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Source: Euromonitor Source: Euromonitor Source: Euromonitor Source: Euromonitor Source: Euromonitor Culterelle


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  2. Source: Euromonitor

  3. Source: Euromonitor

  4. Source: Euromonitor

  5. Source: Euromonitor

  6.                     Source: Euromonitor

  7. Culterelle Probiotic Chewables  The increasingly competitive retail environment  Company: i-Health Inc  Market: US has producers exploring more niche and  Description: An orange-flavoured chewable probiotic supplement specialised markets. that helps with digestive discomfort. Alleradd  Consumer-centric innovation drives enjoyable  Company: Alleradd  Market: US  Description: A combination formats, value-added formulations and dietary supplement that boosts energy, enhances memory and convenient packaging. increases focus. Nutraliquids  A move from energy supplements to study and  Company: EHouse Global Inc  Market: US focus aids is exemplified by Alleradd and  Description: A line of 16 different nutritional supplements in liquid sachets made with natural and Studdy Buddy. gluten-free ingredients. Source: Euromonitor

  8. Redoxitos  Company: Bayer AG  Market: Brazil  Description: The first chewable vitamin C tablet marketed specifically for children. NewEra Movility  Company: Nutrisa SA de CV  Market: Mexico  Description: A combination dietary supplement for women with collagen, as well as ginger for a boost of energy. Total Magnesiano Stress  Company: Eurostaga SA  Market: Ecuador  Description: A mineral supplement with magnesium and vitamin B in single-dose sachets that promotes stress relief. Source: Euromonitor

  9.  OTC switches are an important part of new product development in consumer health as they expand OTC access to new APIs and therapeutic areas.  While it varies by geography, many regulatory agencies are increasingly receptive to switches as a way to increase access to medications and shift expenses to consumers to reduce healthcare costs. Nasacort Allergy 24hr Nexium Control Nasonex Oxytrol for Women  Company: Sanofi  Company: Merck & Co  Company: Actavis Inc  Company: Pfizer Inc  Market: US  Market: Norway  Market: US  Market: EU  Triamcinolone Acetone  Mometasone furoate  Oxybutynin 3.9mg  Esomeprazole 20mg 55mcg monohydrate 5mcg  Description: An  Description: A proton pump  Description: An allergy  Description: An allergy incontinence treatment for inhibitor that provides relief treatment in a nasal spray treatment in a nasal spray overactive bladder that from indigestion and acid- format that provides 24- format that provides 24- comes in a transdermal related conditions. hour relief from symptoms. hour relief from symptoms. patch. Top Global OTC Switches in 2013 Source: Euromonitor

  10. Source: Euromonitor

  11. Source: Euromonitor

  12. Top Eight BPC Market Growth Prospects 2013/2018 US$ million rsp China 20,787.7 Brazil 16,066.1 US 6,239.8 India 3,688.5 Indonesia 2,066.9 South Korea 2,054.6 Saudi Arabia 1,853.5 Mexico 1,314.5 Others 15,278.8  China and Brazil combined will contribute some 53% of global BPC market value growth over the 2013-2018 period.  Hair care will receive a strong growth boost from Brazil. It will account for 32% of global hair care growth over 2013-2018.  In the US, growth in premium BPC will outpace mass significantly and will be the stronger contributor to absolute market value growth with US$2.8 billion over 2013-2018 Source: Euromonitor

  13.    Source: Euromonitor

  14. • As of September 2014, 42% of sales come from our international operations. 2008 2009 2010 2012 2013 2014 2011 Sept Sept Sept Sept Sept Sept Sept CAGR: Compound Annual Growth Rate 2008-2014. Information in a LTM basis.

  15. Source: Company data and IMS Health.

  16. Source: Company data and IMS Health..

  17. 2008 2009 2010 2012 2013 2011 3Q14 LTM CAGR: Compound Annual Growth Rate 2008 – 2013.

  18. 1Q12 2Q12 3Q12 4Q12 1Q13 2Q13 3Q13 4Q13 1Q14 2Q14 3Q14

  19. 1

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  21. × × × × ✚ ✔ ✔ ✔ ✔ ✔ × × × × × ✚ ✔ 3

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  25. Rank IMS: #1 Hispanic Market** Rank IMS: #1 Rank IMS: #6 Rank IMS: #4 Rank IMS: #5 Rank IMS: #8 Rank IMS: #7 Rank IMS: #1 *In the countries where we participate **Genomma Lab is the #1 Hispanic Company in Walgreen’s Source: IMS Health

  26. Rank IMS: #1 Rank IMS: #2 Rank IMS: #5 Rank IMS: #1 Rank IMS: #4 Rank IMS: #4 Cuba Haiti Venezuela Belice . *In the countries where we participate Source: Company Data.

  27. 19 brands 91 brands 13 brands 26 brands 12 brands 25 brands

  28. 185 165 145 125 105 85 65 2009/12 2010/06 2010/12 2011/06 2011/12 2012/06 2012/12 2013/06 2013/12 Consumption Index Genomma Lab Base 100 october 2009. Source: INEGI. CAGR: Compound Annual Growth Rate 2009.-2013, in real value in Mexico.

  29. • 1 Non-narcotics and antipyretics Market size in Mexico: 2 Cold and cough preparations without $19.3 billion pesos anti-infectives • Genomma Lab’s market share: 3 Oral electrolyte sustitutes 13.2% 4 Emolients and Protectors 5 Multivitamins with minerals 6 Antimicotics, topical dermatological 7 Milk for Children 8 Other dermatological preparations 9 Anticough combinations 10 Expectorants 11 Other tonics 12 Non-steroidal antirheumatics, simple 13 Topical antirheumatics and analgesics 14 Emetics 15 Gynecological antiseptics Genomma Lab has 16 Pharyngeal Decongestant presence in 15 of the 17 Anti-acids with anti-fatulents top 20 categories in 18 Anti-helminthics this market. 19 Gynecological anti-micotics 20 Dental *Source: IMS Health, as of July 2014.

  30. • Market size in Mexico: $130.9 billion pesos • Genomma Lab’s market share: 6.8%* 1 Mass Cosmetics 2 Hair Care 3 Skin Care 4 Fragrances 5 Colour Cosmetics 6 Oral Care 7 Oral Care Excl Power Toothbrushes Men’s Grooming 8 9 Premium Cosmetics 10 Bath and Shower Genomma Lab has 11 Deodorants presence in 9 of the 12 Baby and Child-Specific Products top 15 categories in 13 Sets/Kits this market. 14 Sun Care 15 Depilatories *In the categories where we participate. **Source: Company estimates.

  31. Top 10 OTC Labs Top 10 Advertisers *Base 100: Genomma Lab representing 100%.

  32. 3Q10 LTM 3Q11 LTM 3Q12 LTM 3Q13 LTM 3Q14 LTM

  33. Top 10 OTC Labs Top 10 Advertisers *Base 100: Genomma Lab representing 100%.

  34. Top 10 OTC Labs Top 10 Advertisers *Base 100: Genomma Lab representing 100%.

  35. 125 175 225 275 325 25 75 • Acquisition jun-12 Since jul-12 ago-12 sep-12 oct-12 nov-12 dic-12 ene-13 feb-13 mar-13 abr-13 ACTRON may-13 jun-13 jul-13 TAFIROL ago-13 sep-13 oct-13 nov-13 dic-13 ene-14 feb-14 mar-14 abr-14 may-14 jun-14 jul-14

  36. • • • • • Source: US Census Bureau 2010

  37. Top 10 Advertisers *Base 100: Genomma Lab representing 100%.

  38. • •

  39. Rest of LATAM Outlook

  40. Top 10 OTC Labs Top 10 Advertisers *Base 100: Genomma Lab representing 100%.

  41. Top 10 OTC Labs Top 10 Advertisers MARCAS PROPIAS UNKNOWN *Base 100: Genomma Lab representing 100%.

  42. Top 10 OTC Labs Top 10 Advertisers *Base 100: Genomma Lab representing 100%.

  43. Top 10 OTC Labs Top 10 Advertisers *Base 100: Genomma Lab representing 100%.

  44. Top 10 OTC Labs Top 10 Advertisers *Base 100: Genomma Lab representing 100%.

  45. 3Q13 3Q14 2008 2009 2010 2012 2013 2011 LTM LTM 3Q14 3Q13 Pharma* PC Total 3Q14 Pharma* PC Total 3Q13 %Var Mexico 1,339.0 675.6 2,014.6 1,197.7 819.4 2,017.1 -0.1% International 379.0 966.0 1,344.9 240.2 809.4 1,049.6 28.1% TOTAL 1,718.0 1,641.5 3,359.5 1,437.9 1,628.8 3,066.8 9.5%

  46. OTC – Over the Counter Pharma – OTC and Generics PC – Personal Care 1. Brazil 2. Argentina 3. USA 4. Colombia 5. Chile 6. Peru 7. Ecuador *According to IMS.

  47. 3,500 50.0% 3,000 YoY Growth: 2,500 40.0% 6.8% 2,000 30.0% 1,500 20.0% 1,000 10.0% 500 - 0.0% 2008 2009 2010 2012 2013 2011 3Q13 3Q14 EBITDA EBITDA MARGIN

  48. 4,000 35.0% 3,500 30.0% 3,000 25.0% 2,500 20.0% 2,000 15.0% 1,500 10.0% 1,000 5.0% 500 0 0.0% 1Q10 2Q10 3Q10 4Q10 1Q11 2Q11 3Q11 4Q11 1Q12 2Q12 3Q12 4Q12 1Q13 2Q13 3Q13 4Q13 1Q14 2Q14 3Q14 119 155 149 107 123 200 170 132 205 162 153 154 158 139 144 138 155 145 136 18% 21% 27% 34% 18% 21% 27% 34% 18% 21% 26% 35% 18% 22% 27% 32% 19% 22% 26% Cash Conversion Cycle EBITDA EBITDA MARGIN % of Total Year Sales

  49. As of 3Q14, Ps. 6.08 billion in financial debt, representing a 1.49x Net Debt/EBITDA ratio.

  50. Source: FactSet

  51. Source: FactSet

  52. @

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