Elanco Animal Health (ELAN) Investor presentation summary

Company overview and market position

• Operates in over 90 countries with $4.7B projected annual revenue for 2025, split nearly evenly between pet health and farm animal segments.

• Holds #1 position in pet health retail and #2 in global farm animal health, with 10 blockbuster products generating over $100M each annually.

• Industry is highly regulated, science-based, and valued for brand loyalty, economic orientation, and innovation.

Strategic execution and growth

• Achieved global scale through integration of major acquisitions and built a high-capacity R&D engine.

• Focused on sustainable growth with stronger portfolios, innovation, and cash productivity.

• Organic constant currency revenue growth projected to rise from -3% in 2022 to 7% in 2025.

Innovation and product pipeline

• Six major innovations expected to drive $1.2B incremental revenue by 2026, with $892M projected for 2026 alone.

• Next wave innovation portfolio includes over 15 projects in 8 areas, targeting 5-6 blockbuster approvals through 2031 and over $2B peak sales potential.

• Pet health portfolio features leading parasiticides, dermatology, pain therapeutics, and vaccines; farm animal portfolio emphasizes efficiency, disease prevention, and sustainability.