Sanofi India Limited · NSE:SANOFI
Sanofi India — Investor Presentation (March 2021)
12 slides from Sanofi India's investor presentation, Mar 17, 2021
Slide 1: Exchange filing letter for investor webinar presentation
17th March 2021 The Secretary The Secretary Bombay Stock Exchange Limited The National Stock Exchange of India Phiroze Jeejeebhoy Towers Limited Dalal Street, Exchange Plaza, 5th Floor Mumbai 400 001 Plot No. C/1, G Block Bandra-Kurla Complex Bandra East, Mumbai 400 050 Investor Webinar Presentation
Slide 2: Sanofi India Limited 17th March Investor Webinar
Sanofi India Limited 17th March Investor Webinar
Slide 3: Sanofi India
Sanofi India OVER TOP BRANDS 65YEARS 4 PHARMA 3 WITHIN OF COMMITMENT MNC TOP 100 GMP compliant IN INDIA manufacturing site ~INR 27.22 Billion total net sales - India business including export (~INR 5.7 Billion) SIL - listed company with *INR 190 Billion Market Capitalization 2900+ employees includin
Slide 4: 2020 focus on what we could control: 4-S
2020 focus on what we could control: 4-S KEY PRIORITIES 1 2 SAFETY SUPPLY of our employees of our medicines and partners 3 4 SERVICE SKILLS to customers and to win as we community transform 3
Slide 5: Key Business Priorities
Key Business Priorities 1 2 3 Accelerate Selective & profitable Build Consumer Diabetes growth in Established Healthcare Products Focus on Growth Accelerate efficiency Lead with innovation Source: Internal SIL 4
Slide 6: SIL portfolio and playground: Performance vs. Market
SIL portfolio and playground: Performance vs. Market Despite Covid, key SIL brands’ growth consistently outperformed market SIL remained insulated, posting higher than IPM market growth in 2020 MAT Dec’20 SIL SIL IPM (Value Gr%) 8% 4% Brand Market 20% 8% 9% 12% 9% -0.03% 6% -5% 10% 6% -3% 11% -13% -
Slide 7: SIL Performance: Net, Domestic and Export Sales
SIL Performance +5% +10% -4% +11% +3% 28,427 27,225 25,940 22,573 23,268 Net Sales 2016 2017 2018 2019 2020 +7% -1% +10% +8% +9% +7% +23% -33% +2% +5% Domestic Sales 19,986 21,548 8,441 18,197 7,743 Export Sales 16,573 16,970 6,298 6,000 5,676 2016 2017 2018 2019 2020 2016 2017 2018 2019 2020 6
Slide 8: Key ratios
Key ratios Operating Profit Margin Profit Before Tax Net Profit Margin 22.15% 35455, 19.19% 18.51% = oe 17.45% 17.81% 47.57% 13.09% 13.74%. 13.49% — 19.9% 195% DEC-16 DEC-17 © DEC-18. «=(DEC-19.—«DEC-20 DEC-16 DEC-17 © DEC-18 «=~ DEC-19~—«(DEC-20 DEC-16 DEC-17 © DEC-18 «=~ DEC-19~—«(DEC-20 Return on
Slide 9: Key Healthcare trends in India
Key Healthcare trends in India 1 2 3 Therapies Geographies HCPs interaction Pharma Patients Chronic therapies Lower tier markets are driving market growth witnessing higher growth ▪ Preference for Hybrid model • Increasing adoption of interaction Telehealth – 63% F2F; 21% Phone; 16% • 30% patients w
Slide 10: Sanofi India – Strategic pillars
Sanofi India – Strategic pillars Diabetes Shape insulins 1 market and grow share. 2014-17 Go to Market Hybrid field 2 Targeted assets in the rest of the rep and new channels portfolio for profitable growth Digital Digitalcustomer engagement customer 3 & partnerships Play To win culture and people 4
Slide 11: Interactive Q&A
Interactive Q&A SANOFI
Slide 12: Thank You!
Thank You! SANOFI