Pharma - Business at a Glance

Global Pharma

BUSINESS DESCRIPTION

REVENUE

PRODUCTS/SERVICES

Services

Contract Development and Manufacturing Organisation (CDMO) offering end-to-end solutions across the drug life cycle through a globally integrated network of facilities.

`3,976 Cr

16%
7-year CAGR

Services

  • Discovery Services
  • Process R&D
  • Pharmaceutical Development Services
  • Clinical Trial Supply Services
  • HPAPI Development and Manufacturing
  • API Manufacturing
  • Finished Dosage Manufacturing (Oral Solids, Sterile Injectables)
  • Antibody Drug Conjugation

Products

A strong product portfolio of niche differentiated branded generic products that are difficult to manufacture, sell or distribute.

 

Products

  • Inhalation Anaesthetics
    • Sevoflurane
    • Isoflurane
    • Halothane
  • Injectable Anaesthesia / Pain Management
    • Sublimaze*
    • Sufenta*
    • Rapifen*
    • Dipidolor*
    • Hypnomidate
    • * Controlled Substances
  • Intrathecal Severe Spasticity/Pain Management
    • Gablofen
  • Others
    • API Generics
    • Vitamins & Premixes

India Consumer Products

It caters to the Indian self-care market. Today, PEL’s OTC range comprises of 18 major brands from the pharmaceutical and personal care space, in diverse product categories like Vitamins & Nutrition, Dermatological & Antacids, Analgesics and Baby Care.

`537 Cr#

18%
9-year CAGR

Eight brands among India’s top 100 OTC brands

  • Saridon
  • Lacto Calamine
  • I-Pill
  • Tetmosol
  • Polycrol
  • Naturolax
  • Caladryl
  • Little’s

Presence in Segments:

  • Skin care
  • Pain management
  • Oral care
  • Respiratory
  • Gastro-intestinal
  • Lifestyle problems
  • Kids wellbeing

#Includes ophthalmology (Allergan JV)

KEY HIGHLIGHTS

    Global Pharma

  • Successfully cleared 27 regulatory audits (including 3 USFDA inspections) and 167 customer audits during FY2018
  • Acquired and integrating product portfolios from Mallinckrodt and Janssen
  • Capex plans of over US$85 Million to expand capacities and capabilities across our facilities
  • 13 manufacturing facilities spread across North America, Europe and Asia
  • Integrated offerings – 60 projects have been completed/ being completed since last four years
  • Robust pipeline of 110+ molecules in late phase development
  • India Consumer Products

  • 4 acquisitions in last 3 years – baby care brand Little’s; 5 brands from Organon India & MSD BV; 4 brands from Pfizer and Digeplex and associated brands
  • Direct reach to ~4.2 Lakh outlets, spread across 2,000 towns with population of 50,000+
  • Large field force of 2,100 people
  • Asset light model

Healthcare Insight & Analytics - Business at a Glance

 

BUSINESS DESCRIPTION

REVENUE

PRODUCTS/SERVICES

Decision Resources Group (DRG), is a best-in-class, decision support platform in the healthcare information services space. It provides indispensable insights to life sciences companies, healthcare providers and payers, through a variety of high value-added data and analytics, research reports and knowledge-based services.

`1,209 Cr

  • Research & Data Products
  • Custom Data & Analytics
  • Consulting & Managed Services
  • Learning
  • Segments covered:

  • Pharma Companies
  • Payer
  • Providers

KEY HIGHLIGHTS

  • 340 positions on-boarded in Bengaluru and Gurugram offices (29% of DRG’s headcount)
  • Addressable market size in excess of US$16 Billion
  • Doubled the size of DRG’s data repository (healthcare claims, outcomes, formulary and insurance coverage) to 100 Terabytes
  • Acquired Context Matters & Acquired Walnut Medical to expand and enhance data & analytics offerings

Strong performance in the areas of Quality, Compliance and Reliability – Zero production loss due to any regulatory issues

  • Since the Abbott deal, PEL has cleared 31 US FDA inspections, 102 other regulatory inspections and 826 customer audits across all its facilities without a single hour of production stoppage
  • At PEL, quality is viewed as an integral part of the Company’s identity, it’s a culture across the organisation. PEL employs the concept of ‘Global Vision, Local Execution’
  • The Company’s quality management team is independent of its businesses, and reports directly to the Board of Directors

Differentiated business model enabling superior business performance as compared with Indian peers

  • End-to-end development and manufacturing capabilities both for APIs and Formulations, including niche capabilities in handling cytotoxic injectable, high potency APIs (HPAPI), anti-body drug conjugates among others
  • A strong product portfolio of niche differentiated branded generic products that are difficult to manufacture, sell or distribute
  • Moving up the value chain by focusing on niche products & capabilities like controlled substances, intrathecal spasticity , drug discovery, injectables etc.
  • Global Pharma has witnessed a 7-year CAGR of 16%

Organic growth initiatives - Undergoing capex worth over US$85 Million to expand capacities and capabilities across facilities

  • Organic expansions at various sites in order to be future ready for our customers’ requirements. Major capex projects include:
    • US$25 Million on Coldstream facility at Lexington, US, specialising in manufacturing of cytotoxic injectable products
    • US$55 Million expansion of API manufacturing capabilities and capacities in North America and Asia in our Global Pharma Services business

Inorganic growth initiatives - 8 acquisitions over last 3 years in the pharma business to boost future growth

  • Acquired two differentiated high margin niche hospital generic product portfolios from Janssen Pharmaceutica NV and intrathecal spasticity and pain management from Mallinckrodt LLC
  • Acquired two US based CDMOs with niche capabilities –Coldstream Laboratories Inc, specialised in manufacturing of cytotoxic injectable products and Ash Stevens specialised in manufacture of HPAPIs in North America
  • In India Consumer Products business acquired 4 product portfolios - Digeplex and associated brands from Shreya Lifesciences; four Pfizer brands; five brands from Organon and MSD BV and baby care brand Little’s for age group of 0-4 years