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  1. 2. Largest pharmaceutical company out of India with global reach and competencies across the value chain
  2. 5. Rationalizing Healthcare costs a key priority for Governments Emerging Markets: accelerating branded generics Key Growth Drivers
  3. 8. Perhaps the largest front-end in the generic industry Ground presence in 49 countries; products sold in 125 North America & Japan Europe Other Emerging Markets BRICS <ul><li>No. 1 in India </li></ul><ul><li>Large, reputed player in CIS; growing rapidly </li></ul><ul><li>No. 6 in Brazil </li></ul><ul><li>No. 5 in S. Africa </li></ul><ul><li>43/54 countries in Africa </li></ul><ul><li>Latan & Asia Pacific: long standing presence; good understanding; robust businesses </li></ul><ul><li>Pioneer entrant from India </li></ul><ul><li>Strong local presence </li></ul><ul><li>Canada: New market, growing rapidly </li></ul><ul><li>Well established </li></ul><ul><li>23/25 EU markets </li></ul><ul><li>No. 1 Generic player in Romania </li></ul>
  4. 9. Revenue Profile
  5. 10. $ Million Extensive ground presence, especially in high-growth brand-driven emerging markets * 2009 Guidance is based on INR-USD exchange rate of 50.5
  6. 11. $ Million Favourable Market Mix <ul><li>Revenues spread across geographies </li></ul><ul><li>Growing share of high growth, sustainable branded business in Emerging Markets </li></ul><ul><li>Substantial presence in regulated, western markets: high volume base business </li></ul>=> Stability and sustainability of profits
  7. 12. One of the largest ANDA and FTF Pipeline
  8. 13. Innovator Market Size 62 Other ANDAs 16 P-IV FTFs $ 22 Billion $ 28 Billion
  9. 14. Proven R&D and IP capabilities for developed markets => large base business + consistent upsides through Para-IV FTFs Ability to monetize FTF opportunities… Molecule Innovator Market Size Status Year Simvastatin* Merck (Zocor) $ 0.5 Bn Launched 2006 Pravastatin* BMS (Pravachol) $ 0.2 Bn Launched 2007 Sumatriptan GSK (Imitrex) $ 1.0 Bn Launched 2008 Valacyclovir GSK (Valtrex) $ 1.3 Bn Settled 2009 Esomeprazole^ AZN (Nexium) $ 5.5 Bn Settled 2009-14 Tamsulosin BI**/Astellas (Flomax) $ 1.2 Bn Settled 2010 Atorvastatin Pfizer (Lipitor) $ 8.0 Bn Settled 2011
  10. 15. * Proof of Concept Drug Discovery Programme <ul><li>Phase-III Clinical trials started for Arterolane </li></ul><ul><li>Arterolane is a novel synthetic anti-malarial drug </li></ul><ul><li>Potential to mitigate problems with current standard-of-care which is plant based </li></ul><ul><li>Merck Alliance </li></ul><ul><li>Drug Discovery & Clinical Development through Phase II clinical trials </li></ul><ul><li>Therapeutic area focus of anti-bacterial & anti-fungal drug candidates </li></ul><ul><li>> $ 100 Mn in milestone and significant royalties on commercialization </li></ul>
  11. 16. A platform for new growth opportunities <ul><li>GSK Alliance </li></ul><ul><li>Phase-I human clinical trials initiated for a Respiratory Inflammation molecule </li></ul><ul><li>Take leads beyond candidate selection to POC* in man </li></ul><ul><li>Therapeutic area focus of AI & Metabolic, Respiratory & Oncology </li></ul><ul><li>> $ 100 Mn in milestone and double digit royalties on commercialization </li></ul>Drug Discovery Programme
  12. 17. Recent US Developments – Multipronged Strategy We are working on all fronts to swiftly resolve all matters and minimize transient business impact <ul><li>Realigning Supply Chain </li></ul><ul><li>Sourcing opportunities </li></ul><ul><li>Site transfers </li></ul>Engaged in constructive dialogue with authorities Resolving the USFDA Import Alert and AIP is the highest priority Warning Letters & Import Alert on 30 products from 2 Indian facilities; AIP Working with USFDA for an early solution Strengthening processes in Manufacturing
  13. 18. Prepared for the future
  14. 19. Pharma & Business Imperatives… With increasing pressures in the developed world, high-growth emerging markets necessitate higher focus
  15. 20. … Are Forcing a Rethink of Established Models Going forward, will “pure-play” models be able to cater to shareholder expectations? Generic Companies
  16. 21. Combining Capabilities will Drive Growth <ul><li>Access to high growth, high volume markets </li></ul><ul><li>Access to low cost R&D and Manufacturing </li></ul><ul><li>Access to proprietary products </li></ul><ul><li>Access to advanced competencies and capabilities </li></ul><ul><li>Product portfolio spanning market segments </li></ul><ul><li>Wider reach </li></ul><ul><li>De-risked business model </li></ul>Increasing trend of leveraging both models
  17. 22. Strategic Alliance <ul><li>Daiichi Sankyo is now the majority shareholder </li></ul><ul><li>Synergies start flowing in with launch of Olvance in India, an innovative product of Daiichi Sankyo </li></ul><ul><li>More innovative product launches to follow in emerging markets </li></ul>Impact on Ranbaxy <ul><li>Strengthens Balance Sheet </li></ul><ul><ul><li>Cash Infusion of Rs. 35,849 Million </li></ul></ul><ul><ul><li>Book Value of Shares increases from Rs. 75 (Dec’07) to Rs. 102 (Dec’08) </li></ul></ul><ul><li>Fast track growth in world’s #2 pharma market </li></ul><ul><li>Proprietary product flow for our strong branded business in emerging markets </li></ul><ul><li>Potential benefits in R&D and Manufacturing </li></ul>
  18. 23. Ranbaxy:: Surging Ahead Synergies of being a part of Daiichi Sankyo will upscale all above
  19. 24. In Summary <ul><li>A vertically integrated global pharmaceutical Company </li></ul><ul><li>Presence across all key developed & emerging markets </li></ul><ul><li>Strong distribution network & brand building capabilities </li></ul><ul><li>Cost efficient India based Research & Development and Manufacturing </li></ul><ul><li>Robust generic product flow </li></ul><ul><li>New high growth specialty segments </li></ul><ul><li>Focus on NCE research </li></ul>
  20. 25. Thank You
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