Cohance Lifesciences Ltd · NSE:COHANCE
Cohance Lifesciences — Suven Pharmaceuticals — JPMC Healthcare Conference Jan 2025
16 slides from Cohance Lifesciences's conference presentation, Jan 15, 2025
Slide 1: Cover letter to stock exchanges: Investor Presentation
CSD/BSE&NSE/CC/2024-25 January 15, 2025 To To The Manager The Manager Department of Corporate Services Listing Department BSE Limited National Stock Exchange of India Limited 25th Floor, P. J. Towers, Exchange Plaza, Bandra Kurla Complex Dalal Street, Mumbai - 400 001 Bandra (E), Mumbai – 400 051 Sc
Slide 2: Suven Pharmaceuticals Ltd. Investor Presentation
Suven Pharmaceuticals Ltd. …Going Above and Beyond Investor Presentation JPMC Healthcare conference Jan 2025
Slide 3: Leading technology-led Innovator Focused Global CDMO
Leading technology-led Innovator Focused Global CDMO USD 315mn ~37% STRONG FINANCIAL TRACK- Revenue LTM Sep’24* EBITDA margins# RECORD OVER 20+ YEARS Top 14/20 16 commercial Global Innovator Relations Molecules DEEP CUSTOMER Suven+Cohance RELATIONSHIPS WITH MARQUEE BIG PHARMA 1000+ 510+ Projects Exe
Slide 4: Moving up the capability curve
Journey of Platform: We have instrumented a USD 315mn Global CDMO player Building a technology-led CDMO - Augmenting scale organically and inorganically AIML Mfg Our niche technology mix to double in Horizon 2 Horizon 3 Horizon 2 Horizon 1 Enzymatic Moving up the capability curve synthesis End to en
Slide 5: Our Technology Platforms are the key differentiators for us
Our Technology Platforms are the key differentiators for us We have built strong expertise in high growth segments and will continue to invest in these segments organically and inorganically Indian CDMOs Global CDMOs Suven + Cohance Peer 1 Peer 2 Peer 3 EU Peer 1 EU Peer 2 Chinese Peer Specialized T
Slide 6: Delivered 2x+ superior returns compared to peers
Delivered 2x+ superior returns compared to peers ROCE (%) EBITDA MARGIN (%) PAT MARGIN (%) 2x+ 41.0% 36.7% 24.1% 27.5% 25.3% 14.5% 13.9% 19.8% 19.6% Suven + Domestic Peers Intermational Suven + Domestic Peers Intermational Suven + Domestic Peers Intermational Cohance Peers Cohance Peers Cohance Peer
Slide 7: Foundation pillars in place for the Horizon 2 acceleration
Foundation pillars in place for the Horizon 2 acceleration 1 Presence in East and West 2 Strategic growth drivers – 100+ Our Customer and Quality years legacy and innovation track record united Demonstrated M&A Track Record Top 18 Plants with Quality 14/20 Global Customer Successful 14 Regulatory Re
Slide 8: Suven well poised to be a leader in the Global CDMO space from India
On the back of its unique position Suven is well poised to be a leader in the Global CDMO space from India Established a Leading Technology-led innovator focused Global CDMO in short period of time Today FY30E FY35E Revenue* = $315Mn+ Revenue = $1Bn+ Revenue = $2Bn+ 60%+ CDMO 80%+ CDMO 90%+ CDMO Pro
Slide 9: Our Growth Engines – Pharma CDMO key driver
Our Growth Engines – Pharma CDMO key driver Small Molecules, ADCs, Oligonucleotides and Peptides constitute ~52% of New Drug Additions to the Global Preclinical and Clinical Pipeline in 20241 Pharma CDMO • Strategic Business Unit to focus on growth 48%# of Sales Specialty acceleration by adding new
Slide 10: Suven is present in the fast growing tech platforms of ADCs & Oligos
Suven is present in the fast growing tech platforms of ADCs & Oligos CDMO Market by Technology – Market Size and Projected Growth (2023-29) 40.00% Suven High-Growth Technology Platforms 35.00% Protein Degraders (~$100 Mn) 30.00% Cell and Gene Therapy ADC Expected Market Growth (2023-29) ($2.7 Bn) Ol
Slide 11: Significant R&D investments in ADC and Oligos/mRNA in the clinical pipeline
Significant R&D investments in ADC and Oligos/mRNA in the clinical pipeline Global Clinical Active Pipeline R&D pipeline growth (CAGR) 2019-24 25,000 Peptides 2% Nucleic Acids (Oligos/mRNA) 19% 20,000 Antibody-Drug Conjugates (ADC) 20% Vaccines and Viral Vectors 8% 15,000 Cell and Gene Therapy 12% B
Slide 12: Suven uniquely placed to achieve leadership in the fast-growing ADC/XDC segment
Suven uniquely placed to achieve leadership position in the fast-growing ADC/XDC segment Expanded ADC offerings to become an integrated End to End CRDMO post acquisition of NJ Bio Our unique capabilities in ADCs and XDCs ADC/ XDC CDMO market to grow ~3x in next 5 years Total ADC/XDC outsourcing Mark
Slide 13: Oligonucleotides is the emerging modality
Oligonucleotides is the emerging modality with fast growing and immense opportunity for higher market share gain Amongst the few CDMOs globally, supplying complex building blocks for Oligonucleotides Our Niche in Oligonucleotide segment Oligonucleotides market to grow at 25%+ CAGR Market Size ($ bn)
Slide 14: ESG Aspirations
ESG Aspirations We have set multi-dimensional ESG goals for the next 5 years Our achievement EHS Social Governance To be achieved ISO 45001:2018 Reduce absolute Occupational Health and Employees undergo Gold in Eco Vadis Scope 1+2 emissions Ethical non- Safety Management 35% from co2 100% Health and
Slide 15: Contact Information
Contact Information Cyndrella Carvalho, Head - Investor Relations Suven Pharmaceuticals Ltd Tel: +91 9823615656 Email: cyndrella.carvalho@suvenpharm.com Gavin Desa / Rishab Barar CDR - India Tel: +91 98206 37649/ +91 77770 35061 Email: gavin@cdr-india.com / rishab@cdr-india.com Pg. 14
Slide 16: Thank You
Thank You
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