Towa Pharmaceutical Co., Ltd. · TSE:4553

Towa Pharmaceutical — Q2 FY2009 Earnings Presentation

15 slides from Towa Pharmaceutical's earnings presentation, Nov 10, 2008

  1. Slide 1: 2008 2008 ( 4553)

    2008 2 2008 11 10 ( 4553)

  2. Slide 2: Summary of results for the six months to September 2008

    2008 9 ( %) 08/9 07/9 17,140 +12.8 15,193 8,263 48.2 +16.2 7,113 46.8 5,625 32.8 +21.1 4,647 30.6 2,637 15.4 +7.0 2,466 16.2 2,780 16.2 +11.2 2,501 16.5 2 1,667 9.7 +17.2 1,422 9.4 -1-

  3. Slide 3: Sales change analysis

    133 08 133 07 04 +492 +2,080 03 +319 +427 17,140 +312 +165 02 +218 06 +147 05 15,193 07/9 08/9 -2-

  4. Slide 4: OD OD D

    (21 ) OD 180 08 5 6 07 (22 ) 160 6 07 OD 2 4 16 13 06 140 2 13 02 05 11 9 05 120 4 7 19 05 (35 ) D 17 4 04 04 (18 ) CR 8 13 03 (13 ) 100 13 20 21 15 03 02 (22 ) 80 02 89 85 87 86 60 05/9 06/9 07/9 08/9 -3-

  5. Slide 5: ( ) 06/9 07/9 08/9 CR -4-

    ( ) 15 06/9 07/9 08/9 10 5 0 CR -4-

  6. Slide 6: OD 5mg

    OD OD 5mg • GE 7 5 34 OD 4 • 3 7 OD 2 • OD 60% 1 0 08 7 9 5mg -5-

  7. Slide 7: BURVA+Y INF

    BURVA+Y INF (E820) PDC edb cg sie G8? JLDI—))+ eS) : SXRRSE : SK:7 LOVEYODRIt—7) PLOYEYOOREME fh—7) BMAF és, PHF els 2:89 0.125mL 1OOumMILE CS. iain -6- CP MARA Rtt

  8. Slide 8: ( ) 10.2% 57.7% 28.6% 3.5% 10.1% 60.9% 26.0% 3.0% 10.3% 07 61.8% 24.8%

    ( ) 10.2% 08 57.7% 28.6% 3.5% 10.1% 07 60.9% 26.0% 3.0% 10.3% 07 61.8% 24.8% 3.1% 10.2% 06 63.0% 23.7% 3.0% 10.8% 06 61.8% 23.6% 3.8% -7-

  9. Slide 9: ( ) 08/9 2,797 z (2,425) 1,044 (784) z (387) 1,322 272 (1,050) z

    ( ) 08/9 2,797 372 z (2,425) 1,044 260 (784) z 461 74 (387) 1,322 272 (1,050) z 5,625 978 (4,647) -8-

  10. Slide 10: ( ) 08/9 07/9 17,140 15,193 8,263 7,113 z 5,625 4,647 2,637 2,466 08/3

    ( ) 08/9 07/9 17,140 15,193 8,263 7,113 z 142 5,625 4,647 2,637 2,466 08/3 99.19 /$ 288 214 08/9 102.57 /$ 142 ― 145 179 ― 29 2,780 2,501 z 330 13 231 231 ― z 201 309 177 201 ― 91 2 1,667 1,422 -9-

  11. Slide 11: ( ) 08/9 08/3 1,282 +526 12,553 12,342 +211 1,414 ▲1,027 9,923 9,366 +557

    ( ) 08/9 08/3 1,282 757 +526 12,553 12,342 +211 386 1,414 ▲1,027 9,923 9,366 +557 368 225 +143 1,258 1,073 +185 25,770 25,177 +593 20,403 19,889 +514 46,174 45,066 +1,108 4,086 4,479 ▲392 4,744 4,559 +186 8,831 9,038 ▲207 954 1,090 ▲136 9,785 10,128 ▲343 36,388 34,938 +1,451 46,174 45,066 +1,108 -10

  12. Slide 12: z 2009 ¾ ¾ ¾ z 2008 ¾ -11-

    z 2009 1 11 ¾ ¾ 07 68 ¾ 2 91 z 2008 10 1 ¾ -11-

  13. Slide 13: z ¾ ¾ ¾ − − − − ¾ 2010 2011 ¾ 2012 -12-

    z ¾ ¾ ¾ − − − − ¾ 2010 2011 ¾ 2012 3 -12-

  14. Slide 14: Full-year forecast for March 2009

    ( %) 09/3 ( ) 08/3 35,300 +12.1 31,495 5,800 16.4 +9.7 5,285 16.8 6,000 17.0 +16.6 5,146 16.3 3,750 10.6 +39.3 2,692 8.5 -13-

  15. Slide 15: TEL FAX

    TEL 06-6900-9101 FAX 06-6900-0634 -14-

Towa Pharmaceutical — Q2 FY2009 Earnings Presentation on 6ix