Dr. Reddy's Laboratories Ltd. · NSE:DRREDDY
Dr. Reddy's Laboratories — Investor Presentation (August 2021)
18 slides from Dr. Reddy's Laboratories's investor presentation, August 2021
Slide 1: Investor Presentation August 2021
Investor Presentation August, 2021 Dr. Reddy’s Laboratories Limited Hyderabad, India BSE: 500124 | NSE: DRREDDY | NYSE: RDY | NSEIFSC: DRREDDY PROPRIETARY
Slide 2: Safe Harbor Statement
Safe Harbor Statement This presentation contains forward-looking statements and information that involve risks, uncertainties and assumptions. Forward-looking statements are all statements that concern plans, objectives, goals, strategies, future events or performance and underlying assumptions and
Slide 3: More than ever people need access to affordable healthcare
More than ever people across the world need access to affordable healthcare Our purpose and promises remain relevant to achieve this need OUR PURPOSE OUR PROMISES Bringing expensive medicine within reach Addressing unmet patient needs Good Health Helping patients manage disease better Can’t Wait. En
Slide 4: Uniquely positioned to create sustained Shareholder Value
Dr. Reddy’s is uniquely positioned to create sustained Shareholder Value Diversified presence across Strong & Established Core markets (US, Europe, India, businesses (API, Gx) Russia, China, Brazil & other EM) Strong portfolio with multiple Array of long term growth growth opportunities opportunitie
Slide 5: Sustaining Healthy growth in Revenue & EBITDA
Sustaining Healthy growth in Revenue & EBITDA Revenues EBITDA CAGR: 10.1% CAGR: 25.3% ₹ 4.7k cr ₹ 19.0k cr ₹ 4.6k cr ($ 0.6 bn) ₹ 17.5k cr ($ 0.6 bn) ₹ 15.4k cr ($ 2.6 bn) ₹ 3.4k cr ₹ 14.2k cr ($ 2.3 bn) ₹ 2.4k cr ($ 2.1 bn) ($ 0.5 bn) ($ 1.9 bn) ($ 0.3 bn) 17.0% 22.2% 26.6% 25.0% FY18 FY19 FY20 FY2
Slide 6: Driving productivity while investing for future growth
While we continue to drive productivity, we are also investing for future growth Gross Margin: Driving productivity offsetting price erosion SG&A: Enhancing marketing capabilities through sales force effectiveness 6,000 33.0% 31.6% 28.7% 28.8% 30.6% 30.0% 5,000 25.0% 53.7% 54.2% 53.8% 54.3% 4,000 ₹
Slide 7: Improving Return Metrics and Strong Balance Sheet
Improving Return Metrics and Strong Balance Sheet, provides us an opportunity to grow further Free cash flow: Consistent generation of strong cash-flows Net Debt / Equity: cash surplus; providing strength for expansion 24.0% ₹ 2.2k cr ₹ 2.3k cr ₹ 2.5k cr ($ 0.3 bn) ($ 0.3 bn) ($ 0.3 bn)* ₹ 0.6k cr 9
Slide 8: 3-year Total Shareholder Return
3-year Total Shareholder Return Dividend Rs 20 Rs 25 Rs 25 EPS Rs 113.1 Rs 117.4 Rs 103.7 Rs 4,711* Rs 2,128 FY19 FY20 FY21 FY22 *Closing rate of Jul 31st, 2021 Total Shareholder Dividend + Capital Gains CAGR 31.0% Return (3 Years) Rs. 2,653 8 PROPRIETARY
Slide 9: Multiple avenues for long-term sustainable growth
Multiple avenues provide us a good visibility for a long- term sustainable growth North Europe America API Emerging Specialty Markets India China Biosimilars Russia Services Discovery We also continue to evaluate Inorganic Growth Opportunities across markets and value chain 99 PROPRIETARY
Slide 10: Our Strategic Aspirations – Core Businesses
Our Strategic Aspirations – Core Businesses North America (US & Canada): Europe (Germany, UK & others): • Augment Portfolio to over 300 products • Enhance presence from EU-5 to EU-15 • Focus on complex generics delivery • Scale-up Hospital segment across markets • Augment ‘Go-to-market’ model into n
Slide 11: Creating a Pipeline of Differentiated Products
Creating a Pipeline of Differentiated Products Discovery Engaged in the discovery of novel therapeutics in the areas of Oncology & Inflammation and has 12 drugs under various stages of discovery & clinical trials Drug Discovery & Development collaborations with several pharma and biotech compani
Slide 12: COVID-19: Sputnik-V vaccine launched, commercial scale-up in progress
COVID-19: Sputnik-V vaccine launched, commercial scale-up in progress • Partnered with RDIF to conduct clinical trials and distribution of Sputnik V vaccine in India • Current product (Sputnik V) is a 2-dose product with 2 different components • Phase-II & Phase -III clinical trials undertaken in Ru
Slide 13: Covid-19 treatment drugs
Covid-19 treatment drugs – We continue to be at the forefront of COVID response Remdesivir – Moderate to Severe Favipiravir – Mild to Moderate 2-DG – Moderate to Severe • Partner : Gilead • Partner : Fujifilm • Partner : DRDO (INMAS) • Currently sold in India • Launched in India & a few other • Laun
Slide 14: Sustainability & Compliance is our way of life
Sustainability & Compliance is our way of life Sustainable value chain Affordable & innovative medicines Preserve the Caring for communities Environment Adherence to the Diversity & Inclusivity governance, risk & in Workplace compliance framework 14 PROPRIETARY
Slide 15: Sustainability: Targets & Global Alignment
Sustainability: Targets & Global Alignment Dow Jones Sustainability Index 2020: we have been placed at rank 10th in pharma sector globally 15
Slide 16: Awards & Recognitions
Awards & Recognitions Our Co-chairman & MD featured in one of Retained our position on the Dow Jones the top 20 leaders in the Medicine Maker’s Sustainability Index for the 5th Power List under the category of “Small consecutive year Molecules” API Supplier of the Year award for the Part of the 2021
Slide 17: We remain committed to our core stakeholders
We remain committed to our core stakeholders… Our Customers Our Shareholders To continue to accelerate access To continue to drive total to affordable and innovative shareholder return (TSR) through medicines and services focused strategy To focus on patients and health To create more opport
Slide 18: Thank You
THANK YOU 18 | May 20, 2020 | Q4 FY20 Press Meet Classification | PUBLIC PROPRIETARY
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