Sanofi India Limited has informed the Exchange about Investor Presentation
17th March 2021
The Secretary Bombay Stock Exchange Limited Phiroze Jeejeebhoy Towers Dalal Street, Mumbai 400 001
Investor Webinar Presentation
Dear Sirs
The Secretary The National Stock Exchange of India Limited Exchange Plaza, 5th Floor Plot No. C/1, G Block Bandra-Kurla Complex Bandra East, Mumbai 400 050
We refer to our letter dated 24th February 2021 intimating you the details of the investor webinar which was scheduled today.
Pursuant to the Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, the presentation made by the Company at the investor webinar is enclosed for your reference.
Kindly take the above information on record.
Thanking you,
Yours faithfully
For SANOFI INDIA LIMITED
GIRISH TEKCHANDANI COMPANY SECRETARY
Sanofi India Limited 17th March Investor Webinar
Sanofi 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 *INR 190 Billion Market Capitalization
2900+ employees including 2,200+ commercial staff
Pan India footprint - Sanofi reaching 2,500 distributors and 100,000 pharmacies
Sanofi HQ, Mumbai
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 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 PRIORITIES
1
3
SAFETY of our employees and partners
SERVICE to customers and community
2
4
SUPPLY of our medicines
SKILLS to win as we transform
3
Key Business Priorities
1
2
3
Accelerate Diabetes
Focus on Growth
Selective & profitable growth in Established Products
Accelerate efficiency
Build Consumer Healthcare
Lead with innovation
Source: Internal SIL
4
SIL portfolio and playground: Performance vs. Market Despite Covid, key SIL brands’ growth consistently outperformed market
SIL remained 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 Secondary Sales Audit, Period: MAT Dec 2020, Value gr% Cardace and Amaryl are at group level
Highlighted in green = Brand growth higher than market growth
5
SIL Performance
+3%
+11%
22,573
23,268
+5%
25,940
+10%
-4%
28,427
27,225
s e l a S
t e N
2016
2017
2018
2019
2020
+7%
+2%
+7%
16,573
16,970
18,197
+10%
+8%
19,986
21,548
s e l a S c i t s e m o D
-1%
+23%
+9%
-33%
7,743
8,441
5,676
+5%
6,000
6,298
s e l a S
t r o p x E
2016
2017
2018
2019
2020
2016
2017
2018
2019
2020
6
Key ratios
7
Key Healthcare trends in India
1
Therapies
2
Geographies
3
Chronic therapies are driving market growth
Lower tier markets witnessing higher growth
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 insulins market and grow share. Targeted assets in the rest of the portfolio for profitable growth
2014-17
Go to Market Hybrid field rep and new channels
2
3
Digital customer engagement Digital customer & partnerships engagement & partnerships
Play To win culture and people
4
PROFITABLE GROWTH
COMPETITIVE GROWTH
RESPONSIBLE GROWTH
Non negotiables
9
Interactive Q&A
10
Thank You!
11