One-India branded prescription business gearing towards a $1Bn franchise
Growth In One-India, our branded prescription business is gearing towards a $1Bn franchise; trade generics expanding categories and deepening connect Branded Prescriptions: Big Brands growing faster and driving patient outcomes Continued strong Big brands Strengthening in-licensing business market p
Slide 10: Global consumer wellness franchise tracking in-line with FY25 aspirations
Growth Our global consumer wellness franchise is tracking in-line with FY25 aspirations of 10% revenue share Demonstrated high growth in H1FY22; Building stronger brands in focus categories Consumer brands Consumer brands in Focus Categories in India South Africa Building strong 19%1 9% brands in fo
Slide 11: South Africa continues market beating performance in prescription and OTC
Growth Growth In South Africa, Cipla continues to drive market beating performance in prescription as well as OTC portfolio 3rd largest player in South Africa private market1 Therapy Rank1 Market share1 ZAR 5Bn+ 9.1%1 Respiratory 1st ~13% Annualized Business Cipla private market including branded an
Slide 12: North America generics grows driven by respiratory footprint expansion
Growth Our North America generics business continues to grow driven by respiratory footprint expansion & unlocking of complex generics pipeline $550Mn+ (FY21) Annualized business | 9% CAGR over FY17-21| 8th Largest by Prescriptions CAGR FY17 – FY21: 18%2 Our strategy of expanding our respiratory foo
Slide 13: North America growth through execution of complex asset pipeline
Growth Our focus continues on driving our North America generics business growth through strong execution of our complex asset pipeline Near to Medium term horizon (Next 3 to 5 years) Long term horizon (beyond 5 years) Assets in pipeline with market size of $10Bn+1 • Review of gAdvair progressing we
Slide 14: Footprint of complex dosage forms in North America portfolio expands
Growth The footprint of complex dosage forms in our North America generics portfolio continues to expand Increasing contribution of limited competition portfolio (% Revenue contribution by category) FY18 FY22E FY26 / FY27E Injectables Injectables 5% Injectables Respiratory 8% Respiratory 11% 25% 28%
Slide 15: International markets scale-up via focused DTMs and new frontier markets
Growth In International markets, we continue to scale-up our organic footprint via focused DTMs and new frontier markets with portfolio and capabilities International Markets: $400Mn+ in Annualized Business Europe: Operations in 20+ Countries Emerging Markets: Operations in 50+ Countries DTM 30% DTM
Slide 16: Innovation engine extending beyond respiratory and biopharma; Horizon 2.0
Innovation Cipla’s innovation engine extending beyond respiratory and biopharma; exploring new avenues under Horizon 2.0 Biopharma Devices Diagnostics In-licensing partnerships India's first pneumotach based portable wireless Successfully established One-India Spirometer for diagnosis of Covid-19 po
Slide 17: Consumer insighting and media campaigns translating into winning benefits
Consumer Sharp consumer insighting and robust media campaigns have translated into winning benefits for consumers Sharp consumer insighting Therapy shaping initiatives World class media campaigns Paving way for new extensions Berok Zindagi Playing the price piano Marquee campaign to Spontaneous and
Slide 18: Cipla extending 'Beyond the Pill' across patient care digitally
Digital Leap Cipla extending ‘Beyond the Pill’ across patient care; developing better connect with physicians and channel partners digitally in the new normal Present across patient care continuum; awareness, diagnosis, treatment and adherence Media Reach FY22 Target: 18 Cr1 For Media Reach Patients
Slide 19: Transforming IPD, manufacturing, supply chain and quality operations
Digital Leap We are also transforming our IPD, manufacturing, supply chain, and quality operations for higher performance and resilience IoT and RPA in Regulatory Intelligence Platform to Significant opportunity for simplification, analytical improve gather global regulatory agile manufacturing & op
Slide 20: Our people are our most valuable assets
Talent Our people are our most valuable assets. They are the enablers of our purpose of Caring for Life and our partners in the journey towards a future-ready Cipla Grooming Capability Employee Our Future Leaders Building Wellbeing Aspiration Global Employer of Choice • Functional and Leadership • O
Slide 21: Commitment to ESG goals and best-in-class practices
ESG Our commitment towards our ESG Goals has led us to embrace best-in class globally benchmarked practices FY21 updates & progress on our 2025 ESG goals commitment Carbon Water Zero Waste AMR Green Chemistry Wellbeing of Neutral Neutral to Landfill Stewardship & Making it Right Employees & Partners
Slide 22: Thank You
Thank You Registered Office Cipla Limited, Cipla House, Peninsula Business Park, Ganpatrao Kadam Marg, Lower Parel, Mumbai 400 013 For any queries, please contact Naveen Bansal Investor.Relations@cipla.com Ankit Bhembre Investor.Relations@cipla.com For more information please visit www.cipla.com
Cipla — 40th Annual J.P. Morgan Healthcare Conference (January 2022) on 6ix