Alkem Laboratories Ltd. · NSE:ALKEM
Alkem Laboratories — Q2 FY2022 Earnings Presentation
18 slides from Alkem Laboratories's earnings presentation, Nov 12, 2021
Slide 1: Cover letter to stock exchanges
<a> ALKEM ALKEM LABORATORIES LTD. Regd. Office : ALKEM HOUSE, Senapati Bapat Marg, Lower Parel (West), Mumbai• 400 013, Maharashtra, India. • Phone: +91-22-3982 9999 • Fax: 022-2495 2955 • Email: contact@alkem .com • Website: www.alkemlabs.com • CIN: L00305MH1973PLC174201 12th November, 2021 The Cor
Slide 2: Press Release: Alkem reports Q2FY22 and H1FY22 results
<a> ALKEM ALKEM LABORATORIES LTD. Regd. Office : ALKEM HOUSE, Senapati Bapat Marg, Lower Patel (West), Mumbai• 400 013, Maharashtra, India. • Phone: +91-22-3982 9999 • Fax: 022-2495 2955 • Email: contact@alkem.com • Website: www.alkemlabs.com • CIN: L00305MH1973PLC174201 Press Release Alkem reports
Slide 3: Operational Highlights: Domestic Business
<a> ALKEM ALKEM LABORATORIES LTD. Regd. Office : ALKEM HOUSE, Senapati Bapat Marg, Lower Patel (West), Mumbai• 400 013, Maharashtra, India. • Phone: +91-22-3982 9999 • Fax: 022-2495 2955 • Email: contact@alkem.com • Website: www.alkemlabs.com • CIN: L00305MH1973PLC174201 Operational Highlights Domes
Slide 4: International Business and R&D Investments
<a> ALKEM ALKEM LABORATORIES LTD. Regd. Office : ALKEM HOUSE, Senapati Bapat Marg, Lower Patel (West), Mumbai• 400 013, Maharashtra, India. • Phone: +91-22-3982 9999 • Fax: 022-2495 2955 • Email: contact@alkem.com • Website: www.alkemlabs.com • CIN: L00305MH1973PLC174201 US sales for the quarter w
Slide 5: Q2FY22 and H1FY22 Conference Call details
<a> ALKEM ALKEM LABORATORIES LTD. Regd. Office : ALKEM HOUSE, Senapati Bapat Marg, Lower Patel (West), Mumbai• 400 013, Maharashtra, India. • Phone: +91-22-3982 9999 • Fax: 022-2495 2955 • Email: contact@alkem.com • Website: www.alkemlabs.com • CIN: L00305MH1973PLC174201 Q2FY22 and H1FY22 Conference
Slide 6: Q2FY22 November 12, 2021
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Slide 7: Safe Harbor Statement
<a> ALKEM Safe Harbor Statement This presentation contains forward-looking statements and information that involve risks, uncertainties and assumptions. Forward-looking statements are all statements that concern plans, objectives, goals, strategies, future events or performance and underlying assump
Slide 8: Key Highlights of Q2FY22 and H1FY22
<a> Key Highlights of Q2FY22 and H1FY22 ALKEM Strong growth in the India business and new product launches in US driving the performance • Revenue from Operations grew by 18.5% YoY during the quarter, with EBITDA margin of 22.3% and Net Profit growth of 15.3% YoY • India Business: Company’s secondar
Slide 9: Key Financial Highlights – Q2FY22 (Consolidated)
<a> Key Financial Highlights – Q2FY22 (Consolidated) ALKEM All figures in ₹ mn Revenue from Operations India sales 28,000 19,605 15,574 23,628 Q2FY21 Q2FY22 International sales 7,790 YoY:3A% 8,052 Q2FY21 Q2FY22 Q2FY21 Q2FY22
Slide 10: Key Financial Highlights – Q2FY22 (Consolidated)
<a> Key Financial Highlights – Q2FY22 (Consolidated) ALKEM All figures in ₹ mn Gross Profit and Gross Margin EBITDA and EBITDA Margin 17,425 YoY:4.0% 6,244 6,005 14,289 22.3% 60.5% 62.2% !' '------------' 25.4% ] ' I Q2FY21 Q2FY22 Q2FY21 Q2FY22 I ------t------------------------------------------ PBT
Slide 11: Key Financial Highlights – H1FY22 (Consolidated)
<a> Key Financial Highlights – H1FY22 (Consolidated) ALKEM All figures in ₹ mn Particulars (₹ mn) H1FY22 H1FY21 YoY growth Revenue from Operations 55,314 43,548 27.0% Gross Profit 33,791 26,870 25.8% Gross Profit margin 61.1% 61.7% EBITDA 12,172 11,222 8.5% EBITDA margin 22.0% 25.8% PBT 11,377 10,40
Slide 12: India Business
<a> India Business ALKEM India Business: Q2FY22 Sales of ₹ 19,605 million (25.9% YoY growth) • India sales contributed 70.9% to total sales in Q2FY22 • In H1FY22, the Company’s secondary sales grew by 40.4% YoY compared to IPM growth of 26.4% YoY (Source: IQVIA data) • Growth was mainly led by acute
Slide 13: Secondary Sales Performance
<a> Secondary Sales Performance ALKEM Robust growth across all the major therapeutic segments in Q2FY22 +2 Market rank 1 3 3 2 Acute Therapies 32.8% 30.6% 22.2% 21.9% 14.6% 16.0% 11.6% 8.2% - Anti-infectives Alkem sales growth YoY1,2 +2 Gastro-intestinal +2 - Pain/ Analgesics Vitamins/ Minerals / Nu
Slide 14: US Business
<a> US Business ALKEM US Business: Q2FY22 Sales of ₹ 6,097 million (YoY decline of 2.6%) • US sales contributed 22.0% to total sales in Q2FY22 • During the quarter, the US business registered sequential growth of 0.9% over Q1FY22. Significant pricing pressure on the base business was offset by new p
Slide 15: US Business: Update on US FDA inspections
<a> US Business ALKEM Update on US FDA inspections Manufacturing Capability Last inspection Status post last inspection Facility Received 2 observations. Already sent a detail response to the St. Louis (US) Formulations June 2021 US FDA on the corrective and preventive actions being taken Baddi (Ind
Slide 16: Other International Business
<a> Other International Business ALKEM Other International Business: Q2FY22 Sales of ₹ 1,954 million (27.5% YoY growth) • Other International Market sales contributed 7.1% to total sales in Q2FY22 • The Company has presence in Australia, Europe, South East Asia, Latin America, Africa and CIS • Key m
Slide 17: Latest Shareholding Pattern
<a> Latest Shareholding Pattern ALKEM Shareholding pattern as on September 30, 2021 Non-Institution, 21.84% Promoter & Promoter Group, 58.84% Institution, 19.32% Institution – Mutual Funds, Alternate Investment Funds, Foreign Portfolio Investors, Financial Institutions / Banks Non-Institution – Publ
Slide 18: Thank You
<a> ALKEM Thank You For further information or queries, please contact Gagan Borana Investor Relations Tel: +91 22 3982 9960 E-mail: gagan.borana@alkem.com