J.P Morgan Healthcare
Conference
January 10th, 2023
Lupin Limited
Vinita Gupta, CEO
Safe Harbor Statement
Materials and information provided during this presentation may contain forward-looking statements. These statements are based on current expectations, forecasts and assumptions that are subject to risks and uncertainties which could cause actual outcomes and results to differ materially from these statements.
Risks and uncertainties include general industry and market conditions, and general domestic and international economic conditions such as interest rate and currency exchange fluctuations. Risks and uncertainties particularly apply with respect to product-relatedforward-looking statements. Product risks and uncertainties include, but are not limited to, technological advances and patents obtained by competitors. Challenges inherent in new product development, including completion of clinical trials; claims and concerns about product safety and efficacy; obtaining regulatory approvals; domestic and foreign healthcare reforms; trends toward managed care and healthcare cost containment; and governmental laws and regulations affecting domestic and foreign operations.
Also, for products that are approved, there are manufacturing and marketing risks and uncertainties, which include, but are not limited to, inability to build production capacity to meet demand, unavailability of raw materials, and failure to gain market acceptance.
You are cautioned not to place undue reliance on these forward-looking statements, which reflect our opinions only as of the date of this presentation.
The Company does not undertake any obligation to update forward-looking statements to reflect new | |
information, future events, or otherwise after the date thereof. | 2 |
Lupin Today
Global Presence
Local Leadership
Purposeful diversification (FY22)
API
10th
Largest Generic company
(by sales1)
$2.2 bn |
Annual sales in |
FY22 |
3rd
Largest in the US
(by prescriptions3)
4th
Largest Australia Gx4
6th
India Pharma Market Rank
(by sales3)
6th
South Africa Generic Rank
(by prescriptions5)
6%
US
India | 34% |
37% | |
NCE Income | Developed | Emerging |
3% | Markets | |
Markets | ||
12% | ||
8% | ||
$311 mn | |||||||
EBITDA in | |||||||
FY22(2) | |||||||
Reaching lives | |||||||
20,500+ in 100+ | |||||||
Lupinytts | countries | ||||||
- Global ranking based on FY22 sales:
- Excluding one time items
With Global Infrastructure
15 Manufacturing sites
7 R&D sites
Across India, the US, Netherlands, Brazil and Mexico
- IQVIA MAT Sep-22
- IQVIA MAT Jun-22
And Growing Sustainability
• | GHG emissions | |
• | savings >4.3 MtCO2e | |
Renewable energy | ||
8% | ||
utilization increased | ||
by 5.3 MW |
5. IQVIA MAT Feb-22 | 3 |
Vision: A Pharmaceutical Company Focused on Delivering High Quality Medicines to Patients Around the World
United | Global | India | Other |
Developed | Emerging | ||
States | Region | ||
Markets | Markets | ||
API
Evolving portfolio and | Global operational |
pipeline in Complex | efficiency and |
platforms (Inhalation, | presence driving leverage |
Biosimilars and | on CAPEX and R&D across |
Injectables) | the platforms through |
Scaled product platforms | markets with similar |
in legacy oral, ophthalmic | regulatory regimes |
and dermatology | (US, UK, Europe, Canada |
and Australia) |
Delivering innovative | Global reach and scale |
brands at above market | positions us as a partner of |
Growth through organic | choice for innovative |
and in-organic (licensing, | pharma companies in |
partnering, and | South Africa, Brazil, |
acquisitions) means, as | Mexico, Philippines and |
well as strategic market | South East Asia |
adjacencies | Leading Partner for Global |
Institutions on TB care |
Meaningful scale achieving competitive costs to serve internal as well as external
customers and contribute meaningfully to Global Public Health
Continuous Improvement Culture Best in Class Global Quality
4
2022 Accomplishments
AcquisitionsPartnering
Material Approvals & NPLs | Compliance |
Feb-22AUS:
Acquired Southern Cross Generic business in Australia
April-22India:
Acquired Anglo French Vitamin Mineral Supplement Brands in India
Nov-22US:
Acquired Sunovion Respiratory Brands Brovana and Xopenex in the US
Nov-22Brazil:
Acquired Bausch CNS and Oncology Brands in Brazil
Feb-22MENA:
Licensed Pegfilgrastim to with Axantia in MENA
April-22China:
Inked Strategic Partnership with Yabao to bring pediatric formulations to Chinese markets
Aug-22Japan:
Exclusive licensing agreement for Denosumab Biosimilar in Japan
Aug-22UK:
MHRA approval of Lutio (Tiotropium Bromide inhalation powder)
Sept-22Canada:
Health Canada approval for our Biosimilar Etanercept
Sept-22USA:
Exclusive launch of our Generic to Suprep Bowel Prep Kit in the US
Nov-22UK:
Launch of High Strength Luforbec in the UK a certified carbon neutral MDI
July-22USA:
US FDA EIR received and WL cleared at Somerset -- 2 out of 5 WL sites cleared
US FDA inspections: 5 out of 7 satisfactory outcomes
EU and Other Developed Market Agency inspections: 5 out of 5 satisfactory outcomes
Reported Net Sales, INR Mn
2022 EBITDA Focus and Delivery:
- Focused optimization of direct and indirect costs (e.g. Plant OPEX, Freight, FTS and Low margin SKUs)
- Global, cross-functional Integrated Business Planning Processes and implementation of leading-edge, predictive planning software
- Enhanced financial controls, resource allocation and optimization from R&D capital to CAPEX, long-range network planning and G&A
- Intensified focus on launch planning and execution
40,875 | 38,645 | 40,912 | ||
36,040 | ||||
Q3 FY22 | Q4 FY22 | Q1 FY23 | Q2 FY23 | |
Reported EBITDA % | ||||
9.9% | 7.3% | 6.6% | 11.4% | |
5 | ||||
Q3 FY22 | Q4 FY22 | Q1 FY23 | Q2 FY23 |
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Lupin Limited published this content on 11 January 2023 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 11 January 2023 05:39:07 UTC.