Sun Pharmaceutical Industries (SUNPHARMA) Investor presentation summary

Business overview and global presence

• Operates in over 100 countries with a diversified portfolio including specialty, branded generics, generics, and APIs.

• Largest pharma company in India and 13th largest in US generics market.

• 41 manufacturing facilities globally, with approvals from major regulators including USFDA.

• Over 43,000 employees worldwide, with a strong focus on R&D and quality compliance.

• Expanding presence in ex-US developed markets and emerging markets.

Financial performance and growth

• FY24 sales reached Rs 478 Bn, with a 10.4% YoY growth and 18% CAGR from FY09-FY24.

• EBITDA margin at 26.9% and gross margin at 77.7% in FY24, both best-in-class among Indian pharma peers.

• Adjusted net profit margin at 21.1% and ROCE at 18.2% for FY24.

• Market capitalization stood at US $53-54 Bn as of September 2024.

• Strong cash flow generation and reduced gross debt to Rs 9.3 Bn in FY24.

Business segments and operations

• US formulations contributed 32% of FY24 sales; India branded generics 31%; emerging markets 18%; ROW 14%; API & others 5%.

• US business: 13th largest generics company, robust specialty pipeline, 640 ANDAs and 65 NDAs filed.

• India business: 8.6% market share, No.1 by prescriptions in 12 classes, 33 brands in top 300.

• Emerging markets: presence in 80+ countries, focus on branded generics, local manufacturing in several countries.

• Rest of World: expanding specialty and generics portfolio, local manufacturing, recent launches in Japan and Canada.