Genomma Lab Internacional Sab De Cv Class B · BMV:LAB/B
Genomma Lab Internacional Sab De Cv Class B — Investor Presentation (May 2023)
92 slides from Genomma Lab Internacional Sab De Cv Class B's investor presentation, May 2023
Slide 1: Genomma Lab Internacional
Genomma Lab.°® Internacional
Slide 2: Investor Relations Corporate Presentation
INVESTOR RELATIONS CORPORATE PRESENTATION
Slide 3: Safe Harbor Disclosure
Safe Harbor Disclosure This presentation may contain certain forward-looking statements and information relating to the Company that reflect the current views and/or expectations of the Company and its management with respect to its performance, business and future events. Forward looking statements
Slide 4: Content
1 Who We Are: Our Footprint 2 4-year Profit & Growth Strategy Content 3 Unleashing Shareholder Value 4 Financial Review February 2023 4
Slide 5: New High-Growth Strategy
* New High-Growth Strategy • “The ideal Partner for • Leading Latin America and the Pharmaceutical U.S. Hispanic Market” and Personal • Europe : United Pharmaceuticals Care Company • U.S. : Edgewell • Japan : Rohto • Israel : Oramed • Assessing selected high-ROIC • Consistent base growth potential p
Slide 6: Footprint: Latin America
Footprint : Latin America CHALLENGES OPPORTUNITIES • General economy • Population + 663 million (2x USA) stagnation • GDP per capita 0.2 x USA • Political inestability • Total GDP = 0.4x USA • Employment & MAPA • Median Age : 31 years Livelihood crisis • Inequality translates into ENMEDIO different
Slide 7: Genomma's Solid Base Business
Genomma’s Solid Base Business Single Digit Growth 3 out of 14 categories Double Digit Infant Formula Growth 50% of all Categories rowth impacted by Palm Oil Contingency despite macroeconomic and supply chain headwinds Anti-acne, Cosmetics & Skin Care categories impacted by lockdowns Net sales growth
Slide 8: Genomma Lab Internacional: Base Business
Genomma Lab Internacional : Base Business • Genomma develops, manufactures and markets a broad range of premium branded products, many of which are leaders in their categories SEGMENT MEGA-BRANDS GEOGRAPHY US PC OTC 11% Mexico 43% 57% LatAm 47% 42% February 2023 8
Slide 9: Over The Counter Products: 56.8% of Total Sales
Over The Counter Products (OTC): 56.8% Of Total Sales* Pain Relief Cough & Cold Gastro & Anti- Hemorrhoids Anti-mycotics & Isotonic beverages Anti-Flu Sexual Health *As of March, 2023 February 2023 9
Slide 10: Personal Care Products: 43.2% of Total Sales
Personal Care Products (PC): 43.2% Of Total Sales* Specialized Hair Care Skin Care Beauty Care *As of March, 2023 Shampoo Anti-Acne & Cosmetics February 2023 10
Slide 11: New Categories
New Categories: Antibacterial Male Care & Grooming Infant Nutrition F e b r u a r y 2 0 2 3 11
Slide 12: Proven International Business Model
Proven International Business Model US dollar: Guatemala 11.4% Honduras El Salvador Other currencies: USA Belize Costa Rica INTERNATIONAL 23.2 47.1% Panama Nicaragua 1. Brazilian Real MEXICO 58.5 2. 3. Colombian Peso Chilean Peso CARICAM 4. Peruvian Sol 5. Argentine Peso Colombia MEXICO 6. 7. Urugua
Slide 13: Genomma Lab Internacional in Summary
Genomma Lab Internacional in Summary Power Mexico 42% Brands 18 of net sales “Strong Points of Sale performance LatAm 48% 450,000+ across all of net sales regions” 2,000+ USA 10% of employees net sales Asepxia, Cicatricure, Suerox, Tio Nacho, Tafirol, Novamil, Groomen, Goicoechea, XL-3, Alliviax, Ni
Slide 14: Content
1 Who We Are: Our Footprint 2 4-year Profit & Growth Strategy Content 3 Unleashing Shareholder Value 4 Financial Review February 2023 16
Slide 15: 4-year Profit & Growth Strategy
2 4-year Profit & Growth Strategy February 2023 17
Slide 16: Strategic Goals
Strategic Goals NET SALES PURPOSE: +1.0bn USD Empower people to have amazing health and wellness EBITDA 25% VISION: A leading company in the CCC categories in which we compete 50 days
Slide 17: Evolution of Growth Strategy
Evolution of Growth Strategy 4-year trend : consistent Sales and Profit growth MM PS MM PS Net Revenues 3800 EBITDA INITIATIVES TO FURTHER 18000 CAGR CAGR IMPROVE PROFITABILITY 16000 9.7% 3300 10.5% • Manufacturing Plant and 14000 2800 Supply Chain synergies 12000 2300 • AI-based media investment 10
Slide 18: Growth Strategic Framework 2025
Growth Strategic Framework → 2025 Product Innovation Superior Best-In-Class Brand Value Go-To-Market & e-Commerce Our Sustainability Commitment Strategic World-Class Partnerships & Supply Chain Technology Winning Culture & Organization "Confidential"
Slide 19: Product Innovation
Product Innovation Recycled Royal Jelly Shampoo Healthy Hair, Healthy Planet Eco-friendly Recycled Conscious communication 100% 100% recycled sustainable and recyclable packaging PETE bottle Recycling meeting points High quality ingredients February 2023
Slide 20: Product Innovation
Product Innovation Masstige Affordable Luxury Hi-quality Performance February 2023 22
Slide 21: New High (Inorganic) Growth Strategy
New High (Inorganic) Growth Strategy M&A • Current environment : high valuations due to global apetite in OTC and PC brands, and low interest rates PARTNERSHIPS • Innovative products and services High ROIC -> • Extensive R&D capabilities Shareholder • Low capital investments value creation • Leverag
Slide 22: The ideal Partner for Latin America and the U.S. Hispanic Market
“The ideal Partner for Latin America and the U.S.Hispanic Market” Genomma Lab Internacional
Slide 23: Strategic Alliances
Strategic Alliances New category with growth potential for Mexico & LatAm Manufactured by Edgewell PC (Strategic Partnership) Market Value opportunity of >100mm USD February 2023
Slide 24: Strategic Alliances
Strategic Alliances Manufactured by UP International (Strategic Partnership) Exclusivity in Mexico and Latin America ex. Brazil Market Value opportunity of >80mm USD February 2023 26
Slide 25: Exploring expansion to other territories
Exploring expansion to other territories • Developing a franchise business to expand the presence of power brands in other territories, partnering with strong local players overseas • Low cost manufacturing, sustainable products • Full marketing/advertising and Point-of-Sale material • Cicatricure,
Slide 26: Superior Brand Communication
Superior Brand Communication SOCIAL RESPONSIBILITY Click on images to watch the latest product communication February 2023 31
Slide 27: Proprietary Process to Win the Consumer Experience
Always-on Analytics and Precision Marketing Proprietary Process to Win the Consumer Experience Always-on Analytics and Precision Marketing Understanding Online Market Design Experts Effective Research with Across all of Consumers in communication media Choices Thousands of E-Commerce vehicles platfo
Slide 28: The Largest Content Studio in the World of CPGs and Pharma
The largest Content Studio (25 years) in the world of CPGs and Pharma Companies, now including Digital Content • 25 years developing the largest multi-media content in Latin America • > 2.1 PetaBytes of media content (Over 2,140,000,000 GB of photos, videos, animation & digital content produced in-h
Slide 29: Best in Class Go-to-Market
From the Bottom-of-the-Pyramid to the top Best in Cass Go-to-Market Multi- Channel Traditional Channel Superior POS visibility • +308,000 • Modern Trade Points of Sale • Pharma Wholesalers • Pharma Chain • E-Commerce (B2C) • Amazon & other e-Retailers • Direct Sales Distribution (DSD) • Independent
Slide 30: Corporate Culture & Organization
Corporate Culture & Organization Genomma Way Breaking Down Barriers • GenBook, new corporate How are we doing it? philosophy • Upskilling • Competitive Compensation • Career Development • Connected Organization Equal opportunity F e b r u a r y 2 0 2 2 35 F e b r u a r y 2 0 2 2 35
Slide 31: 2025 Sustainability Strategy
2025 Sustainability Strategy Click here to read our 2025 Sustainability Strategy +10 Years Being Recognized As One Of The Leading Companies In ESG Practices. 36 February 2022
Slide 32: Capital Allocation, Ratings & Long-term Financing
Capital Allocation, Ratings & Long-term Financing • CASH DIVIDEND • SHARE BUY-BUCKS • OPTIMIZE FINANCIAL LEVERAGE • STRATEGIC PARTNERSHIPS / M&A Short-Term: Short-Term: F1+(mex) HR+1 Long-Term: Long-Term: AA+(mex) HR AA+ Outlook: Outlook: Positive Stable February 2022 37
Slide 33: World-class Manufacturing & Supply Chain
World-class Manufacturing & Supply Chain Enhanced Value Equation Higher Gross Margin US$ 100 MM Superior Product Quality 8 years term Reliable Product Supply loan 1 2 3 February 2022 38
Slide 34: PC Manufacturing Facility Update
PC Manufacturing Facility Update Suerox® Manufacturing Line +8,000,000 bottles produced in Dec-22 39 February 2022
Slide 35: PC Manufacturing Facility Update
PC Manufacturing Facility Update Isotonic Beverage Line F e b r u a r y 2 0 2 2 40
Slide 36: Central Warehouse, PC and OTC Manufacturing Facility
Central Warehouse, PC and OTC Manufacturing Facility February 2022 41
Slide 37: OTC Manufacturing Facility Update
OTC Manufacturing Facility Update Tube filling equipment for semi- Water chiller system for OTC Plant solid production line Tanks system for liquid OTC production Semi-solid production line State-of-the-art equipment February 2022 42
Slide 38: Content
1 Who We Are: Our Footprint 2 4-year Profit & Growth Strategy Content 3 Unleashing Shareholder Value 4 Financial Review February 2022 43
Slide 39: Unleashing Shareholder Value
3 Unleashing Shareholder Value February 2022 44
Slide 40: Genomma Lab Internacional
Genomma Lab Internacional
Slide 41: Building what no other Company has
25 years Building what no other Company has! on the air every year in LATAM od produced every year ee Consumer e produced in our history a ‘a ad to produce a new campaign Communication ® is the aprox cost of a new spot e capabilities *in HPC category. @ 20 Countries with fully owned and standardized
Slide 42: Shareholder value creation
Shareholder value creation } Current Targets) 2024-2025 _ +MXN 20 Bn Net Sales — 24% - 25% EBITDA Margin _ Sell or divest non-core brands ~ Narrow management focus "NEW | ~ Unlock working capital + wn Te 8 =f Productivity isa Top Priority _] » Manufacturing / COGS « Scale » GTM cost optimization ~_
Slide 43: Strengthening Core Brands
Strengthening Core Brands 8000 100 wu 62 brands HM { 430 SKU’s 20 4,000 " 70 2000 Ih i f 60 1,000 a 50 000 40 6,000 | 30 4.000 WSbrands = 211 SKU’s 2,000 ad ° 2009 2010 20n 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 lm Net Sales Hof brands
Slide 44: Chosen Personal Care Categories
CHOSEN PERSONAL CARE CATEGORIES a ? H Colour Cosmetics Mi & ‘Depilatories BRR (_Genomma Fit GTM JL Genomma FitTV JX ( Category Know Howl (Barriers of Entry JM (_Inverstment | COMPANY FIT Source: Nielsen, LATAM EXCLUDING DOOR TO DOOR
Slide 45: Chosen OTC Categories
CATEGORY SIZE CHOSEN OTC CATEGORIES wo Visual Health COMPANY FIT Source: Knobloch, LATAM EXCLUDING DOOR TO DOOR
Slide 46: Building Blocks
+ 10 Bn Building Blocks ISOTONIC BEVERAGES GASTRO SKIN CARE/ DERMA HAIR CARE ANALGESICS cac Tukol b +2,850 MM +1,140 MM +1,000 MM +950 MM +810 MM LEZ” X12 ~— s800mm Grow SOM Geographic Expansion Product Innovation Grow SOM Geographic Expansion GTM Grow SOM Product Innovation Grow SOM Product Innovat
Slide 47: Tio Nacho Category
: Si ric Oe cateaoyl a SOM: : NACHO 2.5 Br’ Usb (3%) Leads the natural Broducts industry trend 100% sustainably sourced packaging Net Sales and share of market evolution CAGR +8% 2,500 e PS. MILLION 1,646 1,552 1,485 1,292 - 1,120 - 2018 2019 2020 2021 2022 *Source: NIELSEN
Slide 48: Isotonic Beverages Category
Category size: “ _) isotonic Beverages 1.9 Bn USD 2% ANSE Net Sales and share of market evolution CAGR +48% PS. MILLION 1,750 1,307 810 654 I E | E | 2018 2019 2020 2021 2022 *Source: Knobloch
Slide 49: Country Expansion
SUSey< COUNTRY EXPANSION 2022 COUNTRY FOOTPRINT. 2023 PLAN *RAIA DROGASIL,
Slide 50: Analgesics Category
Category size: SOM: Analgesics 2BnUSD 6% Tafirol (Arg.) #1 OTC brand Alliviax (Mx.) #3 Analgesic Brand XRay (Col.) #3 Analgesic Brand Net Sales and share of market evolution CAGR +28% 3,900e PS. MILLION 2,276 1,905 1,225 2018 2019 2020 2021 2022 *Source: Knobloch
Slide 51: XRay Colombia Share of Market Evolution
XRay Colombia XRay (Col.) #3 Analgesic ca Gg 2% SOM Evolution 7.5% * on 6.2% he 3% 3.6% i 2.4% 2019 2020 2021 2022 *Source: CLOSE UP
Slide 52: Analgesics Megabrand
Analgesics Megabrand ANESTESIA DEINMEDIATO
Slide 53: Analgesics Category
Category size: SOM: Analgesics 2BnUSD 6% Tafirol (Arg.) #1 OTC brand Alliviax (Mx.) #3 Analgesic Brand XRay (Col.) #3 Analgesic Brand Net Sales and share of market evolution CAGR +28% 3,900e PS. MILLION 2,276 1,905 1,225 2018 2019 2020 2021 2022 *Source: Knobloch
Slide 54: Groomen Category
Category size: SOM GROOMEN 1.2 Bn USD (05%) Diamon like carbon SHARE OF MARKET IN CHILE -5 pts CARTRIDGES SYSTEMS Total category size: 65 mm USD. Blade systems segment size: 6.4 mm USD
Slide 55: Skin Care / Derma Category
Skin Care/ Derma cxtesory size: CATEGORW Bit Bn USD 6%) Seto Lab #1 Category PS. MILLION Net Sales and share of market evolution 5,000 e y 3,969 3,986 1 Se siz 3,732 3,846 ie} 8% | |10% 2018 2019 2020 2021 2022 *Source: EUROMONITOR RETAIL/ OFF TRADE VALUE
Slide 56: USA Net Sales
&} USA NET SALES 2021 2022 SAOWEIGS) (GED)
Slide 57: USA Growth
ae — US A + 22% vs YA SAY GOODBYE TO SILKA ~ _ anwsres oot ircHinc fade BURNING CRACKING SILKA SCALING sues oF
Slide 58: e-Commerce
Genomma Core Categories e-Commerce From $0 usb to $IOMM usp in net sales amazon Cicatricure Cicatricure Face & Body Scar Gel, Scar Treatment for Old & New Scars, Stretch Marks, Surgery, 1 Ounce (Pack of 1) 4 Silka Max Liquid wit! Toenail Fungu 0.45 Ounce (Pack of 1) a1 ccs scribe & Sav
Slide 59: Productivity Building Blocks
+ 1.8 Bn Productivity Building Blocks OPTIMIZATION AREA MANUFACTURING PLANT MXN 600 mm VERTICAL INTEGRATION MXN 100 mm PRODUCT COST MXN 300mm SGM&A MXN 400 mm MXN 400 GTM EXPENSES mm -San Cayetano -Vertical integration -Packaging reengineering -Formula reengineering -Scale negotiations -Advertising
Slide 60: Productivity Examples: Vanart
Productivity Examples Vanart Shampoo vanart \ Implemented productivity actions in Vanart:
Slide 61: Productivity Examples
Productivity Examples CARTON FOLDING ESTANDARIZATION PROJECT From 23 suppliers to 2 suppliers _ t+ MXN 20/30 MM From 72 SKUs to 12 SKU's -
Slide 62: What to expect in 2023
What to expect in 2023 | Double digit growth in all markets Gincluding Mexico) in local currency 2 Mid single digit growth in MXN - (high dependance on strength/weakness of MXN) iz, EBITDA Margin expansion will follow an - exponential growth curve
Slide 63: Content
1 Who We Are: Our Footprint 2 3-year Profit & Growth Strategy Content 3 Unleashing Shareholder Value 4 Financial Review February 2022 68
Slide 64: Financial Highlights
4 Financial Highlights February 2022 69
Slide 65: Income Statement
Income Statement Thousands of Mexican pesos FIRST QUARTER 2023 % Sales 2022 % Sales Net Sales 4,178,228 100.0% 4,014,809 100.0% Cost of goods sold 1,614,496 38.6% 1,501,655 37.4% Gross Profit 2,563,732 61.4% 2,513,154 62.6% Selling, general and administrative expenses 1,744,884 41.8% 1,747,806 43.5%
Slide 66: Financial Position
Financial Position As of As of Thousands of Mexican pesos March 31, December 31, 2023 2022 2022 ASSETS CURRENT ASSETS Cash and equivalents and restricted fund 1,249,044 1,553,561 1,503,871 Clients - Net 4,437,883 4,479,350 4,270,528 Recoverable Taxes 1,636,887 1,449,304 1,625,167 Other accounts rece
Slide 67: Financial Position
Financial Position As of As of Thousands of Mexican pesos March 31, December 31, 2023 2022 2022 LIABILITIES AND STOCKHOLDERS' EQUITY Current Liabilities Short-term debt & Current portion of long-term debt 4,724,471 1,702,726 4,826,146 Suppliers 1,595,271 1,796,439 1,790,380 Other current liabilities
Slide 68: Exchange Rate: MXN / USD
Exchange Rate: MXN / USD Q4-21: Q4-21 vs Q4-22: $20.74 $22.0 Q1-22: (5.2)% $20.50 Q1-22 vs Q1-23: $21.0 (9.0)% $20.0 $19.0 Q4-22: Q1-23: $19.67 $18.0 $18.66 1Q23 $17.0 4Q 21 1Q 22 2Q 22 3Q 22 4Q 22 1Q 23 Average exchange rate for each period. Source: Banxico.
Slide 69: MXN appreciation vs. Interest Rate differential between MX & USA
MXN appreciation vs. Interest Rate differential between MX & USA Interest Rate Differential > 7.5% 7.5 2.0 $22.00 MXN / USD 1.8 7.0 1.6 6.5 1.4 6.0 1.2 5.5 1.0 $20.00 5.0 0.8 4.5 0.6 4.0 0.4 3.5 0.2 3.0- $18.00 08/22 09/22 10/22 11/22 12/22 01/23 02/23 03/23
Slide 70: Interest Rate differential between MX & USA
Interest Rate differential between MX & USA % 12 TIIE 10 8 > 7,500 bps! 6 4 2 T-Bill 0 06/20 06/21 06/22
Slide 71: 18-year Evolution of Interest Rate differential
18-year Evolution of Interest Rate differential (MX vs USA) Interest Rate Differential +3 months 8.0 1 month 1 month 7.0 6.0 5.0 4.0 3.0 2.0 1.0 - 01/01/2005 01/01/2010 01/01/2015 01/01/2020 SEXENIO 2006-12 SEXENIO 2012-18 SEXENIO 2018-
Slide 72: LatAm FX Depreciation
LatAm FX Depreciation 0.2 ARS / MXN** Local Currency 1 ARS = 0.1788 MXN expressed in MXN* 0.175 COP (25.1%) 0.15 PYG (12.9%) PEN (9.5%) 0.125 CLP (9.3%) ARS (51.8)% BRL (8.7%) 0.1 1 ARS = 0.0862 MXN UYU +0.4% 0.075 mar-2022 mar-2023 *Average Exchange rate Q1-2022 vs. Q1-2023. **Exchange rate for the
Slide 73: Net Sales Breakdown by Size of FX Fluctuation
Net Sales Breakdown by Size of FX Fluctuation Consolidated Sales classifed by relative FX depreciation vs MXN, year-on-year Negative Negative Negative Mexican Positive Hyperinflation Double Single Peso Digit Digit 16.9% 6.5% 34.4% 41.5% 0.7% 57.8% # of countries 1 4 10 1 2
Slide 74: LABB Share buyback
LABB Share buyback Million shares 35 30.1 30 25 20 15 10 4.9 5 2.5 0 Q1 21 Q2 21 Q3 21 Q4 21 Q1 22 Q2 22 Q3 22 Q4 22 Q1 23
Slide 75: Canceling Shares
Canceling Shares • 28 million shares to be cancelled in April 28 • New total number of shares outstanding 1,020,000,000 • Please update EPS calculation
Slide 76: Anexes
Genomma Lab.° Internacional February 2022 | 81
Slide 77: Economies Of Scale And Scope Driving Higher Gross Margins
Economies Of Scale And Scope Driving Higher Gross Margins Opportunity Outsourcing Producing areas Direct control in all Buying finished Raw Materials products COGS and components Fragmented raw Packaging material Economies of scale procurement Low scale, labor State-of-the-art fully Labor Cost inten
Slide 78: Economies Of Scale And Scope Driving Higher Gross Margins
Economies Of Scale And Scope Driving Higher Gross Margins Opportunity Outsourcing Producing areas Higher COGS due to Eliminate co- Suppliers co-packers profit packers profit margin margin Suppliers scattered Integration of throughout the suppliers to country industrial park Logistics Leverage freigh
Slide 79: OTC Market Share By Country
OTC Market Share By Country Top Two Countries Growth Potential Leadership CAM (1) ECUADOR position position position 4th. 4th. 3rd. MEXICO PLACE CHILE > 70% share PERÚ position in the Region position 5th. 6th. position ARGENTINA 1st. COLOMBIA PLACE position 7th. > 30% share Source: IMS Health. Ranki
Slide 80: Profitability Through COGs Reduction
Profitability Through COGs Reduction 38 39 Acquired in 2012 32 34 from Sidus Market 25.4 Share in 24.2 23. 21 21. units (%) 20.3 Competitor ‘13 ‘14 ‘15 ‘16 ‘17 ’18 51 33.91 25.39 Net Sales 20.69 in USD 9.87 13.67 million Portfolio of products ‘13 ‘14 ‘15 ‘16 ’17 ’18 Source: Cid Latina – N02B + M01A.
Slide 81: Industrial Complex – EDGE Certification
Industrial Complex– EDGE Certification GENOMMA LAB ACHIEVES WORLD BANK / IFC’s EDGE CERTIFICATION EDGE ISA GREEN BUILDINGSTANDARD AND A GLOBAL CERTIFICATION SYSTEM FIRST PHARMACEUTICAL PLANT IN THE WESTERN HEMISPHERE TO MEET STANDARDS 50
Slide 82: Industrial Complex – EDGE Certification
Industrial Complex– EDGE Certification Plant design enables: PERSONAL CARE PLANT SAVINGS: - 31% in energy - 52% in water - 41% in embodied energy - 87 tons of CO2 PHARMA PLANT SAVINGS: - 45% in energy - 37% in water - 42% in embodied energy - 33 tons of CO2 DISTRIBUTION CENTER SAVINGS: - 26% in ener
Slide 83: OTC Manufacturing Plant Permits Update
OTC Manufacturing Plant Permits Update Granted INTERNATIONAL GMPs Pending Approval Not submitted MEXICO GMP OPERATING LICENSE Solid Semi-Solid Oral Liquid Topical Liquid Coating
Slide 84: IFC and Genomma Lab Multi-currency Long-term Loan
IFC and Genomma Lab Multi-currency Long-term Loan • IFC’s first multi-currency investment in the pharmaceutical industry anywhere in the world US$60 million loan: • CHILEAN PESOS • PERUVIAN SOLES • US DOLLARS • MEXICAN PESOS • COLOMBIAN PESOS 89 "Confidential"
Slide 85: Enhancing our Megabrand potential
Enhancing our Megabrand potential Example of Analgesics category
Slide 86: M&A Transactions in Consumer Health Categories
M&A Transactions in Consumer Health Categories CHC MAJOR ACQUISITION MULTIPLES EV / Sales Multiple 9.0 BMS LatAm to Reckitt Paras to Reckitt 8.2 Merck CC to Bayer Adams RT to 6.9 Insight to Prestige 6.5 Swisse to Mead Matrixx to GSK brands Reckitt Church & to Pharma Biostime Johnson Dwight Fertin SG
Slide 87: OTC Pharma EV / LTM EBITDA Transaction Multiples
OTC Pharma EV / LTM EBITDA Transaction Multiples Average 16.3 x Source: Credit Suisse
Slide 88: Dynamism in M&A Pharma
Dynamism in M&A Pharma HALZEON © fesk VIATRIS
Slide 89: Personal Care and Skin Care Price/Sales Transaction Multiples
PERSONAL CARE Price/Sales Transaction Multiples Source: Credit Suisse SKIN CARE Price/Sales Transaction Multiples Source: Credit Suisse
Slide 90: Comparables in the Beverage Industry
Comparables in the Beverage Industry BEVERAGES EV/Sales Transaction Multiple
Slide 91: M&A Dynamism in the Beverage Industry
M&A Dynamism in the Beverage Industry Focused on high growth / high margin brands
Slide 92: Genomma Brands Estimated Value
Genomma Brands Estimated Value PS. BILLION NET SALES SKIN CARE ANALGESICS COUGH & COLD HAIR CARE ISOTONIC BEVERAGES GASTO RAZORS & BLADES OTHERS TOTAL CATEGORIES ESTIMATED VALUE 3X 8.8 6.0 5.5 4.9 2i9) 0.3
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