Jb Chemicals & Pharmaceuticals Ltd. · NSE:JBCHEPHARM
Jb Chemicals & Pharmaceuticals — Investor Presentation (December 2023)
13 slides from Jb Chemicals & Pharmaceuticals's investor presentation, Dec 19, 2023
Slide 1: Cover letter to NSE: Investor Presentation
December 19, 2023 National Stock Exchange of India Limited Exchange Plaza, 5th Floor, Plot No. C/1, G-Block, Bandra Kurla Complex, Bandra (E), Mumbai – 400051. Stock Symbol: JBCHEPHARM Dear Sir, Subject: Investor Presentation Enclosed please find the presentation the Company proposes to make to inve
Slide 2: JB Pharma: Entry into Ophthalmology Segment
JB Pharma Entry into Ophthalmology Segment 19th December 2023 www.jbpharma.com jbpharma/ 1
Slide 3: JB Pharma overview of leadership and pillars
> Synergistic acquisitions 5.) productivity Domestic outperformer @® g Gl leader A . Strong FCF GOOD PEOPLE 5 Consistency of delivery 9 for C000 HEATH _ Dosage ols op Global regulatory approvals Medicated/Herbal lozenges a p : a Leadership Key therapies Pillar Brands “J B PHARMA ** Dosage forms Stat
Slide 4: JB Pharma key facts and strengths
46 6 40+ Top 5 Brands among top 300 brands Global manufacturer of Years of operations with Regulated/semi-regulated (IQVIA MAT Mar’23 data), medicated/herbal lozenges consistent track record markets of presence through contributing over 60% of representing a substantial across multiple businesses di
Slide 5: JB Pharma + Novartis ophthalmology deal contours
JB Pharma + Novartis ophthalmology deal contours • JB Chemicals & Pharmaceuticals Ltd (JB Pharma) at its Board meeting held on Dec 19, 2023 approved the execution of a Trade-Mark License Agreement with Novartis Innovative Therapies AG, Switzerland which is perpetual in nature, for a portfolio of oph
Slide 6: Ophthalmology: One of the Fastest Growing Therapies
Ophthalmology: One of the Fastest Growing Therapies Therapies MAT OCT'21 MAT OCT'22 MAT OCT'23 CAGR* ANTINEOPLAST/IMMUNOMODULATOR 3338 3980 4945 22% UROLOGY 3289 3806 4403 16% OPHTHAL / OTOLOGICALS# 3240 3719 4274 15% Ophthalmology registered 3 PAIN / ANALGESICS 13449 15055 16892 12% year CAGR of 15
Slide 7: Ophthalmology: Growth Drivers Going Forward (1/2)
Ophthalmology: Growth Drivers Going Forward (1/2) 1. Large patient pool and improved awareness* • Estimated 6mn+ blind people in the country in 50+ age group, another 44mn+ with visual impairment • Cataract surgeries to grow at 6 - 8% y-o-y (vs. 2 - 3% historic) • High incidence of eye diseases acro
Slide 8: Ophthalmology: Growth Drivers Going Forward (2/2)
Ophthalmology: Growth Drivers Going Forward (2/2) 4. Increased focus by government in the space • Increased investments by government in ophthalmology space (e.g. driving campaigns for increasing cataract surgeries, coverage of premium foldable hydrophobic lenses under PM-JAY schemes) 5. Technologic
Slide 9: JB Pharma enters the fast-growing Ophthalmology market
JB Pharma enters the fast-growing Ophthalmology market JB Pharma will now rank amongst the top 4 players in its Covered Market in the Ophthalmology market - JB Pharma will gain 2 positions and will rank #22 in the IPM 5 brands rank #1 in respective molecule market space and another 4 brands in Top 3
Slide 10: Strong Brands with Good Growth Prospective – Chronic Portfolio
Strong Brands with Good Growth Prospective – Chronic Portfolio Brand Brand Size Market Size Brand Rank in Molecule CVM Growth* (INR crores) (IQVIA) CVM BRIMONIDINE+ Simbrinza BRINZOLAMIDE 19 63 22% #1 Travatan TRAVOPROSTT 33 76 9% #1 Travacom TIMOLOL + 16 29 TRAVOPROST 9% #1 Azopt BRINZOLAMIDE 16 41
Slide 11: Strong Brands with Good Growth Prospective – Acute Portfolio
Strong Brands with Good Growth Prospective – Acute Portfolio Brand Brand Size Market Size Brand Rank in Molecule CVM Growth* (INR crores) (IQVIA) CVM Vigamox MOXIFLOXACIN 62 275 22% #1 Nevanac NEPAFENAC 33 159 11% #1 Ilevro NEPAFENAC 6 159 11% #8 Vigadexa DEXAMETASONE+ 10 92 MOXIFLOXCIN 20% #2 Patad
Slide 12: Significant Value Accretion for JB Pharma
Significant Value Accretion for JB Pharma Leadership position in the Ophthalmology segment aligned with our overall philosophy of operating in leading brand categories Access to therapeutic segment which is growing at a faster rate than IPM PCPM* of the portfolio expected to be upward of INR 12 lakh
Slide 13: Thank you
Thank you www.jbpharma.com
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