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Corporate Presentation
Safe Harbor
Except for the historical information contained herein, statements in this presentation and the
subsequent discussions, which include words or phrases such as “will”, “aim”, “will likely result”,
“would”, “believe”, “may”, “expect”, “will continue”, “anticipate”, “estimate”, “intend”, “plan”,
“contemplate”, “seek to”, “future”, “objective”, “goal”, “likely”, “project”, “should”, “potential”, “will pursue”
and similar expressions or variations of such expressions may constitute "forward-looking statements".
These forward-looking statements involve a number of risks, uncertainties and other factors that could
cause actual results to differ materially from those suggested by the forward-looking statements. These
risks and uncertainties include, but are not limited to our ability to successfully implement our strategy,
our growth and expansion plans, obtain regulatory approvals, our provisioning policies, technological
changes, investment and business income, cash flow projections, our exposure to market risks as well
as other risks. Ranbaxy does not undertake any obligation to update forward-looking statements to
reflect events or circumstances after the date thereof.
Mission
“To become a Research-based International
Pharmaceutical Company”
Vision – 2012
Achieve significant business
in proprietary prescription products by 2012
with a strong presence in developed markets
Values
• Achieving customer satisfaction is fundamental to our business
• Provide products and services of the highest quality
• Practice dignity and equity in relationship and provide opportunities for
our people to realise their full potential
• Ensure profitable growth and enhance wealth of the shareholders
• Foster mutually beneficial relations with all our business partners
• Manage our operations with high concern for safety and environment
• Be a responsible corporate citizen
Ranbaxy Overview
• India‟s largest pharmaceutical company
• Ranbaxy & Daiichi Sankyo combined rank among the top 20 global
pharmaceutical companies
• Worldwide Presence
• Ground presence in 46 countries, products sold in over 125 countries
• Manufacturing locations in 7 countries
• Global consolidated sales – US $ 1519 Mn (2009)
• Business
- International 77%
- Domestic 23%
• >13000 employees globally represented by 50 nationalities
Global Pharmaceutical Landscape
Global Pharmaceuticals Market:
• 2009: ~ US $ 727 Bn (+5.7%)
Global Generics Market:
• 2009: US $ 83 Bn (+7.7%)
Key Drivers of Generics:
• Significant patent expiries (~US $
80 Bn drugs) through 2012
• Increasing generic penetration
• Rationalizing healthcare costs
• Emerging markets opportunity
Source : IMS Mat Nov 2009
316
226
152
8033
North America Europe
Africa, Asia and Australia Japan
Latin America
Global Pharma Market Slice
US $ Bn
The Global Generics Advantages
Consolidation
Growth Potential
• Size & Scale
• Therapeutic Width
• Operational Synergies
• Pressure on Vanilla Gx
• Move to Specialty/ Niche
Product Portfolio
• Patent Expiries
• New Markets
• Healthcare Costs
India Factor
• Scientific Talent
• Cost Advantage
• Gx / Rx Competencies
Our Global Presence
• North America
• Latin America
• Europe
• Africa
• Asia (incl. Middle East)
• Japan
Business Model
Global Reach
• Developed Markets
North America, EU, Japan, Australia
• Emerging markets
India, Romania, CIS,
South Africa,
Brazil, Mexico
Manufacturing
Product Portfolio
Research &
Development
• Generics
• Branded Generics
• OTC
• Dosage Form
• API* - Vertical Integration
• In-house / Outsource
• The India advantage
• New Chemical Entities
• Generics / NDDS*
• Complex / Niche/ FTF*
• The India advantage
* NDDS - Novel Drug Delivery System, API – Active Pharmaceutical Ingredients, FTF – First to File
Competitive Advantages
• Aggressive Marketing
• Low cost of Innovation
• Manufacturing Competitiveness
• Global Management
Global Sales Split
* CIS includes Russia & Ukraine belt
Global Sales (2009): US $ 1519 Mn
Asia
Europe
RoW
North
America
CIS*
API
Evolution of Market Mix
Developed
39%
Emerging
54%
Others
7%
FY 2005 FY 2009
• Improving balance in market mix
• Growth well spread across geographies
• Positioned to leverage various market opportunities
Our Key Geographies
Pioneer entrant from India
Strong local presence
Canada: New market, growing rapidly
Well established
Presence in 23 of 27 EU countries
No. 1 Generic player in Romania
Key markets - UK, France & Germany
Leadership in domestic market - India
Estd. Infrastructure in Romania, Brazil, Russia & South Africa
Profitable branded generics markets
North America
EUROPE
Emerging Markets
Developed Markets Presence
• Largest generic market worldwide
• Significant patent expiries through 2012
• Mature generic market
• Ranbaxy is the fastest growing generics company in Canada
USA
Canada
EU
Japan
• Germany, UK - mature markets
• France, Spain, Italy, Romania - emerging markets
• Ranbaxy has presence in 23 of the 27 EU countries
• Emerging generic market, < 5% generic penetration
• 1st Indian pharma company
Emerging Markets Presence
• Leadership position in domestic market
• Company growing faster than market
• Ranked as the No. 1 Generics Company
• Strategic for servicing EU operations
• Strong base in acute therapies
• Fast expanding into chronic and OTC segments
• Key market in the African continent
• A strong No 5 player in the region
India
Romania
Russia &
Ukraine
South Africa
India
• India‟s largest pharmaceutical Company by sales and ranked No. 2 by
market share
• Growing faster than market
• One of the largest distribution networks that comprises 2500+ skilled
field force
• Dedicated task forces for specialised & chronic therapies
• 18 brands in Top 300 of Industry
Research & Development
State-of-the-art R&D facilities
based in India
R&D I
R&D III
R&D II R&D IV
Research & Development
• Dedicated Facilities for Innovative & Generics Research
• > 1200 R&D Personnel
• Highest R&D spender across industry
• Arterolane + PQP (Anti malaria), programs with GSK
• NDDS based products (4 platform technologies)
• R&D collaborations
Alliance /
Collaboration in
NDDR Out-licensing
In NDDS
Out-licensing
In NDDR
Global Manufacturing Strengths
• cGMP compliant world-class API & Dosage Forms manufacturing facilities
across the globe
• 7 manufacturing locations worldwide
• API facilities - increasing vertical integration
• Creating capacities for specialty products
• New facilities added in cost advantageous geographies
India Malaysia
USA Ireland NigeriaRomania
South Africa
Inorganic Strategy
• Size and scale in developed & emerging markets
• Expansion of geographical reach
• Access to niche and complex products / therapeutic areas
• Costs efficiencies in manufacturing and R&D
To capitalize on the opportunities in the ongoing consolidation for…
...providing a strategic and value accretive fit
Acquisitions & Alliances Since 2006
• Terapia (Romania)
• Be-Tabs (South Africa)
• Allen (Italy)
• Ethimed (Belgium)
• Mundogen (Spain)
• Derma Brands (USA)
• Auto-injector Tech (USA)
• Orchid (India)
• Zenotech (India)
• Krebs (India)
• Jupiter (India)
• Cardinal Drugs (India)
• Ochoa Labs (India)
• Biovel (India)
> US $ 500 Mn spend on M&A
Ranbaxy – Daiichi Sankyo Partnership
• A path breaking confluence that redefines the global pharma paradigm
• Combines complementary strengths
• Provides solutions to key need-gaps for each organisation
• Strategic combination creates an Innovator and Generic Pharmaceutical Powerhouse
• Combined entity is ranked among the Top 20 global pharmaceutical companies
• Ranbaxy enters into a new orbit to chart a higher trajectory
• Complementary strengths ranging from excellence in NDDR to extensive reach across global
markets
Complementary Business Combination
Global Pharma Innovator
An Integrated, Research Based,
International Pharmaceutical
Company
• An essential component of Ranbaxy‟s CSR is to care for the
community
• Ranbaxy Rural Development Trust set up in 1978 (later re-
christened as „Ranbaxy Community Health Care Society‟)
• Integrated health care services provided to about 2 lakh
people staying in 110 villages and urban slum areas;
infrastructure includes 14 Mobile Health Care Vans
• Operates in the states of Punjab, Haryana, Himachal
Pradesh, Madhya Pradesh
• Provides a blend of curative, preventive and health
promotive services covering areas of maternal child health,
family planning, adolescent health, reproductive health and
education
Corporate Social Responsibility
• AIDS awareness and counselling is a priority component of
the CSR programme
• Partnerships with Government, Medical Colleges, NGO‟s,
Educational Institutions, Confederation of Indian Industry
and other like minded agencies
• Anti-Aids
– Provides innovative and affordable anti HIV medicines
– Over 5 lakh patients worldwide benefit from Ranbaxy‟s
ARV drugs
– First in the world Pediatrics ARV
• Malaria Research
– Molecule in Phase III Clinical Trials
Corporate Social Responsibility
Corporate Governance
“An institutionalized framework of Corporate Governance and Code of
Practices to strengthen decision making and compliance with ethical
integrity and reliability”
Committees of the Board
Audit
Science
Management
Compensation
Shareholder
Grievance/Transfer
Board Of Directors
Thank You