Viyash Scientific Limited · NSE:VIYASH
Viyash Scientific — Sequent Scientific — Shareholder Meeting (September 2021)
18 slides from Viyash Scientific's shareholder meeting presentation, Sep 21, 2021
Slide 1: A Warm Welcome – 36th Annual General Meeting
ut! AHEAD “™ with purpose and confidence A Warm Welcome 36" Annual General Meeting 215 September, 2021
Slide 2: FY21 – Changing Orbit
FY21 – Changing Orbit FY21 Performance Sequent 2.0 2
Slide 3: Sequent 1.0 - Transformation in Scale and Capability
Sequent 1.0 - Transformation in Scale and Capability FY15 FY20 Financial Performance All values in ₹ Mn US & EU: 47% Business Markets EM: 100% Other Regulated: 32% EM: 21% Particulars FY15 FY20 Growth Formulations 250+ 1000+ Products Revenue (₹ Mn) 4,654 11,792 2.5x API 9 27 5 Facilities EBITDA (₹ M
Slide 4: SeQuent Today
SeQuent Today Largest 8 100+ Animal Health Company State of the art manufacturing Country Presence from India facilities 30 ~2/3rd 1,000+ Revenues from Commercial APIs FDFs across 12 dosage forms regulated markets 1,900+ USFDA Approval 5 Member Global Team Global R&D centres India’s only USFDA appro
Slide 5: Sequent 1.0
Sequent 1.0 FY21 Performance Sequent 2.0 5
Slide 6: The Carlyle Group takes charge
The Carlyle Group takes charge…… Change of control Global Board for journey ahead Acquired 25.2% to became the new Induction of industry stalwarts Promoter on August 17 and including animal health leaders with additional 27.8% on September 9 global credentials Carlyle – Amongst the largest and most
Slide 7: Diversified board with a global expertise
Diversified board with a global expertise….. Dr. Kamal K Mr. Milind Dr. Fabian Mr. Gregory Sharma Sarwate Kausche John Andrews Non-Executive Independent Director Director Chairman Director (Carlyle Nominee) (Carlyle Nominee) Expertise in operations, Expertise in corporate Animal health expertise Tec
Slide 8: Initiatives across businesses to drive growth
Initiatives across businesses to drive growth….. Strategic Reorientation Operations ❑ Change of control with onboarding of Carlyle ❑ Capacity expansion at Vizag & ❑ Experts engaged to reorient Mahad API facilities strategic plan & drive efficiencies ❑ Supply chain de-risking ❑ EUGMP approval for Tur
Slide 9: Consolidating minority interests
Consolidating minority interests Consolidation of Subsidiaries Provet - Turkey ❑ Amongst the top 3 and the largest veterinary medicines company in Turkey having market share of ~10% with more than 120 product registrations ❑ 8 manufacturing lines in various dosage forms including injectables, oral s
Slide 10: FY21 – Changing Orbit
Sequent 1.0 FY21 – Changing Orbit Sequent 2.0 10
Slide 11: Financial Performance
Financial Performance All values in ₹ Mn REVENUE EBITDA PAT 13,616 954 15.5% 2,163 36.5% 23.0% 1,758 699 11,792 FY20 FY21 FY20 FY21 FY20 FY21 11 11
Slide 12: Key Balance Sheet items
Key Balance Sheet items All values in ₹ Mn ROCE Cash from operations Particulars Mar-21 Mar-20 20.2% 1,585 Shareholders Funds 7,277 6,871 15.6% 1,272 11.7% 1,154 Minority Interest 487 447 7.8% Net Debt 1,628 2,282 541 Investments 769* 1,313* FY18 FY19 FY20 FY21 FY18 FY19 FY20 FY21 Tangible Assets 3,
Slide 13: Alivira wins again at the IHS Animal Pharm 2020 Awards
Alivira wins again at the IHS Animal Pharm 2020 Awards Alivira is awarded the best Company in Animal health from India/Middle East/Africa Region This is the second year in succession when IHS Markit Animal Health has chosen Alivira for this honour and takes into account our continuing strong out-per
Slide 14: Sequent 2.0
Sequent 1.0 FY21 – Changing Orbit FY21 Performance 14
Slide 15: Significant capability scale-up
Significant capability scale-up…... Geographical Expansion New Segments Capabilities Marketing M a r k e t s Select EU Markets Turkey Global Alivira Brands USA Formulations India S e l e c t Sterile Manufacturing Select SEA Markets Brazil Value added products API Technical Marketing CMO/ CDMO Effici
Slide 16: Supported by Investments
Supported by Investments….. GERMANY INDIA Enhanced Capacity Enhanced Capacity Sterile Injectables Liquid filling line New Capability TURKEY New Capability Enhanced USFDA Approval Granulation Capacity Beta-lactam & Research & Development solid oral line Complex Injectables ~₹2 Bn Investments over 24
Slide 17: SeQuent 2.0: Transformation to Speciality Generics in AH
SeQuent 2.0: Transformation to Speciality Generics in AH High Quality Products API – Integrated, but separated Independent business unit with own portfolio & pipeline decisions High Quality, Portfolio Internal API supply for FDF business with strategic advantage, value added products Specialty Gener
Slide 18: Thank You
Sequent @? Proven Ability In Life Sciences | avivirs
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