Dr. Reddy's Laboratories Ltd. · NSE:DRREDDY
Dr. Reddy's Laboratories — Investor Presentation (December 2008)
32 slides from Dr. Reddy's Laboratories's investor presentation, December 2008
Slide 1: Life, Research, Hope
LIFE , RHESEARGH « HOPE
Slide 2: Corporate Overview
Corporate Overview We are … An Integrated Global Pharmaceutical Company Our Purpose: “Providing affordable and innovative medicines for healthier lives” Our Vision: “To be a top 20 global pharmaceutical company by 2020” Dual Impact Approach Improve accessibility through generic pharmaceuticals Satis
Slide 3: Our Values
Our Values “We strive for excellence in everything we think, say and do”
Slide 4: Global Presence
Global Presence Headquartered in India Joint Ventures in China, South Africa and Australia Presence in North America, Germany, India, Russia, United Kingdom, South Africa
Slide 5: Our Businesses
Our Businesses Near- Medium Term Value Creation Medium-Long Term Value Creation (Proprietary Products)
Slide 6: Our Businesses: APIs
Our Businesses : APIs Consistent Track Record : Profitable growth in last four years Products Commercialized in Regulated Market : More than 25 Products Commercialized in Near-Regulated Markets : More than 100 Strong Relationships : Top tier global and regional generic players in key markets Add Str
Slide 7: Our Businesses: APIs
Our Businesses : APIs Regulatory Strengths Ranked No. 3 in US DMF filings Globally Ranked No. 1 in US DMF filings from India Dr. Reddy‟s has 127 Active US DMFs 50 Canadian DMFs 69 EDMFs 21 CEPs
Slide 8: Our Businesses: APIs
Our Businesses : APIs Operations Capabilities Capabilities in Major Chemistries : 24 Reaction Volume with Concurrent scaling-up and Piloting : Over 2.3Mn Litres State-of-the-art Equipment and Instruments : Six USFDA approved plants in India One USFDA approved plant in Mexico One USFDA inspected plan
Slide 9: Our Businesses: Custom Pharmaceutical Services
Our Businesses : Custom Pharmaceutical Services We are a partner of choice for Innovator companies with service offerings spanning the entire value chain Strengths : Mexico provides critical mass and broadens relationship with Innovator companies Dowpharma/Chirotech acquisition in UK provides propri
Slide 10: Our Businesses: Custom Pharmaceutical Services
Our Businesses : Custom Pharmaceutical Services R&D facilities : Three Centres with over 300 chemists & engineers well-skilled in cGMP requirement Separate Labs for Formulation development . Total strength of 60 scientists Organic Chemistry Labs : Twenty One Formulation Development: Three Analytical
Slide 11: Our Businesses: Generic Finished Dosages
Our Businesses : Generic Finished Dosages Current Presence: USA, Germany, UK, Spain and Italy NA Established in 2001, Over 29 products in the market 11 new products families launched in FY08 Launched Private Label (Store Brand) OTC Ranitidine 150, Ranitidine 75, Cetirizine 10mg in FY08 EU Started
Slide 12: Our Businesses: Generic Finished Dosages
Our Businesses : Generic Finished Dosages Key Strengths Excellent control over supply chain We encompass all critical capabilities - Process development, Submission of API dossier, Patent & manufacturing expertise Cost-effective/high speed development Track record of successful „Day 1 launches‟ with
Slide 13: Our Businesses: Branded Finished Dosages
Our Businesses : Branded Finished Dosages Track Record : Consistent growth and sustainable delivery of profits in last 16 quarters Market Presence : Products in over 45 countries Significant Presence : India (Ranked 10th) Russia (Ranked 14th in retail segment) Market Sales Force : Over 2,000 (India,
Slide 14: Our Businesses: Branded Finished Dosages
Our Businesses : Branded Finished Dosages Broad Therapeutic Area Coverage Uro Surgery CNS Nephrology 2% Gynec 1% 0% 0% Dental 1% Others Respiratory 0% 2% 3% Nutraceuticals 3% GI 22% Diabeto 4% Derma 4% Paedia 5% Oncology 7% AI Pain 10% 21% CV 14%
Slide 15: Our Businesses: Branded Finished Dosages
Our Businesses : Branded Finished Dosages More than 200 brands collectively Top Brands Omez (Omeprazole) No. 1 in 14 countries Stamlo (Amlodipine) No. 1 in 8 countries Nise (Nimesulide) No. 1 in 7 countries Ciprolet (Ciprofloxacin) No. 1 in 5 countries Ketorol (Ketorolac) No. 1 in 5 countries Enam (
Slide 16: Global Oncology – Niche Therapeutic Area
Our Businesses : Branded Finished Dosages Global Oncology – Niche Therapeutic Area Leading position in India; growing at ~ 40% No 1 in the Filgrastim and Oxaliplatin markets No 2 in the Gemcitabine, Docetaxel and Temozolomide markets Global commercialization presence in US, Europe, India,Rus
Slide 17: Our Businesses: Discovery Research
Our Businesses : Discovery Research Two Discovery Research Centers Hyderabad, India for analog based approach Atlanta, USA for target-based approach NCEs under development : Three; with focus on cardiovascular, metabolic disorders and cancer Calibrated Investments : For enhancing pre-clinical pipeli
Slide 18: Our Businesses: Specialty Pharmaceuticals
Our Businesses : Specialty Pharmaceuticals Building : A branded, innovation-based business of differentiated products A Bridge :Between Core Businesses and Ongoing Discovery Efforts Technologies acquired from Trigenesis 7 Products with marketing rights across geographies and technologies Internally
Slide 19: Our Businesses: Biologics
Our Businesses : Biologics People Team of 250 with 35 PhDs comprising scientists with significant experience in big biotech/pharmaceutical companies in US/EU Development Infrastructure R&D facility that can accommodate parallel development of upto four products with state-of-art facilities World cla
Slide 20: Infrastructure Bandwidth
Infrastructure Bandwidth API Facilities : Six FDA-Inspected plants in India One FDA-Inspected plant in Mexico One FDA-Inspected plant in Mirfield, UK more than 2.3 million litres reaction volume Finished Dosage Units : Six in India, With ISO 14001 and ISO 9001 certifications, Approved by USFDA, MHRA
Slide 21: Integrated Product Development – a strong platform
Integrated Product Development – a strong platform State-of-the-art IPDO Facility First of its kind in India. Creating a Prolific Global Generics Product Development Engine Integrate the product development R&D Team | Over 700 activity of APIs and Finished Dosages Regulatory Team | Over 55 Incre
Slide 22: World Wide Revenues
Financial Snapshot 1600 Business-wise revenues for H1 FY09 (USD Mn) 1400 World Wide Revenues 1200 Global Generics 1000 69% 800 600 PSAI 30% 400 200 0 98 99 0 01 02 03 04 05 06 07 08 H1 09 Others Financial Year 1%
Slide 23: Business Development
Business Development Merck deal : Launched the AG version of Zocor® & Proscar® in June‟06; Authorized Settled Propecia Generics & Patent GSK deal : Settlement in October‟06 and enables early launch of AG version of Settlements Immitrex® in the US in Q4 CY08 ahead of patent expiry in Feb 09 Co-develo
Slide 24: Journey to Excellence
Journey to Excellence Dr. Reddy‟s Execution Excellence Model Enable execution excellence by simplifying business/enabling processes while adopting global best practices, design flexibility & scalability to meet changing business needs/ambitious growth plans Lean Manufacturing Drive Emphasis on reduc
Slide 25: World wide employees: 10000+
World wide employees : 10000+ 1700+ :Research & Scientific staff 3300+ :Marketing & Sales force 3300 + :Manufacturing staff 45 + :Nationalities
Slide 26: People – Our DNA
People – Our DNA Attract, Develop and Retain : Multi-skilled high-performers Create : A learning organization Develop and Nurture : Young leaders Promote : Teamwork and collaboration Build : A diverse workforce and meritocracy
Slide 27: People – Our DNA
People – Our DNA Talent Management Learning and Development PerfECT (Performance Enhancement and Coaching Tools) Organizational Climate Survey Annual Celebrations to recognize excellence 3600 feedback Survey Fast-tracker program Acceleration of career growth for high-performers
Slide 28: Track record
Track record 2008 Acquisition of BASF’ facility at Shreveport, US Aquisiton of Dowpharma SmallMolecules business associated with Dow’s 2008 Mirfield and Cambridge, UK Sites 2007 World’s first biosimilar monoclonal anti-body ,Reditux (rituximab) launched 2007 Fastest Indian Pharma Company to cross $1
Slide 29: Commitment to Sustainability
Commitment to Sustainability We are committed to Access and Affordability of medicines through a business model that prioritizes the manufacture of affordable generic medicines and investment in discovery of new molecules that meet unmet and poorly met medical needs.
Slide 30: Triple Bottom Line Approach…
Triple Bottom Line Approach… Dr.Reddy‟s Foundation – Livelihoods & Education Patient Assistance Programs & DRHFE Employee Engagement - Volunteer Program & Power of Ten Customer: FDA approved, Product safety (Pharmco vigilance) Zero Liquid Discharge & SHE technologies Environment: ISO 14001 & OHSAS 1
Slide 31: Triple Bottom Line Approach…
Triple Bottom Line Approach… Nurture & Train : Employable young adults from financially weak backgrounds Livelihoods created so far : 157,000 Centres : India, Sri Lanka and Vietnam Tie-up : With major corporates for customized manpower training Result: Over 80% beneficiaries reported an increase in
Slide 32: Achievements
Achievements Best Workplaces 2008 Global HR Excellence Awards 2008-09 In Biotech/ Pharma Industry Sector Asia Pacific HR Congress The Econimoic Times NDTV Profit Business Leadership Awards 2007 Dun & Bradstreet American Express Business Leader in the Pharmaceutical Sector Corporate Awards 2007 Best
Dr. Reddy's Laboratories — Investor Presentation (December 2008) on 6ix