Slide 1: Cover letter to stock exchanges
<$siocon Biocon Limited 20th KM Hosur Road Electronics City Bangalore 560 100, India T 91 80 2808 2808 F 91 80 2852 3423 CIN : L24234KA 1978PLC0034 17 www.biocon.com May 27,2019 To To The Secretary The Secretary BSE limited Nat ional Stock Exchange of India Limited Department of Corporate Services C
Slide 2: Investor Presentation May 2019
Biocon Limited I I BSE: 532523 NSE: BIOCON REUTERS: BION.NS I I BLOOMBERG: BIOS IN WWW.BIOCON .COM Investor Presentation May 2019 Enduring Edge <$Biocon I Enduring Edge
Slide 3: Safe Harbor
~ Safe Harbor Certain statements in this release concerning our future growth prospects are forward-looking statements, which are subject to a number of risks, uncertainties and assumptions that could cause actual results to differ materially from those contemplated in such forward-looking statement
Slide 4: Agenda
~ Agenda Our Journey Business & Financial Highlights ·.·~··.~/'1 ICQ)_- ' "• • Small Molecules Our Business • ~~ .~I Biologics • Branded Formulations ~-1_;;:~·;:· • Research Services - Syngene ,;,, Five Year Financials ~$Biocon I Edge Enduring 3
Slide 5: Biocon: Asia's Leading Biopharma Company
~ Biocon: Asia's Leading Biopharma Company Our Vision To enhance global healthcare through innovative and affordable • biopharmaceuticals for patients, partners and healthcare systems across the globe &~ Our Mission To be an integrated Biotech enterprise of global distinction ~ Our Values I Integrit
Slide 6: Committed to Affordable Access
<$siocon Committed to Affordable Access Aiming to develop products that can potentially benefit a billion patients 5
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Slide 8: Key Innovations: Making a Difference
~ Key Innovations: Making a Difference OgivriTM, first biosimilar Trastuzumab approved by US FDA Launches Second Novel Ogivri™, Biologic (Insulin Glargine biosimilar Launches KRABEVA®, First Novel Biologic - prefilled disposable pen) - biosimilar Bevacizumab in India Trastuzumab in EU Launches Launc
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Slide 10: Business: Recent Highlights
liT Business: Recent Highlights I On March 1, 2019, Dr. Christiane Hamacher was appointed the CEO of Biocon Biologics India Limited, to lead Biocon's Biosimilars business and transform it into a major global player in biologics. I Ogivri®, biosimilar Trastuzumab was launched in Europe by our partner
Slide 11: Revenue Highlights
Revenue Highlights • All Figures in ~ Million except % Particulars Q4 FY19 Q4 FY18 Growth FY19 FY18 Growth - Small Molecules 4,719 4,255 11 o/o 17,728 15,077 18o/o -Biologics 4,511 2,408 87% 15,169 7,702 97°/o - Branded Formulations 1,330 1,491 -11o/o 6,654 6,115 7o/o - Syngene (Research Services) 5
Slide 12: Financial Summary
~ Financial Summary All Figures in ~ Million except % - Growth Particulars Q4 FY19 Q4 FY18 Growth FY19 FY18 (%) Revenue 15,570 12,370 26o/o 56,588 43,359 31% EBITDA 4,312 3,005 43% 15,381 10,353 49%> Net Profit# 2,137 1,304 64% 7,291 3,724 96%> R&D Expenses in 921 508 81% 2,899 2,158 34o/o P&L Gross
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Slide 14: Business Segments
~ Business Segments Branded Formulations ---- Finished Dosage Business in India & Overseas Small Molecules Research Services Syngene Differentiated APis CRO offering integrated service platform & Generic Formulations for novel molecule drug discovery & development for small & large molecules Biologi
Slide 15: Small Molecule: APIs & Generic Formulations
Ill Small Molecule : APis & Generic Formulations Differentiated APis $ Product Portfolio leverages core Simvastatin, Pravastatin, Atorvastatin, fermentation technology strengths Statins Rosuvastatin, & Fluvastatin. I Among world's largest manufacturers of Tacrolimus, Sirolimus, Everolimus, lmmuno st
Slide 16: Biologics: Biosimilars & Novel Biologics
~ Biologics: Biosimilars & Novel Biologics Novel Biologics Biosimilars Positioned among early Creating market leadership wave of entrants with in Innovation e.g., Insulin multiple biosimilars Tregopil, ltolizumab commercialized globally. 15+ years of experience is developing biologics . .... Pipelin
Slide 17: Strategic Partnership with Mylan for Biosimilars
~ Strategic Partnership with Mylan for Biosimilars: lnsulins & mAbs Partnership leverages Biocon's Strong Development & Manufacturing Capability and Mylan's Regulatory & Commercial Excellence BIOCON I L MYLAN • Global-scale, complex biologics • Strength in Regulatory/ filings manufacturing capabilit
Slide 18: Strategic Partnership with Sandoz for next generation Biosimilars
Strategic Partnership with Sandoz for next generation Biosimilars Broader Biocon participation in end to end development and commercialization with a global leader in biosimilars Portfolio addresses next wave of immunology and oncology biosimilars Market opportunity to open up by middle of next deca
Slide 19: Status of Biocon's Global Biosimilars Portfolio
~ Status of Biocon's Global Biosimilars Portfolio* Therapeutic Area I Molecule Status Oncology I TRASTUZUMAB Launched in EU & Emerging Markets. Approved in U.S., Canada & Australia. Oncology I PEGFILGRASTIM Launched in the U.S. Approved in EU, Australia & Canada. Oncology I BEVACIZUMAB Launched in I
Slide 20: Biocon Well Placed in Competitive Global Landscape (1)
Biocon Well Placed in Competitive Global Landscape {1) Molecule Biosimilar Development Pipeline5 Phase I Phase 3 Regulatory Submission Approved/ Marketed EMA FDA EMA FDA ADALIMUMA8 DM8io Coherus, Momenta, Samsung, Pfizer Amgen, Samsung, Amgen, 81, Celltrion, Alvotech, Sandoz, Fresnius/ Sandoz DRL, 8
Slide 21: Biocon Well Placed in Competitive Global Landscape (2)
~ Biocon Well Placed in Competitive Global Landscape (2) Molecule Biosimilar Insulin Development Pipeline$ Phase I Phase 3 Regulatory Submission Approved/ Marketed EMA FDA EMA FDA INSULIN GLARGINE Gan & Lee/ Sandoz BIOCON BIOCON, Eli Lilly, Eli Lilly, Merck Merck (TA) INSULIN ASPART Sanofi, BIOCON I
Slide 22: Biosimilars Manufacturing: Building Global Scale
~ Biosimilars Manufacturing: Building Global Scale Global Scale Manufacturing Capabilities in India ; State-of-the-art manufacturing facilities- mammalian & microbial t Facilities conform to most stringent cGMP guidelines- Inspected by EMA, USFDA, Health Canada, ANVISA, COFEPRIS, PMDA, TGA etc. ; Se
Slide 23: Novel Molecules - Pipeline & Therapeutic Area Focus
~ Novel Molecules - Pipeline & Therapeutic Area Focus Insulin Tregopil * India Phase 11/111 in T2D DIABETES First-in-Class Oral, Prandial Insulin ongoing ltolizumab* Clinical Trial initiated in Novel, humanized CD6 Antibody aGVHD BVX-20# INFLAMMATION Novel, humanized CD20 Antibody Path to IND mapped
Slide 24: Novel Molecules: Progressing to key milestones
~ Novel Molecules: Progressing to key milestones Asset Details Insulin Tregopil USP: Oral, Ultra Rapid-Acting Post- prandial glycemic control; Liver specific- portal delivery, Weight neutral Phase 11/111 Ongoing • Safety & tolerability established in Phase 1 studies in US- DDI, Food Effect, PKIPD Da
Slide 25: Branded Formulations: India & UAE
~ Branded Formulations: India & UAE I Specialty business with regional ambitions; strong value builder for Biocon. I Biologics-led specialty products focused on chronic therapy areas. I Comprehensive offering of products, patient and physician support programs INDIA UAE I India's largest lnsulins &
Slide 26: Research Services Business: Syngene
Research Services Business: Syngene I One of leading India based CROs, a global high growth CRO company I End-to-end discovery, development and manufacturing capabilities with focus on novel molecular entities I Offers an integrated drug discovery, development and manufacturing platform for both sma
Slide 27: Five Year Financials
~ Five Year Financials All Figures in ~ Million except EPS Partculars FY14# FY15# FY16# FY17S FY18$ Biopharmaceuticals Revenue 21,382 22,367 23,908 28,912 28,894 - Biopharma 17,468 18,071 19,534 23,423 22,779 Branded Formulations 3,914 4,296 4,374 5,489 6,115 ------- _ .. - Contract Research Revenue
Slide 28: Investor Relations contact
Investor Relations contact: Saurabh Paliwal Tel : +91 80 6775 2040 Email: investor. relations@biocon.com For further information, please visit www.biocon.com <$Biocon IEnduring ~-----...:__ Edge 27