Lupin Limited · NSE:LUPIN
Lupin — J.P. Morgan Healthcare Conference 2023
14 slides from Lupin's conference presentation, Jan 10, 2023
Slide 1: J.P. Morgan Healthcare Conference, Lupin Limited
J.P Morgan Healthcare Conference January 10th, 2023 Lupin Limited Vinita Gupta, CEO
Slide 2: Safe Harbor Statement
Safe Harbor Statement Materials and information provided during this presentation may contain forward-looking statements. These statements are based on current expectations, forecasts and assumptions that are subject to risks and uncertainties which could cause actual outcomes and results to differ
Slide 3: Lupin Today
Lupin Today Global Presence Local Leadership Purposeful diversification (FY22) API 10th 3rd 6th 6% Largest Generic Largest in India Pharma company US (by sales1) the US Market Rank India 34% (by prescriptions3) (by sales3) 37% $2.2 bn 4th 6th Annual sales in Largest South Africa NCE Income Emerging
Slide 4: Vision: A Pharmaceutical Company Focused on Delivering High Quality Medicines
Vision: A Pharmaceutical Company Focused on Delivering High Quality Medicines to Patients Around the World Global Other United India Developed Emerging API States Region Markets Markets Evolving portfolio and Global operational Delivering innovative Global reach and scale Meaningful scale pipeline i
Slide 5: 2022 Accomplishments
2022 Accomplishments Acquisitions Partnering Material Approvals & NPLs Compliance Feb-22 AUS: Feb-22 MENA: Aug-22 UK: July-22 USA: Acquired Southern Cross Generic Licensed Pegfilgrastim to with Axantia MHRA approval of Lutio (Tiotropium US FDA EIR received and WL cleared at business in Australia in
Slide 6: Lupin US: A Substantial Contributor to Population Health
Lupin US: A Substantial Contributor to Population Health Lupin’s US Generic Business Lupin is investing to maintain a leadership position in US Gx Lupin is the 3rd largest Pharma company in the Evolving our Complex Product Portfolio through US by volume delivering ~6% by TRx sustained R&D spending •
Slide 7: Lupin India: An ongoing story of sustained out-performance
Lupin India: An ongoing story of sustained out-performance Indian Pharmaceutical Market Lupin is positioned to outperform IPM IPM is a $22B market with historical growth of 11% CAGR Enhancing Depth & Reach with expansions & expected to reach $30B by 2025 and $60-70B by 2030 higher customer investmen
Slide 8: Growing position in Other Developed Markets
Growing position in Other Developed Markets Europe: Expanding cGx and Specialty footprint Australia: Strong Organic and Inorganic Growth Luforbec NaMuscla Nepexto #4 44% Southern LS & HS Cross (gFostair) non-Dystrophic Biosimilar Lead Complex Myotonia AUS Generic Growth H1 Acquisition Etanercept pro
Slide 9: Strong growth momentum in Other Emerging Markets
Strong growth momentum in Other Emerging Markets Mexico Brazil 30% 68% #2 #6 Dipimed 30% Growth H1 Ophthalmic Ophthalmic Brazil Generic Lead Brand OTC Portfolio (drops indicated as an FY23 YoY contribution Rank Pharma Rank analgesic and antipyretic) Contribution (Value) (to net sales) (by prescripti
Slide 10: Evolving Product Development and Delivery Capabilities
Evolving Product Development and Delivery Capabilities Women’s Injectables Health Evolving internal LARC Robust suite of depot, platforms and portfolio Biologics liposomal, peptide and Commercial momentum ex- iron injectable products US and evolving commercial in development capabilities in the US I
Slide 11: Respiratory and Injectables are driving substantial diversification of our Generics business
Respiratory and Injectables are driving substantial diversification of our Generics business US Generics Revenue Decomposition FY20 FY23E FY26E 1.5% 22.8% Complex 36.9% Platforms Others 63.1% 77.2% 98.5% US Product Events Brovana & Budesonide Albuterol Brovana AG Xopenex Formoterol Key Launch HFA La
Slide 12: Lupin Biologics - Delivering Products and Gaining Momentum
Lupin Biologics - Delivering Products and Gaining Momentum Etanercept approved in Canada Substantial Capabilities Joint venture with I’rom for Denosumab in Japan 2022 Ranibizumab approved & launched in India • A fully vertically-integrated commercial-stage biosimilars company Pegfilgrastim BLA accep
Slide 13: Living our Values and Purpose in 2023 and beyond
Living our Values and Purpose in 2023 and beyond… Looking Forward… FY25 Consolidated Sales Range: $2.5 – 3.0B Executing Sustaining Expanding Growth Enabling Operating FY25 Consolidated EBITDA Drivers Range: 18 – 20% Capabilities Margins Delivering Quality 13
Slide 14: Thank You
THANK YOU Registered Office Lupin Limited, 3rd Floor, Kalpataru Inspire, Off. Western Expressway Highway, Santacruz (East), Mumbai 400 055, India. Phone: +91 22 6640 2323 | Fax: +91 22 6640 2051 | www.lupin.com lupin LupinGlobal LupinWorld Lupin Global