Cohance Lifesciences Limited
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Key numbers — 40 extracted
7%
ales Pg. 2 Why Suven is uniquely positioned to win ⚫ Global Pharma CDMO is ~$135B+ market (with ~7% CAGR) of which small molecule outsourced APIs & Intermediates is ~$70B. Majority of new molecule a
13%
along with improving capabilities of Indian players o India outsourcing market likely to grow at ~13% vs. global market of 7% from EU (inflation and regulatory) and China (supply o While traditionall
20%
d) multiple engines of growth; positioning it well to win in this market o Consistent growth: 16-20% revenue CAGR across multiple 5-year periods in history o Best-in-class financial metrics: 70%+ mate
70%
h: 16-20% revenue CAGR across multiple 5-year periods in history o Best-in-class financial metrics: 70%+ material margins; 40%+ EBITDA margin; 50%+ RoCE and ~60% operating cash flow conversion o Customer
40%
across multiple 5-year periods in history o Best-in-class financial metrics: 70%+ material margins; 40%+ EBITDA margin; 50%+ RoCE and ~60% operating cash flow conversion o Customer relationships: Revenue
50%
ar periods in history o Best-in-class financial metrics: 70%+ material margins; 40%+ EBITDA margin; 50%+ RoCE and ~60% operating cash flow conversion o Customer relationships: Revenues largely from marqu
60%
istory o Best-in-class financial metrics: 70%+ material margins; 40%+ EBITDA margin; 50%+ RoCE and ~60% operating cash flow conversion o Customer relationships: Revenues largely from marquee large cap ph
35%
5 0 0 2 7 0 0 2 9 0 0 2 1 1 0 2 3 1 0 2 5 1 0 2 7 1 0 2 9 1 0 2 1 2 0 2 … D T Y 3 2 0 2 35% 29% 65% 71% 21% 79% 37% 28% 41% 63% 72% 59% 2017 2018 2019 2020 2021 2022 Small M
29%
0 2 7 0 0 2 9 0 0 2 1 1 0 2 3 1 0 2 5 1 0 2 7 1 0 2 9 1 0 2 1 2 0 2 … D T Y 3 2 0 2 35% 29% 65% 71% 21% 79% 37% 28% 41% 63% 72% 59% 2017 2018 2019 2020 2021 2022 Small Molecu
65%
7 0 0 2 9 0 0 2 1 1 0 2 3 1 0 2 5 1 0 2 7 1 0 2 9 1 0 2 1 2 0 2 … D T Y 3 2 0 2 35% 29% 65% 71% 21% 79% 37% 28% 41% 63% 72% 59% 2017 2018 2019 2020 2021 2022 Small Molecules
71%
0 2 9 0 0 2 1 1 0 2 3 1 0 2 5 1 0 2 7 1 0 2 9 1 0 2 1 2 0 2 … D T Y 3 2 0 2 35% 29% 65% 71% 21% 79% 37% 28% 41% 63% 72% 59% 2017 2018 2019 2020 2021 2022 Small Molecules Biolo
21%
9 0 0 2 1 1 0 2 3 1 0 2 5 1 0 2 7 1 0 2 9 1 0 2 1 2 0 2 … D T Y 3 2 0 2 35% 29% 65% 71% 21% 79% 37% 28% 41% 63% 72% 59% 2017 2018 2019 2020 2021 2022 Small Molecules Biologics
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