Sun Pharma Investor Presentation: Focus on Growth and Innovation
Sun Pharmaceutical Industries Limited has released its investor presentation for July 2025, highlighting its global presence, diversified business, and focus on innovative therapies. The presentation emphasizes the company's financial performance, business operations, and strategic initiatives for sustainable long-term growth.
Key Financial MetricsMetricFY10FY15FY20
FY25
Sales (Rs Bn)40141272
520EBITDA (Rs Bn)147970
153Operating Cash Flow (Rs Bn)86656
119Free Cash Flow (Rs Bn)55020
120Adjusted Net Profit (Rs Bn)64840
100Adjusted EPS (Rs/Share)201417
50
The company's revenue composition shows a diversified base with India Formulations contributing 33%, US Formulations 31%, Emerging Markets Formulations 18%, and Rest of World Formulations 14%. API & Others account for 4% of the FY25 sales, which totaled Rs 520 billion.**Business Operations**
Sun Pharma operates in over 100 countries with a strong presence in the US, India, and emerging markets. The US business includes specialty and generic products, with a focus on dermatology, ophthalmology, and onco-dermatology. In India, Sun Pharma is the largest pharmaceutical company, holding an 8.3% market share. Emerging Markets operations span over 80 countries, with key markets including Romania, Russia, South Africa, Brazil, and Mexico. The Rest of World segment includes Western Europe, Canada, Japan, Australia, New Zealand, and Israel.**R&D and Manufacturing**
The company has a strong focus on research and development, with a cumulative R&D spend of approximately Rs 300 billion to date. R&D expenditure for FY25 stood at 6.2% of sales. Sun Pharma has global development capabilities, including clinical trials, finished dosage development, and new drug development. The company operates 40 manufacturing facilities, with several approved by global regulators, including the USFDA.**Innovative Therapies**
Sun Pharma is building an innovative therapies business with a focus on select therapy areas. The portfolio includes marketed products in dermatology, ophthalmology, and onco-dermatology. Specialty sales have grown significantly, accounting for over 20% of sales in FY25, compared to 7.3% in FY18. Key products include ILUMYA, LEQSELVI, and Winlevi, among others.**US Business**
The US business is a significant contributor to Sun Pharma's revenue, accounting for 31% of FY25 revenues. The company has a comprehensive portfolio of ANDAs and NDAs, with a strong pipeline of products pending approval. Sun Pharma has a presence in innovative medicines, generics, and OTC segments in the US.**India Business**
Sun Pharma is the largest pharmaceutical company in India, with a market share of 8.3%. The company holds the top position by prescriptions, with leadership across 13 classes of prescribers. The India business has a strong brand positioning, with 29 brands in India's top 300 pharmaceutical brands.**Emerging Markets**
The company has a strong presence in emerging markets, with operations in over 80 countries. Focus markets include Romania, Russia, South Africa, Brazil, and Mexico. Sun Pharma has local manufacturing sites in several countries, including Bangladesh, South Africa, and Russia.**Rest of World**
Sun Pharma's Rest of World segment includes Western Europe, Canada, Japan, Australia, New Zealand, and Israel. The company is expanding its basket of products, including innovative medicines and hospital & retail products.**ESG Performance**
Sun Pharma is committed to environmental, social, and governance (ESG) practices. The company has made significant reductions in energy intensity and water intensity. Sun Pharma is also focused on employee wellbeing and corporate social responsibility, with significant investments in CSR activities.**Strategic Initiatives**Sun Pharma is focused on achieving critical mass in key markets, embedding sustainability practices, and optimizing operational costs. The company aims to increase the contribution of specialty and complex products and leverage acquisitions to bridge gaps and yield target ROI.