Nureca Ltd. · NSE:NURECA
Nureca — Q2 FY2025 Earnings Presentation
32 slides from Nureca's earnings presentation, Oct 24, 2024
Slide 1: Letter to stock exchanges: Investor Presentation Q2 FY25
NURECA www.nureca.com Dated - 24.10.2024 BSE LIMITED NATIONAL STOCK EXCHANGE OF INDIA LIMITED Corporate Relations Department Listing Department Phiroze Jeejeebhoy Towers Exchange Plaza, 5th Floor, Plot no. C/1 Dalal Street, Fort G Block, Sandra Kurla Complex, Sandra (E) Mumbai-400001 Mumbai-400051 S
Slide 2: Q2 2025 Earnings Presentation
Q2 2025 Earnings Presentation Investor Presentation Q2 FY 25 www.nureca.com
Slide 3: Disclaimer
Disclaimer The Presentation is to provide the general background information about the Company’s activities as at the date of the Presentation. The information contained herein is for general information purposes only and based on estimates and should not be considered as a recommendation that any i
Slide 4: Our Vision, Our Mission
Our Vision To be a global leader in healthcare innovation, empowering individuals to take control of their well-being through cutting-edge technology, accessible solutions, and an unwavering commitment to excellence in quality and service. Our Mission To provide world-class healthcare solutions that
Slide 5: Table of Content
Table of Content 1 Highlights of Q2 2 Business Highlights 3 Business Performance - Q2 FY 25 4 Industry Landscape 5 Growth Drivers
Slide 6: Highlights of Q2
Highlights of Q2 1. Initiated contract manufacturing at our subsidiary for one of the leading Pharmaceutical Company. 2. Entered into a new agreement with Blinkit (Quick Commerce), a leading player in the QUICK COMMERCE sector, we aim to enhance customer satisfaction by ensuring that our products ar
Slide 7: Financial Performance
We are a DIgital First Healthcare Company with more than 90% revenue generated by Online sales Nureca is a debt-free, asset light company and has a healthy liquidity position. Financial Performance GMV Revenue from EBITDA Profit After Operations Tax ● Q2 FY 25 - INR 493 Mn ● Q2 FY 25 - INR 312 Mn ●
Slide 8: Business Highlights
Business Highlights
Slide 9: 3P Interplay Generating Business MOAT
3P Interplay Generating Business MOAT (3P -Product – Placement – Promotion) Internal Strengths Curated Over the Years Across Product Design, Supply Chain, Distribution and Marketing is Onerous to Replicate Sustained focus on Innovation and Quality Products Integrated Manufacturing Ecosystem 8 Lac Un
Slide 10: Strategic Pillars
Strategic Pillars D2C growth Omnipresence Manufacturing Connected Health Expand our already strong Establish pan India sales Building a strong manufacturing Transform lives of our users presence online by network with expansive reach base in India with focus on quality, through our Connected innovat
Slide 11: I. D2C growth
I. D2C growth Our growing digital customer base Our customer base has grown exceptionally over the last 5 years which is a result of remarkable quality of our products that led to word-of-mouth marketing by our 92% 1.56 cr 2 Revenue Contribution Happy Economic Times loyal customer base. Currently, o
Slide 12: Diving into Our Products Portfolio
Diving into Our Products Portfolio Air Massagers Compression Massager Manipol with Heat DVT Dynamo Rechargeable Gun Foot, Leg and Calf Body Massager Supervolt Go Gun Pump Weighing & Kitchen Oncology Scales Platinum 8 Electrode Digital Legend Smart Scale Unbeatable Scale Electronic Kitchen Scale Kitc
Slide 13: Orthopedic, Mother & Baby Care Ranges
Orthopedic Range- I Leg Elevation Maternity Backrest Neck Pillow for Coccyx Pillow Backrest Pillow Wedge Pillow Support Pillow Wedge Pillow travelling Knee Pillow Orthopedic Cooling Gel Range- II Neck rest Car Neck Stretcher Neck Stretcher Memory Memory Foam Contoured Orthopedic with heat Foam Pillo
Slide 14: New Launches
New Launches Dynamo Rechargeable Gun Oncology Legend Smart Scale 5+ 8 sense 8 Electrode Smart scale New Products Launched During Q2 FY 25 Kinesiology Tape Electronic for Physiotherapy Kitchen Scale
Slide 15: II. Manufacturing
II. Manufacturing Our wholly owned manufacturing subsidiary Nureca Technologies Pvt Limited , stared operations in Apr’22 Medical Products manufactured at NTPL: 1. Blood Pressure Monitors 2. Nebulizers 3. Electric Massagers 4. Oral and Infrared Thermometers 5. Heating Pads 6. Orthopedic Cushions and
Slide 16: III. Omnipresence
III. Omnipresence Expanding Offline Distribution 20/28 50 21,000+ 164 Live States Sales Team Retail Touchpoints Towns Strength Over the years, our brand, Dr Trust, has garnered substantial recognition and commendation across e-commerce platforms. By capitalizing on this positive momentum, we anticip
Slide 17: IV. Connected Health
IV. Connected Health Dr Trust 360 is not just an app, it's a comprehensive health management companion that empowers users to take control of their health through technology By connecting trusted Dr Trust devices with intelligent software solutions, we are making healthcare more accessible, proactiv
Slide 18: Freemium Connected Health app
Freemium Connected Health app Our unified app is a Freemium model, where users are able to subscribe for Pro features like Advanced health reports, curated diet plans, calorie & water intake tracking, family & caregiver alerts on Whatsapp +2023 Free Features ● Allows Users to access basic features a
Slide 19: Rewards & Recognition
Rewards & Recognition ➢ Dr Trust, Nureca’s flagship brand, has been ranked by customers as India's number one brand in the category of Home Healthcare and Wellness. ➢ Dr Trust awarded in Best Healthcare Brands 2021 by Economic Times, Premium Prestigious Brands 2020 by Economic Times and in Most Inno
Slide 20: Business Performance
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Slide 21: Key Performance Indicators (Consolidated)
Key Performance Indicators (Consolidated)
Slide 22: Key Performance Indicators (Consolidated)
Key Performance Indicators (Consolidated)
Slide 23: Key Performance Indicators (Consolidated)
Key Performance Indicators (Consolidated)
Slide 24: FCFO in FY24
INR in Million FCFO in FY24 Net cash Closing Cash outflow as on 30th towards September Opening Cash Net cash Net cash flow financing 2024 as on 1st April outflow from investing activities 2024 towards activities operating activities Payment of lease liabilities (8) Borrowings 18 Others (3) Capex (16
Slide 25: Manufacturing Key Factors
Manufacturing Key Factors Certified ISO 9001:2008 and ISO 13485 by Intertek
Slide 26: Industry Landscape
Industry Landscape
Slide 27: Chronic Disease Products Market
NURECA Chronic Disease Products Market Product Forecast — Digital BP Monitors, Nebulizers and SmBG devices form approximately 20% each of the Chronic Disease Products Market, and will continue similar trend through to 2025 2019 2025 Digital BP monitors 21.5% Digital BP monitors Nebulizers 2.0.06 19.
Slide 28: CAGR 2019-2025E (16.89%)
CAGR 2019-2025E (16.89%) Sources: Frost & Sullivan *www.statista.com
Slide 29: Digitization of Sales Process Virtuous Flywheel
Digitization of Sales Process has Generated a Virtuous Flywheel enabling Faster Speed to Market Product Design Manufacturing Distribution Marketing Digitization Ecosystem Our Data Centric Approach allows us to : Improved Customer ● Leveraging Consumer Investment in D2C & Engagements Insights for Tar
Slide 30: Growth Drivers Going Forward
Growth Drivers Going Forward Boosting Quick Commerce Reach and Market Penetration Driving In-house Manufacturing with Cutting-edge Quality Innovations Drive Market Growth with New Product Launches and thereby Increase value proposition to customers Drive Deeper Market Penetration through Enhanced Di
Slide 31: Shareholder Information
Shareholder Information Nureca Limited listed on Stock exchanges (NSE and BSE) in 2021 Shareholding as on September 30, 2024 NSE ticker NURECA BSE ticker 543264 Market Cap* INR 364 CR Share price* INR 364 Shares 10000175 Outstanding Industry Healthcare During Q2 FY 25, Nectar Biopharma Private Limit
Slide 32: Thank You
THINK. FEEL. CREATE Thank You Address Contact Us Office No. 101, Udyog Bhavan, Investor Relations Website Sonawala Lane, Goregaon East, Chetna Anand Corporate: www.Nureca.com Mumbai, Maharashtra - 400063 investor@nureca.com Ecom Store: www.drtrust.in