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Investor Presentaiton

RECONCILIATION OF GAAP REPORTED TO NON-GAAP ADJUSTED INFORMATION; CERTAIN LINE ITEMS (UNAUDITED) Lilly Millions; except per share data 1H 2023 GAAP Reported Adjustments Non-GAAP Adjusted YoY Non-GAAP Adjusted Change TOTAL REVENUE $15,272 $ - $15,272 7% GROSS MARGIN 77.5% 1.7pp 79.2% 1.4pp TOTAL OPERATING EXPENSE 8,218 8,218 14% OPERATING INCOME 3,620 252 3,872 (2)% OPERATING MARGIN 23.7% 1.7pp 25.4% (2.2)p OTHER INCOME (EXPENSE) (1) 77 75 NM EFFECTIVE TAX RATE 14.1% 0.6pp 14.7% 3.1pp NET INCOME $3,108 $260 $3,368 (4)% EPS $3.44 $0.29 $3.73 (4)% Acquired IPR&D Charges per share* $0.19 $ - $0.19 (69)% *Acquired IPR&D of $202 million (pre-tax) Numbers may not add due to rounding; see slide 25 for a complete list of adjustments Not for promotional use 2023 Q2 EARNINGS 7
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