Glaxosmithkline Pharmaceuticals Limited · NSE:GLAXO
Glaxosmithkline Pharmaceuticals — Q4 FY24 Earnings Presentation
14 slides from Glaxosmithkline Pharmaceuticals's earnings presentation, May 17, 2024
Slide 1: Outcome of Schedule of Analyst / Institutional Investor Meetings
GlaxoSmithKline Pharmaceuticals Limited GSK House, Dr. Annie Besant Road, Worli, Mumbai - 400 030 Tel No: +91 22 2495 9595 Fax No: +91 22 2495 9494 Web: www.gsk-india.com Email: askus@gsk.com 17th May 2024 To, BSE LIMITED THE NATIONAL STOCK EXCHANGE OF INDIA LIMITED Phiroze Jeejeebhoy Towers Exchang
Slide 2: GlaxoSmithKline Pharmaceuticals Limited
GlaxoSmithKline Pharmaceuticals Limited 17th May 2024 gsk.com
Slide 3: Bhushan Akshikar, Managing Director; Juby Chandy, Chief Financial Officer
Bhushan Akshikar, Managing Director Mr. Bhushan Akshikar has an experience of over 14 years in key leadership roles in GSK across India, Middle East, Russia CIS & Africa region. Before joining GSK, Bhushan spent 15 years with Johnson & Johnson, in local and regional positions in India, S. Korea and
Slide 4: GSK India's commercial ambition is driven by focus, innovation and agility
GSK India’s commercial ambition is driven by focus, innovation and agility, underpinned by continuous cultural transformation Innovate to be competitive Pioneering new ideas and solutions to increase access and provide differentiated customer experience 2 Focus to grow Agile to be ambitious Sharper
Slide 5: Transformed General Medicines business delivers competitive performance
Transformed General Medicines business delivers competitive performance General Medicines key focus brands Key brands outperformed in their operating growing ahead of market market, strengthening their Leadership 102 0.6% FY 2023-24 Unit EI % MS G/L Unit EI Unit MS G/L Augmentin 103 +0.6% Calpol 102
Slide 6: Digital Acceleration: Leveraging omnichannel to transform HCP engagement
Digital Acceleration: Leveraging omnichannel to transform HCP engagement Omnichannel team in place to enhance Key brands OC enabled competitiveness and growth New digital channels enabled Expand reach of Deliver best in Disrupt with GSK brand class customer innovative Increase in unique HCPs reached
Slide 7: Pediatric Vaccines continues to lead the overall Vx market with ~23% MS
Pediatric Vaccines continues to lead the overall Vx market with ~23% MS GSK Vaccines portfolio Key brands delivered strong growing ahead of market performance, strengthening their Leadership 101 19% FY 2023-24 MS (Mar’24) Value Gr Value EI Value Gr. Infanrix Hexa 50% +21% Boostrix 89% +32% Expanding
Slide 8: Shingrix update across 'must wins'
Shingrix update across ‘must wins’ Creating an adult vaccination ecosystem to address needs of 12Mn target addressable market Win with HCPs Educate Consumers Create channels Create Vaccinators Drive Awareness Develop Vaccination Ecosystem Partnerships to create adult Drive awareness and Partnership
Slide 9: Driving awareness + conversations on shingles
Driving awareness + conversations on shingles • . • . FEB 26 – MAR 3 25 videos 45+ videos | 10 mainstream 5 mega influencers | 10 micro influencers personalities | 26 HCP influencers Aakash Sudha Archana Chopra Chandran Puran Singh Remo Atul D’Souza Khatri 17 May 2024 8
Slide 10: Innovation-led growth with new launches to achieve ambition
Innovation-led growth with new launches to achieve ambition Increased contribution of new launches, opening new avenues for accelerated growth ▪ Benefitting severe asthma patients 2.9% ▪ First anti-IL5 with RWE including data from India ▪ 4.6% market share in competitive growing SITT class ▪ Strong
Slide 11: Jan-Mar'24 (Q4 FY24): Financial Highlights
Jan-Mar’24 (Q4 FY24): Financial Highlights Revenue EBITDA PAT ₹911cr ₹255cr ₹193cr Growth +16% Growth +53% Growth+47% Margin: 28% Strong double-digit growth EBITDA margin +670 bps (YoY) PAT +440 bps (YoY) ▪ GSK growth +16% vs India pharma market growth ▪ EBITDA stepped up through margin ▪ PAT improv
Slide 12: FY 23-24: Financial Highlights
FY 23-24: Financial Highlights Revenue EBITDA PAT (including exceptional items) ₹3407cr ₹901cr ₹585cr Growth+6% Growth +13% Growth -3%, Margin: 26% +14% excluding one-off Revenue growth +6% EBITDA margin +150 bps (YoY) PAT +140 bps (YoY) excluding one-off ▪ NLEM impact ~ -8% topline gross impact, ▪
Slide 13: GSK India Ambition
GSK India Ambition Deliver Double digit growth to touch the lives of a billion Indians Deliver exceptional new launches for driving innovation growth led by Shingrix Continue competitive performance with profitable growth in the base business Evolve a culture where our people #AheadTogether develop,
Slide 14: gsk.com
gsk.com
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