Tuesday, 14 February 2017

Sun Pharma net falls by 4.7% in Q3 to Rs.1,472 cr

Sun Pharmaceutical Industries, a leading Indian pharma companies with net sales of Rs.27,700 crore plus, has received setback during the third quarter ended December 2016 on account of lower other income and higher tax provision.
Its consolidated net profit declined by 4.7 per cent to Rs.1,472 crore from Rs.1,545 crore in the corresponding period of last year. EBDITA improved by 6.5 per cent to Rs.2,575 crore from Rs.2,418 crore. The consolidated net sales increased by 8.4 per cent to Rs.7,683 crore from Rs.7,087 crore. EPS declined to Rs.6.1 from Rs.6.4 in the last period. 

Its domestic sales moved up by 5 per cent to Rs.1,969 crore. Indian sales contributed 26 per cent to its total sales. Its US finished dosage sales improved by 4 per cent to US$507 million which include the benefit of the authorized generic sales of Olmesartan and its combinations. The Us sales worked out to 45 per cent of its total sales. The sales in emerging markets went up by 14 per cent to $172 million and that in ROW moved up by 33 per cent to $113 million. External APIs sales, however, declined by 17 per cent to Rs.366 crore during the quarter under review. 

Its R&D investment reached at Rs 613 crore and worked out to 8 per cent of sales. It has total 424 ANDAs approvals from US FDA and 149 ANDAs await approval, including 14 tentative approvals. For the quarter, 8 ANDAs were filed and 1 approvals wa received. Additionally, the pipeline includes 36 approved NDAs while 4 NDAs await US FDA approval. 

The company completed buyback of 75 lakh equity shares of Rs.1 on October 18, 2016 at a price of Rs.900 per equity share for an aggregate amount of Rs.675 crore. Its equity capital now stood at Rs.239.92 crore. Sun Pharma scrip closed lower at Rs.650 after the announcement of financial working today. 

The company's other income declined by 29.5 per cent to Rs.122 crore from Rs.173 crore, but its other operating income went up to Rs.229.42 crore from Rs.35 crore. Interest burden increased by 30.1 per cent to Rs.166 crore from Rs.128 crore. Its tax provision went up sharply to Rs.373 crore from Rs.89 crore in the last period which impacted its bottom line. 

Dilip Shanghvi, managing director, said, “While we continue to focus on growing our existing business, we are happy to invest our strong cash flows in enhancing our specialty pipeline, though currently without commensurate revenue streams. During the quarter, we commercialized BromSite, our first specialty ophthalmology product in the US. Post the close of the quarter, Ocular Technologies, a company which we had recently acquired, announced positive results for Seciera Phase-3 trials demonstrating a rapid onset of action at 12 weeks of treatment for dry eye disease. We also made a announcement for acquiring Odomozo, a branded oncology product indicated for the treatment of adult patients with locally advanced basal cell carcinoma, a type of skin cancer. Odomzo is approved in 30 markets including the US, Europe and Australia. 

For the nine months ended December 2016, Sun Pharma's consolidated net sales increased 14.5 per cent to Rs.23,439 crore from Rs.20,472 crore. Its net profit went up sharply by over 83 per cent to Rs.5,740 crore from Rs.3,130 crore basically due to higher operating income of Rs.967 crore as against Rs.285 crore and lower interest cost by 15.5 per cent to Rs.355 crore as compared to Rs.420 crore. EPS for the nine months ended December 2016 worked out to Rs.23.9 as against Rs.13 in the last period.