Mankind Pharma Ltd. · NSE:MANKIND
Mankind Pharma — 20th Annual Global Investor Conference organized by Motilal Oswal (August 2024)
31 slides from Mankind Pharma's conference presentation, Aug 1, 2024
Slide 1: Mankind Pharma Limited Investor Presentation
MANKIND PHARMA LIMITED INVESTOR PRESENTATION Aug-2024
Slide 2: Mankind
7 Mankind > Mankindl> feremny Life
Slide 3: Speed that matters
It is not the age or size But it is the.. SPEED , that matters... 3
Slide 4: Never follow the status quo... Be a disruptor
Never follow the status quo... Be a DISRUPTOR... 4
Slide 5: Strive for Leadership
Cig Mankindill> Jeroing Life Strive for LEADERSHIP
Slide 6: Long Term Thinking
LONG TERM THINKING Shortcuts
Slide 7: Speed
SPEED 5 Cr 50 Cr 500 Cr 5,000 Cr 10,000 Cr 50,000 Cr 1995 2001 2007 2018 2024 ?? “You become responsible in your dreams but ACCOUNTABLE BY ANNOUNCING...” 7
Slide 8: Speed
SPEED # Brands >INR 50 Crore # Brands >INR 100 Crore # Brands >INR 200 Crore 40 29 23 13 11 7 FY 2020 FY 2024 FY 2020 FY 2024 FY 2020 FY 2024 8 Source: Company, IQVIA
Slide 9: Disruptor
DISRUPTOR Bottoms – up Affordable Approach Pricing Brand DMF “MANKIND” 9
Slide 10: Brand ambassadors
OTX Flavor Amitabh Bachchan Mohanlal Vijay Sethupathi Saurav Ganguly Anil Kumble Mahesh Babu Sunny Leone Kartik Aryan Sonam Kapoor Paresh Rawal & Ranveer Singh Brahmanandam Neena Gupta Anushka Shamra 10
Slide 11: Mankind
Mankindil> Mankind ||>
Slide 12: Leadership
LEADERSHIP Ranked Ranked Ranked #1 #2 #4 in prescriptions from by Volume last 7 years by Value 12 Source: Company, IQVIA
Slide 13: Dominant Brands
Dominant Brands #1 #1 #1 Condom Brand Pregnancy Test Kit Brand Medicated Anti-Acne Brand Market Share – 30% Market Share – 84% Market Share – 34% #1 #2 #8 Emergency Contraceptive Brand Antacid Powder Brand Vitamins, Minerals, Nutrients Brand Market Share – 54% Market Share – 9% Market Share – 2.8% A
Slide 14: Thinking Long Term: Coverage and Manufacturing
THINKING LONG TERM Pan-India Market Coverage Robust Manufacturing 30 5 lac+ 10 lac+ 16 k+ Manufacturing Doctors Chemists Field Force Facilities 1. Developing Strong Barriers to Entry Strong Distribution 13,000+ distributors across the country 14 Source: Company, IQVIA
Slide 15: Thinking Long Term: Strategic Partnerships
THINKING LONG TERM Strategic Partnerships 1. Developing In-licensed from In-licensed insulin Novartis in 2023 from Biocon in 2023 Strong Barriers to Entry In-licensed from In-licensed inclisiran Astra Zeneca in 2023 from Novartis in 2024 15
Slide 16: Thinking Long Term: Acquisitions and R&D
THINKING LONG TERM Strategic Acquisitions# Robust R&D Investments 1. Developing Strong Barriers to Digital Adoption Entry 16 Source: Company # BSV Acquisition is subject to regulatory approvals
Slide 17: Thinking Long Term: Expanding Market Share
THINKING LONG TERM Market Share CVM share 4.4% 69% 2. Expanding 3.9% market share and 60% covered market FY 2018 FY 2024 FY 2018 FY 2024 17 Source: Company, IQVIA
Slide 18: Thinking Long Term: Chronic Share
THINKING LONG TERM Chronic share 37% 3. Expanding 28% Chronic products FY 2018 Q1 FY25 18 Source: IQVIA
Slide 19: Disruption Led Growth Journey
Acquired Panacea portfolio Disruption Led Growth Journey Creating High Entry Barrier 5. Innovative products for super Specialty 4. Expansion to DMs and KOLs Acquired1 BSV with a complex high entry 3. Chronic Share Launched 10+ new barrier portfolio specialty divisions 2. Brand Mankind Chronic shar
Slide 20: Market Leadership, Scale, Growth and Profitability
Rank in Prescriptions over Rank by value in Consumer Healthcare brands in Top 5 of the IPM* Market the last seven years* IPM* ranked #1 in their categories* Leadership Brand families* worth FY24 Revenue FY24 Domestic Revenue Mar’24 Field force*** INR 100 Cr+ Scale Revenue CAGR FY21-24 Domestic Busin
Slide 21: Mankind Pharma Domestic
Mankind Pharma Domestic From mass market to consumer to specialty chronic Mass Market Innovative SUPER Specialty Chronic Consumer Healthcare (Acute/ Chronic / Semi SPECIALTY (Cardio / Diabeto / CNS) (OTC) Chronic) portfolio ~INR 1,723 Cr/28% 28% / 36% ~INR 706cr Revenue/Adj. EBITDA Margin INR 8,816
Slide 22: Can't be viewed with a pharma lens
Can’t be viewed with a pharma lens.... 22
Slide 23: High Entry Barrier Portfolio
High Entry R&D High Entry Barrier Complementary EBITDA High Barrier Specialty Portfolio Margin Revenue Portfolio Tech Portfolio Accretive Growth Platform 23
Slide 24: BSV Market Share – Domestic (FY24)
BSV Market Share – Domestic (FY24) 100% 100% 98% Women Health Fertility Critical Care/Ig 44% 37% 28-30% 24% Anti-D / Rhoclone Thymogam ASVS Hucog Humog Luprodex Foligraf BSV Position FY24 Sales 179 32 41 63 55 37 35 (In INR cr) FY21-24 Sales 20% 37% 20% 13% 38% 16% 60% CAGR No. of Key NA NA NA 3 1 2
Slide 25: Penetration: Tip of the Iceberg
Penetration: Tip of the Iceberg • <1% IVF penetration • in India Industry tailwinds Women Career oriented Conception in 30’s / Empowerment women delayed parenthood Notes: 25 1. As per WHO
Slide 26: Full Coverage in Women Healthcare
Full Coverage in Fertility Pregnancy Post-Pregnancy Women Healthcare Most comprehensive portfolio globally Present in 12 out of the 15 molecules in the space – Globally 26
Slide 27: #1 Player in Indian Gynaecology Market
#1 Player in Indian Gynaecology Market (INR 10,858 cr) Market Share 13% 9% 7% 6% 5% 4% 4% 6% 1 % 1 Source: IQVIA last 12 months Mar-24 MAT sales; All numbers in INR crore Notes: 1. BSV IQVIA product sales reclassified according to targeted therapeutic area of Women Health - 27 Specialty, Rx and Fert
Slide 28: Magic happens when Vision meets Execution
Magic happens when ... VISION meets EXECUTION... 28
Slide 29: Cate Ore
. ’ da wn . . . Cate Ore
Slide 30: Forward-looking statements disclaimer
The statements, are as on date and may contain forward-looking statements like the words “believe”, “expects”, “anticipate”, “aim”, “will likely result”, “would”, “will continue”, “contemplate” “intends”, “plans”, “estimates”, “seek to”, “future”, “objective”, “projects”, “goal”, “likely”, “project”
Slide 31: Thank You
Thank You For more information please visit our website: https://www.mankindpharma.com For specific queries, contact: Abhishek Agarwal Investor Relations – 011 – 46846700 Ext. 3532 Investor.relations@mankindpharma.com