BALAXI PHARMACEUTICALS LIMITED
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Key numbers — 35 extracted
400 billion
up for its product lines. 8 Global Footprint Existing/targeted markets have aggregate GDP of $ 400 billion and pharma imports of $ 6 billion 9 Key Milestones Started business supplying white labelled pr
6 billion
al Footprint Existing/targeted markets have aggregate GDP of $ 400 billion and pharma imports of $ 6 billion 9 Key Milestones Started business supplying white labelled products to customers in Africa Pr
21%
ability to drive continuing value for stakeholders by delivering on the strategic business plan.” 21% Revenues 42% Gross Profit 24% EBITDA 25% Profit After Tax 54% Return on Equity Zero Debt As
42%
ve continuing value for stakeholders by delivering on the strategic business plan.” 21% Revenues 42% Gross Profit 24% EBITDA 25% Profit After Tax 54% Return on Equity Zero Debt Ashish Maheshwar
24%
ue for stakeholders by delivering on the strategic business plan.” 21% Revenues 42% Gross Profit 24% EBITDA 25% Profit After Tax 54% Return on Equity Zero Debt Ashish Maheshwari Chairman & Mana
25%
olders by delivering on the strategic business plan.” 21% Revenues 42% Gross Profit 24% EBITDA 25% Profit After Tax 54% Return on Equity Zero Debt Ashish Maheshwari Chairman & Managing Director
54%
the strategic business plan.” 21% Revenues 42% Gross Profit 24% EBITDA 25% Profit After Tax 54% Return on Equity Zero Debt Ashish Maheshwari Chairman & Managing Director 16 Consolidated Pro
30.0%
DA EBITDA Margin % Profit After Tax PAT Margin % Earnings Per Share (INR) FY22 279.39 83.79 30.0% 55.18 19.7% 47.66 17.1% 47.66 FY21 231.33 59.19 25.6% 44.64 19.3% 38.14 16.5% 38.14
19.7%
gin % Profit After Tax PAT Margin % Earnings Per Share (INR) FY22 279.39 83.79 30.0% 55.18 19.7% 47.66 17.1% 47.66 FY21 231.33 59.19 25.6% 44.64 19.3% 38.14 16.5% 38.14 YoY +20.8% +
17.1%
After Tax PAT Margin % Earnings Per Share (INR) FY22 279.39 83.79 30.0% 55.18 19.7% 47.66 17.1% 47.66 FY21 231.33 59.19 25.6% 44.64 19.3% 38.14 16.5% 38.14 YoY +20.8% +41.6% +440 bp
25.6%
er Share (INR) FY22 279.39 83.79 30.0% 55.18 19.7% 47.66 17.1% 47.66 FY21 231.33 59.19 25.6% 44.64 19.3% 38.14 16.5% 38.14 YoY +20.8% +41.6% +440 bps +23.6% +45 bps +25.0% +60 bps
19.3%
FY22 279.39 83.79 30.0% 55.18 19.7% 47.66 17.1% 47.66 FY21 231.33 59.19 25.6% 44.64 19.3% 38.14 16.5% 38.14 YoY +20.8% +41.6% +440 bps +23.6% +45 bps +25.0% +60 bps +25.0% 17
Guidance — 1 items
Expansion initiated
opening
“Over the medium term, Balaxi sees several new market opportunities opening up for its product lines.”
Risks & concerns — 2 flagged
We have achieved substantial scale-up in revenues, margin expansion and profit growth to deliver value in a tough operating environment marked by continuing impact of the global pandemic, geo-political upheavals, inflationary trends and supply chain bottlenecks.
— Expansion initiated
We will continue to pursue our strategy of targeting leadership in difficult- to-enter markets and have drawn out a roadmap to grow rapidly in other high-potential countries in Latin America over the next few years.
— Expansion initiated
Opening remarks
Established operations
Guatemala (Latin America), Dominican Republic (Caribbean) and Angola (Africa) New operations: Honduras (Latin America)
Expansion initiated
El Salvador, Nicaragua, Ecuador, Chile (Latin America) Central African Republic, Zambia (Africa) Products Vast range of essential OTC medicines – with healthy mix of generics and branded generics 607 product registrations in five countries 660 registrations submitted or in the pipeline Supply Chain Outsourced production from WHO GMP certified suppliers in India, China and Portugal Establishing EU GMP compliant facilities in Hyderabad Distribution Deep presence through 37 warehouses and on-ground fleet support Transformation New initiatives strengthening functionality in supply chain, regulatory affairs and customer service Successful process being replicated in other frontier markets; expansion plans in other global markets over near to medium term Centralized digital procurement, regulatory management and customized CRM tools 5 Key Success Factors Market Selection Methodology Focus on countries with high-potential economic growth framework Identify non-English speaking countries w