Cipla Ltd · NSE:CIPLA

Cipla — Morgan Stanley's 18th Annual India Summit (June 2016)

15 slides from Cipla's conference presentation, Jun 2, 2016

  1. Slide 1: Cipla 2.0: Readying for the next wave of growth

    Cipla 2.0: Readying for the next wave of growth Morgan Stanley's 18th Annual India Summit Presented by: Umang Vohra Date: 2 June 2016 Company Presentation Confidential

  2. Slide 2: 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 and other factors that could cause actual results t

  3. Slide 3: Established in 1935, Cipla is a pioneer in the Indian pharmaceutical industry

    Established in 1935, Cipla is a pioneer in the Indian pharmaceutical industry Today Cipla is a ~$2bn revenue company with operations in over 100 countries 80 YEARS OF CARING 3rd – South 3rd – India Top 5 in several Africa Generics Top 15 in United Pharma Market emerging Pharma Market States Rank mar

  4. Slide 4: Key strengths and capabilities

    Key strengths and capabilities Leading healthcare provider for the emerging world Leadership position in India and South Africa; Established platform in Africa and SE Asia Strong product pipeline backed up by innovation and strategic alliances Focused R&D and filing efforts for developed markets in

  5. Slide 5: Operating in the right mix of developed and emerging markets

    Operating in the right mix of developed and emerging markets  #3 player by value and by volume1 ; #1 player in Respiratory, Urology & Paediatrics1 India  22 brands in Top 300 brands in India Pharma Market; Rank 2nd in prescription share  Continued focus on In-licensing opportunities with global m

  6. Slide 6: Building blocks in place to deliver the next phase of growth

    Building blocks in place to deliver the next phase of growth Impeccable Manufacturing capability and Quality Upcoming North focus America franchise ▪ 35+ internationally Vibrant Emerging accredited plants Markets Platform ▪ Aim to grow from having global scale current 8% to 20- Strong Product ▪ Reco

  7. Slide 7: Innovation has been an integral part of Cipla's growth story

    1. Strong Product Development & Filing Capabilities Innovation has been an integral part of Cipla’s growth story Cipla’s 30+ World’s first products – with a Complex & differentiated products focus on Inhalation Therapies launched and commercialized Iron Chelator for Onco Lyo Inj Ophthalmic Respule N

  8. Slide 8: Focus on several innovative platform technologies for the future pipeline

    1. Strong Product Development & Filing Capabilities Focus on several innovative platform technologies for the future pipeline Liposome Inhalation Microsphere Nanotechnology Sprinkles Injections technology Injections Paclitaxel, Fenofibrate, Doxorubicin, MDIs and Dry Powder Paediatric care Siromilus

  9. Slide 9: R&D spend increased from ~4.1% of revenue in 2011-12 to 6.3% in FY 2015-16

    1. Strong Product Development & Filing Capabilities R&D spend increased from ~4.1% of revenue in 2011-12 to 6.3% of revenue for FY 2015-16 Fig in $mn 133 x% % of revenue 6.3% 98 32% 5.6% 73 4.7% 51 44 4.0% 4.1% FY 12 FY 13 FY 14 FY 15 FY 16 INR/$=65 Company Presentation Confidential 9

  10. Slide 10: Over the next 3 years filings are targeted in areas of limited competition

    1. Strong Product Development & Filing Capabilities Over the next 3 years filings are targeted in areas of limited competition >200 development projects underway: Top 50 Filing intensity ramping up with a focus on projects address a market size based on complex products; over 14 developments target

  11. Slide 11: Stronghold in Emerging Markets – India, S. Africa and others

    2. Vibrant Emerging Markets Platform Stronghold in Emerging Markets – India, S. Africa and others 3rd largest player in Indian Pharmaceutical Market Includes Includes Cipla is the No. 1 player by market  #1 player in Respiratory, Urology & Piramal Ranbaxy Healthcare share which has grown organicall

  12. Slide 12: Levers in place to accelerate scale up of North America business

    3. Upcoming North America franchise Levers in place to accelerate scale up of North America business Fructify inorganic growth Continue R&D Focus  Successfully launch Invagen  Maintain momentum of pipeline and realize synergies filing >15 ANDAs every year  30 pipeline products pending  Target 7+

  13. Slide 13: Global quality and scale across different dosage forms

    4. Impeccable Manufacturing capability and Quality focus Global quality and scale across different dosage forms Tabs and Caps – Aerosols pMDI – Nasal Sprays – Liquid Injection – Respules – Lyo. Injection – 23 Billion units 75 Million units 30 Million units 10 Million units 400 Million units 5 Millio

  14. Slide 14: Well-defined roadmap to leverage capabilities and achieve multi-fold growth by 2020

    Well-defined roadmap to leverage capabilities and achieve multi-fold growth by 2020 1 Strong Product Development & Filing Capabilities  Ensure on-track progress for development and filing timelines of top 50 projects Continue to invest  Accelerate execution plan for in-house biologics – clinical t

  15. Slide 15: Contact Details

    Contact Details Registered Office : Cipla Limited, Cipla House, Peninsula Business Park, Ganpatrao Kadam Marg, Lower Parel, Mumbai 400 013 For any general queries, Reach us at contactus@cipla.com For more information please visit www.cipla.com Company Presentation Confidential 15

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