Qms Medical Allied Services Limited · NSE:QMSMEDI
Qms Medical Allied Services — H1 FY2025 Earnings Presentation
29 slides from Qms Medical Allied Services's earnings presentation, Nov 19, 2024
Slide 1: NSE Regulation 30 announcement cover letter
To, National Stock Exchange of India Ltd. Plaza, C 1, Block G, Bandra - Kurla Complex, Bandra (E), Mumbai – 400 051, Maharashtra, India. Company Symbol: QMSMEDI ISIN: INE0FMW01018 Ref: QMS MEDICAL ALLIED SERVICES LIMITED Sub: Announcement under Regulation 30 of Securities and Exchange Board of India
Slide 2: Unleashing Holistic Healthcare Engagement Solutions Ecosystem
QMS MEDICAL ALLIED SERVICES LIMITED UNLEASHING HOLISTIC HEALTHCARE ENGAGEMENT SOLUTIONS ECOSYSTEM INVESTOR PRESENTATION Q2 AND H1 FY2025
Slide 3: Disclaimer
DISCLAIMER This presentation may have certain statements that may be “forward-looking” including those relating to the general business plans and strategy of QMS Medical Allied Services Limited, its outlook and growth prospects. The actual results may differ materially from these forward-looking sta
Slide 4: At a Glance
AT A GLANCE 30 years of industry Started by first generation 250+ employees including presence enterprenuer - having over 3 deep leadership team decades of experience in Indian healthcare industry 130+ institutional Operating income of Rs. Listed at NSE Emerge in customers, including top 50 67.57 cr
Slide 5: Our Performance in Numbers
OUR PERFORMANCE IN NUMBERS - 7 - a»
Slide 6: Consolidated Sequential QoQ Performance
CONSOLIDATED SEQUENTIAL QOQ PERFORMANCE 5
Slide 7: Consolidated H1FY25 Performance
CONSOLIDATED H1FY25 PERFORMANCE 6
Slide 8: Annual Performance
ANNUAL PERFORMANCE Operating Income (Rs. Cr) 146.32 122.13 104.04 mm EBITDA (Rs. Cr) FY22 —EBITDA Margin (%) FY23 FY24 15.4% mmm PAT (Rs. Cr) 7.2% FY22 —PAT Margin (%) FY23 FY24
Slide 9: Annual Numbers - Digging Deeper
ANNUAL NUMBERS - DIGGING DEEPER ROCE=PBIT/CAPITAL EMPLOYED (EQUTY+LT AND ST DEBT) OVERALL GEARING=LT AND ST DEBT/EQUITY INTEREST COVERAGE=EBITDA/INTEREST 8
Slide 10: Annual Numbers - Digging Deeper
ANNUAL NUMBERS - DIGGING DEEPER QUICK RATIO=CURRENT ASSETS - INVENTORY/CURRENT LIABILITIES 9
Slide 11: The Opportunity Landscape
THE OPPORTUNITY LANDSCAPE 10
Slide 12: The Opportunity Ecosystem
THE OPPORTUNITY ECOSYSTEM The company has historically offered their services to pharmaceutical companies in an effort to maximize the efficacy of their marketing campaigns in the retail sector The Total Indian Pharma Market is estimated to reach a value of INR 239,600 Cr. in 2024 (source: IQVIA rep
Slide 13: The Shift from Product to Solutions Is Driving the Future of the Industry
THE SHIFT FROM PRODUCT TO SOLUTIONS IS DRIVING THE FUTURE OF THE INDUSTRY Patient Service Programs are coming to the forefront Leading to the new avenues of engagement being of doctor engagement ecosystem focused upon by pharma companies in association with the doctors Regulatory Changes In Traditio
Slide 14: About Us
ve ABOUT US ~~ re .
Slide 15: Our Journey of Incremental Growth
OUR JOURNEY OF INCREMENTAL GROWTH 2025 Acquired 51% stake in Saarathi Healthcare Pvt Ltd Saarathi has pioneered in patient and disease management services and phygital solutions 14
Slide 16: Led by a Highly Experienced Founders
LED BY A HIGHLY EXPERIENCED FOUNDERS MAHESH MAKHIJA FOUNDER, CHAIRMAN AND MANAGING DIRECTOR Mahesh founded the company in 1994 and has been the catalyst for its extraordinary growth. His strategic roles encompass Business Development and Expansion, forging Strategic Alliances, Business Strategy Form
Slide 17: Supported by a Credible Board & Advisors
SUPPORTED BY A CREDIBLE BOARD & ADVISORS DR. D N. PATHAK PRINCIPAL ADVISOR Dr. Pathak is a distinguished professional with extensive leadership experience in public sector and government ministries. He is a Former Principal Chief Controller of Accounts (Pr. CCA) at Ministry of Education & a Former C
Slide 18: And Backed by a Robust Management Team
AND BACKED BY A ROBUST MANAGEMENT TEAM CHARLES JAMES HEAD OF E-COMMERCE Since joining QMS MAS in 1999 as the company’s first marketing professional, Charles has been a cornerstone of the company’s success. He has expertly managed the accounts of some of our largest institutional clients, devising an
Slide 19: And Backed by a Robust Management Team
AND BACKED BY A ROBUST MANAGEMENT TEAM AJINKYA NAIK HEAD OF PATIENT SCREENING PROGRAMS Ajinkya, a qualified Biomedical Engineer with 10 years of extensive experience in the medical devices industry, has been a driving force in business development by aligning clinically significant scientific concep
Slide 20: Our Business Model
OUR BUSINESS MODEL THE WHY THAT DRIVES US WHAT IT ENTAILS HOW WE POWER OUR STRATEGY ENGAGEMENT FOR Products Long-standing relationships with device manufacturers DOCTORS AND PATIENTS ON Selection BEHALF OF PHARMA Sourcing (3rd party and own Insights of the demand landscape from the medical brand) fr
Slide 21: Our Solution Ecosystem
OUR SOLUTION ECOSYSTEM PRODUCTS SERVICES (41% in FY24) (59% in FY24) PATIENT CARE SERVICES B2B EDUCAMEDICS POINT OF CARE B2C/ DIGITAL 20
Slide 22: Entered the hospital business this fiscal year
We have also entered the hospital business this fiscal year and are expanding our existing infrastructure to enable value driven nationwide medical device distribution. 21
Slide 23: Product Strategy - Extracting Value in a Competitive Space
PRODUCT STRATEGY - EXTRACTING VALUE IN A COMPETITIVE SPACE Own brand offers control on quality and supply chain, thereby offering avenues to expand margins Further leverages industry and product insights to offer diverse range of solutions on demand Moreover, complements the company’s existing sourc
Slide 24: Services Strategy - Unique Offerings Driving Premium
SERVICES STRATEGY - UNIQUE OFFERINGS DRIVING PREMIUM A first of its kind initiative to empower healthcare practitioners with data that can help improve therapy outcomes for their patients. Organizes preventive screening camps at the healthcare practitioners’ clinics in partnership with our pharmaceu
Slide 25: The QMS Edge for PSP Opportunity
THE QMS EDGE FOR PSP OPPORTUNITY All QMS field officers The QMS-managed Quality-assurance in Smart and easy Programs conducted Data Privacy and are qualified DMLTs programs are free of terms of using technoloy for at doctor clinics Confidentiality is who are well-versed cost to the Health leading US
Slide 26: Snapshots of Patient Engagement Camps
SNAPSHOTS OF PATIENT ENGAGEMENT CAMPS 25
Slide 27: Growth Strategies at Play
GROWTH STRATEGIES AT PLAY 26
Slide 28: The Growth Strategy for Next Level
THE GROWTH STRATEGY FOR NEXT LEVEL EXPANDING SERVICES PLAY TO EXTENDING PRESENCE TO CATER PHARMACEUTICAL CLIENTS TO GOVERNMENT HEALTHCARE Focus on improving margins Tap the opportunity for PSPs through a solutions-first and health awareness camps portfolio with the largest healthcare Targetting larg
Slide 29: Thank You
QMS MEDICAL ALLIED SERVICES LIMITED Registered Office: 1A-B/2A-B, Navkala Bharti Building, Plot No.16, Prabhat Colony, Road No.3, THANK YOU. Santacruz East, Mumbai, Maharashtra (India) 400055.
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