Glenmark Pharmaceuticals Limited · NSE:GLENMARK
Glenmark Pharmaceuticals — Q1 FY2022 Earnings Presentation
17 slides from Glenmark Pharmaceuticals's earnings presentation, Aug 13, 2021
Slide 1: Investors Presentation Q1 FY 21-22
Presentation Heading or Sub Heading INVESTORS PRESENTATION Q1 FY 21-22 13th August 2021
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Glenmark Pharmaceuticals Ltd. The information, statements and analysis made in this presentation describing Company’s or its affiliates’ objectives, projections and estimates are forward looking statements. These statements are based on current expec
Slide 3: Corporate Overview
Corporate Overview Glenmark operates its businesses through three GPL is primarily focused on building a separate entities. Glenmark global Generics, Specialty and OTC Pharmaceuticals business in the therapy areas of Ltd. (GPL) Dermatology, Respiratory and Oncology. www.glenmarkpharma.com Glenmark G
Slide 4: Q1 FY2022 Snapshot
Q1 FY2022 Snapshot Revenues from operations up 26.4% YoY to Rs. 29,649 Mn Net Profit up 20.7% YoY to Rs. 3,065 Mn Consolidated sales of Rs. 29,649 Mn ; 26.4% increase YoY “It was a landmark quarter for the company with positive • India Formulation business grew 57.1% YoY momentum in all our key mark
Slide 5: Consolidated Revenues from Operations
Consolidated Revenues from Operations First Quarter ended June 30 Fourth Quarter ended March 31 Rs Mn YoY Growth QoQ Growth FY 2021-22 FY 2020-21 FY 2020-21 (%) (%) India 12,250 7,799 57.1% 8,238 48.7% North America 7,878 7,426 6.1% 8,012 -1.7% Rest of the World (ROW) 2,686 2,120 26.7% 3,342 -19.6%
Slide 6: P&L Highlights
P&L Highlights Rs Mn 1Q FY22 1Q FY21 %YoY 4Q FY21 %QoQ Revenues from Operations 29,649 23,448 26.4% 28,599 3.7% EBITDA 5,736 4,781 20.0% 5,234 9.6% EBITDA margin (%) 19.3% 20.4% 18.3% Other Income (exp) 586 585 0.2% 85 590.6% Exceptional gain (loss) 28 Profit Before Tax(PBT) 4,436 3,574 24.1% 3,375
Slide 7: India formulations
India formulations India 41% Rank 1 in Antivirals, 2nd in India’s fastest growing Glenmark Consumer Care – Dermatology, 4th in company (among top 20 24% YoY growth in Respiratory and 6th in companies)1 secondary sales Cardio Vascular 1 Key Highlights Revenue (INR Mn) • Sales of Rs. 12,250 Mn recordi
Slide 8: North America
North America 27% North America Successfully launched 8 ANDA applications filed Ranked 1 in ~35% of Arformoterol – first with USFDA including 3 portfolio and top 3 in ~80% nebulizer launched from from Monroe, US of portfolio Monroe Key Highlights Revenue (INR Mn) • Sales of Rs. 7,878 Mn (USD 107 Mn)
Slide 9: Europe
Europe 10% Europe Ryaltris™ – DCP procedure Successfully launched Strong growth witnessed in concluded; launch Tiotropium DPI in UK Central Europe expected in FY22 Key Highlights Revenue (INR Mn) • Sales of Rs. 3,059 Mn as against Rs. 2,739 Mn in Q1 last year; recording 11.7% YoY growth of 11.7%. 4,
Slide 10: ROW & LATAM
LATAM ROW ROW & LATAM 2% 9% ROW LATAM Revenue (INR Mn) 3,342 1,299 2,686 26.7% YoY 2.5% YoY 2,120 Growth 658 675 Growth Q1 FY 21 Q4 FY21 Q1 FY 22 Q1 FY 21 Q4 FY21 Q1 FY 22 • Sales of Rs. 2,686 Mn recording growth of 26.7% YoY. • RCIS markets recorded recovery with secondary sales having grown 42% Yo
Slide 11: Glenmark Life Sciences (GLS)
Glenmark Life Sciences (GLS) 10% API Equity shares listed on BSE Repaid remaining Total revenue of Rs 5,249 and NSE on 6th outstanding purchase Mn (incl. Captive sales) August,2021 obligation post IPO to GPL grew 32.2% YoY 29.4% YoY 3311 Growth Key Highlights 3040 • External sales of Rs. 3,040 Mn as
Slide 12: Ryaltris (Olopatadine Hydrochloride + Mometasone Nasal Spray)
Ryaltris™ (Olapatadine Hydrochloride + Mometasome Nasal Spray) • Partnered with Hikma for US market; currently under review with the USFDA, Glenmark’s response to the Agency’s Complete Response Letter (CRL) has been submitted to the US FDA in with the PDUFA goal date in Q4FY22. • In Apr 2021, conclu
Slide 13: R&D update - Specialty
R&D update - Specialty • Successful Phase 1 results for GBR 310 that suggest similarity in pharmacokinetic, pharmacodynamic, safety and immunogenicity profiles between GBR 310, and the reference product, Omalizumab, marketed in the U.S. under GBR 310 the brand name Xolair® • In discussions with pote
Slide 14: Ichnos Sciences is a Clinical-Stage Biotechnology Company at the Forefront of Innovation in Oncology
Ichnos Sciences is a Clinical-Stage Biotechnology Company at the Forefront of Innovation in Oncology • Global footprint: U.S. and Switzerland Fully Integrated • Fully owned by Glenmark, with plans to expand the investor base in the future Biotech • Accomplished management team with proven track reco
Slide 15: Ichnos is Advancing a Differentiated Pipeline with Potential First- and Best-in-Class Assets
Ichnos is Advancing a Differentiated Pipeline with Potential First – and Best-in-Class Assets Ichnos Oncology Pipeline - First Wave Focuses on T-Cell Ichnos to Out-License Assets in Autoimmune (AI) Disease* Engagers and Macrophage Modulators Clinical Molecule Potential Candidate Target Preclinical S
Slide 16: Key Objectives of current Financial Year (FY 21-22)
Key Objectives of current Financial Year (FY 21-22) 1 Revenue growth of 10-15% during the year 2 Sustain EBITDA margin performance at similar levels of FY21 Reduce debt by at least Rs. 16 Bn through a combination of IPO proceeds and free cash 3 generation during the year Post FY22, strategic p
Slide 17: Thank You
Thank You www.glenmarkpharma.com
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