Qms Medical Allied Services Limited · NSE:QMSMEDI
Qms Medical Allied Services — Q1 FY25 Earnings Presentation
29 slides from Qms Medical Allied Services's earnings presentation, Aug 28, 2024
Slide 1: Exchange filing cover letter
To, National Stock Exchange of India Ltd. Exchange Plaza, C 1, Block G, Bandra - Kurla Complex, Bandra (E), Mumbai – 400 051. Company Symbol: QMSMEDI ISIN: INE0FMW01018 Sub: Investor Presentation under the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (‘Listing Regulations
Slide 2: Unleashing Holistic Healthcare Engagement Solutions Ecosystem
QMS MEDICAL ALLIED SERVICES LIMITED UNLEASHING HOLISTIC HEALTHCARE ENGAGEMENT SOLUTIONS ECOSYSTEM INVESTOR PRESENTATION AUGUST 2024
Slide 3: Disclaimer
DISCLAIMER This presentation may have certain statements that may be “forward-looking” including those relating to the general business plans and strategy of QMS Medical Allied Services Limited, its outlook and growth prospects. The actual results may differ materially from these forward-looking sta
Slide 4: At a Glance
AT A GLANCE 30 years of industry Started by first generation 250+ employees including presence enterprenuer - MBA with deep leadership team work-ex at 3M 130+ institutional Revenues of Rs. 122 crore Listed at NSE Emerge in customers, including top 50 with an EBIDTA margin of October 2022; Market cap
Slide 5: Our Performance in Numbers
OUR PERFORMANCE IN NUMBERS - 7 - a»
Slide 6: Our Q1FY25 (Q-O-Q) Performance in Numbers
OUR Q1FY25 (Q-O-Q) PERFORMANCE IN NUMBERS 5
Slide 7: Our Q1FY25 (Sequential) Performance in Numbers
OUR Q1FY25 (SEQUENTIAL) PERFORMANCE IN NUMBERS 5
Slide 8: Annual Performance
ANNUAL PERFORMANCE Total Income mmEBITDA —=EBITDA Margin mauNet Profit —=Net Profit Margin 147.74 18.06 18.80 10.69 122.58 104.78 12.07 FY22 FY23 Fy24 FY22 FY23 Fv24 Amount In %Cr & Margin in %
Slide 9: Annual Numbers - Digging Deeper
ANNUAL NUMBERS - DIGGING DEEPER 8
Slide 10: Annual Numbers - Digging Deeper
ANNUAL NUMBERS - DIGGING DEEPER 9
Slide 11: The Opportunity Landscape
THE OPPORTUNITY LANDSCAPE 10
Slide 12: The Opportunity Ecosystem
THE OPPORTUNITY ECOSYSTEM The company has historically offered their services to pharmaceutical companies in an effort to maximize the efficacy of their marketing campaigns in the retail sector The Total Indian Pharma Market is estimated to reach a value of INR 239,600 Cr. in 2024 (source: IQVIA rep
Slide 13: The Shift from Product to Solutions Is Driving the Future of the Industry
THE SHIFT FROM PRODUCT TO SOLUTIONS IS DRIVING THE FUTURE OF THE INDUSTRY Patient Service Programs are coming to the forefront Leading to the new avenues of engagement being of doctor engagement ecosystem focused upon by pharma companies in association with the doctors Regulatory Changes In Traditio
Slide 14: About Us
ve ABOUT US ~~ re .
Slide 15: Our Journey of Incremental Growth
OUR JOURNEY OF INCREMENTAL GROWTH 14
Slide 16: Led by a Highly Experienced Founders
LED BY A HIGHLY EXPERIENCED FOUNDERS MAHESH MAKHIJA FOUNDER, CHAIRMAN AND MANAGING DIRECTOR Mahesh founded the company in 1994 and has been the catalyst for its extraordinary growth. His strategic roles encompass Business Development and Expansion, forging Strategic Alliances, Business Strategy Form
Slide 17: Supported by a Credible Board & Advisors
SUPPORTED BY A CREDIBLE BOARD & ADVISORS DR. D N. PATHAK PRINCIPAL ADVISOR Dr. Pathak is a distinguished professional with extensive leadership experience in public sector and government ministries. He is a Former Principal Chief Controller of Accounts (Pr. CCA) at Ministry of Education & a Former C
Slide 18: And Backed by a Robust Management Team
AND BACKED BY A ROBUST MANAGEMENT TEAM CHARLES JAMES HEAD OF E-COMMERCE Since joining QMS MAS in 1999 as the company’s first marketing professional, Charles has been a cornerstone of the company’s success. He has expertly managed the accounts of some of our largest institutional clients, devising an
Slide 19: And Backed by a Robust Management Team
AND BACKED BY A ROBUST MANAGEMENT TEAM AJINKYA NAIK HEAD OF PATIENT SCREENING PROGRAMS Ajinkya, a qualified Biomedical Engineer with 10 years of extensive experience in the medical devices industry, has been a driving force in business development by aligning clinically significant scientific concep
Slide 20: Our Business Model
OUR BUSINESS MODEL THE WHY THAT DRIVES US WHAT IT ENTAILS HOW WE POWER OUR STRATEGY ENGAGEMENT FOR Products Long-standing relationships with device manufacturers DOCTORS AND PATIENTS ON Selection BEHALF OF PHARMA Sourcing (3rd party and own Insights of the demand landscape from the medical brand) fr
Slide 21: Our Solution Ecosystem
OUR SOLUTION ECOSYSTEM PRODUCTS SERVICES (41% in FY24) (59% in FY24) PATIENT CARE SERVICES B2B EDUCAMEDICS POINT OF CARE B2C/ DIGITAL 20
Slide 22: Product Strategy - Extracting Value in a Competitive Space
PRODUCT STRATEGY - EXTRACTING VALUE IN A COMPETITIVE SPACE Own brand offers control on quality and supply chain, thereby offering avenues to expand margins Further leverages industry and product insights to offer diverse range of solutions on demand Moreover, complements the company’s existing sourc
Slide 23: Services Strategy - Unique Offerings Driving Premium
SERVICES STRATEGY - UNIQUE OFFERINGS DRIVING PREMIUM A first of its kind initiative to empower healthcare practitioners with data that can help improve therapy outcomes for their patients. Organizes preventive screening camps at the healthcare practitioners’ clinics in partnership with our pharmaceu
Slide 24: The QMS Edge for PSP Opportunity
THE QMS EDGE FOR PSP OPPORTUNITY All QMS field officers The QMS-managed Quality-assurance in Smart and easy Programs conducted Data Privacy and are qualified DMLTs programs are free of terms of using technoloy for at doctor clinics Confidentiality is who are well-versed cost to the Health leading US
Slide 25: Snapshots of Patient Engagement Camps
SNAPSHOTS OF PATIENT ENGAGEMENT CAMPS 24
Slide 26: Services Strategy - Inorganic Growth Being Initiated to Expand Capabilities
SERVICES STRATEGY - INORGANIC GROWTH BEING INITIATED TO EXPAND CAPABILITIES The Company entered into a share purchase agreement for acquisition of a 51% stake in Saarathi Healthcare Pvt Ltd. Saarathi Healthcare has pioneered in patient and disease management services, market access, and phygital sol
Slide 27: Growth Strategies at Play
GROWTH STRATEGIES AT PLAY 26
Slide 28: The Growth Strategy for Next Level
THE GROWTH STRATEGY FOR NEXT LEVEL EXPANDING SERVICES PLAY TO EXTENDING PRESENCE TO CATER PHARMACEUTICAL CLIENTS TO GOVERNMENT HEALTHCARE Focus on improving margins Tap the opportunity for PSPs through a solutions-first and health awareness camps portfolio with the largest healthcare Targetting larg
Slide 29: Thank You
QMS MEDICAL ALLIED SERVICES LIMITED Registered Office: 1A-B/2A-B, Navkala Bharti Building, Plot No.16, Prabhat Colony, Road No.3, THANK YOU. Santacruz East, Mumbai, Maharashtra (India) 400055.
QMS Medical Allied Services — Q1 FY25 Earnings Presentation on 6ix