Jagsonpal Pharmaceuticals Ltd. · NSE:JAGSNPHARM
Jagsonpal Pharmaceuticals — Merger or Acquisition (May 2024)
18 slides from Jagsonpal Pharmaceuticals's merger presentation, May 16, 2024
Slide 1: Unfolding a new chapter in growth
Unfolding a new chapter in growth Jagsonpal to acquire India & Bhutan business of Yash Pharma May 16, 2024 April 2024
Slide 2: Insight into Jagsonpal
01 Insight into Jagsonpal
Slide 3: About Jagsonpal
01 About Jagsonpal Legacy of 6 decades Focus Segments Promoter group YEARS With a solid foundation Portfolio of specialized Infinity Holdings acquired a since 1964, boasting a products targeted towards majority stake and is now a remarkable Gynaecology & Orthopedics joint promoter, shaping a 60-year
Slide 4: Sales Team Expanse
01 About Jagsonpal Sales Team Expanse 17 Strong network of stocking points 1,00,000+ 750+ Doctors prescribe Jagsonpal’s Field force executives products with specialized product experience 03 | Jagsonpal Pharmaceuticals Ltd.
Slide 5: Journey in last 18 months
01 Journey in last 18 months Leveraged strategic Streamlined operations Created headroom Built-up war-chest for development of leading to improved for growth and new inorganic initiatives Dydrogesterone to operating margins, launches through through operational create strong franchise expanded by di
Slide 6: About Yash Pharma
About Yash Pharma
Slide 7: Yash Pharma Biz: A strategic fit
Yash Pharma Biz: A strategic fit Established in 1972, Primary focus on headquartered in dermatology and Mumbai child health segments Nationwide presence, Portfolio of 33 with strengths in eastern brands, with top 10 and western zones, accounting for ~70% contributing ~67% to of business sales 06 | J
Slide 8: Profitable FY24 Revenue Reach
02 Profitable Limited NLEM* Exposure: 4 SKUs, FY24 Revenue Strong presence ~11% of sales ₹ 47.7 Crores Prescription- Deep reach in key Reach states of Field force of 225+ driven Maharashtra, Uttar individuals, with Strong base of Pradesh, Bihar, strength in Eastern ~54,000 prescribers Karnataka, and
Slide 9: Four brands feature among Top-10 brands in respective segments
02 Four brands feature among Top-10 brands in respective segments Brands *MAT Feb’24 Sales (₹ Cr) Segment *Rank *Market Share Eukroma 18 Derma 7 4.0% Itratop 13 Derma 17 1.3% Ventiphylline - PD 10 Pedia 2 8.1% PRU 9 Derma 3 4.0% KTC 8 Derma 13 1.6% Lulyera 8 Derma 15 2.0% Tinilox 8 Pedia 1 57.6% 08
Slide 10: Strategic Rationale
Strategic Rationale
Slide 11: Complimentary business with no overlap
03 Complimentary business with no overlap Market opportunity Company performance (Source: IQVIA) Access to a large market size ₹122 Crores, 4-year CAGR at 7.8% (in-line with of ~₹20,000 Crore CVM) Doctor specialty Business strength Access to wider section of Sales divisions with a field strength spe
Slide 12: Strengthens field presence in the Eastern and Western regions of the country
03 Strengthens field presence in the Eastern and Western regions of the country 16% NORTH 15% Sales Field 17% Speciality 49% Divisions Strength 44% Gynaecology & 18% 21% Jagsonpal 750 Orthopaedics 12% 27% Dermatology & Yash Pharma 225 Paediatric 38% 19% 23% Overall 975 North East West South 11 | Jag
Slide 13: Enhancing doctor reach
03 Enhancing doctor reach Prescribers (‘000) Prescriber Speciality Jagsonpal Yash Pharma Overall Gynaecologist Orthopaedics General Practitioner Dermatologist 100+ 54+ 150+ Paediatrician Jagsonpal Yash Pharma Overall 12 | Jagsonpal Pharmaceuticals Ltd.
Slide 14: Charting the future
Charting the future
Slide 15: Merger and Acquisition levers
04 Merger and Acquisition levers New segment Cost synergies Provides an opportunity Extract synergies across to enter the niche high- all supply chain cost value derma- levers cosmeceutical segment Enhanced Sales force profitability Effectiveness Operating margins of Improved field force consolidate
Slide 16: Unlocking opportunities with complementary synergies and strengths
04 Unlocking opportunities with complementary synergies and strengths Market opportunity Company ranking Access to a larger market size Improved rank to 73rd from of ~₹29,000 Crore 91st currently by 18 positions Doctor specialty Business strength Access to wider section of specialist Four sales divi
Slide 17: Opportunities going ahead
04 Opportunities going ahead Leverage JPL’s strong Launch products in Specialty expansion to presence in North & Yash’s untapped Derma markets cater to underpenetrated depth in West. Field presence such as Atopic Dermatitis, ENT specialists in Top-2 metros i.e. Delhi & Acne, etc Mumbai Multiple mid-
Slide 18: Thank You
Thank You Registered Office T-210 J, Shahpur Jat New Delhi - 110049 Corporate Office Nimai Tower, 3rd Floor, Plot No: 412415, Phase – IV, Udyog Vihar, Gurugram, Haryana - 122015 Tel. : 0124-4406710 E-mail : cs@jagsonpal.com Website : www.jagsonpal.com CIN: L74899DL1978PLC009181
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