Investor Update - October 2015

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The Next Level

Investor Update
30th October, 2015

Contents

Torrent Pharma

Cutting Edge
Research

Modern
Manufacturing
Facilities

Among the
leading Indian
companies:
Leveraging
strengths
Strengthened
USA portfolio
inspite of late
entry Poised
to scale up

Priorities India & USA

India Business
Changing gears

Torrent Pharma India Business

History

4 decades of presence
Started the concept of Niche marketing
Driven by CNS, CND therapies in the early years

Present
Ranked among the top 15 companies
Post Elder-acquisition strengths in Women Healthcare, Nutraceuticals, Pain/Wound
management
Relentless focus on specialties, Science & Productivity

Future
Aiming for best-in-class Margins driven by
Specialty focus, Hygiene, Product mix
Entry into new therapies
New entries Nephrology, Respiratory, Hepatology
Strengthening presence Cosmetic dermatology, Biosimilars (In various specialties)
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The Next levels Growth drivers


New Therapies
Cosmetic dermatology
Rheumatology
Nephrology
Respiratory
Hepatology

Science

Specialty

Best-in-Class margins
Through
Hygiene
MR Productivity
Rx-driven specialty business model

Productivity

Back to the glory of TURANT


1st time launches
Worlds first (40+ products in pipeline), Indias first
(50+ Products)
NDDS platforms

Product selection for BG markets: India Platform NDDS


Proven
efficacy

Lower
development
risk

Shorter
timelines

Lower costs

Significant
returns

India & Other BG Markets Driven by Science


Driven by Science
Marketing model driven by Science, Knowledge upgradation
& support for upcoming medical practitioners

SGPP
Shared Global Principles for Professionals
Guiding force for marketing for all BG markets
Defines global minimum standards for all territories for BG
markets
Compliance to Local marketing Laws & beyond
SGPP ensures maximum compliance through marketing
practices which are GLOCAL in nature
Corporate Central Committee for compliance monitoring &
audit
7

USA
New strengths & capabilities

Torrent Pharma USA

History
Late Entry into the USA market
Generic presence

Present
Among the top 10 Indian cos. In USA
Wide product portfolio across therapies

Highest per product revenue Robust product selection


Anchor customers Enabling strong presence
Future
Ramping up ANDA filing rate
Inorganic opportunities
Complex generics
Largest contributing geography for the company in the years to come
9

The Next levels - USA


Wider presence
Product portfolio expansion across therapies

Dahej Facility
Vertical integration
Agility & Speed for US market
Complex generics
Dermatology
Oncology
R&D & ANDA speed
Augmented R&D Spends
ANDA filings accelerated from Q1 2016-17

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Torrent R&D Center (Artistic image)

Research & Development


An eye on the future

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Realizing R&D Pipeline & NDDS Synergies across

Common pipeline
Maximum synergies out of a
common Branded generics
pipeline India business + Other
geographies

Novel Drug Delivery systems


Proprietary platforms: Foams,
Long Acting injections (Unmet
patient needs)

Developed for India & other BG


markets like Brazil, Philippines
Also in Generic markets like
Europe/USA

Ramping up R&D Spend


Enhanced ANDA Filings in the
USA from Q1 FY 16-17

Worlds first & Indias first


launches in the Indian market

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Torrent Pharma: The Next levels

13

Europe & Brazil


Europe
Priority Areas UK, Germany
Stronger participation in the German tender business; unable
to participate today for larger tenders owing to supply
constraints
Outlook Supply issues resolved with commissioning of Dahej
Facility
Brazil & Philippines

Entry into new therapy areas


Continuous focus on Specialties, Science & MR productivity
Productivity improvement through re-alignment of current
business into CV/CNS Over 30% Productivity improvement
expected in Brazil & 20%+ in Philippines.
Outlook Outperformance to the market through strong
relationships of over a decade, productivity & science focus in
CNS & CND divisions
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Thank You

Disclaimer:
No part of this presentation may be reproduced, quoted or circulated without prior written approval from Torrent Pharma Ltd.
This presentation may include certain forward looking statements, based on current expectations, within the meaning of applicable laws and
regulations. Actual results may differ and the company does not guarantee realization of these statements. The Company also disclaims any
obligation to revise any forward-looking statements.

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