Sanofi India Limited · NSE:SANOFI
Sanofi India — Q4 2022 Earnings Presentation
25 slides from Sanofi India's earnings presentation, Feb 24, 2023
Slide 1: Outcome of Investor / Analysts Call
24th February 2023 The Secretary The Secretary BSE Limited The National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza, 5th Floor Dalal Street, Mumbai - 400 001 Plot No. C/1, G Block Scrip Code: 500674 Bandra-Kurla Complex, Bandra East Mumbai - 400 050 Symbol: SANOFI Sub: O
Slide 2: Sanofi
sanofi
Slide 3: A global organization, yet, Indian at heart, since 1956
A global organization, yet, Indian at heart, since 1956
Slide 4: Disclaimer
Disclaimer This Release / Communication, except for the historical information, may contain statements, including the words or phrases such as ‘expects, anticipates, intends, will, would, undertakes, aims, estimates, contemplates, seeks to, objective, goal, projects, should and similar expressions o
Slide 5: Sanofi India
Sanofi India OVER TOP BRANDS 67 YEARS 3 PHARMA 3 WITHIN OF COMMITMENT MNC TOP 100 GMP compliant IN INDIA manufacturing site ~INR 25.8 Billion total net sales - India business including export (~INR 3.8 Billion) SIL - listed company with approx *INR 127 Billion Market Capitalization 2300+ employees S
Slide 6: Ownership in the Company
Ownership in the Company 30-Sept-22 31-Dec-22 10.19 10.47 21.15 22.14 60.40 60.40 8.26 7.00 Promoters FII DII Retail Promoters FII DII Retail • Number of shareholders increased by 50% since last year. Retail shareholding increased their shareholding from 10.19% to 10.47% • Domestic Institutional Inv
Slide 7: We chase the miracles of science to improve people's lives
We chase the miracles of science © to improve © ““people’s ~s, lives. __--? Ss. 2 lee
Slide 8: 1/5 of people's lives hail from India
1/5 of “people’s lives” hail from India 7 INTERNAL USE
Slide 9: Soon the largest population on earth…
Soon the largest population on earth… 8 125 India , set to be the most populous country by 1st July 2023 more days to go
Slide 10: …driving India's economy steady growth…
…driving India’s economy steady growth… 9
Slide 11: … with healthcare poised to benefit as gaps close.
… with healthcare poised to benefit as gaps close. • Healthcare GDP set to scale upto 2.5% by 2025
Slide 12: Key pharma market trends
Key pharma market trends Public context NCD treatment gaps Innovation as key growth drivers Diabetes Atlas NI driven growth with decent price growth share • Strong macro economic trends • ~50% of patients with NCD untreated • Committed and supportive government • ~50% of patients • Fastest growing p
Slide 13: SIL well positioned across top therapies in the IPM
Sanofi India Ltd (SIL) well positioned across 7 of the top 9 therapies in the IPM… Therapy Absolute Sales and Growth Trend (2021–22) SIL CVM 35% 7% 53% 29% 6% 61% 37% MS in CVM 5% 6% 12% 9% 5% 3% 5% 7% GI ANTI DIABETIC CARDIAC ANTINEO OPHTHAL UROLOGY HORMONES VACCINES NEURO / CNS ANTI-INFECTIVES VMS
Slide 14: … with strong leading brands built over the years.
… with strong leading brands built over the years. IPM Rank SIL Brands 1-100 Lantus (#5), Allegra (#69), Combiflam (#96) 101-150 Amaryl M (#131) 151-200 Clexane (#184) 6259 MINR 3112 MINR 2024 MINR ~30% MS ~7% MS ~3% MS #1 #3 #1 3030 MINR 1593 MINR 1377 MINR ~5% MS ~31% MS ~17% MS #1 #1 #1 IQVIA TSA
Slide 15: Proud of the Past, Attractive potential
Proud of the Past Attractive potential • Resilient economy: GDP & IRP • Strong brands built • Healthcare gap • Solid quality reputation • Growing healthcare budget • Top 4 MNC • Fastest growing market • Senior & capable LT • Brands live long • Experienced teams • Strong talent pool 14
Slide 16: Today's strengths
Today’s strengths : In green: growth above SIL average 35% % Contribution to Sanofi business → 30% CHC 25% Insulin 20% Cardio-Diabetes 15% 10% Hospital CNS 15 5% 0% 0.0% 5.0% 10.0% 15.0% 20.0% 25.0% Share in respective markets → *source – IQVA TSA MAT MAY’22
Slide 17: Today's opportunities
Today’s opportunities Expand reach (by Focus on growth Leverage local Improve HCP 1 drivers 2 opportunities 3 centricity 4 reducing coverage overlaps) Master emerging Regain innovation Build partnerships Empowerment and 5 momentum 6 and modernizing 7 for reach 8 agility channels 16
Slide 18: SIL India for India
SIL India for India
Slide 19: SIL India For India | Growth pillars
SIL India For India | Growth pillars Diabetes CHC E2E Innovation GTM • Double down on • Strengthen • Leverage global and • Customer centric winning brand & hybrid models positioning local innovation Allegra • Trade • Expand spectrum • Explore supply Organization • Deepen consumer (Retail and Non- of
Slide 20: Q4 redeployment
Q4 redeployment 2022 IFI 2023 • Number of Business Units 8 3 + Innovation + Trade • Number of HCPs reached by FF • Key Accounts & Hospitals coverage • Resource allocation Historical basis Insights-driven
Slide 21: Q4 2022 – Largely a Comparable Quarter
Q4 2022 – Largely a Comparable Quarter ₹ in Cr. -1.8% -2.2% +3.8% Comp +3.7% Comp 514 505 2,157 2,110 +33.4% -4.7% +22% Comp +6% Comp 177 769 732 132 Q4 21 Q4 22 Q4 21 Q4 22 FY 21 FY 22 FY 21 FY22 Domestic Retained Sales PBT (excl.excep items) Domestic Retained Sales PBT (excl. excep items) Q4 2022
Slide 22: Domestic Sales and Profit Before Tax Evolution
Domestic Sales and Profit Before Tax Evolution ₹ in Cr. CAGR 7.2 % CAGR 5.3 % 2,415 2,157 2,110 2,155 2,196 1,903 1,999 1,781 1,820 1,606 1,697 1,489 2017 2018 2019 2020 2021 2022 2017 2018 2019 2020 2021 2022 Domestic Sales Performance : Retained business Domestic Sales Performance : Published 600
Slide 23: ESG – Sanofi India
ESG – Sanofi India • Developing SIL’s 1st Integrated Report • Robust governance structure to drive responsible and ethical business culture beyond compliance • Creating Social Impact through CSR Initiatives INTERNAL USE 22
Slide 24: Interactive Q&A
Interactive Q&A sanofi
Slide 25: Thank You
sanofi Thank You