Ajanta Pharma Q3 2022 Concall Highlights

  • The company has announced a buyback of ₹352 Cr including taxes. Including dividend, total payout to the shareholder for the financial year is at ₹434 Cr
  • Emerging Markets business (Branded Generics) – Spread across Asia and Africa and contributes 41% of revenues. Exports to these markets were ₹361 Cr (26% growth YoY). Sales to Asia were ₹194 Cr (1% decline YoY). Sales to Africa were ₹167 Cr (87% growth YoY) however growth looks higher due to low base effect.
  • US Generic Business – Contributed 22% of revenues. Sales were ₹166 Cr(3% growth YoY). Pricing pressures continued and they were higher than anticipated. Launched 3 new products and filed 3 new ANDAs. They are hoping to file 12 ANDAs for the year, so they are targeting 7 ANDA filings in Q4.
  • Africa Institution business – Contributed 6% to revenues. Sales were ₹36 Cr (53% decline). Institution business is more unpredictable and lumpy in nature i.e it can have high variability from quarter to quarter.
  • India business – Contributed 30% of revenues. Sales were ₹260 Cr (18% growth YoY). Growth was due to new product launches, market share gain and price increase.
  • Launched 16 new products in the first 9 months of FY22 with 4 first to market products. Field activities and it’s expenses have normalized and are back to pre-COVID levels.
  • Revenue growth was 12%. EBITDA for the quarter was flat and EBITDA margin was at 29%. Margins were under pressure due to normalization of sales and marketing expenses, increase in input costs and freight expenses.
  • Incurred capex of ₹116 Cr in 9M FY22 against a full year projection of about ₹200 Cr. Capex will be done only in India.
  • They have been successful in launching whatever brands they had targeted to launch. New products have been launched in the cardiology and anti-diabetes segment.
  • They are not going to be adding any more field force in India. The objective now is to increase productivity.
  • The pain management segment has grown. This is a deliberate strategy by management because they have very strong products in this segment and are marketing it more aggressively. 
  • They are looking to increase prices by around 10% for the NLEM portfolio. Non-NLEM is very competitive and they would not be able to increase prices as much over there.
  • Almost 60-65% of countries in the emerging markets have price control, so prices are fixed and the company is free to price the product in about 30-35% of geographies. Some countries have allowed for price increases because they realize that costs have gone up, but many countries have not allowed price increases yet.
  • The US business is very competitive. The possibility of passing on cost increases in the US is very low. That is the nature of the market in the US.
  • They are open to inorganic growth through acquisition. They will do it in the Indian market only as the US market does not make sense at this point. But so far, they haven’t been able to find compelling assets which make financial sense.

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