Sun Pharmaceutical Industries Limited · NSE:SUNPHARMA
Sun Pharmaceutical Industries — Ranbaxy Laboratories — Investor Presentation (May 2012)
22 slides from Sun Pharmaceutical Industries's investor presentation, May 14, 2012
Slide 1: Daiichi Sankyo Day
DAIICHI SANKYO DAY Mission Enriching lives globally, with quality and affordable pharmaceuticals 14 May 2012 Tokyo, Japan Arun Sawhney: CEO & MD, Ranbaxy
Slide 2: Safe Harbor
Safe Harbor Forward Looking Statements Except for the historical information contained herein, statements in this presentation and the subsequent discussions, which include words or phrases such as “will”, “aim”, “will likely result”, “would”, “believe”, “may”, “expect”, “will continue”, “anticipate
Slide 3: Agenda
Agenda 1 2 3 Overview & Mid-term Collaboration Current Status Growth Strategy with Daiichi Sankyo
Slide 4: Overview 1/2
Overview 1/2 Ranbaxy is an innovation driven Generics Company Innovation, science focused Generics Company Innovative products developed on platform of diverse technologies coupled with analytical capabilities Growth focus: (1) Focus on building Branded Generics business, worldwide (2) Leverage Ranb
Slide 5: Overview 2/2
Overview 2/2 Pioneer in the Indian Pharma market with competitive advantages at a global level • Entrepreneurial & • R&D • Amongst the top global Gx empowering culture • Strength in technology companies • Strong presence in • 1,100+ R&D Personnel with • Sales in over 150 countries over 75% are quali
Slide 6: Timelines
Timelines Ranbaxy has been a trendsetter for the Indian Pharma Industry Launched Genericised Lipitor®, largest pharma product in the world. 2011 Crossed $2 Bn in Global Revenue Executive Leadership reconstituted for 2009 transition to professionally managed company 2008 Hybrid business model with Da
Slide 7: Global Presence
Global Presence Ground presence in 43 countries and products sold in over 150 countries Mohali SEZ, India is the latest manufacturing facility to receive USFDA approval 7
Slide 8: Research & Development - Overview
Research & Development - Overview Ranbaxy has an attractive portfolio of ANDAs and FTF pipeline Amongst the highest number of regulatory submissions on a cumulative basis internationally Amongst the Investment highest R&D spend in Over 1,100 People Indian Cos. R&D personnel Dedicated with post gradu
Slide 9: Key Achievements/ Financial Position for 2011
Key Achievements/ Financial Position for 2011 Robust overall business performance; Launched Atorvastatin; Healthy profit margins on base business Financial Strong business performance Monetized exclusivity opportunities in the year 2,114 1,868 Emerging market sales $1,003 Mn for CY 11 $ Mn D
Slide 10: Atorvastatin (Lipitor) Market Share
Atorvastatin (Lipitor®) Market Share Robust marketing capability; demonstrated through successful launch of FTFs & strong OTC and Rx brands in key markets 80% 76% 2011 2012 60% 44% 45% 41% 42% 44% 44% 44% 44% 45% 45% 39% 40% 43% 40% 40% 40% 37% 38% 36% 36% 36% 35% 35% 35% 35% 40% 33% 32% 36% 33% 35%
Slide 11: Forex
Forex Ranbaxy has forex exposure on (1) Net Exports and (2) Foreign currency denominated loans Trade Net export earner Exports (non-India) sales: 75%-80% Imports: 20%-25% Majority of the exposure in US$/Rs. Derivatives Position ~$1.5Bn “Calls” sold @ Marked-to-Market Current Position Rs.44/$
Slide 12: Agenda
Agenda 1 2 3 Overview & Mid-term Collaboration Current Status Growth Strategy with Daiichi Sankyo
Slide 13: Ranbaxy Organizational Priorities
Ranbaxy Organizational Priorities Build a sustainable, profitable & growing business across the world based on quality Business • Focus on sustainable, profitable growth in base business • Successfully monetize high value opportunities R&D and Manufacturing • R&D to be innovative, competitive and co
Slide 14: Business 1/2
Business 1/2 Focus on sustainable, profitable growth in base business and capitalize on high value opportunities Business • Focus on sustainable, profitable growth in base business • Successfully monetize high value opportunities in Developed markets Base Business High Value Niche/Exclusive Product
Slide 15: Business 2/2
Business 2/2 Focused approach on high Emerging and value added markets. Emerging Market/ Brand Focus Developed/ Opportunity Market Focus • India • Brazil • Canada • Malaysia • Venezuela • USA • South Africa • Mexico • W. Europe • Nigeria • Scandinavia • Morocco • Australia • Egypt • New Zealand • Ro
Slide 16: R&D and Manufacturing
R&D and Manufacturing Innovative, competitive and commercially viable; Deliver service excellence and enhance productivity/ capability R&D and Manufacturing • R&D to be innovative, competitive and commercially viable • Deliver service excellence and enhance productivity/ capability R&D: Harmonize pr
Slide 17: Agenda
Agenda 1 2 3 Overview & Mid-term Collaboration Current Status Growth Strategy with Daiichi Sankyo
Slide 18: Daiichi Sankyo Partnership: Strategic Synergies
Daiichi Sankyo Partnership: Strategic Synergies Ranbaxy-Daiichi Sankyo synergies run across the entire value chain of each Company Innovator Generic Company Company 1. Access to high growth, high volume markets 1. Access to advanced competencies and capabilities 2. Access to low cost R&D and Manufac
Slide 19: Daiichi Sankyo Partnership – Functional Synergies
Daiichi Sankyo Partnership – Functional Synergies Hybrid Business Model: Some examples of synergies delivered thus far Manufacturing: API: Availability & Cost efficiency DF: Availability to DS Espha and DS Front end 19
Slide 20: Daiichi Sankyo Partnership
Daiichi Sankyo Partnership Hybrid Business Model: Examples of synergies Dec 09: DS leverages RLL’s Excipients, Europe Jul 10: RLL Bottle caps, USA Dec 11: RLL presence in launched DS’s launched DS’s Africa for Tavanic in Cravit® in Marketing & Romania & Malaysia Distribution South Africa Aug 11: Feb
Slide 21: Daiichi Sankyo Partnership
Daiichi Sankyo Partnership Hybrid Business Model: Examples of marketing synergies Romania/ 2009/10: Launched Evista®, Tavanic® Japan/ 2010: DS to be front-end for the business Malaysia/ Singapore/ Mexico/ 2011: 2011: DS to be front-end Launched Cravit®, for the business DS products Germany/ 2012: Af
Slide 22: Thank You
NSE: RANBAXY BOM: 500359 Reuters: RANB.NS / RANB.BO Bloomberg: RBXY:IN Website: http://www.ranbaxy.com Thank You Some of the major Analysts that track Ranbaxy Barclays Citigroup Daiwa ICICI Securities Morgan Stanley Nomura SBI Capital Markets Standard Chartered
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