Share Price:

APNASPENAspen Pharmacare Hldgs168250 (0.00%)

Aspen is in a closed period from 1st July 2024 until the publication of the FY2024 results on the JSE SENS platform to be released on the 3rd September 2024.

Investor Relations – 2024

Investor Hub

We are a global specialty and branded pharmaceutical company, improving the health of patients across the world through our high quality, affordable medicines. Active at every stage of the value chain, we are uniquely diversified by geography, product and manufacturing capability.

Delivering quality affordable medicines while enhancing stakeholder value responsibly
Committed management team aligned with shareholder interest

Decentralised in-country structures enable local teams to operate with entrepreneurial flair, creating value by applying local experience

12,9% Shareholding by executive management

A purpose-driven strategy with the promotion of access to medicine at its core

Manufactured 225 million doses of COVID vaccines and signed a 10-year agreement with the Serum Institute of India Pvt Ltd (”Serum Institute”) promoting access to vaccines in Africa

Supplied 180 medicines appearing on the Essential Medicines List to 60 low- to middle‑income countries

Consistent inclusion in the FTSE/JSE Responsible Investment Index since 2016 and member of the FTSE4GoodIndex

Commercial Pharmaceuticals: branded post-patent global and domestic products
Commercial Pharmaceuticals portfolio supported by a global footprint weighted to emerging markets with emerging market fundamentals

* Commercial Pharmaceuticals revenues in 2022 and 2021
excludes revenues from products divested in SA in 2022.

Headroom to invest in the Commercial Pharmaceuticals portfolio, inherent to portfolio growth strategy
Delivering quality affordable medicines while enhancing stakeholder value responsibly
Manufacturing: Capacities for own and third-party use
Widely accredited and compliant API and FDF manufacturing capabilities with increasing focus on complex sterile capacities
Increasing returns as sterile manufacturing capacities come online
Strategically relevant manufacturing capacities to deliver accelerated growth
Capabilities/dosage forms:
Therapies:

Stephen Saad

Group Chief Executive

Our business strategy is to create value for our stakeholders by promoting access to medicines through building robust product portfolios that achieve organic growth and by leveraging our world-class manufacturing capacities and capabilities. We seek to achieve this by building a differentiated portfolio of relevant IP, creating value through our complex manufacturing capabilities and enabling access through our globally integrated supply chain.

Our market positioning is focused on opportunities presented by emerging markets, balanced with presence in more established, stable developed markets. Through our dynamic portfolio management model, we build, optimise and reshape our basket of products to achieve a global product portfolio of niche, specialty products complemented by leading regional brands, aligned to our manufacturing capability.

We have proven manufacturing capability and capacity, creating access and sustainability collaboration opportunities for multinationals.

Delivering quality affordable medicines while enhancing stakeholder value responsibly
Committed management team aligned with shareholder interest

Decentralised in-country structures enable local teams to operate with entrepreneurial flair, creating value by applying local experience

12,9% Shareholding by executive management

A purpose-driven strategy with the promotion of access to medicine at its core

Manufactured 225 million doses of COVID vaccines and signed a 10-year agreement with the Serum Institute of India Pvt Ltd (”Serum Institute”) promoting access to vaccines in Africa

Supplied 180 medicines appearing on the Essential Medicines List to 60 low- to middle‑income countries

Consistent inclusion in the FTSE/JSE Responsible Investment Index since 2016 and member of the FTSE4GoodIndex

Commercial Pharmaceuticals: branded post-patent global and domestic products
Commercial Pharmaceuticals portfolio supported by a global footprint weighted to emerging markets with emerging market fundamentals

* Commercial Pharmaceuticals revenues in 2022 and 2021
excludes revenues from products divested in SA in 2022.

Headroom to invest in the Commercial Pharmaceuticals portfolio, inherent to portfolio growth strategy
Delivering quality affordable medicines while enhancing stakeholder value responsibly
Manufacturing: Capacities for own and third-party use
Widely accredited and compliant API and FDF manufacturing capabilities with increasing focus on complex sterile capacities
Increasing returns as sterile manufacturing capacities come online
Strategically relevant manufacturing capacities to deliver accelerated growth
Capabilities/dosage forms:
Therapies:
Firm Analyst Contact Details

Covering Analyst

ABSA

Rendani Magalela

rendani.magalela@absa.africa

Covering Analyst

HSBC

Raj Sinha

raj.sinha@hsbc.com

Covering Analyst

JPM

Alex Comer

alex.r.comer@jpmorgan.com

Covering Analyst

Nedbank

Luyanda Njilo

luyandan@nedbank.co.za

Covering Analyst

RMBMS

Roy Campbell

roy.campbell@rmbmorganstanley.com

Covering Analyst

Standard Bank

Anuja Joshi

anujajoshi@sbgsecuritiescom

Latest Results: H1 2024

Revenue increased by 10%
(2% CER) to
R 0 ,1 billion

December 2022: R19,2 billion

Normalised EBITDA increased by 2% (-5% CER) to
R 0 ,2 billion

December 2022: R5,1 billion

Normalised headline earnings per share increased by 1% (-5% in CER) to
6 0 cents

December 2022: 679,6 cents

Operating cash flow per share increased by 44% to
5 0 cents

December 2022: 384,3 cents

Dividend declared to shareholders increased by 5% to
0 cents per ordinary share

June 2022: 326 cents

Financial Results and Presentations

Interim Results



Additional Presentations and webcasts

Annual Results

 

Interim Results

Annual Results

 

Interim Results

Annual Results



Interim Results



Additional Presentations and Webcasts

Integrated Reporting

Integrated Reporting Suite

 

Supplementary Documents

Integrated Reporting Suite

 

Supplementary Documents

Integrated Reporting Suite

 

Supplementary Documents

Integrated Reporting Suite

 

Supplementary Documents

Share Price Information

Financial Calendar

5th December 2024

Annual General Meeting

Add To Calendar

Closed Period

Aspen is in a closed period from 1 January until the publication of our interim results on the JSE SENS platform scheduled to be released on 1 March 2023.

The live presentation will take place in Cape Town at 08h30 on 2 March 2023.