Balaxi Pharmaceuticals Limited · NSE:BALAXI
Balaxi Pharmaceuticals — Investor Presentation (October 2020)
33 slides from Balaxi Pharmaceuticals's investor presentation, Oct 7, 2020
Slide 1: Balaxi Pharmaceuticals Limited
Balaxi Pharmaceuticals Limited To 7 October, 2020 Listing Department, National Stock Exchange of India Limited Exchange Plaza, Plot No C/1, G Block, BKC, Bandra (E), Mumbai-400051 Stock Code: BALAXI Sub: Corporate Presentation Dear Sir/Madam, We hereby attach the Corporate Presentation issued by the
Slide 2: Slide 2
Slide 3: Company Overview
“Bridging the supply chain gap in frontier markets” Company Overview Business Strategy Industry & Outlook Business Overview
Slide 4: Disclaimer
Disclaimer This presentation and the following discussion may contain “forward-looking statements” by “Balaxi Pharmaceuticals Limited” that are not historical in nature. Such forward-looking statements are subject to certain risks and uncertainties such as government actions, local, political or eco
Slide 5: Balaxi Pharmaceuticals: Bridging the supply chain gap in frontier markets
Balaxi Pharmaceuticals: Bridging the supply chain gap in frontier markets We are a branded IPR-based pharmaceutical Company focusing on frontier markets, with a vast and growing portfolio of drugs across multiple therapeutic segments. VISION MISSION To establish strong portfolios of pharmaceutical f
Slide 6: Balaxi Pharmaceuticals: Global Presence With Localisation
Balaxi Pharmaceuticals: Global Presence With Localisation A growing pharmaceutical company with on-ground presence in markets within Africa, Caribbean Islands & Latin America Headquartered in Hyderabad, India, we are an IPR-driven asset-light pharma company with a distinct produce, stock & sell mode
Slide 7: The Company's Evolution
The Company’s Evolution 2020 • The Company received an In- 2017-2019 principle approval for change of name from ‘Balaxi Ventures Ltd.’ to ‘Balaxi Pharmaceuticals Ltd’, in line • In March, 2017, the Company was with the predominant focus on the taken over by Balaxi Group, a Pharma vertical. Pre 2017
Slide 8: Balaxi Group Journey
Balaxi Group Journey • Setup central distribution warehouse in • Commenced Pharmaceutical business • Started sourcing pharmaceuticals from WHO Guatemala marking the entry of BALAXI into by supplying white labelled products GMP certified manufacturers in China by its third geography. to customers in
Slide 9: Business Overview
Company Overview Business Strategy Industry & Outlook Business Overview
Slide 10: Our Approach For Creating Value
Our Approach For Creating Value 1 2 3 4 5 6 Intellectual Product Asset-Light Geographical Focus on Robust Property Registrations Production Footprint Brand Equity Robust Infrastructure & Research Logistics & Logistics • Balaxi undertakes proprietary • 548 valid • Manufacturing is • Well-established
Slide 11: Modus Operandi: Straddling The Value Chain
Modus Operandi: Straddling The Value Chain Once identified, we develop our products by We rigorously study each market and establish the We focus on bringing essential medicines within the working with reliable outsourcing partners for high best portfolio to seek registrations in that market. reach
Slide 12: Our Strengths "Built Over Time"
Our Strengths “Built Over Time” Four ‘E’s differentiates BALAXI Two Decades of versatile experience of the BALAXI group 18 years 1 Experience Experience ensures flawless execution. The Company enters a particular geography which is not Angola, Dominican 2 E Entry into ntry into Under- Untapped Marke
Slide 13: An Asset-Light Business Model Focussed on IPRs
Balaxi Pharmaceuticals: An Asset-Light Business Model Focussed on IPR’s Pharmaceutical Industry Value Chain Balaxi’s Operating Areas Research & Drug Market Product Marketing & Pharmacy Registrations Manufacturing Development Discovery Research Identification Distribution (Retail) How are we Asset-Li
Slide 14: Pharmaceuticals Business Overview
Pharmaceuticals Business Overview • The Company has a healthy ratio of branded and generic medicines in its portfolio of 25:75 (Branded: Generics). 38+% are Antibiotics • The Company is in the business of supplying everyday medicines addressing multiple therapeutic areas, with Antibiotics being the
Slide 15: Pharma Product Portfolio: Strong Brand Presence
Pharma Product Portfolio: Inherent Strategy Built Over Time Leading To Strong Brand Presence Product Mix % (Overall) Product Category Mix % (Overall) Therapeutic Area Mix % (Overall) 11% 25% 13% 36% 38% 42% 17% 75% 9% 17% 17% Branded Generics Tablets Injection Liquid Capsules Others Antibiotics Anal
Slide 16: Pharma Product Portfolio: Product Mix & Categories
Pharma Product Portfolio: Product Mix & Categories Product Category Mix % (Angola) Product Category Mix % (Guatemala) Product Category Mix % (Dominican Republic) 1% 15% 6% 25% 18% 9% 36% 44% 10% 58% 10% 20% 8% 20% 20% Tablet Injection Liquid Capusles Others Tablet Injection Liquid Capusles Others Ta
Slide 17: Glimpse of Our Products
Glimpse of Our Products ys ii 7 ~ ) WY Oe tT a Amoxicillin coated tablet Arteméter 20 mg ¢ 120 mg lumefentrina. AntisMaléricos Aaa ms 10 x 10 Capsules 10x 1x10 Tablets : — ‘aoe : ARTMET Injection / Injetavel = BALGRIP js Suspensao de Paracetamol e Maleato de Clorfeniramina i So - 1 — = balaxi Balaxi
Slide 18: Land & Expand: Adding New Geographies
“Land & Expand”: Adding New Geographies and Extensive Presence Through Robust On-Ground Infrastructure Our current established markets are Angola, Guatemala and Dominican Republic, where we have a strong presence in terms of competitive positioning, product registrations, on-ground stock-and-sell in
Slide 19: Balaxi Pharmaceuticals Group Structure
Balaxi Pharmaceuticals Group Structure Balaxi Pharmaceuticals Limited Balaxi Global DMCC, Dubai (WOS) Balaxi Balaxi Balaxi Balaxi Healthcare Balaxi Balaxi Balaxi Balaxi Healthcare Healthcare Healthcare Dominica Healthcare Healthcare Healthcare Healthcare Guatemala Angola LDA Central African EL Salva
Slide 20: Business Strategy
Company Overview Business Strategy Industry & Outlook Business Overview
Slide 21: New Geographies: Macro Economy & Industry Data
New Geographies: Macro Economy & Industry Data • Central American countries reported US$ 825 million of pharmaceutical Macro Economic Data as on 2019 imports between January to March 2020. S&P Credit GDP GDP Population GDP Per Inflation Country Rating Capita (US$ bn) Growth % (mn) Rate % (Industry)
Slide 22: Future Roadmap: Enter, Expand and Excel
Future Roadmap: Enter, Expand and Excel The Company aims to establish its presence and expand in 20 frontier markets over the next 5 years. Balaxi In 2020 – Business Balaxi In 2021-22 - Expansion In New Balaxi In 2023 & Beyond. Consolidation Under Balaxi Geographies. Pharmaceuticals. • Total number
Slide 23: Pharma Products Registrations: Robust Pipeline Ahead
Pharma Products Registrations: Robust Pipeline Ahead Existing Registrations* Pipeline 548 Registrations as on date 580+ Registrations in Pipeline Angola comprises of 57% of 30+ Therapeutic segments 12 to 15 months timeline for Existing Registrations product registration after submitting technical do
Slide 24: Industry & Outlook
Company Overview Business Strategy Industry & Outlook Business Overview
Slide 25: Leading Supplier Of Formulations in Angola, Guatemala and Dominican Republic
Pharmaceutical Business: Leading Supplier Of Formulations in Angola, Guatemala and Dominican Republic An IPR-driven pharma company with an asset-light, stock & sell model supplying branded & generic medicines in frontier markets. Angola, Guatemala, Dominican Africa Latin America Republic, Latin Amer
Slide 26: Leading Pharmaceutical Player in Angola
Pharmaceutical Business: Leading Pharmaceutical Player in Angola Industry Snapshot • Angola is the second largest oil producer in Africa with a population of ~32 million in 2019. • The GDP per capita on PPP basis is at US$ 6,644 in 2019 • Angola witnessed pharmaceutical imports worth US$ 351 million
Slide 27: Leading Pharmaceutical Player in Guatemala
Pharmaceutical Business: Leading Pharmaceutical Player in Guatemala Industry Snapshot • Guatemala is part of the Latin American-Dominican Republic Free Trade Agreement (CAFTA-DR) which includes the United States and 6 Latin American countries • Guatemala witnessed pharmaceutical imports worth US$ 65
Slide 28: Leading Pharmaceutical Player in Dominican Republic
Pharmaceutical Business: Leading Pharmaceutical Player in Dominican Republic Industry Snapshot • Dominican Republic is part of the Central American-Dominican Republic Free Trade Agreement (CAFTA-DR) which includes the United States and 6 Central American countries • Dominican Republic witnessed phar
Slide 29: Ancillary Business: Encashing Our On-Ground Infrastructure
Ancillary Business: Encashing Our On-Ground Infrastructure Industry Snapshot • Angolan real estate market is largely dependent on state investments • Property market continues to be seen as a safe-haven investment in the face of currency devaluation • Builder’s Hardware is import dependent although
Slide 30: Branded Consumer Products: An Emerging Business
Branded Consumer Products: An Emerging Business Industry Snapshot • Angola is one of the most promising consumer-goods market in Africa • Angola imports most of its consumer goods and utilities from countries such as Portugal, Brazil, China and South Africa • The biscuits segment witnessed an import
Slide 31: Leadership Team
Leadership Team Ram Chawla Pranav Maheshwari Paridhi Maheshwari Ashish Maheshwari Amol Mantri Country Head - Head – Latin Head – Branded CMD & CFO Finance Controller Angola America Consumer Products Founder of the company Qualified Chartered Accountant Associated with the Balaxi BBA and Economics BB
Slide 32: Board of Directors
Board of Directors Minoshi Maheshwari Kunal Bhakta Gandhi Gamji M.S Rao Rakesh Khanna Ashish Maheshwari Non-Executive Independent Independent Independent Independent CMD & CFO Director Director Director Director Director Founder of the company Co-Founder of the company A Chartered Accountant with MB
Slide 33: Thank You
Thank You Aakash Mehta / Chintan Mehta IR Consultants - Dickenson World Contact No: +91 98706 79263/ 98921 83389 Email: balaxi@dickensonworld.com
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