Jb Chemicals & Pharmaceuticals Ltd. · NSE:JBCHEPHARM
Jb Chemicals & Pharmaceuticals — JP Morgan Healthcare Conference 2025
33 slides from Jb Chemicals & Pharmaceuticals's conference presentation, Jan 16, 2025
Slide 1: NSE filing cover letter for presentation
January 16, 2025 National Stock Exchange of India Limited Exchange Plaza, 5th Floor, Plot No. C/1, G-Block, Bandra Kurla Complex, Bandra (E), Mumbai – 400051. Stock Symbol: JBCHEPHARM Dear Sir, Subject: Presentation Enclosed please find the presentation proposed to be made by the Company at the JP M
Slide 2: JP Morgan Healthcare Conference
JP Morgan Healthcare Conference Nikhil Chopra, CEO – JB PHARMA January 2025
Slide 3: Disclaimer
Disclaimer No representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information or opinions contained in this presentation. Such information and opinions are in all events not current after the d
Slide 4: JB Pharma - Rich Legacy of Decades of Building Strong Brands
JB Pharma - Rich Legacy of 5 Decades of Building Strong Brands and Global Reliability 1st brick in the Ranked 32nd in the Industry foundation laid (IQVIA) with 5 brands: Rantac by late Mr. J.B. Metrogyl, Nicardia and Cilacar-T Mody by Forayed into the featuring in top 300 brands of the Made a strate
Slide 5: With Unprecedented Growth & Value Creation in the Last 4 Years
With Unprecedented Growth & Value Creation in the Last 4 Years.. Launch of the new 25th rank identity of the Acquisition of JB company in company from JBCPL 6 brands featuring in Introduced OneJBWay, the Top 300 IPM by Kohlberg Kravis IPM from Scaling-up of R&D in to “JB Pharma- Good a leadership br
Slide 6: Rooted in the Purpose of 'Enriching Patients' Lives'
Rooted in the Purpose of ‘Enriching Patients’ Lives’ 10 million hypertensive patients 40,000 families served towards adding treated with our anti-hypertension new members in their life, through our product range and services, accounting specialized In-Vitro Fertilization (IVF) for 1 out of every 3 h
Slide 7: JB Pharma's Purpose & Core Values
JB Pharma’s Purpose & Core Values OUR CORE VALUES OUR PURPOSE SIMPLICITY RELIABILITY is to contribute to healthcare, support in our healthcare providers and enrich actions AGILITY in our patients’ lives, creating significant and relationships sustainable value for our key In our approach towards eff
Slide 8: This Is US… The Journey Has Just Begun…
This Is US… The Journey Has Just Begun… One of the Fastest Track Record of Building Increasing Chronic World-class Manufacturing Growing Domestic Large Brands with Big Presence with ~2 Times Facilities with Capabilities Pharma Companies Brands Getting Bigger Outperformance to IPM* across Multiple Do
Slide 9: Strategy Overview
Strategy Overview 08
Slide 10: Strong Progress Towards Achieving our Medium-Term Goals for Key Strategic Pillars
Strong Progress Towards Achieving our Medium-Term Goals for Key Strategic Pillars Key Strategic Pillars Medium Short Term Goals Goals to Medium-Term FY21 – FY25 Progress Excellence in Domestic Business Ranked in IPM Top #25 companies, gain of 7 ranks Rank in IPM Top #15 Companies IPM* rank impro
Slide 11: Financials
Financials 10
Slide 12: Consistent Revenue / EBITDA Growth over the Years
Consistent Revenue / EBITDA Growth over the Years Total Revenues (INR Mn) FY20-24 H1FY25 Domestic Formulations International Business CAGR YoY 34,840 31,490 14% 2% 24,240 15,870 20,430 15,090 20,050 17,750 17,780 12,360 8,220 9,540 11,270 8,080 11,730 16,400 18,970 9,700 11,830 18% 22% 7,970 8,920 F
Slide 13: With Constantly Improving Capital Efficiency and Free Cash Flow Profile
With Constantly Improving Capital Efficiency and Free Cash Flow Profile Robust ROCE Metrics Reducing Net Working Capital Days Strong Cash Flow Conversion 42% 111 85% 82% 98 89 87 Impacted due to investments in 56% acquisition 27% 22% 21% 27% FY21 FY22 FY23 FY24 FY21 FY22 FY23 FY24 FY21 FY22 FY23 FY2
Slide 14: Key Pillars for Growth
t tT pe ay Key Pillars for Growth
Slide 15: Domestic Business
Domestic Business Driving Growth, Gaining Momentum 14
Slide 16: One of the Fastest Growing Domestic Pharma Companies
One of the Fastest Growing Domestic Pharma Companies 13% H1’FY25 Growth 11% MAT Sep’24 Growth 11% MAT Sep’24 Growth One of the Fastest Growing Domestic Pharma Companies 1.6x 1.4x 1.2x vs 8% for IPM vs 8% for IPM vs 9% for CVM* 48% 46% 41% 54% 56% 52% Increasing Share of Domestic Revenue 52% 54% 59%
Slide 17: With Strong Prescription Business Driving Growth for Progressive Therapeutic Categories
With Strong Prescription Business Driving Growth for Progressive Therapeutic Categories with Specialist HCPs Prescription Volume Growth Outperforming IPM* Strong Prescriber Connect across Specialities Prescriptions CAGR (MAT Sep’20 - MAT Sep’24) 135,000 General/ Consulting Physicians 14% 23,000 Gyna
Slide 18: Core Therapeutic Portfolio Offerings
Core Therapeutic Portfolio Offerings 17
Slide 19: Meaningful Offerings in Cardio-Vascular Disease (CVD)
Meaningful Offerings in Cardio-Vascular Disease (CVD) #1 Rank in Resistant Hypertension Market Primary and Secondary Hypertension with robust CCB* Nifedipine Hypertension Resistant Hypertension Diabetic Hypertension #2 Rank in Diabetic Hypertension market with CCB Cilnidipine & combinations Ischemic
Slide 20: Offering the Gastro-Intestinal (GI) Health Continuum: Paediatric to Geriatric
Offering the Gastro-Intestinal (GI) Health Continuum: Paediatric to Geriatric ⮚ House of JB offers a range of probiotic combinations to treat Functional GI Disorders ⮚ JB’s GERD range includes H2-Receptor ranging from Dyspepsia to Bloating and Abdominal Antagonist (H2RA) for GERD - Pain, with primar
Slide 21: Catering to Acute and Chronic Ophthalmological Conditions
Catering to Acute and Chronic Ophthalmological Conditions Increase in aging population, increasing computer usage, growing prevalence of ocular allergies linked to environmental factors, increasing accessibility to advanced surgical treatments make the Ophthalmologic pharmaceutical market, a fast gr
Slide 22: Pan India Go-To-Market Model with Consistent Productivity Improvement
Pan India Go-To-Market Model with Consistent Productivity Improvement Pan India Presence Sustained Improvements in Field Force Productivity x% Sales contribution by zone (MAT Sep’24) Field Force Productivity – Per Capita Per Month (INR Million)* JB Pharma CAGR (MAT Sep’22-24) 2,600+ IPM CAGR (MAT Se
Slide 23: With Synergistic Brand Acquisitions bolstering Chronic and Progressive Therapy Presence
With Synergistic Brand Acquisitions bolstering Chronic and Progressive Therapy Presence New / Key Brands Acquired Rationale Existing TAs 1 Overlap in the prescriber base (more than 70% of prescribers are General FY22 Probiotic and Physicians / Consulting Physicians who are key prescribers base f
Slide 24: International Business - A Strategically Differentiated Business
International Business - A Strategically Differentiated Business adding to our Global Equity 23
Slide 25: Diversified International Business Across CDMO, Branded Formulations and API
Diversified International Business Across CDMO, Branded Formulations and API Exports to over 40+ Wide range of export 4 International Subsidiaries - Distributor Relationships Leading Global Position Strong Technical regulated and semi- solutions: Tablets, Capsules, Russia, South Africa, UAE in theUS
Slide 26: Among the Top 5 CDMOs Globally for Lozenges
Among the Top 5 CDMOs Globally for Lozenges Key Highlights Key Enablers Top 5 global manufacturers of medicated and herbal lozenges State-of-the-art Best-in-class Strong R&D Tenured Marquee Clientele and Brands across globally renowned consumer health Manufacturing Equipment and and Unique Customer
Slide 27: Among the top 5 manufacturers of lozenges globally
ail s 5 ae Be Qa Among the Unmatched technological lead in customising herbal & mestary lozenges Centre-filled and powder-filled lozenges top 5 manufacturers of lozenges globally Processes developed for CO x37 __ Innovative concepts developed analytical method markers / for sleep disorder, pain mana
Slide 28: Organizational Strengths
Organizational Strengths 27
Slide 29: Manufacturing and R&D excellence
manufacturing) " yresearch excellence Y : Our manufacturing facilities Manufacturing to the a r roved by 27 lead ® world’s highest standards eae, eaung across 8 facilities international regulatory authorities World's largest ® manufacturers and suppliers SS of Diclofenac API Innovative packaging del
Slide 30: Advanced drug delivery technologies
technolo thai sets u apari! ay (A) Multi-layer Wurster & Floating drug ay, tableting technology Se) Technology delivery system = Su, ee i010} Extrusion/Spheronization powder-filled lozenges oi! techniques = Delayed/Extended Bo Laser-drill Osmotic Drug = release delivery systems Delivery System (OROS
Slide 31: Our ESG Imperative
Our ESG Imperative ESG GOALS & TARGETS To meet 40% of power Carbon neutral in Zero Liquid demand from renewable direct operations (Scope Discharge (ZLD) energy by FY 2026-27 and 1 and 2 emissions) by for all plant 100% by FY 2032-33. FY 2032-33. location. Enhance women Achieve Zero Achieve Water rep
Slide 32: Looking Ahead to Sustainable Growth
Looking Ahead to Sustainable Growth Domestic business to consistently outperform market growth driven by Continued growth momentum in International business Big brands becoming bigger and strengthening brand franchises Maintain growth momentum for CDMO business aided by new launches, Market share &
Slide 33: THANK YOU!
THANK YOU! 32
J.B. Chemicals & Pharmaceuticals — JP Morgan Healthcare Conference 2025 on 6ix