Torrent Pharmaceuticals Ltd · NSE:TORNTPHARM
Torrent Pharmaceuticals — Merger or Acquisition (June 2025)
16 slides from Torrent Pharmaceuticals's merger presentation, Jun 30, 2025
Slide 1: Cover letter to stock exchanges on JB Chemicals acquisition presentation
30th June, 2025 The Dy. General Manager (Listing Dept.) The Manager – Listing Dept., BSE Limited, National Stock Exchange of India Ltd., Corporate Relationship Dept., Exchange Plaza, 5th Floor, 1st Floor, New Trading Ring, Plot No. C/1, G. Block, P. J. Towers, Dalal Street, Fort, Bandra - Kurla Comp
Slide 2: Investor Presentation: Acquisition and Merger of J. B. Chemicals & Pharmaceuticals
NSE: TORNTPHARM Investor Presentation Acquisition and Merger of J. B. Chemicals & Pharmaceuticals
Slide 3: Disclaimer
Disclaimer This presentation is made for information purposes only, and may not be copied, distributed, reproduced, published or redistributed in whole or in part, to any other person, for any purpose. The statements made herein may contain certain forward-looking statements in the current scenario,
Slide 4: Overview
Overview
Slide 5: Executive Summary: Transaction Overview and Strategic Rationale
Executive Summary Transaction Overview and Strategic Rationale Acquisition of 46.39% equity stake (on a fully diluted basis) through a Share Purchase Agreement (“SPA”) at a consideration of INR 11,917 crores (INR 1,600 per share) Overview Trigger of Mandatory open offer to acquire up to 26% of J
Slide 6: Torrent's Legacy of Pharma Integrations
Torrent’s Legacy of Pharma Integrations Proven Track Record of Strategic, Value-Accretive Acquisitions India business India business 2014 2017 2022 2025 Strengthened presence in pain Expanded India market share Foray into high-growth pediatric Leadership portfolio with management and women’s signifi
Slide 7: JB Pharma at a Glance
| JB Pharma at a Glance
Slide 8: JB Pharma at a Glance
JB Pharma at a Glance Proven Market Outperformer with Scalable Platform Foundation for Sustainable Growth Revenue Split by Business Verticals Top 5 1.8x 6 49 58% Chronic India Revenue CDMO of Lozenges Brands in IPM Top 29% 2% Years of Legacy Outperformance Globally 300 to Market 3 17th 5,600+ 8 40+
Slide 9: JB Pharma at a Glance: India
JB Pharma at a Glance: India Proven Market Outperformer with Scalable Platform Focused portfolio in scalable, fast-growing therapeutic areas Cardiac Gastroenterology Paediatric Ophthalmology IVF Nephrology Complementary Therapies to Torrent Entry into newer therapies for Torrent Consistently outperf
Slide 10: JB Pharma at a Glance
JB Pharma at a Glance Strong Play in High-Growth Therapeutic Segments with Well-Established Brands 8 Plants across 3 Locations Cardio Gastro Ophthalmology Gujarat Ankleshwar Panoli Industry Value 10% 10% 5% Daman 3-yr CAGR Value Cumulative Capex of ~INR 450 Cr. over FY21–25 19% 12% 10% 40+ global
Slide 11: JB Pharma at a Glance: International
JB Pharma at a Glance: International Internation Formulation CDMO API API, 2% 29% 11% 2% CDMO 11% FY25 Revenue INR 1128 cr INR 447 cr INR 76 cr International, 29% Growth rate 6% 4% (12%) CAGR 8% 21% (6%) Total International Business Revenue: 40+ countries: South Africa, Dedicated manufacturing I
Slide 12: Combined Entity Ranking
| Combined Entity Ranking
Slide 13: Combined Entity: Secondary sales and Prescription
Combined Entity: Secondary sales and Prescription Enhanced Market Positioning and Competitive Ranking Ranking based on IQVIA Secondary Sales dataset as on MAT Mar’25 Ranking based on SMSRC Prescription dataset as on MAT Feb’25 Rank MAT (INR crs for Mar’25) % MS Rank Absolute Prescriptions % MS 1 Pee
Slide 14: Process Overview
Process Overview
Slide 15: Process Overview
Process Overview Timeline • Overall timeline for completion of the transaction: 15-18 months Regulatory Approvals Competition Commission of India (CCI) Stock exchanges and Securities and Exchange Board of India (SEBI) Other regulatory approvals, as may be required Approval from audit committ
Slide 16: Thank You!
| Thank You!
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