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.
Globally recognised specialty pharma company with exposure to emerging markets and emerging market fundamentals
Commercial Pharmaceuticals revenue: CER
Emerging market growth >
Developed market growth
on a three-year compound annual
growth rate (“CAGR”)
Strategically relevant and
in-demand
manufacturing
capabilities
Manufacturing revenue: CER
Manufacturing capacities are for internal and third-party use, enabling us to create value through the filling of these capacities with products in much-needed therapeutic areas
Diverse product portfolio with strong brand equity supported by in-country commercial and sales employees
Commercial Pharmaceuticals branded OTC portfolio covering 174 different product categories
Commercial Pharmaceuticals branded prescription (“Rx”) portfolio covering 184 different product categories
2 088 Commercial and sales employees in Emerging markets
304 Commercial and sales employees in Developed markets
Strong financial position
following the reshaping
of the business
Lowest net debt/EBITDA in five years, creates headroom for value accretive acquisitions
The highest NHEPS in Aspen’s history (FY2022)
Strategic investments in sterile capacity will support increased return on invested capital (“ROIC”)
Committed management
team
aligned with
shareholder interests
Decentralised in-country structures enable local teams to operate with entrepreneurial flair; creating value by applying local expertise
17% Shareholding by executive management
A purpose-driven strategy with
the promotion of access to medicine
at its core
Manufactured 225 million doses of COVID-19 vaccines and signed a 10-year agreement with Serum Institute promoting access to vaccines in Africa
Supplied 180 medicines appearing on the Essential Medicines List to 60 low- and middle-income countries
Consistent inclusion in the FTSE/JSE Responsible Investment index since 2016 and member of the FTSE4Good Index
| Firm | Analyst | Contact Details | |
|---|---|---|---|
|
Covering analyst |
HSBC |
Raj Sinha |
raj.sinha@hsbc.com |
|
Covering analyst |
Investec |
Letlotlo Lenake |
letlotlo.lenake@investec.co.za |
|
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 |
