Investor Presentaiton
Solid Dosage Formulations Business
Industry
Overview
Global generics pharmaceutical industry stands at US$111bn
and is expected to grow at CAGR of 5.2% to reach US$136bn
by 2023
➤ It is estimated that there will be USD72.5 billion worth of
small molecule drugs will have patent expiry from 2018-22
Pharmerging market has seen strong growth both in volume
(6.2%) and value (4.1%) in the recent past (2011-2016)-driven
by preference for branded generics coupled with increase in
out-of-pocket spend
Business
Overview
Products
#1 player in 4 products with over 45% share in each of the three products
➤ Amongst top 3 players in another 2 products
2012
(US$bn)
Global Generics Pharmaceuticals
Industry Size by Unbranded Generic
Sales(1)(3)
CAGR (2012-17): 4.3%
CAGR (2017-21):5.2%
US Patent Expiry for Small Molecules
90
98 100 102 106 111 117 123 129 136
2016
2017
55 commercialized generic sound dosage formulations products across the US, Europe, Canada, Australia and the rest of the world (2)
98 ANDA filings in the US - of which 36 are pending (2)
We are one of the market leaders in select key products in the US(1)
Benefit from backward integration into API business supported by in-house R&D facilities
Manufacturing facility at Salisbury, US (USFDA) and Roorkee, India (USFDA, UKMHRA, PMDA Japan, ANVISA Brazil and MCC South Africa)
Expanded solid dosage formulations capacity at Roorkee facility now operational
2018E
2019F
2020F
Strategy
Aim is to be the first to enter and last to exit using our chemistry and R&D capabilities and manufacturing expertise to drive growth
Focus on investment in R&D in order to increase our ANDA filings and approvals
Focus on cost leadership with increased integration of in-house APIs
➤ Expand business into emerging markets by leveraging existing US filings
Source: Frost & Sullivan - Independent Market Research on the Radiopharmaceutical Industry, US Radiopharmacy Chain, US Contract Manufacturing Organisation Industry, US Allergy Immunotherapy Industry and the Global and US Generic
Pharmaceutical Industry
(1)
(3)
23
(2) As of December 31, 2019
Only includes prescription drugs
2021F
JUBILANT
LIFESCIENCES
(US$bn)
2013
2014
14.0
11.1
2015
20.6
2016
14.8
2017
2018
2019
2020
2021
2022
US$ 72.5 bn
129.0
22.8
14.0
12.6 11.7
5.2View entire presentation