Gufic Biosciences Limited · NSE:GUFICBIO
Gufic Biosciences — Investor Presentation (November 2020)
30 slides from Gufic Biosciences's investor presentation, Nov 11, 2020
Slide 1: Exchange covering letter under Regulation 30
di GUFIC BIOSCIENCES LIMITED Corp. Office: 1st to 4th Floor, SM House, 11, Sahakar Road, Vile Parle (East), Mumbai - 400 05 7. Tel.: (91-22) 67261000 Fax: (91-22) 67261068 E-mail: info@guficbio.com, CIN No. L24100MH19 84PLC033519 245/LG/SE/NOV/2020/GBSL 11th November 2020 To, To, Listing Department,
Slide 2: Moving in the right direction to create value at all levels
Moving in the right direction…..to create value at all levels !
Slide 3: Disclaimer
DISCLAIMER This presentation is prepared for Gufic as a group which includes the details of Gufic Lifesciences Private Limited, as well. The Company has filed the Scheme of Amalgamation of Gufic Lifesciences Private Limited with Gufic Biosciences Limited and their respective shareholders and credito
Slide 4: Company Overview
COMPANY OVERVIEW • Gufic combines its high end Lyophilisation technology with R&D expertise to create differentiated products targeted at domestic and international markets. • It has set up one of the largest and state of the art lyophilisation facility with major accreditations like EU-GMP, WHO-GMP
Slide 5: History
HISTORY • First Indian to produce Doxycycline Inj. • Set up a full automatic state of the art facility at • First Indian company to make Liquid Navsari, India under the Oxytetracycline Inj. name Gufic Lifesciences • Mox (Amoxicillin) and Zole ointment featured Pvt ltd and received EU 2017-2019 • Man
Slide 6: Business Overview
BUSINESS OVERVIEW • Amongst the largest manufacturer of lyophilized products globally Business Wise Sales Mix • Domestic formulations is the largest contributor with divisions like API Criticare, Ferticare, Spark and Herbal 10% International • CMO – Domestic business has 150+ products manufactured f
Slide 7: About Lyophilisation
ABOUT LYOPHILISATION • Lyophilisation, also known as Freeze Drying technology is a process in which water is removed from a product after it is frozen and placed under a vacuum, allowing the ice to change directly from solid to vapor without passing through a liquid phase. The process consists of th
Slide 8: Domestic Formulations – Existing Divisions
DOMESTIC FORMULATIONS – EXISTING DIVISIONS Therapeutic Class Target Segment Field Force Top Products Anti Bacterial, Anti Fungal, Pain, Guficol, Ticofic, Blood products and Gastro. Most Tigefic, Guficap, Tertiary care hospitals 200 of these are Lyophilised Polyfic, Doxific, injectable Micafung, Mero
Slide 9: Domestic Formulations – Performance So Far
DOMESTIC FORMULATIONS – PERFORMANCE SO FAR Domestic Formulation Sales (Rs. In Lakhs) 25000 20904 20000 18070 15770 15000 10000 5000 0 FY18 FY19 FY20 Performance Trajectory Doctor reach: Over 1,20,000 Prescribers: 30,000 Company Rank 2016 Rank 2017 Rank 2018 Rank 2019 Retail reach: 1,10,000 Hospital
Slide 10: Domestic Formulations – Strategic Direction
DOMESTIC FORMULATIONS – STRATEGIC DIRECTION Consolidating Acute and Entering the Sub Chronic Portfolio Focus : Antifungals with a task force (Mycocare) all Lyophilised Antifungals Gradually tap the vast Primary care Market with existing and new products Consolidate the current Therapy Areas • Critic
Slide 11: Domestic Formulations – New Divisions
DOMESTIC FORMULATIONS – NEW DIVISIONS Field Launch Therapeutic Class Target Segment Key Products Force Timeline Bone health, Fractures, Orthopedics and Sallaki, QF3, Pain, Arthritis, Pregnancy, 75 Aug 2020 Gynecology Nucart Post Menopausal Anti aging, Cleansers, Cosmetologists, Emollients, Sunscreen
Slide 12: Domestic Formulations – Product Pipeline
DOMESTIC FORMULATIONS – PRODUCT PIPELINE Reference Expected Product Generic Name Treatment Division Division-wise Product Pipeline Drug Launch Date Approx No. of Botulinum Stunnox Botox Anti Aging injection Aesthaderm Q3 FY21 Products to be Toxin Type-A Division launched in 12 -18 months Novel secon
Slide 13: Domestic Formulations – Botulinum Neurotoxin: A Key Growth Driver
DOMESTIC FORMULATIONS – BOTULINUM NEUROTOXIN: A KEY GROWTH DRIVER Gufic is one of the very few companies to manufacture Botulinum NeuroToxin globally. Gufic is also the first company to launch ‘Make in India’ Botulinum Neurotoxin (branded as STUNNOX) – bioequivalent to the Innovator. Therapy use: Fo
Slide 14: Contract Manufacturing - Domestic
CONTRACT MANUFACTURING - DOMESTIC • In the Year 2007, Gufic Initiated contract manufacturing of lyophilized products • Gufic offers 170+ lyophilized products across multiple therapy areas • Gufic is a valued and trusted CMO partner, serving more than 70 companies in India • One of the largest suppli
Slide 15: International Business
INTERNATIONAL BUSINESS GUFIC BIOSCIENCES LIMITED Key Markets • Sri lanka, Myanmar, Philippines, Vietnam, Canada • Tigecycline, Liposomal Lyo Amphotericin-B, Micafungin, Anidulafungin, Vancomycin, Pantoprazole and Sallaki Key Products • 120+ Products registered globally on the name of Gufic in more t
Slide 16: Gufic Lifesciences – Key Milestones
GUFIC LIFESCIENCES – KEY MILESTONES • Gufic Lifesciences Pvt Ltd. (GLPL) is a sister concern with one of the most modern Lyophilisation facility. • It mainly caters to Gufic Biosciences’ CMO and Domestic Formulation Business. In addition, it also caters to few Indian companies. • Through its recent
Slide 17: API Business
API BUSINESS • Special facility dedicated to API. • Strategically important due to backward integration helping de-risk import dependence • The categories of API’s manufactured are Antifungals, Antibacterial, Anaesthetics and Intermediates for Antifungals API Sales (Rs. In Lakhs) 4000 3650 2900 3000
Slide 18: R&D Initiatives
R&D INITIATIVES • More than 50 major projects in pipeline across therapy area like Anti- Infective, Dermatology, Gynaec CNS etc. Our Partnership and Licensing deals for new products • Special (NDDS) Projects :- Gufic investing in development of NDDS for Lyophilized Products. Innovative formulations
Slide 19: Manufacturing Facilities and Capacities
MANUFACTURING FACILITIES AND CAPACITIES • NAVSARI PLANT - Lyophilized Formulation, API and Herbal Manufacturing Facility CAPACITY: • Lyophilizer –14.4 Million vials per annum (p.a.) • KEY FEATURES: • Facility to manufacture specialized lyophilized, liquid injectable • EU-GMP and Ukraine PICS approve
Slide 20: Financial Performance – Gufic Biosciences
FINANCIAL PERFORMANCE – GUFIC BIOSCIENCES
Slide 21: Key Financials – Gufic Biosciences Limited
KEY FINANCIALS – GUFIC BIOSCIENCES LIMITED FY16 FY17 FY18 FY19 FY20 Rs. In Lakhs Sales 20,220 24,927 30,874 35,077 35,775 EBITDA 2035 2795 4323 5016 5140 EBITDA Margin (%) 10.06% 11.21% 14.00% 14.30% 14.37% PAT 732 1141 1648 2194 2286 PAT Margin* (%) 3.62% 4.58% 5.34% 6.26% 6.39% EPS (Rs.) ** 0.95 1
Slide 22: Contd..
Contd.. *PAT is Considered Before Comprehensive Income ** EPS = Profit After Tax ( Before Comprehensive income) Share Capital *** ROE = Profit After tax Total Shareholders Fund **** ROCE= Earning Before Interest and Tax Share Capital + Borrowing- Cash & Bank Balance
Slide 23: Mergers to Align Promoter-Investor Interest
MERGERS TO ALIGN PROMOTER-INVESTOR INTEREST GUFIC Stridden Biopharma Private Gufic Lifesciences Private Limited Limited It has one of the largest and state of the art International marketing and export. Products lyophilisation facility with major accreditations Business overview are exported to coun
Slide 24: Promoter, Board of Director and Management Profiles
PROMOTER, BOARD OF DIRECTOR AND MANAGEMENT PROFILES
Slide 25: Founders
FOUNDERS Late Shri Pannalal S. Choksi, Founder He was a B-Pharm from L. M. College of Pharmacy, Ahmedabad. He started the Company in 1970 and is accredited as being the first to launch blockbuster drugs in Antibiotics and Antifungals like Mox (Amoxycillin), Doxycycline inj, Zole (Micanazole Nitrate)
Slide 26: Management Team
MANAGEMENT TEAM Mr. Pranav J. Choksi, CEO & Whole Time Director He is a Bachelor in Pharmacy from the Institute of Chemical Technology, University of Mumbai and have done Masters in Biotechnology from The John Hopkins University, USA and. He has specialization in Autologous Cancer Vaccines in the US
Slide 27: Management Team
MANAGEMENT TEAM Mr. D. B. Roonghta Chief Financial Officer He is a qualified Chartered Accountant with nearly 30 years of rich experience in corporate finance. He is experienced in leading the design of optimum capital structure and financial strategy . He is an enterprising leader who has effective
Slide 28: Research Personnel
RESEARCH PERSONNEL Mr. Mafatlal T. Dave Technical Head He is a B. Sc. (Chemistry, Physics) from Mumbai University and an A.I.C. (Associate of Institution of Chemist) from Chemist Institute, Calcutta. Initiating his career as an Assistant – Chemist at Therapeutic Chemical Research corporation, he has
Slide 29: Board of Directors
BOARD OF DIRECTORS Mr. Shreyas Patel Mr. Pankaj Gandhi Independent Director Whole Time Director Dr. Anu Aurora Independent Director Dr. Bal Ram Singh Non-Executive Director Mr. Shrirang Vaidya Independent Director Dr. Rabi Sahoo Independent Director Mr. Gopal Daptari Independent Director
Slide 30: Thank You
THANK YOU Contact: Investor Relations: Contact: Gufic Biosciences Limited: Ms. Ami Shah, Company Secretary & Compliance Officer Research Delta Advisors Email id : mgr_legal@guficbio.com Nimish Mehta Phone No: 022 6726 1000 nimish@researchdelta.com Tel: +91.265.2388331
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