Remus Pharmaceuticals Ltd. · NSE:REMUS
Remus Pharmaceuticals — H1 FY2025 Earnings Presentation
30 slides from Remus Pharmaceuticals's earnings presentation, Nov 15, 2024
Slide 1: Regulation 30 Investor Presentation Cover Letter to NSE
Remus·-•r Dedicated to Global Healthcare November 15, 2024 To, NATIONAL STOCK EXCHANGE OF INDIA LIMITED, Exchange Plaza, 5th Floor, Plot No. C/1, G Block, Bandra-Kurla Complex, Bandra (East), Mumbai 400 051 SYMBOL: REMUS Dear Sir/Madam, Sub: Compliance under Regulation 30 of SEBI (Listing Obligation
Slide 2: Investor Presentation H1 FY 2025
Investor Presentation H1 FY 2025 We believe in creating a positive difference in people’s lives. www.remuspharma.com
Slide 3: Disclaimer
Disclaimer This presentation is to provide the general background information about the Company’s activities as on September 30, 2024. The information contained herein is for general information purposes only and based on estimates and should not be considered as a recommendation that any investor s
Slide 4: Contents
1 Group Structure 2 The Board Contents 3 Financial Highlights 4 Business Highlights 5 Milestones
Slide 5: Group Structure
Group Structure
Slide 6: Group Structure
Group Structure Remus Pharmaceuticals Limited Relius Pharma SRL Relius Pharmaceuticals Limitada (Bolivia) (Guatemala) (99% held by Remus) (99% held by Remus) ESPEE Global Holdings LLC (USA) (56.67% held by Remus) 5
Slide 7: Introduction to Remus
Introduction to Remus Comprehensive Pharmaceutical Solution • Remus specializes in the Complex Specialty and Niche Products Branding, Marketing and Distribution of approved finished formulations in various countries Expanding Portfolio • A growing portfolio of 580+ registered products, 550+ MOH subm
Slide 8: Introduction to Subsidiaries
Introduction to Subsidiaries • Strategic Positioning: Relius, as a brand, enhances last-mile • Espee is a US based WDD service provider that provide distribution, ensuring direct reach to consumers, with a supports to innovators, multinational generic manufacturers, differentiated product portfolio
Slide 9: The Board
The Board
Slide 10: Board of Directors
Board of Directors Mr. Arpit Shah Mr. Swapnil Shah Ms. Roma Shah Ms. Anar Shah Managing Director Chairman & Whole-time Director Whole-time Director Whole-time Director Mr. Vishrut Pathak Ms. Sanjana Shah Mr. Balwant Purohit Non-Executive Independent Director Non-Executive Independent Director Non-Ex
Slide 11: Financial Highlights
Financial Highlights
Slide 12: Financial Highlights
Financial Highlights Total Revenue - Consolidated PAT - Consolidated INR in Lakhs 46,275.55 2,990.06 2,153.70 21,789.91 Mar-24 Sep-24 Mar-24 Sep-24 FY TTM# FY TTM# Total Revenue - Standalone PAT - Standalone 7,670.37 1,856.47 1,681.97 6,719.05 Mar-24 Sep-24 Mar-24 Sep-24 FY TTM# FY TTM# 11 Annualise
Slide 13: Financial Highlights
Financial Highlights Total Revenue - Consolidated PAT - Consolidated 27,555.54 INR in Lakhs 1,401.12 564.76 3,069.90 H1 FY 2024 H1 FY 2025 H1 FY 2024 H1 FY 2025 Total Revenue - Standalone PAT - Standalone 4,021.23 955.29 3,069.91 780.79 H1 FY 2024 H1 FY 2025 H1 FY 2024 H1 FY 2025 12 Annualised where
Slide 14: Financial Highlights
Financial Highlights ROCE & ROE - Consolidated EPS - Consolidated 44.92% INR in Lakhs 51.40 34.77% 30.11% 38.00 24.80% ROCE ROE Mar-24 Sep-24 Mar-24 Sep-24 FY TTM# FY TTM# EPS - Standalone ROCE & ROE - Standalone 41.72% 31.54 33.24% 29.77% 22.55% 29.68 Mar-24 Sep-24 FY TTM# Mar-24 Sep-24 FY TTM# ROC
Slide 15: Business Highlights
Business Highlights
Slide 16: Our Products
Our Products Tablets Capsules Injections Ophthalmic Liquid Orals Sachets (liquid & lyophilized, pre-filled syringes) Soft Gel Ointments, Powder for Inhalers & Biosimilars Oncology Capsules Creams & Injections Sprays Gels 15
Slide 17: Differentiating Factors
Swift Market Entry: Developing Brand Excellence: Registering recently off-patent products for and trademarking our own brands, First mover advantage building a regional presence Strategic Market Expansion: Global Tie-ups: Strong Venturing into untapped markets, Differentiating strategies for MABs, w
Slide 18: Performance Highlights
Performance Highlights SKUs Dosage Form SKUs (Nov-24) Tablets 77, 4% Tablets 938 Injectables 93, 5% 69, 3% Injectables 538 31, 2% 199, 10% Hard Gel Capsules & Softgel Hard Gel Capsules & 938, 48% Softgel Capsules Capsules 199 Creams , Gels , 538, 28% Creams , Gels , Ointments & Ointments & Topical T
Slide 19: Global Reach
Global Reach 14 35 10 Under Filed Process 17 545 Registered Registered Africa Registered Commonwealth of 69 Independent States 24 48 17 294 Under LATAM Process 1504 Filed Under Process Total 1925+ 665 161 Filed South East 5 Filed Asia 5 283 Registered Registered Middle East 23 117 12 6 Under Under p
Slide 20: Business Highlights
Business Highlights Global Trademark Expansion: Established strong Product Launches in Bolivia (2023-2024): brand presence with 170 products trademarked Launched 50 new products in Bolivia to expand globally market reach under our own brands Eastern Europe Growth: Entered the Balkan region Tender Su
Slide 21: Regulatory QC/QA
Regulatory QC/QA Expert Regulatory Affairs Team A highly skilled team of 30+ professionals, each specializing in key regions and complex products, including Oncology, Biosimilars, and Monoclonal Dynamic & Adaptive Team Antibodies (MAB). Young professionals driving innovation and complex molecule dev
Slide 22: R&D
R&D 10+ Packaging and Development Scientists ensuring cost-effective, secure, and visually appealing primary, secondary, and tertiary packaging materials. Expertise in customization 20+ Analytical Researchers excelling for Blisters, Strips, Ampoules, Bottles, Sachets, in method development, Analytic
Slide 23: Our Products
‘Sugammadex Solucién Inyeotable 100 mg/ml ‘Slo para uso raven030 am m@relus RELITRIL-V.200, REL(TRIL-V.100 RELITRIL-V 50 aoubii and Vartan Tables 0°70 Eltropag 25 Eltrombopag Tablets 25 mg | Bempedoic Acid + Ezetimibe | Tablets 180 mg + 10 mg | Rempedoit “| i Pifaximin Tablets 200 mg
Slide 24: RELIUS Business Highlights
RELIUS Business Highlights • National Tender Wins: Secured national tenders, Bolivia providing a competitive edge in pricing and opening new opportunities to win large-scale tenders in the market • Strategic Partnerships with Pharmacy Chain: Collaborating with leading pharmacy chains across the Regi
Slide 25: Product/Brand Awareness Marketing Conference
Product/Brand Awareness Marketing Conference 24
Slide 26: ESPEE Business Highlights
ESPEE Business Highlights Key Services Management, Regulatory, Storage & Logistics Fully backward integrated distributors of RLDs Global dashboard system for full traceability for (Reference Listed Drugs | Innovator Samples). clinical supplies (origin specific) One stop solution provider for the ent
Slide 27: Market Share Report 2023
Market Share Report 2023 # Invoices Sales Years % Growth Shipped (Invoicing) 2020-2021 1760 US $ 43.42 44% 2021-2022 2105 US $ 47.19 9% 2022-2023 1905 US $ 47.76 1% 2023-2024 1728 US $ 55.9 17% Comparison of Import of Reference products in India 2023 90 78.47 80 70 60 Graphical Representation 50 37.
Slide 28: Milestones
Milestones
Slide 29: Milestones
Milestones • Acquired Espee USA Initiated the export of finished • LATAM Expansion: Continue formulations and began incorporating subsidiaries in additional LATAM countries to deepen regional marketing efforts to introduce Initiated a focused presence in influence Remus as a competitive player selec
Slide 30: Thank You
Registered Office 1101 to 1103, South Tower, One 42, B/H Ashok Vatika, Nr. Jayantilal Park BRTS, Ambli -Bopal Road, Ahmedabad, Gujarat, India, 380054 CIN ISIN L24232GJ2015PLC084536 INE0O5T01011 : REMUS Thank You
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