Lupin Limited · NSE:LUPIN
Lupin — J.P. Morgan Healthcare Conference 2022
12 slides from Lupin's conference presentation, Jan 12, 2022
Slide 1: J.P. Morgan Healthcare Conference
J.P Morgan Healthcare Conference January 12th, 2022 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 diffe
Slide 3: Lupin Today
Lupin Today Financial Metrics Globally Major Markets Market Cap (5) US$ 5.7 bn 10th 6th 3rd 6th 4th 5th 4th Largest Generic Largest Indian Largest in India Pharma South Africa Largest Largest Revenue (FY21)(6) US$ 2.0 bn company Pharma the US Market Rank2 Generic Rank Branded Gx Australia Gx4 (by gl
Slide 4: CY21 Highlights and Recent Performance
CY21 Highlights and Recent Performance Increasing Sales Momentum: Achieved sustained quarterly revenue growth despite headwinds H1 FY20221 (% of Global Net Sales) Complex Gx Platform Successes: Inhalation and Biosimilars platforms continued scaling India, North America, • Albuterol reached 20%+ US g
Slide 5: Strategic Vision: Evolving and Growing Global Pharma Company
Strategic Vision: Evolving and Growing Global Pharma Company Highly scaled and Evolving Core Generics Businesses Innovative Platforms Strong US Generics India Region Other Growth Novel products: Specialty & NCE’s Generics Formulations Markets Foundation Canadian Specialty Platform Growth driven by a
Slide 6: Substantial and Growing position in developed markets
Substantial and Growing position in developed markets US Generics: Consolidating our position Europe: Expanding cGx and Specialty footprint #3 29% Albuterol Luforbec (gFostair) NaMuscla Nepexto Biosimilar US Pharma Average non-Dystrophic Recent Complex Rank market share Top Product Myotonia Etanerce
Slide 7: Strong growth momentum in India and Other Emerging Markets
Strong growth momentum in India and Other Emerging Markets India Mexico 22% 65% #2 21% Growth H1 67% Ophthalmic #2 Ophthalmic Growth H1 Chronic Respiratory FY22 YoY contribution Rank FY22 YoY contribution Rank in IPM (Value) (to net sales) (by prescriptions) (Value) (IQVIA MAT Mar-21) (volume) Brazi
Slide 8: Evolving Generic Portfolio and Pipeline
Evolving Generic Portfolio and Pipeline by timing of material contribution Injectables Robust suite of depot, liposomal, peptide and iron injectable products in development Inhalation Scaling our early yet Women’s meaningful launches while Health advancing our robust pipeline Evolving internal LARC
Slide 9: Advancing our NCE Pipeline
Advancing our NCE Pipeline Key Oncology Strategies Oncology Pipeline Status Targeted Therapy Immuno-oncology RAS Targeting Partnered with Boehringer Ingelheim (MEK inhibitor) Strategy exploits Strategy activates the oncogene/non-oncogene innate and/or adaptive Hematological addiction to modulate key
Slide 10: Improving our Quality scorecard and Delivering Operational Efficiency gains
Improving our Quality scorecard and Delivering Operational Efficiency gains Rebuilding Quality Reputation Enhancing our operating margins Agency Site Status USFDA 6 sites Received EIR for 6 sites • Completed restructuring of US FY20 Strategic Women’s Health / Specialty business Other 4 sites GMP cer
Slide 11: Living our Values and Purpose in 2022 and beyond
Living our Values and Purpose in 2022 and beyond… Delivering Quality Navigating the COVID Era Executing Strategic Growth Drivers Building Innovation Expanding Operating Margins 11
Slide 12: 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