Orion Oyj Class A · OMXHEX:ORNAV
Orion Oyj Class A — Investor Day (May 2023)
13 slides from Orion Oyj Class A's investor day presentation, May 25, 2023
Slide 1: Orion Capital Markets Day 2023
Orion Capital Markets Day 2023 Helsinki 25 May 2023
Slide 2: Disclaimer
Disclaimer This presentation contains forward-looking statements which involve risks and uncertainty factors. These statements are not based on historical facts but relate to the Company’s future activities and performance. They include statements about future strategies and anticipated benefits of
Slide 3: The road is open for growth
The road is open for growth Liisa Hurme, President & CEO
Slide 4: Disclaimer
Disclaimer This presentation contains forward-looking statements which involve risks and uncertainty factors. These statements are not based on historical facts but relate to the Company’s future activities and performance. They include statements about future strategies and anticipated benefits of
Slide 5: First 100+ days as a CEO of Orion
First 100+ days as a CEO of Orion KEY REFLECTIONS President & CEO 11/2022 → Education: Ph. D. (Biochemistry) New organisation and divisional structure ORION CAREER 2019-2022 SVP, Global Operations Dedicated and committed 2014-2022 Chairman of the Board of Fermion Oy personnel 2014-2018 SVP, Specialt
Slide 6: More than ten years of patent cliffs – still going strong
More than ten years of patent cliffs – still going strong CAGR ~1.86% 1 200 350 1 000 300 Net sales EUR million 800 250 2022 vs. 2012 + EUR ~352 million EUR million 600 + ~62% 200 400 150 100 200 2022 vs. 2012 - EUR ~165 million 50 0 - ~46% 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022* 0 2
Slide 7: Steady development in dividends at all times
Steady development in dividends at all times EUR Dividend distribution history 1.75 120% 0.20 1.50 0.12 110% 0.06 1.25 0.10 100% 100th anniversary dividend 1.00 90% Repayment of capital per share 0.75 80% 0.50 70% Dividend per share 0.25 60% Dividend payout ratio 1.00 0.95 1.00 1.20 1.30 1.30 1.25 1
Slide 8: A Nordic company with global reach has potential to grow
A Nordic company with global reach has potential to grow +1-4% Finland +3-6% 0.1% USD 2,5 bn Global market in 2025 +2-5% 14% USD 1 580-1 610 bn Europe, TOP 5 -2-1% 5% USD 215-245 bn +2-5% 39% Japan USD 75-95 bn USA +7-10% 27% USD 605-635 bn Emerging markets USD 415-445 bn Average annual growth 2021-
Slide 9: Seeking growth in ever more complex environment
Seeking growth in ever more complex environment Megatrends Partnerships Growing and ageing population Data utilisation and new technologies Sustainability Compliance ESG requirements Pricing pressure Global supply chains Regulatory environment 9 CMD 25 May 2023 © Orion Corporation
Slide 10: Strategy and mission
Strategy and mission Strategic targets Operating environment • Growing more rapidly than the growth in the market • Ageing of population • Providing patients with new innovative and cost-effective • Increasing healthcare cost burden drugs and treatments • Advances in science • Working together to be
Slide 11: New organisational structure allows divisions to engage customers in a more targeted way
New organisational structure allows divisions to engage customers in a more targeted way Sales split in 20222 Innovative Medicines Branded Products 25% 9% 1% Fermion 6% 9% Generics and Consumer Health Animal Health 50% 2Split w/o ODM-208 upfront payment 11 CMD 25 May 2023 © Orion Corporation
Slide 12: Growth drivers for Orion
Growth drivers for Orion 2023−2025 2025 → ODM-208* ODM-105* ODM-111* Ganaxolone* In-licensing of new products Geographical expansion In-Organic Growth * Development phase molecule – requires success in clinical development and regulatory approval 12 CMD 25 May 2023 © Orion Corporation
Slide 13: Slide 13