Astrazeneca Pharma India Limited · NSE:ASTRAZEN
Astrazeneca Pharma India — Shareholder Meeting (August 2023)
35 slides from Astrazeneca Pharma India's shareholder meeting presentation, Aug 14, 2023
Slide 1: 44th Annual General Meeting
44th Annual General Meeting Dr Sanjeev Panchal 14th August 2023
Slide 2: Disclaimer
DISCLAIMER This presentation by AstraZeneca Pharma India Limited (the “Company”) is solely for general information purposes only and may not be taken away, distributed, reproduced, or passed on, directly or indirectly, to any other person or published in whole or in part, in any manner. This present
Slide 3: Agenda
Agenda Global Update Industry Overview AZPIL Update Oncology BioPharmaceuticals Digital Transformation & Healthcare Innovation Sustainability Great Place to Work 3
Slide 4: AZPIL Board Structure
AZPIL Board Structure Ms. Revathy Ashok* Ms. Shilpa Divekar* Mr. Narayan K Director, Director, Audit Committee Chair & Seshadri* Nomination and Remuneration Risk Management Committee Chair Board Chairman Committee, Chair ‐ Ms. Sarah Wang Mr. Ankush Nandra Mr. Sanjeev Panchal Mr. Rajesh Marwaha Non E
Slide 5: Global Update
Global Update 5
Slide 6: AstraZeneca Global 2022 performance
AstraZeneca Global 2022 performance Strong FY 2022 ‐ well positioned to deliver future growth 1. Koselugo Total Revenue is included in Rare Disease (FY 2021: Oncology) and Andexxa Total Revenue is included in BioPharmaceuticals (FY 2021: Rare Disease). Growth rates for CVRM and Rare Disease are pro
Slide 7: Q1 2023 – 15% growth from ex-COVID-19 medicines
Q1 2023 – 15% growth from ex-COVID-19 medicines1 All growth rates at CER. 1. Vaxzevria, Evusheld and AZD3152; CER = constant exchange rates; EPS = earnings per share. 7 Source: Q1‐2023‐results‐presentation
Slide 8: Q1 2023 - broad-based, diverse source of business
Q1 2023- broad-based, diverse source of business All growth rates in CER. CVRM = Cardiovascular, Renal & Metabolism; R&I = Respiratory & Immunology; V&I = Vaccines & Immune Therapies; ERoW= Established Rest of World. 8 Source: Q1‐2023‐results‐presentation
Slide 9: Pascal Soriot Chief Executive Officer, AstraZeneca
“Each of our non‐COVID‐19 therapy areas saw double‐digit revenue growth, with eight medicines delivering more than $1bn of revenue in the first half, demonstrating the strength of our business. Several medicines grew rapidly including Ultomiris, Imfinzi/Imjudo and Farxiga, with revenues up 64%, 57%
Slide 10: India Market & Industry Overview
India Market & Industry Overview Dr Sanjeev Panchal MANAGING DIRECTOR
Slide 11: Country Macro Economic Environment
Country Macro Economic Environment 8.7 India’s GDP growth to average 6.3 per cent 7 6.8 6.3% 6.3 GDP CAGR annually between financial years 2021 and 2030 3.7 [1] FY‐20 FY‐21 FY‐22 FY‐23 FY‐24 FY‐25 FY‐26 FY‐27 FY‐28 FY‐29 FY‐30 India is projected to be among the fastest‐ 3rd largest growing economies
Slide 12: Indian Pharma Market highly competitive, urban-centric and largely OOP market
Indian Pharma Market (IPM) highly competitive, urban-centric and largely OOP market IPM (domestic) is a $23 bn market, poised to grow 9%YOY between 2023‐2025 The market dominated by large local companies Source: IQVIA Mat Dec’22 12 YOY: Year on Year; MNCs: Multinational Companies; PSU: Public Sector
Slide 13: AstraZeneca ranks 10th and is amongst the fastest growing MNCs in IPM
AstraZeneca ranks 10th and is amongst the fastest growing MNCs in IPM* 3rd Fastest growing Onco. No.1 Ovarian Cancer brand & No.1 lung cancer brand & 3rd Company in India1 in top 10 Onco Brands in the largest Onco brand in the country1 country1 Continues to be No.1 leading Launched in April 2021; Ha
Slide 14: CVRM: Committed to impact patients lives, advancing our industry leading pipelines
Committed to impact patients lives, advancing our industry leading pipelines Regulatory submission timelines New Assets New Indications 2023 2024 2025 2026 2023 2024 2025 2026 Eplonterson CVRM CVRM DELIVER R&I R&I HES / EGPA ** Onco Onco ** ** DATO‐DxD DB‐o3, DB‐O4, GC FLAURA 2, LAURA Neo ADAURA TOP
Slide 15: AstraZeneca India delivers strong double-digit growth
AstraZeneca India delivers strong double-digit growth Poised to continue momentum despite generic proliferation in Dapagliflozin & Oncology market Strong commercial performance and financial execution in FY 2022‐23 % Sales by therapy area Total Revenue Profit for the year 3.% +25% 14.% +61% Oncology
Slide 16: Oncology
AstraZeneca Oncology
Slide 17: Our Oncology business is accelerating towards #1 position supported by Innovative Science
Our Oncology business is accelerating towards #1 position supported by Innovative Science Apr’22 – Mar’23 Sales Growth Growth IPSOS GR% (MAT DEC 22 vs MAT DEC 21) Percent 29% 43% 33% 32% 55% 25% 185% AZ Market Top 10 MNC Top 10 Overall 9% AZ Rank (2022) 3 87% AZ Rank (2021) 5 AZ Rank (2019) 10 Total
Slide 18: Committed to transforming patient outcomes
Committed to transforming patient outcomes Transforming Embracing Strengthening Innovative Access Diagnostics Digital Partnerships Programs • India as Hub of Molecular Dx • IHW forums – Drive awareness • Technology: qure.ai, Alveofit, • Patient Support Program: on disease areas TriCOG SAHAY, Patient
Slide 19: BioPharmaceuticals
Astrazeneca? BioPharmaceuticals
Slide 20: BioPharmaceuticals Business continues to grow
BioPharmaceuticals Business continues to grow 320% 52% ~3000 18%# 27% Scientific Events 11%# FY 22‐23 CVRM R&I Brilinta Forxiga Fasenra BBU Growth Across The Science Dissemination CVRM & R&I TA (FY 22‐23) Brands (FY 22‐23) Intensified to ensure high SoV Source: Internal Sales Data 20 # Ex –divestmen
Slide 21: Stepping up Patient Centricity & Partnerships
Stepping up Patient Centricity & Partnerships 130,000 active 19,962 ECGs done 300+ Patient 58 centers activated followers. 20 Mio + with 50% abnormal Education Programs Unique Reach & 3 findings, through 28 62,700 of Patients done by 200+ Million + video Hubs & connected screened unique HCPs for vie
Slide 22: Digital Transformation & Healthcare Innovation
Digital Transformation & Healthcare Innovation
Slide 23: 2022 has been a year of digital acceleration and adoption of solutions across the business
2022 has been a year of digital acceleration and adoption of solutions across the business Lead with AI & Insights Accelerate delivery & innovation Optimize how we run PSP program launched, with a Data automation by powering compliant and intelligent technology To accelerate digital delivery and sma
Slide 24: Committed to furthering healthcare innovation
Committed to furthering healthcare innovation Anchor Partners Innovation challenges Thought leadership 10L+ 20 seats accelerator Patients Mentorship reached 10+ IoT and AI solutions based scaled diagnostic solutions 1700+ Nurses Disease education Upskilling in and support Personalized NCD solutions
Slide 25: Sustainability
AA AstraZeneca 2 Sustainability
Slide 26: Working with the Society (1/2)
Working with the Society (1/2) Ganga Godavari Cancer Screening Program (screening women for oral, breast and cervical cancer) Young Health program Source: 2626
Slide 27: Working with the Society (1/2)
Working with the Society (1/2) Maintaining AZ Green Drive 5000 geo‐ tagged Grant-A-Wish trees Granting wishes to 550 children Source: 27
Slide 28: Great Place to Work
Astrazeneca? Great Place to Work
Slide 29: Our GPTW Strategy aligned to People development has strengthened our Employer Brand
Our GPTW Strategy aligned to People development has as strengthened our Internal and External Employer Brand INTERNAL PULSE SURVEY 85% 85% 86% 89% Managers in my Employees believe AZ Employees believe Employees believe strongly function/company are demonstrates a commitment to AZ is a great place to
Slide 30: Winning accolades
Winning accolades Gold for Ganga Godavari CKD Academy i‐PHARMACY Gold for Project YHP Initiative HeartBeat
Slide 31: Highlights of the year
Highlights of the year AstraZeneca India Gets Approval To Market Anti- | Diabetes Drug AstraZeneca India expands : ‘Ganga Godavari Cancer AstraZeneca India collaborates with Screening’ initiative 4baseCare to enhance accessto India-Sweden Healthcare Innovation Centre 9¢nomic testing for cancer patie
Slide 32: Our Focus
Our Focus Growth Through Expanding our Patient Centricity We are Industry‐leading Innovation pipeline across all is central to accelerating our initiatives to drive strategy | our TA‐ Oncology everything we do | T&Dy agenda Ambition Zero Accelerating our and Continue Carbon Regulatory Biopharmaceuti
Slide 33: Ambition Zero Carbon
Ambition Zero Carbon Accelerating the delivery of net‐ zero healthcare, proactively man aging our environmental impact and investing in nature and biodiversity. 33 May 2023
Slide 34: Leadership change
Leadership change as Rajesh Marwaha Bhavana Agarwal to assume role of to retire in September CFO AstraZeneca 34 34
Slide 35: Thank you
Thank you 35
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