Cipla Ltd · NSE:CIPLA
Cipla — Kotak Chasing Growth Conference 2025
24 slides from Cipla's conference presentation, Feb 18, 2025
Slide 1: Intimation letter to stock exchanges
18th February 2025 (1) BSE Limited (2) National Stock Exchange of India Limited Listing Department, Listing Department Phiroze Jeejeebhoy Towers, Exchange Plaza, 5th floor, Dalal Street, Plot no. C/1, G Block, Bandra Kurla Complex, Mumbai 400 001 Bandra (East), Mumbai - 400 051 Scrip Code: 500087 Sc
Slide 2: Kotak Chasing Growth Conference 2025
KOTAK CHASING GROWTH CONFERENCE 2025 Umang Vohra GCEO & MD Cipla
Slide 3: Disclaimer
Disclaimer Disclaimer Except for the historical information contained herein, statements in this presentation and the subsequent discussions may constitute "forward-looking statements". These forward-looking statements involve a number of risks, uncertainties and other factors that could cause actua
Slide 4: Agenda
AGENDA 1. Journey so far 2. Trends in the Industry 3. Way Forward
Slide 5: Celebrating 90 Years of Caring for life
Celebrating 90 Years of Caring for life Foundation of Cipla Breath of New Life Golden Era of Growth Stronger Legacy, Stronger Future – 1935 - 1950 1950 - 1985 1985 - 2001 2010 onwards 1935: Dr K A Hamied founded 1960: Dr K A Hamied’s son, Dr Y K 1985: Cipla becomes one of the 2012: Landmark year for
Slide 6: Journey since 1935 has led to…
Journey since 1935 has led to… CAGR2 11% $3 bn+ No. 1 $900 mn+ Global Revenue in India by Volume1 Revenue in North America No. 1 85+ 46 50+ in Rx in South Africa2 State of art Dosage Markets forms manufacturing facilities 1. IQVIA MAT Dec’24 2. Market data as per IQVIA MAT Nov’24 5
Slide 7: Strong performance with focus on profitability continues
Strong performance with focus on profitability continues Revenue from Operations (in INR Cr) EBITDA & PAT Margin % 27% 5 Yr CAGR: 10% 24% ₹ 25,774 ₹ 22,753 22% 22% ₹ 21,763 21% ₹ 20,818 ₹ 19,160 19% 19% 19% ₹ 16,362 ₹ 17,132 16% 13% 12% 12% 9% 9% FY 19 FY 20 FY 21 FY 22 FY 23 FY 24 FY 25 FY 19 FY 20
Slide 8: Today Cipla commands a global footprint coupled with strong presence across key markets
Today Cipla commands a global footprint coupled with strong presence across key markets Cipla Revenue | Cipla revenue Business Unit Details YoY Growth %2 share %3 • Includes Rx, Gx & Consumer Health business One • Cipla third largest player in the IPM Rs 10,800+ cr India • Ranked #1 in India respira
Slide 9: Cipla India: Driving long-term growth with a legacy of sustainability
Cipla India: Driving long-term growth with a legacy of sustainability One India revenue trend FY 21 INR 7,735 Cr CAGR FY 24 INR 10,865 Cr 11% FY 25 9M INR 8,992 Cr Branded Prescription Trade Generics Consumer Health ❖ Cipla maintained #2 market1 ❖ Largest Trade Generic business in ❖ Anchor & transit
Slide 10: Focus on driving North America business growth through complex asset pipeline
Focus on driving North America business growth through complex asset pipeline Cipla North America Revenue (in USD mn) Pipeline progress 3 Year CAGR: 18% 24% • 6 assets filed (launches expected in 1-3 years for Respiratory major assets) 24% $906 Pipeline • 2 assets to be filed over next 12-15 months
Slide 11: Key Trends in Pharmaceutical Market
Key Trends in Pharmaceutical Market 10
Slide 12: Indian Pharma: An Industry at its pinnacle
Indian Pharma: An Industry at its pinnacle Aspiration for $450 bn Indian pharma market by 2047 Pharmacy of the Growing Population Quality Excellence Innovation Pillars of World Growth - Indian population est. - Second largest no. - Decrease in OAI - Indian companies to be 1.5 bn by 20301 of USFDA-ap
Slide 13: Market opportunity is tremendous; growth across various segments
Market opportunity is tremendous; growth across various segments Indian Diagnostics Market Government initiatives & support Indian diagnostics market valued at about $ 13 bn in • Ayushman Bharat PM-JAY providing 2023 and is expected to grow twice its current size by health insurance of 5 lakhs 20281
Slide 14: Global pace of innovation is relentless
Global pace of innovation is relentless Buzz words like GLP 1 Drug Market1 Oncology Market2 Obesity, GLP-1, Biosimilars, CAR-T, CAGR 21% CAGR 13% ADCs, mRNAs continue to dominate $88 $532 $231 $23 2024 2032 2024 2031 Drivers for growth: Emerging next gen oncology therapies: • Next gen therapies such
Slide 15: Channel play design: Needs to accommodate both organized & unorganized retail
Channel play design: Needs to accommodate both organized & unorganized retail Organized players expected to garner a market share of 20-25% by 2027 ~80% chemists will still be a part of unorganized retail Unorganized Retail Organized Retail CAGR, FY22-27 20-25% 25-30% 9-11% 3-5% 6-7% ~97% 95-97% ~90
Slide 16: Digital & AI: Backbone of Transformation
Digital & AI: Backbone of Transformation Gen AI expected to produce $80 bn to $110 bn in annual value across the pharma industry value chain1 Emerging AI use cases across various fields in Research & early discovery Clinical development Operations Commercial pharma Scientific knowledge extraction Re
Slide 17: Way Forward
CARE G IN N O I P PI AM O N TIO NE CH ER VA ING INNO Way Forward ARE Passion G C IN N IO P EXECUTION M A H C
Slide 18: Passion Areas: Lung Leadership
Passion Areas: Lung Leadership Our ambition : To be the world’s largest inhaled medicines player Increasing depth & width of Differentiated Drug & Bringing innovative portfolio to Respiratory portfolio Device Portfolio India Going deeper in Executing strong Asthma & COPD; pipeline of respi 26 Double
Slide 19: Passion Areas: Global Wellness
Passion Areas: Global Wellness Creating the largest fast-moving wellness company Tapping the large white space in the Wellness industry 1000 Cr+1 10X Growth1 1 over last 7 years Retailers2 Grocers & Others Modern trade E-Commerce Smoking ~5,20,000 85,000 + 9,500 11 Cessation 1 1 Inorganic Growth Ent
Slide 20: Passion Areas: New Frontiers
Passion Areas: New Frontiers OBESITY Market Opportunity Increase in • Indication expansion beyond • Globally 1 in 8 suffer from obesity & 70% of obese Global Obesity people projected to be living in LMIC • Global pipeline of 150+ obesity 10X Spending on Anti Obesity assets at various phases1 • Focus
Slide 21: Execution: Building strong presence across markets
Execution: Building strong presence across markets Emerging Markets & One India One Africa North America Europe Increasing Chronic share & Continue outpacing market Focus on launching complex Strategic partnerships & on focus on tier 2-6 towns growth in South Africa generic assets time launches to d
Slide 22: Future Fit Cipla: Staying relevant in the future
Innovation: Investing in complex, differentiated, new-age platforms Future Fit Cipla: Gene Therapy Staying Cell Therapy relevant in the JV with Kemwell & Manipal Education & Medical Group Oligo- nucleotides Ciphaler/ future Syncobreathe Stake ~35% Anti Drug Double/Triple Drug Conjugates combination
Slide 23: Championing Care
Championing Care Culture ❖ Cipla Great places to work certified across geographies | 7 times in a row in india ❖ Driving inclusion and diversity agenda across leadership levels to represent gender, age, ethnicity & person with disabilities ❖ Champion & Role Model the “Cipla Way” ESG ❖ Cipla is inclu
Slide 24: Thank You
Thank You Registered Office : Cipla Limited, Cipla House, Peninsula Business Park, Ganpatrao Kadam Marg, Lower Parel, Mumbai 400 013 For any queries, please contact Diksha Maheshwari Investor.Relations@cipla.com For more information please visit www.cipla.com