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PharmaHealth TRACK
Newsletter on Indian Healthcare Industry
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Healthcare companies post mixed results for Q1 FY11.
Healthcare and Pharma sector has posted a mixed Q1 results Private Equity 2
with positive outlook in future. Some major companies such as
Cipla, Aurobindo has shown significant rise in topline and also in
bottomline whereas few companies has shown a dip in results
Mergers & Acquisitions 2
like Apollo and Piramal
News Update 3
Cipla Q1 net profit up 6%: Cipla Ltd has posted a net profit of Rs
2574.20 mn for the quarter ended June 30, 2010 as compared to
Rs 2417.10 mn for the quarter ended June 30, 2009. Regulatory Developments 3
Apollo Hospitals Q1 PAT dips 12%: Revenues of Rs 5,233mn Upcoming Events 5
growing 29% over revenues of Rs4,060mn in Q1FY10. EBIDTA of
Rs. 883 mn which is 31% higher than the EBITDA of Rs676mn
recordedin the same quarter last year. Stock Market Update 6
Ranbaxy Lab Q1 cons net profit at Rs 3.26 bn : The net profit
stood at Rs3.26bn, while the net sales was at Rs20.99bn
Peer Benchmarking 6
Piramal Healthcare Q1 net profit dips 5.1% yoy: . Net Profit was About Four-S Services 8
lower by 5.1% to Rs807.4 mn in Q1 FY2011.
Fortis Healthcare Q1 revenue up 82%: Operating Revenue grew
by 82% over Q1 FY10 and stood at Rs3.37bn.
Aurobindo Pharma Q1 operating income up 8%: Total Operating
Income up by 8.2% to Rs9.22bn (Rs 8.52bn). Formulation Sales
up by 4.9% to Rs4.92bn (Rs4.68bn).
For further information, please contact Seema Shukla at seema@four-s.com or reach us as http://www.four-s.com
Research Desk
Four-S Services is India's leading provider of high-end research, financial consulting and Investment banking services. We have executed projects for
prestigious Indian as well as global corporations, investment banks, private equity funds, venture capitalists and hedge funds including India’s Top 5 PE
FOUR-S PharmaHealth Track
Investment Activity
Private Equity dealsso
in far..
2010
26-May NEA, GTI Group Nova Medical Centre NA 21.4 Hospitals Early
HealthCare has seen eleven investments in 2010, including one in june. There were 2 new deals during last 2 weeks.
There were no new investments last 2 weeks. But 2010 has already seen seven deals in the segment, including one deal in
month of July.
Research Desk
Four-S Services is India's leading provider of high-end research, financial consulting and Investment banking services. We have executed projects for
prestigious Indian as well as global corporations, investment banks, private equity funds, venture capitalists and hedge funds including India’s Top 5 PE
Funds. For further information, please contact Seema Shukla at seema@four-s.com or reach us as http://www.four-s.com
FOUR-S PharmaHealth Track
News Update
Dr. Reddy's Laboratories Ltd announced today the launch of Apollo Hospitals plans to raise Rs30bn by 2014
Cresp – the first generic darbepoetin alfa in the world and the
only darbepoetin alfa in India. Cresp has been approved in India Apollo Hospitals group reportedly plans for its second phase of
for the treatment of anemia due to chronic kidney disease and expansion in the country. The group is planning to set up about
anemia due to chemotherapy. 4,000 beds in the country with an investment of Rs30bn by
2014. According to reports, to part finance this proposed
Commenting on the launch, GV Prasad, Vice-Chairman and CEO, expansion plan, the group is in talks with private equity
Dr. Reddy’s said,” Cresp will offer patients in India an improved investors based out of London, Hong Kong and New York. In the
treatment regimen at affordable pricing. The launch of Cresp by process, it is also open to stake sale with the identified private
Dr. Reddy’s is a significant step in redefining the treatment of equity companies. The group is looking to set up 50 hospitals
anemia in India and underscores our commitment to provide with about 200 beds each in the next five years. The group is
affordable and innovative medicines to patients in India”. also planning to set up a hospital in an international airport.
Research Desk
Four-S Services is India's leading provider of high-end research, financial consulting and Investment banking services. We have executed projects for
prestigious Indian as well as global corporations, investment banks, private equity funds, venture capitalists and hedge funds including India’s Top 5 PE
Funds. For further information, please contact Seema Shukla at seema@four-s.com or reach us as http://www.four-s.com
FOUR-S PharmaHealth Track
Research Desk
Four-S Services is India's leading provider of high-end research, financial consulting and Investment banking services. We have executed projects for
prestigious Indian as well as global corporations, investment banks, private equity funds, venture capitalists and hedge funds including India’s Top 5 PE
Funds. For further information, please contact Seema Shukla at seema@four-s.com or reach us as http://www.four-s.com
FOUR-S PharmaHealth Track
Sepracor Inc has entered into a settlement and license Sanofi-Aventis in acquisition talks with Genzyme
agreement with Glenmark Generics Inc, USA, Glenmark Generics
Ltd and Glenmark Pharmaceuticals Ltd. (collectively Glenmark) Sanofi-Aventis SA has entered into 'friendly' acquisition talks
to resolve a United States patent infringement suit related to with biotech firm Genzyme Corp. by privately sending a letter
Glenmark's filing of an abbreviated new drug application (ANDA) offering between US$67 and US$70 a share for the company.
with the United States Food and Drug Administration to market
generic Eszopiclone tablets, which Sepracor markets under the According to reports, Sanofi had originally considered sending
brand name Lunesta. Under the terms of the settlement and Genzyme a so-called "bear hug" letter, publicly detailing its bid
license agreement and upon approval and entry of a consent for the benefit of shareholders.
judgement and order of permanent injunction by the United
States District Court for the District of New Jersey, Glenmark
would be permitted to launch its generic product on the later of Apotex sells products to AA Pharma: report
November 30, 2012, which is two and one half months (2.5
months) prior to the expiry of Sepracor's United States Patent
Apotex Inc. has reportedly sold more than 40 pharmaceutical
6,444,673, or May 30, 2014 if Sepracor obtains pediatric
products to AA Pharma, a private company based in Toronto
exclusivity for Lunesta. that will try to boost sales of the acquired drugs. According to
reports, financial terms of the transaction, were not revealed.
Under the deal, AA Pharma will immediately start selling these
products and the Apotex label will be phased out to the new
name over time.
Global News Update
Events Calendar
Research Desk
Four-S Services is India's leading provider of high-end research, financial consulting and Investment banking services. We have executed projects for
prestigious Indian as well as global corporations, investment banks, private equity funds, venture capitalists and hedge funds including India’s Top 5 PE
Funds. For further information, please contact Seema Shukla at seema@four-s.com or reach us as http://www.four-s.com
FOUR-S PharmaHealth Track
Stock Market Update
ORCHID
CIRCUIT
GLAXOSMITH
BIOCON LTD
LUPIN LTD
JUBILANT
GLENMARK
AUROBINDO
PIRAMA
CADILA
NSE Nifty
Divi's Lab
APOLLO HOS
RANBAXY
-2.5% -2.2%
HEALT
-2.5%
CHEM
-2.7%
HEALT
OPTO
-4.0%
LABO
-3.4%
ORG
PHA
SUN
PH
-6.0%
E
NSE Nifty DR.REDDY'S L CIPLA LTD. SUN LUPIN LTD GLAXOSMITH RANBAXY PIRAMA Divi's Lab GLENMARK CADILA OPTO JUBILANT AUROBINDO APOLLO HOS BIOCON LTD IPCA LAB LTD ORCHID
PHARMACE LABO HEALT PHA HEALT CIRCUIT ORG PH E CHEM
300.0% 276.9%
250.0%
200.0%
134.5%
150.0%
92.0%
100.0%
27.5% 26.0% 35.1% 37.0%
50.0%
2.8%
0.0%
-50.0% -12.0% -12.7% -8.6% -19.0%
-64.1% -51.0% -58.2% -59.1%
-100.0% -74.7%
GLAXOSMITH
ORCHID
DR.REDDY'S L
JUBILANT
GLENMARk
PHARMA
PIRAMA
IPCA LAB
CIPLA
AUROBINDO
APOLLO
CADILA
BIOCON
Divi's Lab
LUPIN
OPTO CIRC
RANBAXY
HEALT
HOSP
SUN
TTM Results
Research Desk
Four-S Services is India's leading provider of high-end research, financial consulting and Investment banking services. We have executed projects for
prestigious Indian as well as global corporations, investment banks, private equity funds, venture capitalists and hedge funds including India’s Top 5 PE
Funds. For further information, please contact Seema Shukla at seema@four-s.com or reach us as http://www.four-s.com
FOUR-S PharmaHealth Track
Quarterly Results Rs in Millions
Research Desk
Four-S Services is India's leading provider of high-end research, financial consulting and Investment banking services. We have executed projects for
prestigious Indian as well as global corporations, investment banks, private equity funds, venture capitalists and hedge funds including India’s Top 5 PE
Funds. For further information, please contact Seema Shukla at seema@four-s.com or reach us as http://www.four-s.com
FOUR-S PharmaHealth Track
Research Desk
Four-S Services is India's leading provider of high-end research, financial consulting and Investment banking services. We have executed projects for
prestigious Indian as well as global corporations, investment banks, private equity funds, venture capitalists and hedge funds including India’s Top 5 PE
Funds. For further information, please contact Seema Shukla at seema@four-s.com or reach us as http://www.four-s.com
FOUR-S PharmaHealth Track
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