ABBOTT INDIA - COMPANY OVERVIEW -
Key brands -
Udiliv ( chronic lever disease )
Influvac ( prevention of Influenza )
Pankreoflat ( indigestion )
Cremaffin ( constipation )
Arachitol ( Vit D deficiency )
Zolfresh ( Insomania )
Heptral ( liver disease )
Duphaston ( miscarriage, IVF )
Digene ( antacid )
Prothiaden ( depression )
Librax ( irritable bowel syndrome )
Brufen ( analgesic )
Duphalac ( constipation )
Thyronorm ( hypothyroidism )
Duvadilan ( pre-term labour )
Vertin ( vertigo )
New brand Launches -
Cremagel ( anal fissures )
Brufen P ( pain and fever )
Solfe ( anemia )
Total product portfolio of 125 products. 10 new products launched in FY 22-23
15 of company’s brands are ranked-1 in their respective categories and account for 80 pc of company’s revenues
Last 5 Yr CAGR -
Revenue - 9 pc
EBITDA - 16 pc
PAT - 17 pc
Book Value growth - 15 pc
Expanding aggressively into - Nepal, Bhutan, SriLanka and Maldives
Udiliv and Thyronorm are a part of top 15 India Pharma brands
With a strong portfolio of - Cremaffin, Duphalac, Cremaffin Plus - company commands a 38 pc mkt share in Laxative category
Therapy wise performance for FY 23 -
Women’s health -
Degrew by 8 pc due increased generic competition in Dydrogestrone mkt (company’s brand is Duphaston). This has been a pain point for the company for quite some time now. Launched a slew of new products to augment the women’s health portfolio - Femoston (post-menopausal symptoms), Solfe (anaemia) and Cetropro (IVF)
GI -
Grew @ healthy 11 pc. Cremaffin, Duphalac, Udiliv and Creon (pancreatic exocrine insufficiency) did very well. Librax and Ganaton (GI dismotility) continued their steady growth rates. New launches in the GI space included - Digeraft (gastroesophaegal reflux) and Cremagel
CNS -
Grew by 4 pc led by Vertin (to treat vertigo)
Metabolics -
Grew by a strong 15 pc led by Thyronorm. Also launched India’s first Liothyronine molecule - Linorma T-3 in FY 23. Combirorm (probiotics capsules) continues to gather momentum for treatment of bacterial vagenosis
Multi-Speciality -
Grew by 5 pc led by - Duvadilan, Zolfresh, Brufen. Aim to grow these into mega brands for the company. Brufen-P was launched this yr
Vaccines -
Grew by 6 pc led by - Influvac, Rotassure, Enteroshield (typhoid) and Havshield (Hepatitis A)
Future growth drivers -
Accelerate pillar brands
Multi-Channel doctor engagement
New launches to improve portfolio depth
Disc: hold a tracking position, not SEBI registered, biased
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