Zydus Lifesciences Limited · NSE:ZYDUSLIFE
Zydus Lifesciences — Merger or Acquisition (March 2025)
18 slides from Zydus Lifesciences's merger presentation, Mar 11, 2025
Slide 1: Exchange filing cover letter: Investor Presentation
March 11, 2025 Listing Department Code: 532321 BSE LIMITED P J Towers, Dalal Street, Mumbai-400001 Listing Department Code: ZYDUSLIFE NATIONAL STOCK EXCHANGE OF INDIA LIMITED Exchange Plaza, C/1, Block G, Bandra Kurla Complex, Bandra (E), Mumbai-400051 Re: Investor Presentation Dear Sir, Please find
Slide 2: Zydus' Foray in Global MedTech: Plans to Acquire Amplitude Surgical
zyd us Dedicated To Life Zydus’ Foray in Global MedTech Plans to Acquire Amplitude Surgical Investor Presentation March 2025
Slide 3: Zydus: A Global Lifesciences Company
Zydus A Global Lifesciences Company
Slide 4: Zydus: Impacting patients' lives through quality healthcare solutions
Zydus: Impacting patients’ lives through quality healthcare solutions Zydus is a leading life sciences Vision player... …with a global footprint To be a global life sciences company API Alliances 1% transforming lives through pathbreaking US$ 2.35 bn International 3% Markets India Revenues 40% FY24
Slide 5: Zydus: Global lifesciences company with presence across key markets
Zydus: Global lifesciences company with presence across key markets US formulations India formulations ✓ 5th largest generic player (Rx terms) ✓ One of the leading players in IPM ✓ Building presence in specialty & ✓ Strong presence across key super 505(b)(2) space organically and Specialty therapeut
Slide 6: Zydus continues to evolve as a credible healthcare solutions provider
Zydus continues to evolve as a credible healthcare solutions provider with patient centricity at its core Current Play Future Growth Drivers ✓ Comprehensive portfolio to serve different markets ✓ Acquired 3 assets viz. NULIBRY®, Zokinvy® and ✓ US Market CUTX101 in rare disease space in the US ▪ 483
Slide 7: MedTech Foray: Strengthening Patient-centricity
MedTech Foray Strengthening Patient-centricity
Slide 8: Zydus' DNA positions it well for a natural extension in MedTech
Zydus’ DNA positions it well for a natural extension in the MedTech space which is expected to reach US$ 670 bn globally by 2029E 2023A Medical Devices market breakdown Key MedTech industry trends Key Global players Key trends in the global medical devices market Driven by technological advancements
Slide 9: Zydus has identified three priority segments in MedTech
Zydus has identified three priority segments in the MedTech space to build its global presence Cardiology Nephrology Zydus MedTech – Growth levers Product launches, inorganic opportunities Product pipeline ✓ Building presence in interventional cardiology ✓ Acquired manufacturing facility of Nano ✓ A
Slide 10: Within MedTech, Orthopaedics is large and attractive
Within MedTech, Orthopaedics is large and attractive Orthopaedics market worldwide (in US$ bn) 2024E Segment breakdown Spine 60 17% Others 25% 45 Ortho market 17% Knee 12% 35 Sports Med 15% 14% o/w 31% for Hip knee and hips Trauma segment Robotic-assisted surgery is becoming a competitive necessity,
Slide 11: Amplitude Surgical: A Strong Orthopedics Player
Amplitude Surgical A Strong Orthopedics Player
Slide 12: Amplitude Surgical – Formidable orthopaedics player in Europe with global reach
Amplitude Surgical – Formidable orthopaedics player in Europe with global reach …led by a seasoned executive team Focused on high-quality orthopaedic products… with strong industry credentials 30 Olivier Jallabert 1997 25+ 30 420+ Founder & CEO Founded Countries served Active Patents Employees 30 Mu
Slide 13: Advanced portfolio complemented by computer assisted surgery system
Advanced portfolio complemented by computer assisted surgery system, backed by strong R&D-led innovative solutions FY24 Current portfolio offering Rev. Split1 Ongoing product development Knee prosthesis Others Team of ~40 staff dedicated to R&D, working in close partnership with surgeons, patients,
Slide 14: Geographic footprint & in-house capabilities
Geographic footprint & in-house capabilities Value chain positioning Geographic footprint Research and Development International distributors ✓ Run fully in-house with 30 active patents 20+ distribution centres across ✓ Extensive track record of innovation Europe, LATAM, Africa, Middle East, France
Slide 15: Transaction rationale – Amplitude Surgical as platform for Zydus' MedTech strategy
Transaction rationale – Amplitude Surgical to act as a platform to execute Zydus’ global MedTech strategy Right fit with Zydus’ strategy of creating an entire ecosystem focused on “Patient Business segment centricity” by offering high quality products and solutions Medical technology is a natural ex
Slide 16: Transaction overview
Transaction overview ▪ On March 11, 2025, Zydus entered exclusive negotiations to acquire a controlling stake in Amplitude Surgical, directly or indirectly through its affiliates ▪ Total purchase consideration for acquisition of 85.6% stake – € 257 mn ▪ Total equity value (100% stake) – € 300 mn ▪ T
Slide 17: What next for Zydus MedTech
What next for Zydus MedTech MedTech to be a new growth enabler for Zydus Group Manufacturing centre of Global footprint R&D centre of excellence Strong supplier ecosystem excellence Innovation focus High quality products Cutting edge capabilities Vertical integration Strong R&D team Cardiology Nephr
Slide 18: Thank You
Thank You For any queries, please contact Arvind Bothra Arvind.Bothra@zyduslife.com +91-22-62711905 For more information, please visit: www.zyduslife.com Registered Office: www.linkedin.com/company/zyduslife Zydus Corporate Park, Scheme No. 63, Survey No. 536, Khoraj (Gandhinagar), Nr. Vaishnodevi C
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