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Fundamental Data India は、900millで 2030年には中国の15-29歳の労働人口で追い抜く Japan USA China India Population (Million)(05’) 2012 (7年間での人口増) 128.1 127.2 (-1.1) 298.2 317.5 (+13.9) 1315.8 1384.7 (+68.9) 1133.4 Area (Mkm2) 0.37 9.63 9.60 3.28 GNI(Billion $)(04’) 47.3 121.6 19.4 6.73 GNI(000$)/capita 37 41 1.5 0.62 Import/Export (Billion $) 1110 2639 2502 211 Doctors/10,000 20.1 54.9 16.4 5.1 1236.6 (+103.2) 1 India’s macroeconomic and demographic outlook will support strong growth in the healthcare market Economy is turning around & strong GDP growth in future Rising disposable income with growing share of healthcare spend 4.1 Healthcare as % of overall spend 7.7% 8% 6.7% 6% 5.0% 7.2% 7.7% 5.5% 4.5% 4% 2% Disposable income ( $ ‘000 per annum) 9.3% 13% 2.3 9% 86% 1.4 7% Others 92% 93% 0% 2010 2011 2012 2013 2014 2015F 2016F 2017F 2005 Rising literacy rate increases healthcare awareness 74 63 1,318 0-14 28.7% 27.3% 15-64 65.9% 66.7% 5.4% 6.0% 2014 2018(F) 65+ 2001 2006 2011 Source: CensusIndia, NCEAR, McKinsey, Economist Intelligence Unit, IMS Market Prognosis 2025(F) 1,256 +280 Mn 61 2015 Fastest growing population in the age group over 65 years old Population ( millions) India real GDP growth 10% Age group -0.1% 1.5% 3.9% CAGR Rural market is one of the fastest growing geographic segment in Indian Pharmaceutical market (IPM) Town split by value Townclass class split for Indian Pharma market Region wise Split Zone wise split for Indian Pharma market CAGR (2011-14) Rural Tier II- V 16% 18% 16% 19% 18% 10% East 18% 27% West 26% 24% Tier I 32% 32% 12% South ~60% of rural market lies with South & East zone 25% 32% Metros 33% 31% 32% North 11% 2011 2014 Non Rural 17% Rural Note: Different publications Indian companies dominate IPM, however market is fragmented with only 40% share with top 10 companies Chronic-Acute Split 27% 29% Indian-MNC Split 29% 16% 28% • 1.5x growth of chronic over acute therapy 73% 71% 10% • Domestic players account for more than 70% of the market 11% 71% 72% 13% MNC Chronic 2011 Acute 2014 2011 OTC vs. Prescription Market Top Companies by sales (Indian Vs. MNC) S. No. ~$17 Bn ~12% Total IPM ~$12 Bn ~$ 5 Bn 18%- 20% ~$ 3 Bn • OTC market to grow at 1820% CAGR OTC Drugs 2011 2014 Indian 2014 Prescription drugs CAGR 2011 - 14 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 COMPANY ABBOTT CIPLA SUN RANBAXY ZYDUS CADILA GLAXOSMITHKLINE MANKIND ALKEM MACLEODS PHARMA PFIZER LUPIN LIMITED INTAS PHARMA TORRENT PHARMA EMCURE SANOFI INDIAN (Y/N) N Y Y N Y N Y Y Y N Y Y Y Y N • 11 of top 15 Pharma companies are Indian Note: Different publications Indian Pharma industry is expected to show strong growth supported by positive economic outlook 80 Indian Pharmaceutical Market Growth Projections 70 Global Rank USD (billion) . 60 50 40 30 14 of the top 15 global companies are present in India and are part of the growth story IMS health market analysis USD 15-17 bn 20 10 0 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 PWC (High) McKinsey (Low) PWC (Base) McKinsey (High) Top 15 companies1 Active in India 1 Yes 2 Yes 3 Yes 4 Yes 5 Yes 6 Yes 7 Yes 8 Yes 9 No Astellas Pharma Claris Otsuka Daiichi Sankyo Eisai Kyowa Hakko Bio 10 Yes Meiji Seika Pharma 11 Yes 12 Yes* 13 Yes 14 Yes 15 Yes Santen Pharmaceutical Takeda Pharmaceuticals Ajinomoto OmniChem Japanese pharmaceutical companies in India Companies • By 2020, India is expected to be comparable to all developed market other than the US, Japan and China • In terms of volumes, by 2020, India will be second only to the US Notes: 1) IMS Sales Audit Database Gap was declined , Still we have a GAP! so, we need to do continuous effort mutually! (Indian Desire)Focus Shift…… • India Attraction – Shift from API to…. – Contract Manufacturing – Drug Product Development / Manufacturing – Custom Research Organizations – High Absolute Growth of Local Pharma Market. 7 Confidential -- Reva Proprietary Info. • • • • • • • • • • • • 日本とインドの違い/ Business cultural difference(J and I) 均一的/ Homogenous 多様性/ Diversity 日本的時間感覚/ Japanese time インド的時間感覚/ Indian time 詳細なる計画/Detailed plan 変化を前提とした計画 / dynamism 日本での成功体験が素/Based on success experience in Japan 勢い/ momentum ボトムアップ/ Bottom-up トップダウン/ Top-down 組織主義/ Collectivistic 個人主義/ Individualistic 日本・インド間の意識の違いをまず理解/ First, understand each other ■互いの認識する定義は同じか?「品質」とは? Like Japanese and Indian have different perception of the word, likeQuality ■互いの国のビジネス文化を理解し、長期的な目線も大切 Understanding each business culture background. Establishing long term relationship • インドは今やドッグイヤーではなくラットイヤーで回転している。 • 日本はついていけるか?