Searle Company Ltd · PSX:SEARL
Searle — The Searle Company — Investor Presentation (2019)
21 slides from Searle's investor presentation, 2019
Slide 1: The Searle Company
The Searle Company TO LEAD IN I M PROVI NG THE QUALITY OF HUMAN LIFE
Slide 2: Brief history of IBL
Brief history of IBL PA R T N E R S H I P, I N T E G R I T Y, PA S S I O N & E X C E L L E N C E • The Group began its operations several generations ago with the inception of a distribution house. In 1887 it became distributors for W.D. & H.O. Wills cigarettes for all the pre-partition Indian sub-
Slide 3: IBL Group of Companies
IBL Group of Companies O U R FA M I LY 3
Slide 4: Brief history of Searle
Brief history of Searle PA R T N E R S H I P, I N T E G R I T Y, PA S S I O N & E X C E L L E N C E • Originally founded in US in 1888 by Gideon D. Searle. • Incorporated in Pakistan as a Private Limited Company in 1965 as a subsidiary of G.D. Searle & Co., USA. • Till 2008 the company reached to an
Slide 5: Our Promise
Our Promise Searle was ranked as the most outstanding 01 COM M ITMEN T TO company in Pakistan as per Asiamoney’s EXCELLENCE Outstanding Companies Poll, 2018. As per MSCI, Searle was top ranked listed entity of Pakistan with the highest performance growth of 52% in share prices. 02 Searle was one of
Slide 6: Our Brands
Our Brands LEADING BRANDS IN THEIR THERAPEUTIC AREA Cough • Hydryllin Muscle Relaxant • Nuberol ORS • Peditral Cardiovascular • Extor, Spiromide, Byscard Analgesic • Tramal, Rotec Gastrointestinal • Gravinate, Lomotil, Selanz Antibiotics • Negram 6
Slide 7: Our Partners
Our Partners T R U S T O F O U R A F F I L I AT O R S 7
Slide 8: Our Presence
Our Presence OUR BOND WITH THE GLOBAL VILLAGE Afghanistan Afghanistan Myanmar Myanmar Sudan Laos Laos Senegal Sudan Senegal Nigeria Nigeria Yemen Yemen Vietnam Vietnam Ethiopia Ethiopia Cambodia Ivory Uganda Cambodia IvoryCoast Coast Uganda Sri SriLanka Lanka Kenya Kenya Ghana Ghana Cameroon Cameroo
Slide 9: Our Facilities
Our Facilities S TAT E O F A R T FA C I L I T I E S • Karachi SITE Plant Searle Company • Lahore Plant 1 Limited • Lahore Plant 2 Searle Biosciences • Nextar Plant Port Qasim Private Limited Searle Laboratories • Lahore IV Facility Private Limited Searle Consumer • UDL Consumer Facility Private Limi
Slide 10: Industry Rankings
Industry Rankings SEARLE IS RANKED NUMBER 3RD IN TERMS OF VOLUME AND RANKEND 5TH IN TERMS OF VALUE 2019 – VOLUME IMS MAT MARCH Market Share 2019 – VALUE IMS MAT MARCH Market Share GSK 353,555,262 12.27% GSK 28,204,945,704 6.93% Abbot 193,672,929 6.72% Getz 25,099,284,627 6.17% Searle 161,338,449 5.6
Slide 11: Our Volume
Our Volume SEARLE JUMPED FROM BEING AT NUMBER 8TH IN 2008 TO NUMBER 3RD IN 2018 IN THE IMS RANKING WITH REFERENCE TO REVENUE IN TERMS OF UNITS SOLD Rank 2018 Searle has a large and 130,000 3rd sustainable customer base 2017 115,000 3rd because of more focus on the treatment of chronic 2016 107,000 4
Slide 12: Our Position
Our Position SEARLE JUMPED FROM BEING AT NUMBER 11TH IN 2008 TO NUMBER 5TH IN 2018 IN THE IMS RANKING WITH REFERENCE TO REVENUE IN TERMS OF VALUE Rank 2018 14,415 5th 2017 12,811 6th 2016 11,790 5th 2015 9,809 6th 2014 8,078 7th 2013 6,849 8th 2012 5,696 8th 2011 5,000 8th 2010 4,300 8th 2009 3,300
Slide 13: Our Revenue
Our Revenue T H E R E V E N U E O F C O N S O L I D AT E D F I N A N C I A L S O F S E A R L E I N C R E A S E D R A P I D LY D U R I N G T H E L A S T 1 0 Y E A R S The revenue of the company grown from 2.7 billion in 2008 to 16.4 billion in 2018, representing an average growth rate of 22.08% per 1
Slide 14: Our Profits
Our Profits THE PROF IT W HICH SEAR LE US ED TO MA KE I N 2 0 0 7 N OW R E P R E S E N T S O N LY F I V E D AY S O F P R O F I T The profts increased sharply during the last 10 years from just 141 million in 2008 to 3.1 billion in the year 2018, representing an 3.17 average growth rate of 32.19%. bi
Slide 15: Our Strategy
Our Strategy N E W V S . E X I S T I N G P R O D U C T P E R C E N TA G E Market share 47% 46% 46% 43% 41% 40% New products within top 10 Rapid increase in share of top 10 products: 46% 39% 54% 44% - 2013 - 46% 56% 61% - 2015 - 56% - 2017 - 61% 59% 60% 57% 53% 54% 54% 2013 2014 2015 2016 2017 2018 1
Slide 16: Financial Information
Financial Information 2019 [9 months] 2018 2017 Revenue 10,649,253 12,911,141 10,753,751 Standalone Financials EBITDA 25% 29% 31% PAT 20% 25% 26% EPS 9.80 16.51 14.29 2019 [9 months] 2018 2017 Revenue 13,374,554 16,395,639 13,309,651 Consolidated Financials EBITDA 23% 25% 26% PAT 13% 17% 18% EPS 8.3
Slide 17: Our Promise
Our Promise COMMITMENT TO EXCELLENCE Rank 7 7 8 6 6 6 5 4 4 4 3 3 Searle jumped from being at 8th in terms of units sold in 2008, to 3rd in 2018. 16.4 b 2017; 2016; 13.3 b 11.3 b The revenue of the company increased from 2.7 billion in 2014; 9.1 b 2011; 2013;7.6 b 2008 to 16.4 billion in 2018, an un
Slide 18: Our Future
Our Future TO WA R D S F U T U R E 01 Will be the number 1 pharmaceutical company in Pakistan 02 Will have global presence in more than 50 countries Will lead a feld force of more than 03 5000 highly talented medical operatives 04 Will have FDA approved manufacturing facilities 18
Slide 19: Corporate Social Responsibility
Corporate Social Responsibility RESEARCH IN THE SERVICE OF MANKIND • Searle is committed towards saving environment and creating a sustainable clean future. Searle plans to plant 300 thousands trees in various parks around the city of Karachi. • Searle won the NFEH CSR Awards in 2016, for those who
Slide 20: Our Commitment to Society
Our Commitment to Society RESEARCH IN THE SERVICE OF MANKIND 20
Slide 21: Our Commitment to Society
Our Commitment to Society RESEARCH IN THE SERVICE OF MANKIND 21