SANOFINSE17 March 2021

Sanofi India Limited

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Key numbers — 32 extracted
INR 27.22 Billion
nofi India 65 OVER YEARS OF COMMITMENT IN INDIA TOP 4 PHARMA MNC BRANDS 3 WITHIN TOP 100 ~INR 27.22 Billion total net sales - India business including export (~INR 5.7 Billion) SIL - listed company with *I
INR 5.7 Billion
BRANDS 3 WITHIN TOP 100 ~INR 27.22 Billion total net sales - India business including export (~INR 5.7 Billion) SIL - listed company with *INR 190 Billion Market Capitalization 2900+ employees including 2,200
INR 190 Billion
n total net sales - India business including export (~INR 5.7 Billion) SIL - listed company with *INR 190 Billion Market Capitalization 2900+ employees including 2,200+ commercial staff Pan India footprint - San
70%
mbai Strong Industrial presence: 1 Pharma manufacturing site, 18 CMOs Strength of legacy brands: ~70% of SIL sales stemming from top 7 brands- well entrenched in stakeholder minds (HCP+patients) GMP
8%
s) GMP compliant manufacturing site Goa Manufacturing Unit SALES CAGR (’14 – ’19) Domestic : 8% Exports : 11% *Market cap as on 15th Mar 2021 2 2020 focus on what we could control: 4-S KEY P
11%
iant manufacturing site Goa Manufacturing Unit SALES CAGR (’14 – ’19) Domestic : 8% Exports : 11% *Market cap as on 15th Mar 2021 2 2020 focus on what we could control: 4-S KEY PRIORITIES 1
4%
insulated, posting higher than IPM market growth in 2020 SIL (Value Gr%) MAT Dec’20 SIL 8% IPM 4% Brand Market 20% 9% 9% 6% 10% -3% -13% 8% 12% -0.03% -5% 6% 11% -9% Source: IQVIA
20%
igher than IPM market growth in 2020 SIL (Value Gr%) MAT Dec’20 SIL 8% IPM 4% Brand Market 20% 9% 9% 6% 10% -3% -13% 8% 12% -0.03% -5% 6% 11% -9% Source: IQVIA Secondary Sales Audi
9%
than IPM market growth in 2020 SIL (Value Gr%) MAT Dec’20 SIL 8% IPM 4% Brand Market 20% 9% 9% 6% 10% -3% -13% 8% 12% -0.03% -5% 6% 11% -9% Source: IQVIA Secondary Sales Audit, P
6%
M market growth in 2020 SIL (Value Gr%) MAT Dec’20 SIL 8% IPM 4% Brand Market 20% 9% 9% 6% 10% -3% -13% 8% 12% -0.03% -5% 6% 11% -9% Source: IQVIA Secondary Sales Audit, Period: M
10%
rket growth in 2020 SIL (Value Gr%) MAT Dec’20 SIL 8% IPM 4% Brand Market 20% 9% 9% 6% 10% -3% -13% 8% 12% -0.03% -5% 6% 11% -9% Source: IQVIA Secondary Sales Audit, Period: MAT De
3%
rowth in 2020 SIL (Value Gr%) MAT Dec’20 SIL 8% IPM 4% Brand Market 20% 9% 9% 6% 10% -3% -13% 8% 12% -0.03% -5% 6% 11% -9% Source: IQVIA Secondary Sales Audit, Period: MAT Dec 202
Speaking time
Growth
1
Opening remarks
Growth
✓ Tier 2-6 & rural markets >12% ✓ Metro/ class1 towns 2-4% HCPs interaction Pharma Patients ▪ Preference for Hybrid model of interaction – 63% F2F; 21% Phone; 16% Online platforms1 • Increasing adoption of digital channels • Increasing adoption Telehealth • 30% patients would opt for teleconsultation post lockdown also)3 4 Big jump in online pharmacies3 5 Regulatory environment Use of online pharmacies PRE COVID POST COVID Households using online Pharmacies 7% 15% ~9 Mn ~70 Mn Cardiac and hypertension patients drive the trend for online pharmacies both during and post lockdown May ‘20 Expected By 2025 as per FICCI • >2X increase in Healthcare Budget in 2021 • ₹94K cr → ₹223K Cr • % GDP spend on HC increasing from 1.5% to 1.8% • New scheme for nutrition & wellness • Ayushman Bharat improving access • NLEM revision this year • Margin capping for Pharma 8 1IPSOS Survey (June 2020) 2Bain report based on THB physician survey 3IQVIA Survey Sanofi India – Strategic pillars 1 Diabetes Shape in
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