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Ipca Laboratories Ltd. Company Overview Set up in 1949, Ipca Manufactures Formulations, Active Pharmaceutical Ingredients (Apis), and Drug Intermediates

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Ipca Laboratories Ltd. Company Overview Set up in 1949, Ipca Manufactures Formulations, Active Pharmaceutical Ingredients (Apis), and Drug Intermediates 1 Ipca Laboratories Ltd. Company Overview Set up in 1949, Ipca manufactures formulations, active pharmaceutical ingredients (APIs), and drug intermediates. Originally known for its dominance in the anti-malarial business, company has come a long way and now offers a gamut of other therapeutic products. Product range includes pain management, cardiovascular medicines, antimalarial, antiemetic, antibiotic, analgesic, and antidiabetic; and formulations for cough and cold therapy, skin problems, and problems with the central nervous system. The company is also a leading supplier of APIs such as atenolol (antihypertensive), chloroquine and artemisinin derivatives (antimalarial), furosemide (diuretic), and pyrantel salts (anthelmintic). Primary business activity Products/ Services As of FY20, overall formulations to API ratio is 73:27. Further break-up of formulations1) domestic formulations- 44%, 2) export formulations-28% of total revenues. Further break-up of APIs- 1) domestic APIs- 6%, 2) export APIs 21% of total revenues. Export Formulations business Export formulations are further divided into- 1) generic formulations- 50% of exports formulations 2) and 3) institutional business- 16% of exports formulations. The US business is being accounted for in the generic exports formulation category. Therapeutic contributions to export formulations business are as follows: ViniyogIndia.com 2 Domestic Formulations business The Company’s formulations business in India now comprises of 15 marketing divisions focusing on key therapeutic segments. Company is now the 19th largest in the domestic formulations market as per IMS Health - MAT March, 2020. The company owns a field force of 4000 MRs covering therapy focused marketing divisions. Top 10 drugs: ViniyogIndia.com 3 API business In FY20, APIs contributed to 27% of sales. Existing Capacity & Expansion Plans New APIs manufacturing unit at Dewas (M.P.) The Company is in the process of setting up a new APIs manufacturing unit at Dewas (M.P.) with an initial capital outlay of about Rs. 250 crores. The land for this project has been acquired and the Company is currently in process of obtaining the environmental approvals. Ipca is also working on backward integration as well as debottlenecking at Ratlam. This would enable sales growth as well as profitability. Additionally, Ipca is working on the continuous production (v/s traditional batch production) process for some intermediates. This, if successful, would enhance process efficiency and profitability, and reduce dependency on China in the API segment. Locations 1. Sejavata, Ratlam, Madhya Pradesh. 2. Pologround, Indore, Madhya Pradesh. 3. SEZ Indore, Pithampur, Madhya Pradesh. 4. Sector III, Industrial Area, Pithampur, Madhya Pradesh. 5. Gandhidham, Gujarat. 6. Nandesari, Gujarat. 7. Ankleshwar, Gujarat. 8. Village Ranu, Tehsil Padra, District Vadodara, Gujarat. 9. Athal, Silvassa (D & NH). 10. Dandudyog Industrial Estate, Silvassa (D&NH). 11. Aurangabad, Maharashtra (Unit I & Unit II). 12. Mahad, Maharashtra. 13. Tarapur, District Palghar, Maharashtra. 14. Dehradun, Uttarakhand. 15. Gom Block, Bharikhola, South Sikkim (Unit I & Unit II ViniyogIndia.com 4 Geographical markets As of FY20, domestic sales constitute 52% of the revenue. Rest is exports. EU is the leading exports destination, followed by Africa and US. ViniyogIndia.com 5 Industry Overview Global medicine spending is projected to increase by 2–5% annually and exceed $1.1 trillion in 2024 (Source: IQVIA, Outlook to 2024, March 2020) with pharmerging markets (including India) leading the way. India’s pharma spends are estimated to reach $31-35 Billion by 2024, growing at a CAGR of 8-11% between 2020 and 2024. India is likely to become one of the top 10 countries in terms of medicine spending over the next few years. Favourable government policies to ensure access to quality, affordable medicines to the masses, along with rising instances of chronic therapies are the key growth drivers of domestic pharma sector. Indian healthcare sector, one of the fastest growing sectors, is expected to cross US$372 billion by 2022. The pharmaceutical sector in India, was valued at US$33 billion in 2017 and is expected to grow at a CAGR of 22.4% in the near future. The generics drug market accounts for around 70% of the India pharmaceutical industry and it is expected to reach US $27.9 billion by 2020. India’s generic drugs account for 20% of global exports in terms of volume, making it the largest provider of generic medicines globally. India is also the largest exporter of formulations in terms of volume, with 14% market share and 12th in terms of export value. ViniyogIndia.com 6 Geographical segments (exports vs. domestic) India’s pharmaceutical export stood at US$16.28 billion in FY20. Indian pharmaceutical industry supplies over 50% of global demand for various vaccines, 40% of generic demand in the US and 25% of all medicine in UK1. India’s domestic pharmaceutical market turnover reached Rs 1.4 lakh crore (US$20.03 billion) in 2019, growing 9.8% year-on-year from Rs 129,015 crore (US$18.12billion) in 2018. Growth drivers Medicine spending in India is projected to grow 9-12% over the next five years, leading India to become one of the top 10 countries in terms of medicine spending. About 120 drugs are expected to go off-patent over the next 10 years; with expected world- wide revenue between US $80 to 250 billion. India accounts for 22% of overall USFDA approved plants India’s OTC drugs market is estimated to have grown at a CAGR of 16.3% to US $6.6 billion over 2008–16 and is further expected to grow on the account of increased penetration of chemists, especially in rural regions. The India OTC market was accounted at US $4.61 billion in 2018 and is expected to reach US $10.22 billion by 2024. Medical devices industry in India has been growing 15.2% annually and was valued at US$5.2 billion in 2018 and is expected to reach US $50 billion by 2025. Hospitals’ market size is expected to increase by US $200 billion by 2024. India’s cost of production is approximately 33% lower than that of the US. Government policies GoI has announced a number of favourable policies to promote healthcare sector in general and pharmaceutical industry in particular: Pharma Vision 2020’ announced by GoI is aimed at making India a global leader in end-to- end drug manufacturing. Under Budget 2020–21, allocation to the Ministry of Health and Family Welfare is Rs 65,012crore (US$9.30billion) 100% FDI is allowed under automatic route for green-field pharma. Also, 100% FDI is allowed for brownfield pharma, wherein, 74% is allowed under the automatic route and thereafter through government approval route Additionally, 100% FDI allowed in medical device industry. The investment will be routed through automatic route ViniyogIndia.com 7 Categorisation of Indian Pharmaceutical players Pharmaceutical companies in India can be grouped into the following based on markets they service and products / services offering: India specific branded generic players: MNCs operating in the domestic branded generics space. Expected growth momentum of around 10% without much sweat and BS pressure. Characterised by lower regulatory risks typically associated with exporters with focus on regulated markets and doctor prescription stickiness. Abbott India, Sanofi and Pfizer form top of the pack. Blended model with higher India branded contribution: For these players, India remains the main growth engine and other geographies as auxiliary engines. Key players are Ipca Labs, Ajanta Pharma, Torrent and Cipla. Blended model with higher US generics contribution: For these players, US generics market remains the focus. Plagued currently with regulatory risks, higher competition and weaker pricing power API and CRAMS players: Typically B2B players with focus on API and CRAMS manufacturing. Leading players in this segment are characterized by better regulatory track record, client validation and long term supply agreement with marquee customers and frontloading of capex with specific order book. Examples are Divi’s Labs, Syngene and Hikal. Biotech: India’s biotechnology industry comprising bio-pharmaceuticals, bio-services, bio- agriculture, bio-industry and bioinformatics is expected grow at an average growth rate of around 30 per cent a year and reach US$ 100 billion by 2025. (Examples, Biocon, etc) ViniyogIndia.com 8 Competitors Alembic Ajanta Dr Reddys Granules Indoco J B Chem & Aarti Drugs Ipca Labs Pharma Pharma Labs India Remedies Pharm Mcap 18176.11 4065.97 12945.65 66753.99 7272.98 1868.81 5571.65 27485.68 PER 12.15 17.24 25.50 25.60 10.89 -643.17 15.02 29.02 PSR 3.95 2.80 5.00 3.81 2.80 1.93 3.39 5.95 PBR 5.65 7.84 4.98 4.25 3.94 2.83 3.76 7.60 Dividend Yield 1.04% 0.06% 0.88% 0.62% 0.35% 0.15% 0.72% 0.23% 1Y Sales Growth Rate 17.06% 27.51% 25.91% 13.39% 14.02% 14.27% 16.67% 23.32% 3Y Sales Growth Rate 14.04% 10.58% 9.28% 7.26% 22.59% -1.22% 10.73% 13.53% 5Y Sales Growth Rate 17.50% 8.40% 11.92% 3.12% 15.00% 5.79% 9.97% 7.99% 10Y Sales Growth Rate 16.10% 13.64% 20.10% 9.99% 20.79% 9.28% 10.38% 1Y NP Growth Rate 41.83% 18.87% 20.86% 3.90% 41.87% -107.05% 39.85% 36.30% 3Y NP Growth Rate 27.15% 9.59% -2.64% 16.18% 26.80% -132.83% 5.98% 46.07% 5Y NP Growth Rate 23.98% 7.17% 8.58% -2.81% 29.83% -154.93% 25.76% 18.99% 9Y NP Growth Rate 28.73% 14.35% 28.00% 8.17% 36.12% 5.57% 9.73% 1Y OPM 27.41% 17.71% 26.41% 14.08% 21.55% 21.27% 26.68% 3Y OPM 23.46% 15.39% 28.19% 16.95% 18.11% 11.95% 17.18% 17.64% 5Y OPM 24.30% 15.65% 30.36%
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