Reliance pipava and lupin gavis m&a
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This ppt is on reliance infrastructure's acquisition of pipavav and also includes a presentation lupin's acquisition of US pharma company gavis .
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Reliance pipava and lupin gavis m&a
- 11. • CDR to provide relief • Strategic joint venture • Increase in FDI • Commercial Building- competition from China • Hydrocarbon EPC • Changes in DPP 2013 may affect the opportunities • Unconfirmed/re- negotiable orders • Hgh debt • Subsidy reversal • Unparalleled infrastructure • Unique Location • Global Strategic Alliances S W OT
- 16. Year Budget Allocation In Billion US $ 2008-09 23.79 2009-10 31.93 2010-11 33.20 2011-12 37.05 2013-14 33.30 2014-15 36.30 2015-16 40.40
- 18. LUPIN :
- 20. Strategic Rationale 1 Lupin currently marketed products in the U.S. of 81 increasing to 101 Adds portfolio of 20+ stable, high-margin generic products Complements Lupin’s U.S. portfolio Strengthens presence in attractive US generics market 2 Full portfolio of controlled substance products with 19 products filed Leadership in niche areas such as colonoscopy prep Products across other niche areas such as dermatology (22 filings) U.S. platform for growth in high value niche generics 3 Robust pipeline of over 130 products including 66 ANDAs filed and 65+ in development R&D team of ~100 professionals based out of Somerset, NJ, capable of filing 20+ products per year Significantly enhances near term pipeline & R&D
- 21. Strategic Rationale (cont’d) 4 Provides access to U.S. government business Access to high barrier-to-entry U.S. controlled substance market High breadth of capabilities complements Lupin’s existing infrastructure US manufacturing infrastructure 5 Key focus on enhancing value through strong internal R&D and formulation capabilities Culture of robust compliance and quality in manufacturing Strong cultural fit 6 High double-digit growth and strong operating margins Revenue expected to expand >3x by FY2018 2014 EBITDAmargins of 36% Robust financial profile
- 22. Lupin + Gavis: Combined Pipeline Nasal MDIOphthal 3% Solid Orals/Liquids 62% 4% 2% Ophthal 5% Solid Orals/Liquids 48% OC 11% Controlled Subs 8% Controlled Subs 11% Injectables 13% Derma 13% Derma 20% 251 products164 filings Filed products Products in development
- 29. 46.35% 37.03% 8.12% 3.50% 3.03% 1.80% 0.18% % Share Holding of Lupin Promoters ForeignInstitutions GeneralPublic NBanksMutualFunds FinancialInstitutions Others ForeignPromoter
- 30. Strong Cultural Fit Key focus on enhancing value through strong internal R&D and formulation capabilities – Established track record in R&D with 66ANDAs filed/pending at the FDAand an additional 20 marketed products ~100 employees focused on R&D Focused on products with limited competition and high barrier-to- entry (intellectual property, technical complexity and clinical requirements) Ability to file 20+ products per year – – – Culture of robust compliance and quality in manufacturing – No warning letters in history of facility
- 31. Execution of M&A Strategy Sept 2014 Ophthalmics presence • Primary Focus US / EU / potentially Japan • Focus on Pediatrics, Dermatology, GI, Ophthalmics • Focus on • EU (Russia & CEE) • LatAm Medquimica Grin Mexico Brazil June 2015 •Enters LatAm in •Expands LatAm area Biocom Russia •Enters Russia Generics • Generic assets with complementary pipeline / technology capabilities • Controlled substances, dermatology and US Govt business access Generics / Technology Capabilities Geographic Expansion Specialty / Brand
- 32. Synergistic to Lupin’s strategy 2020+ 2018 Leading global generics player Significant Specialty business Inhalation Specialty Vertical Derm Specialty Vertical Biosimilars commercialization NCE’s 2016 Leading generics player with a larger specialty business Stronger geographic spread Enhanced Generic Platforms –Derm / Controlled Substances Advanced market Biosimilar launch Primarily a Generic / Branded Generic Business 3 strong geographies Aligned to Lupin’s Strategic Goal of transformation to Specialty Company
- 33. Thank You
Editor's Notes
- Lupin is the 4thlargest player in Indian pharmaceuticals industry. over the years lupin ….
- U.S. private company, is a in addition to partnering with pharmaceuticals companies worldwide to synergize development, manufacturing, and marketing capabilities. In its fifth foreign acquisition within 18 months to boost its presence in the US, the company’s biggest market This is the largest acquisition by any Indian pharmaceuticals company in the US, where Lupin is sixth in terms of market share