CIPLANSE18 February 2025

Cipla Limited

3,025words
6turns
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0executives
Key numbers — 40 extracted
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18th February 2025 (1) BSE Limited Listing Department, Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai 400 001 Scrip Code: 500087 (2) National Stock Exchange of India Limited L
INR 1
Hamied to produce vital and life-saving medicines for India 1968: CIPLA's turnover crossed the INR 1 Cr mark 1991: Cipla's turnover crossed INR 100 Cr 1972: Cipla produced its first inhaler, follow
INR 100
cines for India 1968: CIPLA's turnover crossed the INR 1 Cr mark 1991: Cipla's turnover crossed INR 100 Cr 1972: Cipla produced its first inhaler, followed by the launch of Salbutamol that was conside
INR 10,000
Acquisition of Actor Pharma (Pty) Ltd 2024: Cipla ‘One India’ business breached the threshold of INR 10,000 Cr & North America crossed the $900Mn mark 4 Journey since 1935 has led to… $3 bn+ Global Reven
11%
o… $3 bn+ Global Revenue No. 1 in India by Volume1 $900 mn+ Revenue in North America CAGR2 11% No. 1 in Rx in South Africa2 85+ Markets 46 State of art manufacturing facilities 1. IQVIA
10%
on profitability continues Revenue from Operations (in INR Cr) EBITDA & PAT Margin % 5 Yr CAGR: 10% ₹ 25,774 ₹ 21,763 ₹ 22,753 ₹ 20,818 22% 21% 22% 19% 19% ₹ 16,362 ₹ 17,132 ₹ 19,160 24%
₹ 25,774
ofitability continues Revenue from Operations (in INR Cr) EBITDA & PAT Margin % 5 Yr CAGR: 10% ₹ 25,774 ₹ 21,763 ₹ 22,753 ₹ 20,818 22% 21% 22% 19% 19% ₹ 16,362 ₹ 17,132 ₹ 19,160 24% 16% 27% 1
₹ 21,763
y continues Revenue from Operations (in INR Cr) EBITDA & PAT Margin % 5 Yr CAGR: 10% ₹ 25,774 ₹ 21,763 ₹ 22,753 ₹ 20,818 22% 21% 22% 19% 19% ₹ 16,362 ₹ 17,132 ₹ 19,160 24% 16% 27% 19% FY 25
₹ 22,753
s Revenue from Operations (in INR Cr) EBITDA & PAT Margin % 5 Yr CAGR: 10% ₹ 25,774 ₹ 21,763 ₹ 22,753 ₹ 20,818 22% 21% 22% 19% 19% ₹ 16,362 ₹ 17,132 ₹ 19,160 24% 16% 27% 19% FY 25 YTD* 13%
₹ 20,818
from Operations (in INR Cr) EBITDA & PAT Margin % 5 Yr CAGR: 10% ₹ 25,774 ₹ 21,763 ₹ 22,753 ₹ 20,818 22% 21% 22% 19% 19% ₹ 16,362 ₹ 17,132 ₹ 19,160 24% 16% 27% 19% FY 25 YTD* 13% 12% 12%
22%
ations (in INR Cr) EBITDA & PAT Margin % 5 Yr CAGR: 10% ₹ 25,774 ₹ 21,763 ₹ 22,753 ₹ 20,818 22% 21% 22% 19% 19% ₹ 16,362 ₹ 17,132 ₹ 19,160 24% 16% 27% 19% FY 25 YTD* 13% 12% 12% 9%
21%
s (in INR Cr) EBITDA & PAT Margin % 5 Yr CAGR: 10% ₹ 25,774 ₹ 21,763 ₹ 22,753 ₹ 20,818 22% 21% 22% 19% 19% ₹ 16,362 ₹ 17,132 ₹ 19,160 24% 16% 27% 19% FY 25 YTD* 13% 12% 12% 9% 9%
Speaking time
Emerging next gen oncology therapies
1
Tuffies
1
Strengthening the oncology portfolio
1
Future Fit Cipla
1
Partnership with Stempeutics
1
Registered Office
1
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Opening remarks
Emerging next gen oncology therapies
• Next gen therapies such as improving ease of administration through developing oral drugs or LAIs Preference for non-insulin therapies • • Cardiovascular protection alongside diabetic control • CAR-T Cell Therapy • Anti body drug conjugates • Next Generation Sequencing • Stem Cells Source:1. Market Research Future Report 2. BIospace 13 Channel play design: Needs to accommodate both organized & unorganized retail Organized players expected to garner a market share of 20-25% by 2027 ~80% chemists will still be a part of unorganized retail Unorganized Retail Organized Retail 3-5% ~97% 95-97% FY16 9-11% ~90% FY22 ~90% CAGR, FY22-27 25-30% 6-7% 20-25% 75-80% FY27 Traditional trade will continue to have high dependence on medicines supply Penetration of organized players is limited to Metros, Tier 1 | Tier 2-6 growth will be driven through traditional trade • Cipla stake in digital tech company GoApptiv increased to 22.99% Data analytics & insights both from organized & unorganized retail
Tuffies
Aimed at improving respiratory care among children Digital India's first lung health app; Crossed 14 lakhs + downloads Spirofy Expanding Spirofy in countries such as Sri Lanka, Oman, Myanmar & SSA Note: 1. Interstitial Lung Disease, ABPA: Allergic Bronchopulmonary Aspergillosis Physiotherapists & trainers POC & Advances Bringing Lung Care to patients directly at one place Better diet management Counsellors for smoking deaddiction 17 Passion Areas: Global Wellness Creating the largest fast-moving wellness company Tapping the large white space in the Wellness industry 1 Smoking Cessation 1 Pain Care 1 Medicated Ointment 2 Sore Throat 2 ORS Source: 1. CHL India business revenue 2. Including Pharmacies 1000 Cr+1 10X Growth1 over last 7 years Retailers2 ~5,20,000 Grocers & Others Modern trade E-Commerce 85,000 + 9,500 11 Inorganic Growth Entering in New Segments Acquired the fifth largest privately owned OTC Player in South Africa Acquired cosmetics and personal care business of Ivia Beaute
Strengthening the oncology portfolio
• Developing complex products such as Paclitaxel, • lenalidomide or Through partnerships such as Trastuzumab, Bevacizumab & Rituximab in India Focus on building capabilities in next gen therapies through partnerships Neuro/CNS market in India witnessing double digit growth; Cipla 5th largest player Strengthened presence in the anti-epilepsy segment with partnered product Frisium, a leading brand in the anti-epileptic category Source: 1. IQVIA 19 Execution: Building strong presence across markets One India One Africa North America Emerging Markets & Europe Increasing Chronic share & focus on tier 2-6 towns Continue outpacing market growth in South Africa Focus on launching complex generic assets Strategic partnerships & on time launches to drive growth To be 2nd largest Pharma company in Rx Market; Continue Leadership in Gx Focus on improving business profitability & Sharper focus on top cities vs entire countries Become the 2nd largest generic player (by prescriptions) in inhalation ba
Future Fit Cipla
Staying relevant in the future Ciphaler/ Syncobreathe Double/Triple Drug combination Peptides Launched Lanreotide; Pipeline of others assets on track Gene Therapy Anti Drug Conjugates mRNA Partnership with Ethris Pharma; Stake ~10% Cell Therapy JV with Kemwell & Manipal Education & Medical Group Stake ~35% Biosimilars JV ‘Aspergen’ with Kemwell Stake ~60% Stem Cell
Partnership with Stempeutics
First ‘Made in India’ Cell Therapy to treat Critical Limb Ischemia Oligo- nucleotides CAR-T 21 Championing Care Culture ❖ Cipla Great places to work certified across geographies | 7 times in a row in india ❖ Driving inclusion and diversity agenda across leadership levels to represent gender, age, ethnicity & person with disabilities ❖ Champion & Role Model the “Cipla Way” ESG ❖ Cipla is included in DJSI World Index 2024 & DJSI Emerging Market Index 2024 ❖ Achieved 1st place in India in the Drug and Pharma sector ❖ Achieved Zero Waste to Land Fill goal a year in advance ❖ Committed to best in-class sustainable practices Crusader for Health & Crisis ❖ Launched Cefepime-Enmetazobactam in India in partnership with Orchid Pharma ❖ Received CDSCO approval for Plazomicin ❖ Partnered with Central Drug Research Institute for development of Amphotericin-b Eye drops with another four innovative products in development 22 Thank You
Registered Office
Cipla Limited, Cipla House, Peninsula Business Park, Ganpatrao Kadam Marg, Lower Parel, Mumbai 400 013 For any queries, please contact Diksha Maheshwari Investor.Relations@cipla.com For more information please visit www.cipla.com
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