Zydus Wellness Limited · NSE:ZYDUSWELL
Zydus Wellness — Investor Presentation (September 2019)
20 slides from Zydus Wellness's investor presentation, September 2019
Slide 1: Zydus Wellness
Slide 2: Zydus Wellness – A part of Zydus Cadila Group
Zydus Wellness – A part of Zydus Cadila Group One of the leading Indian pharmaceutical companies with well diversified business across geographies and a presence across generics, branded generics, animal health, consumer wellness and others #4(1) One of the leading pharmaceutical companies in India
Slide 3: Zydus Wellness - An Introduction
Zydus Wellness - An Introduction Earliest entrant and category builder in the wellness segment Who we are VISION We build new emergent categories We bring Wellness to your life with differentiated product propositions We will create new experiences by our products that will nourish, Philosophy of bu
Slide 4: The Inflections Points in Zydus Wellness Journey
The Inflections Points in Zydus Wellness Journey… Inorganic Growth • Acquired Heinz India Private Limited, a company larger than itself. The inflection point represents the beginning of a bigger Zydus Wellness that is expected to graduate the Company into a new league, strengthen respect, catalyse g
Slide 5: Zydus Wellness - An Introduction
Zydus Wellness - An Introduction Over 28 Years of Operational Excellence Market Leading Brands Foods Skin care Instant energy Premium Natural Prickly heat Health food drink Sugar substitute Butter substitute powder healthy ghee skin care powder SAMPRITI #1 #4 #1 #1 #1(1) #1 Market Cap of ~1.3 bn USD
Slide 6: Strong Management Expertise
Strong Management Expertise Experienced and Diversified Board members Board with Global Experience Work experience Dr. Sharvil P Patel – Chairman & Non-Executive Director 21 years experience He is also Managing Director – Cadila Healthcare Limited Tarun Arora – CEO & Whole-time Director 23 yea
Slide 7: Company history over the years
Company history over the years… 40x increase in shareholder value in the last 12 years to reach a market valuation(1) of INR 9,000crs+ 2017 2018 2018 2019 Sugar Free Green with EY Tan Removal range & Launch of ‘Sugarlite’ Acquisition of Heinz Stevia & new production Nutralite Mayonnaise India facili
Slide 8: Sugar Free - India’s 1st low calorie sugar substitute
Sugar Free - India’s 1st low calorie sugar substitute #1 player in its category with a dominant 94% market share; Strong product pipeline coupled with favorable Industry outlook will continue to drive future growth Launched in 1988. A Healthier Sugar Alternative Category defining undisputed mark
Slide 9: Everyuth – Facial cleansing with a strong ‘Naturals’ brand equity
Everyuth – Facial cleansing with a strong ‘Naturals’ brand equity Market leadership being supported by rising market penetration Pioneer of skincare range of products specially meant for the face with unique solutions for healthy skin Has very strong “naturals” equity in the minds of consumers e
Slide 10: Nutralite
Nutralite India’s #1 butter substitute and leader of low calorie spread category Nutralite is India’s No.1 Table Spread & a healthier alternative to Butter which is promoted through regional media campaigns Cholesterol Free, has no Trans Fats. The premium range is fortified with Omega 3 and Vita
Slide 11: Glucon-D
Glucon-D Category-leading brand with 98% product recall Regular variant contains 99.4 % of pure glucose ; positioned as an effective energy booster ‘The Most Trusted Brand’ in the Health and Personal Care category (as per the Brand Equity Survey conducted by Economic Times in 2019) Regular Man
Slide 12: Complan
Complan Legacy trusted brand with 90% recall value Milk-based health food drink High protein content in the low penetration (24%) health food drink category The Company continued to invest in the brand through media to enhance the relevance of the brand in key markets 12
Slide 13: Nycil
Nycil Market leading and legacy brand in the prickly heat powder category Heritage brand of 50+ years One of the most trusted prickly heat powder brands Established efficacy through the germ fighter formula; protect from sweat, body odour, rashes, itching and heats Variants comprise Cool Her
Slide 14: Celebrity Endorsements
a Celebrity Endorsements 8 Zydus __ Wellness
Slide 15: Strong manufacturing and distribution capabilities
Strong manufacturing and distribution capabilities Manufacturing Capabilities Distribution Capabilities 20 46 Company manufactures an innovative range of health and wellness Cold Chain Warehouses Ambient Warehouses products across five manufacturing facilities — one in Gujarat and two in Sikkim, o
Slide 16: Right recipe for growth
Right recipe for growth A Clear Strategy For Continuous Growth Merit driven Portfolio of Professional Strong Brands Organization Strong Endeavoring To Distribution that Improve Quality Feeds Of Life Through Consumers Innovation Demand People centric and Value driven 16
Slide 17: Key Financial Numbers – FY 19 (Consolidated)
* Key Financial Numbers – FY 19 (Consolidated) Total Income from Operations EBIDTA (Rs. Mio.) (Rs. Mio.) 2000 ▲39.2% 5200 ▲61.7% 1500 1744 5000 8428 1253 1000 4800 4600 5211 500 4400 0 FY18 FY19 FY18 FY19 PBT (Rs. Mio.) Net Profit (Rs. Mio.) 1,860 1360 ▲14.0% 1691 1,660 1707 ▲26.3% 1260 1,460 1497 1
Slide 18: Three Pillars to drive growth going forward
Three Pillars to drive growth going forward.. Leverage M&A to Accelerate growth of Build International leapfrog scale Core Brands Presence • Acquisition of Heinz • Innovations to • Leverage the India recruit new acquired brands to • Two of the four consumers build scale brands acquired are • Differe
Slide 19: Summary - Strategies for continued growth
Summary - Strategies for continued growth Strengthen and expand brand penetration Innovation Funnel - Focus on portfolio diversification & expansion Embrace emerging communication channels and building efficiency Leading route to market Focus on emerging markets like SAARC, Middle East & Africa and
Slide 20: THANK YOU
Gr t—teT.T.. THANK YOU
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