Investor Presentaiton
III Key Investment Highlights
2 Attractive Industry Dynamics (II/II)
A highly defensive sector with significant room for continued growth
Pharma Market Share
Public Sector 3%
Novartis 8%
Market Segmentation | Market Share FY2017
Multinational
48%
FY 2017
Manu.
Others
56%
GENERIC
Private Sector
49%
GSK 6%
Sanofi 5%
Pharco 5%
ISP 19.2%
Dist.1
Retail
Amoun 5%
Others
31.8%
UCP
32.9%
Other 92%
Eipico 4%
Eva 4%
Pfizer 3%
Hikma 2%
Global Napi 2%
POS 16.1%
The distribution space is the most consolidated segment, with the 3 largest players processing 68% of the market sales
Growth Drivers
Higher Priced Drug Pricing Adjustment Increasing Generic
Replacements
Waves
Uptake
ibnsinapharma
(1): Data for full year 2017
Source: IMS Health, BMI, WHO
IN
Ezaby 4%
Seif 2%
Roushdy 2%
Misr 1%
Increase of
Chronic Diseases
Ageing & Growing
Population
New Products -
New Markets
Strictly Private & Confidential
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