Glaxosmithkline Pharma Ltd


BSE: 500660 | NSE: GLAXO | ISIN: INE159A01016 
Market Cap: [Rs.Cr.] 16,862 | Face Value: [Rs.] 10
Industry: Pharmaceuticals - Multinational

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GLAXOSMITHKLINE PHARMACEUTICALS LIMITED ANNUAL REPORT 2011 MANAGEMENT DISCUSSION AND ANALYSIS (a) Finance and Accounts Your Company maintained its prominent position in the Pharmaceuticals market with Net Sales (net of Excise Duty) registering a growth of 10.7%. Profit After Tax and Before Exceptional Items grew by 8.6%. Sales of the Company's Pharmaceuticals business grew by 12.5%, supported by good growth in the vaccines, dermatologicals, hormonal preparations, gastro -intestinal and oncology therapeutic segments. Despite material cost escalations and significant expansion of the field force, Profit Before Investment Income and Tax amounted to 33% of Net Sales. Profit After Tax and Before Exceptional Items amounted to 27% of Net Sales. Cash generation from operations was favourable, with your Company continuing to look for ways and means of deploying accumulated cash balances which remain invested largely in bank deposits. Your Company has not accepted any fixed deposits during the year. There was no outstanding towards unclaimed deposit payable to depositors as on 31st December 2011. (b) Pharmaceuticals Business performance and outlook Your Company continues to enjoy a leadership position in the categories in which its products are represented. The Mass Specialty business of your Company recorded double digit growth over the previous year. Some of the key brands grew ahead of the market thereby gaining Market share. The foray into branded generics market with Zobactin and Esblanem yielded good results during the year. Zobactin is ranked as the No. 2 brand (Dec MAT 2011, H.S.A) in a market which has more than 56 brands of Piperacillin+Tazobactum. In the Meropenem market, Esblanem is ranked at 6th position (Dec MAT 2011, H.S.A). Mycamine an in-licensed brand from Astellas became the 2nd largest brand (Dec MAT 2011, SSA) in the systemic antifungal market. Calcium Citrate Malate [CCM], the high strength Calcium, re-launched in 2010 has performed well in a cluttered market of more than 300 calcium oral solid brands and has jumped from 19th rank to the 2nd rank brand (Dec MAT 2011, SSA) in the calcium oral solids category during the year. In a market, with more than 70 generics, Ceftum continues to maintain its leadership position and has been awarded a Certificate of Marketing Excellence in Premium Brand Category by C-Marc-IPHMR in December 2011. Your Company has taken the initiative to expand its presence in the Specialty business to widen its footprint in India. Your Company's endeavour in Oncology to bring the latest breakthrough/ innovative products to enhance patient care is well acknowledged by the oncologists. After the successful launch of Tykerb in 2008, your Company has expanded its presence further by introducing two new segments, Kidney Cancer and Hematology with launch of VotrientT and RevoladeT. Votrient is indicated for the treatment of advanced renal cell carcinoma (RCC). Revolade is for the treatment of thrombocytopenia (reduced platelet count) in adults with the blood disorder chronic immune (idiopathic) thrombocytopenic purpura (ITP). In the cardiovascular business, your Company continues to maintain the leadership with Lanoxin and strengthened the position with an in-licensed product, Benitec from Daiichi, Japan. After entering the fast growing Statin market, Rosutec slotted as the 4th best new introduction from a Multinational Company in the cardiology space, moved up 10 ranks to the 15th position (Dec MAT 2011, SSA). In the endeavour to consolidate the cardiovascular portfolio, your Company has launched Angiotec, Ranolazine one of the emerging chronic angina targets in India. In the Diabetes segment, your Company is in the process of strengthening its presence by the introduction of branded generics as volume builders like METLEAD (Metformin) and new launches of Metformin + Glimiperide (METLEAD G). The Dermatology business of your Company continues to maintain the leadership position with 15% market share (Dec MAT 2011, SSA). The topical steroid portfolio of the Dermatology business is growing ahead of the market. Topical antibiotics, Anti-fungal and Anti-viral portfolio too have grown in double digits. The initiative to expand its presence in cosmetic dermatology through the Stiefel brand promoted by your Company has reflected in this year's performance by significant gain in market share. The three represented segments of cosmetic dermatology, acne, dry skin and sun protection are supporting this growth. Dermocalm, the 19th brand of calamine launched in 2009, attained 1st rank in 2011 (Dec MAT 2011, SSA). Mass market activity brands comprising of acute care classic brands had crossed many landmarks in terms of turnover of brands. Calpol, which is ranked as No. 1 prescribed product in Indian Pharmaceutical Market as per (Dec MAT 2011, IMS Rx audit) and Zinetac have crossed Rs. 100 crores. Neosporin maintained its lead in the topical antibiotic market. Cobadex CZS remained as a leader in the segment. Calpol T, the new introduction in pain segment, overtook 75 brands and became No. 3 in Paracetamol+Tramadol market (Dec MAT 2011, SSA). Your Company's Rural Marketing initiative continued the excellent pace of growth and rapidly expanded to many new villages. The growing equity in these markets was clearly reflective in double digit growth across the spectrum of brands. Your Company's Vaccines business grew significantly higher than the overall vaccines market growth. The key drivers of growth were brands Havrix, Varilrix and Rotarix. The vaccines field force has doubled over the past two years thereby enabling better reach and coverage of pediatricians and non-paed specialties across the country. The year also saw the launch of Synflorix - a vaccine against invasive pneumococcal disease - the leading cause of childhood mortality in India. This vaccine will help reduce the burden of pneumococcal disease in India thereby help in achieving the United Nations Millennium Development Goals. Your Company continues to remain the leading company in the Indian vaccines market. Your company continued the search for new Business Development opportunities in high growth therapeutic areas. Exports recorded a sales turnover of Rs. 36.51 crores comprising both Bulk Drugs and Formulations. Exports of bulk drugs were to major markets like Japan, France, Indonesia, Jordan, U. K. and Germany. (c) Opportunities, risks, concerns and threats The industry growth is largely driven by chronic disease segments viz. cardiovascular, diabetes, asthma, cancer, and largely influenced by changing lifestyles. There are signs that health awareness has increased due to higher disposable incomes, urbanization and greater health insurance coverage, which could improve further with acceleration in Government spend on healthcare infrastructure. The adoption of intellectual property rights has encouraged innovation. The industry continues to remain under price control; the scope and coverage of the Government's new pharmaceuticals policy cannot be ascertained, since it is pending review by the Government and remains an area of uncertainty for the pharmaceutical industry. It is hoped that the Government will consider several representations made by industry associations in finalizing the policy. Data Exclusivity/Data Protection remain a concern area for the industry. (d) Research & Development and Regulatory Matters Your Company has received approval for 10 new products and 2 INDs from CDSCO, which will enable timely access to new and innovative therapeutic options to patients in our country. Additionally, to support the R&D efforts of GlaxoSmithKline, your Company submitted 7 global Clinical Trial applications to CDSCO, and have been granted approval to conduct 4 studies in the Indian population through the Clinical Operations team in India. Some of the novel innovator products approved by the regulatory agency in India during the year under review, include a 10-valent pneumococcal vaccine (Synflorix) for immunisation of infants and children against sepsis, meningitis, pneumonia, bacteraemia and acute otitis media; topotecan capsules (Hycamtin), an oral oncology drug for the treatment of patients with relapsed small cell lung cancer. In addition, new indications approved for existing products, viz., micafungin (Mycamine) for use in patients with aspergillosis and albendazole (Zentel) for treatment of systemic helminth infections such as neurocysticercosis will be beneficial to Indian patients. GlaxoSmithKline continues to be committed to Research and Development of medicines that will improve the quality of life of people around the world and truly make a difference to patients. Your company is one of the few with passion for research and with exemplary skills for turning that research into medicines, keeping a 'patient first' attitude in everything that it does. Your Company's scientists work hard to discover new medicines that prevent, treat or cure diseases. The R&D effort of GlaxoSmithKline is supported by the Clinical Operations team, which conducts clinical studies across a number of disease areas ranging from breast cancer, head & neck cancer, lung cancer, gastric cancer, leukemia, malaria, influenza, osteoporosis and complicated urinary tract and intra-abdominal infections. The R&D effort of GlaxoSmithKline Vaccines is also being supported by the Clinical Operations team in India by undertaking clinical studies for the vaccine initiatives, key among these are; TB vaccine (Phase II A), Conjugated Meningococcal vaccine, Herpes Zoster vaccine study (Phase III) and Epidemiology study to understand prevalence of Streptococcus pneumoniae serotypes in India. Your company initiated 6 new clinical studies during the year, most of which were in oncology. A total of 85 patients participated in these studies. Your company has trained 36 new investigators on GCP and protocol related science at approximately 32 clinical trial sites across India. Quality continues to be a priority as demonstrated by a number of internal compliance audits with no critical/major findings. The Medical Affairs team plays a pivotal role in communicating cutting edge scientific information to internal and external stakeholders. This team drives all the scientific engagement activities with external experts across all therapy areas and also ensures that GSK's promotional activities are in line with the existing guidelines and standard operating practices. (e) Internal Control Framework Your Company conducts its business with integrity and high standards of ethical behavior, and in compliance with the laws and regulations that govern its business. Your Company has a well established framework of internal controls in operation, supported by standard operating procedures, policies and guidelines, including suitable monitoring procedures and self- assessment exercises. In addition to external audit, the financial and operating controls of your Company at various locations are reviewed by the Internal Auditors, who report significant findings to the Audit Committee of the Board. Compliance with laws and regulations is also monitored. Your Company's Code of Conduct sets out the fundamental standards to be followed by employees in their everyday actions. In accordance with the Code of Conduct, and Standards associated with the Code of Conduct, employees are required to become familiar with the legal requirements, policies and procedures applicable to their areas of operation, avoid conflicts of interest and are tasked with upward reporting of all unethical and illegal conduct. All employees are committed to the principle of performance with integrity and ensuring that activities comply with all applicable laws. Additionally, Managers are required to certify on an annual basis whether there have been any transactions which are fraudulent, illegal or violative of the Code of Conduct. Strong oversight and self monitoring policies and procedures demonstrate your Company's commitment to the highest standards of integrity. (f) Human Resources In the Human Resources domain your Company continued to focus on the three strategic pillars of Capability Building, Talent Management and Employee Engagement. Talent Management has focused on taking a structured approach emphasising on creating a talent pipeline at the leadership, the middle management and at the fresh management graduate intake level. Each function has been encouraged to identify key talent with a view to retain, grow and develop them. A few employees have also been moved to international markets as part of our planned development moves. A carefully planned Learning and Development calendar was created and implemented to provide the necessary leadership and skill building capability to our employees. Under the Employee Assistance Programme - Wellness and Wellbeing Services were provided to those employees who needed it. HR surveys were conducted this year to gauge service levels and bring in better customer service to our employees. The survey findings indicate that your Company has scored well over the global average. On the Industrial Relations front your Company's Unions have extended its support and cooperation in attaining your Company's business objectives. On the sales training front over 44,000 man days of classroom training have been invested to enhance the Disease - Product Knowledge - Selling Skills. Additionally, internet based learning solutions was widely adopted to promote continuous distance learning. Given the robust growth plans of your Company, ramp-up of sales personnel continued with over 600 new front-line sales personnel being inducted into the workforce last year. As a result, your Company had a staff strength of 5055 employees as on 31st December 2011, compared to 4338 employees at the end of 2010. (g) Procurement The year saw many uncontrollable factors affecting outlook adversely namely global and local economic downturn, high inflation and depreciating Indian Rupee - these posed risks in supply continuity coupled with increasing cost. However, a combination of strategic commodity management and integration with the global and regional management structure helped your Company in mitigating these price pressures to a great extent. A global program of ensuring 100% vendors being audited for global level quality compliance got completed which would assure RM/PM quality all the time and is a big step to ensure vendors becoming true partners for reliable supply, service and quality and with lowest possible total cost to your Company. (h) Manufacturing Your Company continues to invest in manufacturing capabilities and the supply network to support growth at optimum product cost. Nashik site continues to deliver Albendazole tablets to WHO as a part of the Lymphatic Filriasis eradication programme. Nashik manufacturing site continue to focus on waste reduction opportunities through optimising material usage and pack rationalization. There was considerable focus on improving Environment, Health and Safety and GMP compliance at both Nashik and Thane sites during the year. The Nashik site has embarked upon major investment programmes to augment the capacity of various dose forms in line with the latest GMP requirements and the growing market volumes. Manufacturing Excellence Nashik site continues to support sales growth through significant volume contribution by creating supply capabilities through adding best in class manufacturing equipments. During the year Nashik site supplied ~ 7.2 Bn dose forms. There was focus on improving the Environment, Health and Safety at site through living safety training, Zero access machine guarding, and LOTO programme implementation. Nashik site has also received the WHO GMP certificate. (i) Supply Chain The positive trend of improvement in Supply performance was consolidated during the year. A key achievement was the stabilization of the vaccine portfolio through maintaining a consistent supply position for all brands. This improvement has also helped support the larger business performance trend. The emphasis on Good Warehousing practices and process control related to the reverse supply chain continued. Your Company's buildup to a post-GST optimized model continues through working on preparedness for regional consolidation timed with the eventual rollout of GST. (j) Corporate Social Responsibility During the year, your Company continued its commitment towards social development by supporting long term ongoing projects while undertaking many new initiatives. Your Company implements rural development initiatives through Gramin Arogya Vikas Sanstha (GAVS), a registered public trust promoted by the Company and operates predominantly in remote areas of tribal villages in Peth district near Nashik. Through GAVS, your Company in collaboration with Nirmaya Health Foundation is running a Tribal health care project in 115 villages covering a population of over 1 lakh for preventive and curative health care. GAVS in partnership with Kherwadi Social Welfare Association (KSWA) has also provided vocational training to 875 tribal youths in this underserved district for sustainable livelihoods. Your Company continued its support to Institute for Indian Mother and Child (IIMC), a non -government organization and reached more than 1.30 lakh patients including pregnant, lactating, weaning mothers and malnourished children for health and nutrition in Kolkata. Another health care project which your Company is supporting through Nirmaya Health Foundation is in the slum areas of the dumping grounds in Deonar, Mumbai. This project caters to the health and educational needs of over 6000 rag picker children and their families. During the year, your Company proactively supported four voluntary organizations for cancer care. This included screening camps to facilitate early detection, treatment, rehabilitation and palliative care of cancer affected patients from underserved community. Sri Chaitanya Seva Trust was supported for Cancer screening camps and over 85 camps were conducted, thereafter 139 patients who were detected with cancer have been treated. New initiatives were also taken to provide complete assistance to cancer patients and their families. A Mammography machine was donated to Cancer Patients Aid Association, while Indian Cancer Society was supported for rehabilitation of cancer patients through vocational training, employment and nutritious diet. The Bangalore Hospice Trust, Karunashraya was supported with donation of medicines for care of critically ill cancer patients. In collaboration with Pratham, an NGO, your Company runs shelter homes in Behraich (U.P.) and Jodhpur (Rajasthan) for 92 underprivileged and vulnerable children who were earlier exploited as child laborers. In these shelter homes, besides education and health, the focus is on holistic development. Your Company also supported 1000 underprivileged girls through project Nanhi Kali, for primary education to contribute to Millennium Development goal. Among other new initiatives taken during the year is the support to Paraplegic Foundation in Mumbai for rehabilitation of the severely orthopedically disabled lower socio-economic class patients. The Installation of Solar photovoltaic technology to meet the electricity need of 108 girls in residential school in Allahabad to facilitate their studies was also undertaken. Another regional project continued was the support to mentally challenged children for special education through Ashirwad Special Education School, New Delhi. GSK plc continued its efforts in strengthening immunization infrastructure in 5 Health Posts of Mumbai slums with PATH, an international development organization. 'The Personal Hygiene and Sanitation Education (PHASE) Programme' supported by GSK plc was implemented successfully this year as well through Pratham, an NGO working towards child's right to education. GSK plc also extended its support to increased donation of Albendazole, effective in treating people at risk of intestinal worms as part of its global program towards the elimination of Lymphatic Filariasis. (k) Cautionary Note Certain statements in the 'Management Discussion and Analysis' section may be forward-looking and are stated as required by applicable laws and regulations. Many factors may affect the actual results, which could be different from what the Directors envisage in terms of future performance and outlook.
GLAXOSMITHKLINE PHARMACEUTICALS LIMITED ANNUAL REPORT 2010 MANAGEMENT DISCUSSION AND ANALYSIS Management Discussion and Analysis: (a) Finance and Accounts: Your Company maintained its leadership position in the Pharmaceuticals market with Net Sales (net of Excise Duty), registering a growth of 12.9%. Profit After Tax and before Exceptional Items grew by 15.1%. Sales performance in all of the Company's diversified business units i.e. in the mass market and mass specialty segments, dermatologicals, oncology, critical care and vaccines helped to support sales growth. Despite significant investments in field force expansion, Profit before investment income and tax was maintained at 35% of Net Sales. Cash generation from operations continues to remain favourable, driven by business performance and management of working capital. Your Company is constantly looking at ways and means of deploying the accumulated cash balances, which remain invested largely in Bank Deposits. Your Company has not accepted any fixed deposits during the year. There was no outstanding towards unclaimed deposit payable to depositors as on 31st December 2010. (b) Pharmaceuticals Business Performance and Outlook: Your Company continues to enjoy a leadership position in the categories in which its products are represented. Mass Market activity comprising of acute care classic brands such as Calpol, Phexin, Cetzine, Neosporin, Cobadex CZS, Zyloric grew better than the market growth thus having robust evolution index as per SSA-IMS reports. Zemetril, a newly launched brand has climbed to No.1 rank in the represented category and recently launched Parit-D, Lilo, Cefspan are progressing well and have gained good market share. Rural marketing activity 'REACH' registered a robust growth over last year and results from the efforts of brand building and access to medicine are visible. Your Company is on way of expanding reach in mass markets to ensure capturing growth opportunities available in the market. The Mass Specialty teams continued to record high growth and most of the key brands grew ahead of the market thereby gaining market share. Augmentin orals crossed the Rs. 100 crore mark helping Augmentin to retain the position as the No.1 anti-infective as per IMS report. The focus on hospital and tender business paid rich dividends with your Company further distancing itself from its nearest competitor and remaining a strong No.1 in the hospital segment as per IMS Hospital Audit. Your Company's major foray in the injectible antifungal segment saw some good entrenchment and success of the recently launched brand Mycamine. The rest of the critical and acute care portfolio did quite well during 2010 and is expected to grow further in the coming years. Your Company has entered into Oncology business in 2008 with the successful launch of drug Tykerb. During the year your Company has taken the major step by reducing the price by 35% and made it affordable for more number of patients which has helped achieve growth and also received a positive response from the Oncologists. In 2011, your Company will continue its commitment to oncology with the introduction of innovative breakthrough products like Revolade for the treatment of Chronic Immune Thrombocytopenia and Votrient for the treatment of advanced metastatic Renal Cell Carcinoma. In Cardiovascular business your Company continues to maintain the leadership with Lanoxin and strengthen the position with the in-licensed product Benitec from Daiichi, Japan. In addition your Company has entered into fast growing statin market with the introduction of both Atoravastatin & Rosuvastatin. In Diabetes Care segment your Company has respected the DCGI order and has withdrawn Rosiglitazone (Windia) from the market while re-assessing strategy for strengthening our presence in this segment. The Dermatology business of your Company has recorded growth well ahead of the market growth and also continues to maintain the leadership in the segment. Topical antibiotics, antifungal, emollients, sunscreen and acne, the key therapy segments registered a strong growth. Betnovate range, the top brand of Dermatology portfolio continues to grow strongly. Stiefel promoted range has started making visible progress. Dermocalm, the calamine brand launched in second half of 2009, has gained quick market share and is now the 31 lead brand in the category. Your Company continues to be a leader in the Vaccines self pay market. Your company launched Flu vaccine and continues to do well with all new launches including Rotarix. Cervarix, a Cervical Cancer vaccine continues to grow in demand and is the market leader in the HPV Vaccines segment (IMS Vaccines Audit September 2010). Your Company plans to launch 'Synflorix'- Pneumococcal vaccine for kids in 2011 New products launched during the year included Mycamine inj (Micafungin) in-licensed from Astellas and Parit D capsules (Rabeprazole in combination with Domperidone) in-licensed from Eisai. Cefspan (Cefixime - oral antibiotic) was relaunched with good success. Other branded generics launched during the year were Modvate 3 cream (Beclomethasone in combination with Clotrimazole and Neomycin) and Modvate AF cream (Beclomethasone in combination with Clotrimazole) in Dermatology. Formulations of Atorvastatin and Rosuvastatin tablets were launched in Cardiology under the brand names 'Lilo' and 'Rosutec' respectively. The combination of Paracetamol with Tramadol was launched under the brand name 'Calpol T'. Exports recorded a sales turnover of Rs. 63 crores comprising both Bulk Drugs and Formulations. Exports of bulk drugs were to major markets like Japan, France, Indonesia, Jordan, U. K. and Germany. (c) Opportunities, risk, concerns and threats: As expected, India has been relatively insulated from the global recession, without any significant impact on the growth of the pharmaceutical industry. The industry growth is largely driven by chronic disease segments viz. cardiovascular, diabetes, asthma, cancer, and largely influenced by changing lifestyles. There are signs that health awareness has increased due to higher disposable incomes, urbanization and greater health insurance coverage, which could improve further with acceleration in Government spend on healthcare infrastructure. The adoption of intellectual property rights has encouraged innovation. The industry continues to remain under price control; the scope and coverage of the Government's new pharmaceuticals policy cannot be ascertained, since it is pending review by the Government and remains an area of uncertainity for the pharmaceutical industry. It is hoped that Government will consider several representations made by industry associations in framing the new policy. Data Exclusivity/Data Protection remain a concern area for the industry. (d) Research & Development and Regulatory Matters: GlaxoSmithKline continues to be committed to research and development of medicines that will improve the quality of life of people around the world and that truly make a difference to patients. The Clinical Operations group in India, which conducts clinical studies across a number of disease areas ranging from cancer, iron deficiency anaernia, coronary heart disease, osteoporosis, malaria, supports this global and local effort. Your company is engaged in conducting 22 clinical trials of which 7 were initiated in 2010. A total of 216 patients participated in these studies, Most of the clinical studies initiated in 2010 were in Oncology. Your Company has trained more than 165 investigators at 73 clinical trial sites across India. Quality continues to be the key priority, and is evidenced by a number of successful internal compliance audits. During the year under review, in order to support the launch of new drugs that would benefit and improve the quality of life of Indian patients suffering from various diseases, your Company submitted 7 NDAs (New Drug Applications) for various products including vaccines and 2 IND (investigational New Drug) applications to the CDSCO (Central Drugs Standard Control Organization), Ministry of Health and Family Welfare, Government of India. Your Company has received approval for 6 NDAs and 1 IND from CDSCO, which paves the way for speedy introduction of new drugs. Additionally, to support the R&D efforts of GlaxoSmithKline, your Company submitted 6 global Clinical Trial applications to the CDSCO and have been granted approval to conduct 3 studies on the Indian population through the Clinical Operations group in India. Some of the novel innovator products for oral use, approved by the regulatory agency in India during the year under review, include pazopanib (Votrient) an oncology product for the treatment of advanced renal cell carcinoma, eltrombopag (Revolade) for the treatment of immune thrombocytopenia (ITP), and ambrisentan (Volibris) for the treatment of pulmonary arterial hypertension. In addition, a new indication approved for the existing oncology product lapatinibTykerb) in combination with letrozole will be beneficial for Indian patients with metastatic breast cancer. Efforts towards ensuring a speedy review and approval by regulatory authorities for these products will help achieve early access to new and innovative therapeutic options to patients in the country. The Medical Affairs team is resourced to play a pivotal role in communicating cutting edge information for brand plans and engaging with external experts to ensure exchange of evidence based scientific information. The Medical Affairs team also ensures that the highest ethical standards and medical governance principles are upheld during the promotion of products by the sales team. (e) Internal Control Framework: Your Company conducts its business with integrity and high standards of ethical behavior, and in compliance with the laws and regulations that govern its business. Your Company has a well stablished framework of internal controls in operation, supported by standard operating procedures, policies and guidelines, including suitable monitoring procedures and self assessment exercises. In addition to external audit, the financial and operating controls of your Company at various locations are reviewed by the Internal Auditors, who report significant findings to the Audit Committee of the Board. Compliance with laws and regulations is also monitored. Your Company's Code of Conduct sets out the fundamental standards to be followed by employees in their everyday actions. In accordance with the Code of Conduct, and Standards associated with the Code of Conduct, employees are required to become familiar with the legalrequirements, policies and procedures applicable to their areas of operation, avoid conflicts of interest and are tasked with upward reporting of all unethical and illegal conduct. All employees are committed to the principle of performance with integrity and ensuring that activities comply with all applicable laws. Additionally, Managers are required to certify on an annual basis whether there have been any transactions which are fraudulent, illegal or violative of the Code of Conduct. Strong oversight and self monitoring policies and procedures demonstrate your Company's commitment to the highest standards of integrity. (f) Human Resources: Capability Building, Talent Management and Employee Engagement remain the key focus of your company's Human Resource strategy. Your Company has continued to build on its capabilities in getting the right talent to support the different therapy areas in which it does business. These are backed by robust management training schemes, hiring of key management personnel, and sales training. With the objective of engaging employees and providing them an opportunity to present their ideas, your Company has encouraged its employees to form voluntary empowered teams. These teams are provided the necessary support to present their ideas to the Senior Leadership/ Management Committee and encouraged to execute their ideas. Your Company has also recognized over 200 employees for their contribution towards GSK values, strategic imperatives and the corporate strategy through its AAA (Acknowledge, Appreciate, Applaud) Award recognition programme. A wellness and wellbeing service has also benefited a number of employees in coping with the day-to- day challenges of modern life. Pursuant to an internal employee survey, task forces have been formed to address issues around Communication, Speeding up Organisational Processes and Alignment of Objectives. With a view to laying greater focus on leadership, your Company launched the global First Line Leadership programme aimed at building leadership capabilities amongst its first line managers particularly the more recent appointees. On the Industrial Relations front, your Company continued to enjoy a cordial and harmonious relationship. The Company also launched a Career Ladder Scheme for its top performing Medical Representatives and re- designated them as Medical Business Associates. A Memorandum of Understanding has been signed with the Unions in Kolkata, Delhi and Chennai regions for their Kit Allowance entitlement. Given your Company's growth plans, a large number of sales personnel were hired last year and the ramp-up is expected to continue in 2011 . The sales training team delivered a record breaking 42000 man days of classroom training to enhance selling skills and product knowledge. The use of the internet for Pathology-P rod uct-P romotion Knowledge updates has also been actively utilized by most Business units to provide professional value updates to our doctor fraternity. Your Company had a staff strength of 4338 employees as on 31st December, 2010 compared to 4006 employees at the end of the previous year. (g) Procurement: The inflationary pressures in global commodity prices had its impact on raw and packing material costs. A combination of strategic commodity management and integration with global processes helped mitigate these price pressures to a large extent. An Operation Excellence Programme at vendor locations was successfully executed. Compliance with Environment, Health and Safety norms and promoting sustainability of natural resource usage at vendor's locations was a major focus area for vendor engagement. Support was provided to Sales management to improve the aesthetics of some products, Audit of vendor sites for global level quality compliance is aimed at making them partners for reliable supply, service and quality at the most economical cost. Sourcing strategies were developed for spend optimization in the area of marketing promotional support items, promotional printing, air travel and events management. Key Supplier Reviews in strategic categories were conducted by engaging the business teams and use of a supplier performance matrix largely focused on compliance with processes, documentation and contracts. (h) Manufacturing: Your company continues to invest in manufacturing capabilities and the supply network to support growth at optimum product cost. Nashik site has delivered 300 million Albendazole tablets to WHO as a part of the global Lymphatic Filriasis eradication programme. Continuous improvement initiatives using lean sigma principles and better process understanding has improved productivity at the sites. Both Nashik and Thane manufacturing sites continue to focus on waste reduction opportunities through optimising material usage and pack rationalization. There was considerable focus on improving Environment, Health and Safety and GMP compliance at both the sites during the year. (i) Information Technology (IT) & Supply Chain: A mobile phone based field activity reporting initiative piloted last year was successfully launched during the year. The Medical representatives will now report their activity in near real time using mobile handsets, and this is expected to improve sales effectiveness. In support of the business initiative of process simplification, IT enabled new processes for managing the tender business and web portals for reaching rural medical professionals have been developed. Focused initiatives for Consensus Forecasting and Supply Chain Planning, aligned with global best practices, helped to improve supply chain efficiencies. Processes related to obsolescence management for destruction of stocks were reviewed and strengthened, as also cold chain assurance aimed at mitigating risk. A pilot was launched in the Southern region to provide inputs for network optimization in a GST scenario. Corporate Social Responsibility: During the year, your Company continued with its long term ongoing projects while undertaking many new social development initiatives. Gramin Aarogya Vikas Sanstha (GAVS), a registered public trust promoted by the Company operates predominantly in tribal and remote villages around Nashik. GAVS covers six blocks of Peth Taluka, Nashik through its Mobile Clinic and three Medical centres. Your Company in collaboration with Pratham an NGO, runs a shelter home in Behraich District, Uttar Pradesh which provides vulnerable children with opportunities for holistic development, mainstream them into the educational system and equip them with some vocational skills. The Rag Pickers project supported by your Company and implemented by Niramaya Health Foundation at Deonar Dumping ground aims at providing Primary healthcare services and quality Health Education to the rag picker children and their families, residing in and around the area. The Company continued its support to Institute for Indian Mother & Child (IIMC) a non-govern mental voluntary organization, committed to promote child and maternal health and literacy set up with the mission to give support to the medical needs to the poorest and most backward people of West Bengal who have no access to basic healthcare and medicinal facilities. These children are not only provided medical facilities, but are also supported with nutritional supplements on a regular basis. The Company also continued its support to the aged by supporting the Helpline for Aged run by Dignity Foundation, while also providing for medical facilities to the rural geriatric population of Khurda district, Orissa. During the year, the Company initiated a new project for Cancer detection among the rural underserved community by partnering with Bhaktivedanta Hospital in Thane district. This Hospital is devoted to giving holistic care by way of medical services and it services over 1.5 million people in its catchment areas within a radius of 10 kilometers. The Company also took up a new initiative with Navjyoti India Foundation formed by Dr. Kiran Bedi and is engaged in social upliftment and extending support to marginalized and vulnerable groups including women and children. Another new social initiative taken during the year was to train underserved women from difficult backgrounds as nursing assistants in collaboration with the Ramakrishna Mission, Chennai, one of the oldest centres of the Ramakrishna Mission. Education offered by the mission is free of cost to all, irrespective of religion, caste and creed. Additionally, your Company took up a project run through Life Trust a charitable Trust, established with a mission of improving quality of education in Municipal run secondary schools using technology and visual aids and supporting children with learning disabilities. Donation of essential medicines / products for humanitarian causes continued for important events organized for mass mobilization and participation. The Company supported the ISKCON Food Relief Foundation's Mid-Day meal project for Municipal school children in Mumbai and the St. Jude India Care Center for cancer affected children. GSK plc is implementing the Personal Hygiene and Sanitation Education (PHASE) Programme in some selected municipality schools in Mumbai and shelter homes in Maharashtra, Gujarat, Rajasthan and Uttar Pradesh. Also, the global commitment to the elimination of Lymphatic Filariasis (LF) was strengthened with the setting up of a production facility for albendazole at your Company's plant in Nashik to produce 300 million treatments per annum. (k) Cautionary Note: Certain statements in the 'Management Discussion and Analysis' section may be forward looking and are stated as required by applicable laws and regulations. Many factors may affect the actual results, which could be different from what the Directors envisage in terms of future performance and outlook.

Peer Comparison

Company Market Cap
(Rs. in Cr.)
P/E (TTM)
(x)
P/BV (TTM)
(x)
EV/EBIDTA
(x)
ROE
(%)
ROCE
(%)
D/E
(x)
Glaxosmit Pharma 16,861.65 26.69 8.78 23.27 30.7 47.7 0.00
Sanofi India 4,783.79 26.47 4.33 16.19 18.2 27.0 0.00
Astrazeneca Phar 4,697.00 237.52 24.81 27.64 31.7 49.8 0.00
Pfizer 3,488.45 18.87 2.67 8.63 15.7 24.0 0.00
Abbott India 3,133.74 26.67 5.76 14.58 28.3 42.4 0.00
Novartis India 2,355.93 15.50 2.88 8.97 22.6 33.8 0.00
Wyeth 1,980.28 13.69 4.05 6.89 37.4 53.1 0.01
Merck 960.73 18.09 2.34 8.45 16.8 25.3 0.00
Fulford (India) 253.50 0.00 1.69 12.29 1.2 1.9 0.00
Organon (India) 159.14 0.00 0.98 0.00 15.3 22.8 0.00

Futures & Options Quote

 
Expiry Date
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Instrument: NA
Expiry Date: NA
Strike Price: NA
Open Price: NA
Average Price: NA
No. of Contracts Traded: NA
Open Interest: NA
Underlying: NA
Option Type: NA
Market Lot: NA
Previous Close: NA
Day’s High | Low: NA | NA
Turnover (Cr.): NA
Open Int. Change: NA | NA
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Key Information

Key Executives:

D S Parekh , Chairman 

V Thyagarajan , Vice Chairman 

H B Joshipura , Managing Director 

R R Bajaaj , Director 


Company Head Office / Quarters:
GSK House,
Dr Annie Besant Road Worli,
Mumbai,
Maharashtra-400030
Phone : 91-022-24959595
Fax : 91-022-24959494
E-mail : ajay.a.nadkarni@gsk.com
Web : http://www.gsk-india.com
Registrars:
Karvy Computershare Pvt Ltd
Plot No 17-24
Vittal Rao Nagar
Madhapur
Hyderabad-500081

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