The document provides an overview of the Indian pharmaceutical industry for the period ending April 2015. Some key points: - The industry grew at a rate of 10.2% CAGR. Growth slowed in the first quarter of 2015 after 11 consecutive quarters of high growth. - Sun Pharma was the largest company by sales. Anti-diabetic drugs showed the highest growth, with the top 3 drugs adding over 1000 crores in sales. - The south zone dominated sales, while the west zone grew the fastest. New drugs entering the market in the last 24 months contributed 664 crores, led by Tresiba from Novo Nordisk.

1. PharmaTrac Overview
APR 15

2. Dataset : PharmaTrac MAT APR 2015 (Val in Crs)(Val in Crs)
Indian Pharma Industry…..Grows at 10.2% CAGR…

3. Dataset : PharmaTrac MAT APR 2015 (Val in Crs)(Val in Crs)
QOQ Dynamics ...Q1 15 shows high growth after 11 Quarters…
Q1-Jan-Mar; Q2- Apr-Jun; Q3- Jul-Sept; Q4- Oct-Dec;
Q 1 12 Q 2 12 Q 3 12 Q 4 12 Q 1 13 Q 2 13 Q 3 13 Q 4 13 Q 1 14 Q2 14 Q3 14 Q4 14 Q 1 15
INCRE 2421 2474 2218 1629 1279 1418 774 1112 1391 2029 2745 2186 3221

4. Dataset : PharmaTrac MAT APR 2015 (Val in Crs)(Val in Crs)
GSK in positive growth….Sun is the No 1 Corporate….
7603
5342
4177
3439
2716 2922 3033 2904 2583 2438
203
102
245
236
444 205 35 49
52 16513
12 17
8
17
14
4
17
17
29
0
5
10
15
20
25
30
35
0
1000
2000
3000
4000
5000
6000
7000
8000
9000
SUN* ABBOTT* CIPLA ZYDUS* MANKIND ALKEM* GSK LUPIN PFIZER* MACLEODS
AV BV GR

5. Dataset : PharmaTrac MAT APR 2015 (Val in Crs)(Val in Crs)
3.7% Bonus to Industry Turnover…..Mankind reduces bonus…
SV- Sales Val
BV- Bonus Val
RANK MAT APR 15
SV AV BV CORPORATE SV AV BV GR % CONTRI TO BONUS BV % TO SV
0 0 0 IPM 88111 84869 3242 14.1 100.0 3.7
1 1 6 SUN* 7807 7603 203 13.1 6.3 2.6
2 2 8 ABBOTT* 5444 5342 102 11.8 3.1 1.9
3 3 3 CIPLA 4422 4177 245 16.9 7.6 5.5
4 4 4 ZYDUS* 3675 3439 236 8.4 7.3 6.4
5 8 1 MANKIND 3160 2716 444 16.9 13.7 14.0
6 6 5 ALKEM* 3128 2922 205 14.0 6.3 6.6
7 5 22 GSK 3068 3033 35 3.6 1.1 1.1
8 7 15 LUPIN 2953 2904 49 16.7 1.5 1.7
9 9 13 PFIZER* 2635 2583 52 17.2 1.6 2.0
10 10 7 MACLEODS 2602 2438 165 29.1 5.1 6.3

6. Dataset : PharmaTrac MAT APR 2015 (Val in Crs)(Val in Crs)
Top 10 contribute 44.1% but slowdown in growth….11-25 Companies drive growth…
New Companies emerge in the IPM
MAT VAL MS GR CORPORATE MAT VAL MS GR
77233.9 100.00 6.3 IPM 88110.8 100.00 14.1
34147 44.21 5.3 TOP 10 38895 44.14 13.9
21490 27.82 7.7 11 - 25 24755 28.09 15.2
10262 13.29 10.6 26 - 50 11793 13.38 14.9
6981 9.04 6.7 51 - 100 7847 8.91 12.4
4354 5.64 -1.7 100 + 4821 5.47 10.7
Apr-14 Apr-15

7. Dataset : PharmaTrac MAT APR 2015 (Val in Crs)(Val in Crs)
Anti diabetic shows highest Increment…. Top 3 add more than 1000 Crs…..
MAT VAL APR 15 MS
SUPERGROUP SV BV GR INCRE VAL BV % TO SV SV BV
IPM 88111 3242 14.1 10877 3.7 100.00 100.00
ANTI-INFECTIVES 13983 1090 10.7 1357 7.8 15.87 33.61
CARDIAC 10911 98 13.8 1326 0.9 12.38 3.01
GASTRO INTESTINAL 10138 353 15.7 1379 3.5 11.51 10.89
VITAMINS / MINERALS / NUTRIENTS 7974 179 13.6 956 2.3 9.05 5.54
RESPIRATORY 6952 261 14.4 877 3.7 7.89 8.04
ANTI DIABETIC 6827 41 25.8 1400 0.6 7.75 1.27
PAIN / ANALGESICS 6129 227 12.3 669 3.7 6.96 7.00
NEURO / CNS 5290 43 10.7 511 0.8 6.00 1.31
DERMA 5111 118 17.6 766 2.3 5.80 3.64
GYNAECOLOGICAL 4410 388 9.0 365 8.8 5.00 11.96
VACCINES 1484 56 4.1 59 3.8 1.68 1.74
HORMONES 1457 11 7.7 105 0.8 1.65 0.35
ANTI-NEOPLASTICS 1430 2 24.2 279 0.2 1.62 0.07
OPHTHAL 1288 12 17.6 192 0.9 1.46 0.36
OTHERS 1055 35 28.6 235 3.3 1.20 1.09
BLOOD RELATED 981 18 7.5 68 1.8 1.11 0.55
UROLOGY 943 14 25.4 191 1.5 1.07 0.44
ANTI MALARIALS 554 85 6.6 35 15.4 0.63 2.63
SEX STIMULANTS / REJUVENATORS 479 197 7.4 33 41.2 0.54 6.08
STOMATOLOGICALS 379 9 14.0 47 2.3 0.43 0.26
OPHTHAL / OTOLOGICALS 229 1 8.2 17 0.5 0.26 0.03
OTOLOGICALS 106 4 10.4 10 3.9 0.12 0.13

8. Dataset : PharmaTrac MAT APR 2015 (Val in Crs)(Val in Crs)
GR
IPM SUN* ABBOTT* CIPLA ZYDUS* MANKIND ALKEM* GSK LUPIN PFIZER* MACLEODS
16.5 16.3 14.0 17.2 12.1 21.3 14.4 4.5 21.1 18.6 38.7
13.1 10.7 10.4 16.7 6.9 16.0 14.0 3.5 13.1 17.0 25.7
Sun portfolio reverses…..

9. Dataset : PharmaTrac MAT APR 2015 (Val in Crs)(Val in Crs)
South dominates…West grows fast…
* Abbott + Abbott HC + Novo; Alkem + Indchemie + Cachet; Pfizer + Wyeth; Zydus + Biochem; Micro + Bal
MAT VAL APR 15
ZONE MAT VAL MS MS (G / L) GR INCRE VAL
IPM 88111 100.00% 0.00% 14.1 10877
SOUTH ZONE 23702 26.90% -0.29% 12.9 2700
NORTH ZONE 22743 25.81% -0.33% 12.7 2556
WEST ZONE 20610 23.39% 0.33% 15.7 2796
EAST ZONE 17948 20.37% 0.22% 15.3 2384
ALL INDIA ONLY 3108 3.53% 0.08% 16.6 442

10. Dataset : PharmaTrac MAT APR 2015 (Val in Crs)(Val in Crs)
Mixtard rules…..Lantus moves up fast…..
RANK Apr-15
Mar-15 G/L BRAND SUBGROUP NAME CORPORATE SV AV BV GR INCRE
IPM 88111 84869 3242 14.1 10877
1 0 MIXTARD HUMAN PREMIX ABBOTT* 403 401 2 16.6 57
2 1 AUGMENTIN AMOXYCILLIN + CLAVULANIC ACID GSK 326 326 0 25.8 67
3 1 GLYCOMET GP GLIMEPIRIDE + METFORMIN USV 299 298 1 29.8 69
4 4 MONOCEF CEFTRIAXONE ARISTO 273 190 83 23.3 52
5 1 BECOSULES VITAMIN B COMPLEX WITH VITAMIN C ONLY PFIZER* 249 243 6 9.6 22
6 -1 COREX CHLORPHENIRAMINE + CODEINE PFIZER* 231 230 1 0.6 1
7 5 LANTUS GLARGINE SANOFI* 227 226 1 31.9 55
8 1 CLAVAM AMOXYCILLIN + CLAVULANIC ACID ALKEM* 226 194 33 9.0 19
9 -2 VOLINI DICLOFENAC SUN* 211 190 21 -5.7 -13
10 1 DEXORANGE FERROUS COMBINATION FRANCO 210 198 12 18.1 32
11 57 SPASMO PROXYVON PLUS DICYCLOMINE + PARACETAMOL + TRAMADOL WOCKHARDT 191 191 0 99.5 95
12 16 GALVUS MET VILDAGLIPTIN + METFORMIN NOVARTIS 190 189 2 34.5 49
13 65 JANUMET SITAGLIPTIN + METFORMIN MSD* 188 186 2 108.4 98
14 0 BETADINE POVIDONE IODINE WIN-MEDICARE 187 181 6 10.4 18
15 9 SKINLITE HYDROQUINONE + MOMETASONE + TRETINOIN ZYDUS* 186 176 9 26.1 38
16 0 PHENSEDYL COUGH LINCTUS CHLORPHENIRAMINE + CODEINE ABBOTT* 185 185 0 14.2 23
17 4 TAXIM CEFOTAXIME ALKEM* 184 168 16 21.8 33
18 -3 LIV 52 HEPATIC PROTECTORS INCLUDING AYURVEDIC HIMALAYA 184 183 1 9.6 16
19 -9 MANFORCE SILDENAFIL MANKIND 184 53 130 0.2 0
20 -1 TAXIM O CEFIXIME ALKEM* 177 177 1 13.3 21

11. Dataset : PharmaTrac MAT APR 2015 (Val in Crs)(Val in Crs)
Tresiba the Biggest NI……
APR -15
BRAND SUBGROUP COMPANY LD MAT VAL INCRE VAL
NI BRANDS(LAST 24 MONTHS) 664 516
TRESIBA DEGLUDEC NOVO NORDISK Oct-13 34 23
GLIMISAVE MV VOGLIBOSE + METFORMIN + GLIMEPIRIDE ERIS Jul-13 22 13
TRAJENTA DUO METFORMIN + LINAGLIPTIN BOEHRINGER INGELHEIM Jan-14 17 17
COMBIMIST L LEVOSALBUTAMOL + IPRATROPIUM ZYDUS* Jun-13 16 8
LIPAGLYN SAROGLITAZAR ZYDUS* Sep-13 15 11
MELBILD DECA PEPTIDE+ISOPROPYL ALCOHOL+MYRISTATE+GLYCOL ALKEM* Apr-14 15 15
FONDAFLO FONDAPARINUX LUPIN Dec-13 11 8
WOMENOX ENOXAPARIN INTAS Sep-13 10 9
VOLIX TRIO VOGLIBOSE + METFORMIN + GLIMEPIRIDE SUN* May-13 9 6
NOVASTAT CV ROSUVASTATIN + CLOPIDOGREL LUPIN Oct-13 8 7
TIROCIP TIROFIBAN CIPLA Nov-13 7 4
MELACARE PLUS HYDROQUINONE + MOMETASONE + TRETINOIN AJANTA Oct-13 7 4
GLIMISAVE MAX GLIMEPIRIDE + METFORMIN ERIS Aug-14 7 7
PHOTOSTABLE SUNSCREEN SUN* Apr-14 6 6
KERA XL HAIR GROWTH SERUM HAIR RESTORERS IPCA Jul-13 6 2
RYZODEG DEGLUDEC ABBOTT* Dec-14 6 6
BASUGINE GLARGINE LUPIN Jul-14 6 6
REZARA ROSUVASTATIN LUPIN May-14 6 6
CANDID TOTAL TERBINAFINE + CLOBETASOL + OFLOXACIN + ORNIDAZOLE GLENMARK Mar-14 6 5
FAIR EYE OTHER DEMELANISING AGENTS ZYDUS* Aug-13 5 3