Viyash Scientific Limited · NSE:VIYASH
Viyash Scientific — Sequent Scientific — Q4 FY22 Earnings Presentation
15 slides from Viyash Scientific's earnings presentation, May 25, 2022
Slide 1: Earnings Presentation Q4 & FY22
AHEAD with purpose and confidence & sequent Proven Ability In Life Scien Earnings Presentation Q4 & FY22 25th May 2022
Slide 2: Disclaimer
Disclaimer Except for the historical information contained herein, statements in this presentation and the subsequent discussions, which include words or phrases such as "will", "aim", "will likely result", "would", "believe", "may", "expect", "will continue", "anticipate", "estimate", "intend", "pl
Slide 3: Management Commentary
Management Commentary “Q4 FY22 reflects a strong performance across APIs and formulations. Our API business in this quarter grew by 11% on constant currency basis in a challenging environment. The formulations business grew as per expectations at 12% on constant currency basis, driven by market beat
Slide 4: Growth momentum in a challenging environment
Growth momentum in a challenging environment Business Corporate Updates • Q4 FY22 Revenues at ~₹ 3.83 Bn+; +11.7% (cc) • Brazil – Acquired Nourrie to enter pet segment • API: Q4 strong performance at ₹ 1.27 Bn, +11% cc 04 (4th largest market), secured Transuin business • Formulations at ~₹ 2.56 Bn ,
Slide 5: Performance Overview
Seauent KJ Proven Ability In Life Sciences Performance Overview
Slide 6: Recovery in Q4, stable performance for full year
Recovery in Q4, stable performance for full year All values in ₹ Mn Revenue YoY Gr% YoY Gr% Q4 FY22 Q4 FY21 YoY Gr% FY22 FY21 YoY Gr% Distribution (In cc) (In cc) APIs 1,273 1,118 13.8% 11.0% 4,314 4,565 (5.5%) (5.4%) Formulations 2,564 2,500 2.6% 12.0% 9,814 9,051 8.4% 13.5% Europe 1,034 1,105 (6.4
Slide 7: Business Review
Seauent KJ Proven Ability In Life Sciences Business Review
Slide 8: API: Delivers a strong performance in Q4
API : Delivers a strong performance in Q4 Key Updates Highlights Commercial 30 APIs ❖ Achieved highest-ever quarterly sales of ₹ 1.27 Bn, +11% YoY cc growth in Q4 ❖ Regulated markets contribution continues to increase, up from 57% in FY21 to 71% in FY22 ❖ Subdued demand coupled with inflationary inp
Slide 9: Formulations: Brazil, India, Emerging Markets outperform in Q4
Formulations : Brazil, India, Emerging Markets outperform in Q4 Key Updates FDFs 1000+ ❖ Q4 revenues of ₹ 2.56 Bn,+12 % YoY cc growth ❖ Met expectations of double-digits growth (cc) for full year, enabled by a diversified market reach ❖ India business achieves key milestone, crosses landmark of ₹ 1
Slide 10: Financials
Sequent | @ Financials
Slide 11: Consolidated Financials
Consolidated Financials Q4 FY22 Q3 FY22 Q4 FY21 FY22 FY21 Particulars Unaudited Audited All values in ₹ Mn Unaudited Unaudited Audited Revenue from Operations 3,837 3,580 3,618 14,128 13,616 Material Consumption (2,188) (2,075) (1,857) (7,930) (6,947) Gross Margin 1,649 1,505 1,761 6,198 6,670 % 43.
Slide 12: Key Balance Sheet Items
Key Balance Sheet Items All values in ₹ Mn Particulars Mar-22 Dec-21 Mar-21 Balance Sheet Highlights Shareholders Funds 6,924 6,898 7,277 ❖ Currency depreciation ₹ 728 Mn (Turkey impact ₹797 Mn) & MTM impact of Treasury investment ₹ 354 Mn resulting in reduced net worth Minority Interest 480 466 487
Slide 13: SeQuent 2.0: Building a global value leader in animal health
SeQuent 2.0: Building a global value leader in animal health High Quality Generic Supplier API – Integrated, but separated High Quality, Independent business unit with own portfolio & pipeline decisions Portfolio Internal API supply for FDF business with strategic advantage, value added products Spe
Slide 14: For details, feel free to contact
For details, feel free to contact: Krunal Shah Abhishek Singhal Nachiket Kale Company Secretary Investor Relations Consultant Investor Relations Advisor +91 22 4111 4779 abhishek.s@sequent.in +91 9920940808 investorrelations@sequent.in nachiket.kale@linkintime.co.in Registered Office: 301/A, ‘Dosti
Slide 15: Thank You
Sequent | Proven Ability In Life Sciences | avivira Thank You