Zydus Wellness Limited · NSE:ZYDUSWELL
Zydus Wellness — Q2 FY2022 Earnings Presentation
15 slides from Zydus Wellness's earnings presentation, October 2021
Slide 1: Investor Presentation Quarter 2, FY 2021-22
INVESTOR PRESENTATION Quarter -2, FY 2021-22
Slide 2: Table of Contents
Table of Contents Navigating the second wave of COVID-19 Half yearly updates Transformation 2.0 Financial highlights Looking Forward – Near term outlook
Slide 3: Navigating the second wave of COVID-19
Navigating the second wave of COVID-19 • Going full throttle to minimize impact on people and business by keeping close vigil on Navigating Business Impact all nodes which has helped to navigate the difficult times • Despite different states having different lockdown/ curfew timings, the Company Agi
Slide 4: Navigating the second wave of COVID-19
Navigating the second wave of COVID-19 Continue prioritizing employee health and vaccination in challenging times • Vaccination drives organised across 7 locations : 1000+ vaccinated • 100% vaccination at all plants • Mediclaim top-ups, home isolations support and expert consultation via webinars •
Slide 5: Brands – Market share and Rank
Half yearly updates Brands – Market share and Rank Category Mkt. Rank Mkt. Share Glucose Powder 1 58.2% HFD 4 5.4% Sugar substitute 1 96.2% Butter Substitute N/A Brands Ghee N/A Prickly heat 1 34.5% powder *Facial cleansing 5 6.5% Scrub 1 39.2% Market share source -MAT September 2021 Report as per N
Slide 6: Half yearly updates - Media campaigns and launches
Half yearly updates -Media campaigns and launches • Launched new 360 degree campaign with celebrity Katrina Kaif for Sugarfree Green TV Press Digital
Slide 7: Half yearly updates - Media campaigns and launches
Half yearly updates -Media campaigns and launches • Launched new Everyuth Body • Recognition for Digital marketing Lotion Range as strategic for the brand at Exchange4media extension into Skin Care Space Impact digital influencers awards • GOLD : Best Multi Channel influencer campaign • BRONZE : Bes
Slide 8: Half yearly updates - Media campaigns and launches
Half yearly updates -Media campaigns and launches New Complan re-launched with enhanced proposition, improved chocolate taste, new packaging which is supported by new TVC and consumer offers
Slide 9: Half yearly updates - Media campaigns and launches
Half yearly updates -Media campaigns and launches Continued brand investments for Nutralite Doodhshakti Ghee and Butter through product advocacy through recipe videos with Shilpa Shetty and Chef Harpaal Advocacy through recipe videos with Chef Harpaal for Nutralite Mayonnaise
Slide 10: Half yearly updates – International business
Half yearly updates – International business International In the process of Entered new Launched new business continues setting up of a new Markets like variant of Complan to grow sequentially subsidiary Lebanon, Hong in International and witnessed Company in Kong and market strong double digit Ban
Slide 11: Transformation 2.0
Transformation 2.0 Creating a simpler Reorganizing Nutralite business for Digital organization enhanced efficiency and better Transformation execution structure Digitization of processes across value Integrating the sales force into one entity for better customer service with chain will help the Com
Slide 12: Healthy Quarterly Performance despite gross margin pressure..
Healthy Quarterly Performance despite gross margin pressure.. Total Income Key Financials EBIDTA *PBT *PAT from Operations INR in Million 3,837 305 211 215 Gr % - Q2 FY 22 12.2% 12.6% 120.0% 120.4% * PBT and PAT of previous year comparable period includes exceptional items of Rs.97.9 crore
Slide 13: Healthy Half Year Performance in the backdrop of pandemic
Healthy Half Year Performance in the backdrop of pandemic Total Income Key Financials EBIDTA *PBT *PAT from Operations INR in Million 9,812 1,710 1,519 1,523 Gr % - 11.6% 14.4% 784.5% 1043.4% FY 2022 * PBT and PAT of previous year comparable period includes exceptional items of Rs.97.9 crore
Slide 14: Looking forward – Near Term Outlook
Looking forward – Near Term Outlook Focus on expanding category growth across brands Driving volume led growth Continued gross margin pressure due to increased raw material and packing material prices, partially getting offset by calibrated price increases taken in impacted brands Continued thrust o
Slide 15: Thank You
THANK YOU