Investor Relations | Aspen Pharmacare (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.

Download Fact Sheet

Investor Relations | Aspen Pharmacare (1)

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.

CEO's Report

Commercial Pharmaceuticals portfolio supportedby a global footprint weighted to emerging marketswith emerging market fundamentals

Commercial Pharmaceuticals revenue: CER

Investor Relations | Aspen Pharmacare (2)

Investor Relations | Aspen Pharmacare (3)

Emerging market growth >
Developed market growthon a three-year compound annualgrowth rate (“CAGR”)

Widely accredited and compliant API and FDF manufacturingcapabilities with increasing focus on complex sterile capacities

Manufacturing revenue: (R’million)

Investor Relations | Aspen Pharmacare (4)

Investor Relations | Aspen Pharmacare (5)

Manufacturing capacities are for internal andthird-party use, enabling us to create valuethrough the filling of these capacities withproducts in much-needed therapeutic areas

Diverse product portfolio with strong brand equity supported by in-country commercial and sales employees
Investor Relations | Aspen Pharmacare (6)

Commercial Pharmaceuticals branded OTC portfolio covering 174different product categories

Investor Relations | Aspen Pharmacare (7)

Commercial Pharmaceuticals branded prescription (“Rx”) portfolio covering 184different product categories

Investor Relations | Aspen Pharmacare (8)

2 088 Commercial and sales employees in Emerging markets

Investor Relations | Aspen Pharmacare (9)

304 Commercial and sales employees in Developed markets

Strong financial position
following the reshaping
of the business
Investor Relations | Aspen Pharmacare (10)

Lowest net debt/EBITDA in five years, creates headroom for value accretive acquisitions

Investor Relations | Aspen Pharmacare (11)

The highest NHEPS in Aspen’s history (FY2022)

Investor Relations | Aspen Pharmacare (12)

Strategic investments in sterile capacity will support increased return on invested capital (“ROIC”)

Committed management
teamaligned with
shareholder interests
Investor Relations | Aspen Pharmacare (13)

Decentralised in-country structures enablelocal teams to operate with entrepreneurialflair, creating value by applying localexperience

Investor Relations | Aspen Pharmacare (14)

17% Shareholding by executive management

A purpose-driven strategy with
the promotion of access to medicine
at its core
Investor Relations | Aspen Pharmacare (15)

Manufactured 225 million doses of COVID vaccines and signed a 10-yearagreement with the Serum Institute of IndiaPvt Ltd (”Serum Institute”) promoting accessto vaccines in Africa

Investor Relations | Aspen Pharmacare (16)

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

Investor Relations | Aspen Pharmacare (17)

Consistent inclusion in the FTSE/JSEResponsible Investment index since2016 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

Latest Results: H1 2024

Revenue increased by 10%
(2% CER) to

R0,1 billion

December 2022: R19,2 billion

Normalised EBITDA increased by 2% (-5% CER) to

R0,2 billion

December 2022: R5,1 billion

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

60 cents

December 2022: 679,6 cents

Operating cash flow per share increased by 44% to

50 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

Investor Relations | Aspen Pharmacare (18)

Fact Sheet

1 file(s) 224.40 KB

Download

Investor Relations | Aspen Pharmacare (19)

Illustrative Revenue Disclosure

1 file(s) 239.25 KB

Download

Investor Relations | Aspen Pharmacare (20)

Interim Results Short Form Announcement

1 file(s) 451 KB

Download

Investor Relations | Aspen Pharmacare (21)

Interim Results Booklet

1 file(s) 152.14 KB

Download

Investor Relations | Aspen Pharmacare (22)

Interim Results Presentation

1 file(s) 2.72 MB

Download

Investor Relations | Aspen Pharmacare (23)

Interim Results Presentation Webcast

1 file(s) 0.00 KB

View

Investor Relations | Aspen Pharmacare (24)

Results booklet – Excel downloads

1 file(s) 118.50 KB

Download

Additional Presentations and webcasts

Investor Relations | Aspen Pharmacare (25)

Aspen 2023 Capital Markets Day – NDB, France

1 file(s) 11.78 MB

Download

Investor Relations | Aspen Pharmacare (26)

Capital Markets Day Webcast

1 file(s) 0.00 KB

Download

Annual Results

Investor Relations | Aspen Pharmacare (27)

Annual Financial Statements

1 file(s) 5.61 MB

Download

Investor Relations | Aspen Pharmacare (28)

Annual Results Booklet

1 file(s) 515.16 KB

Download

Investor Relations | Aspen Pharmacare (29)

Annual Results Presentation

1 file(s) 909.31 KB

Download

Investor Relations | Aspen Pharmacare (30)

Annual Results Short Form Announcement

1 file(s) 451 KB

Download

Investor Relations | Aspen Pharmacare (31)

Fact Sheet

1 file(s) 224.40 KB

Download

Investor Relations | Aspen Pharmacare (32)

Illustrative Revenue Disclosure

1 file(s) 239.25 KB

Download

Investor Relations | Aspen Pharmacare (33)

Annual Results Presentation Webcast

1 file(s) 28.00 KB

View Online

Investor Relations | Aspen Pharmacare (34)

Results Booklet – Excel Downloads

1 file(s) 31.98 KB

Download

Interim Results

Investor Relations | Aspen Pharmacare (35)

Interim Results Booklet

1 file(s) 152.14 KB

Download

Investor Relations | Aspen Pharmacare (36)

Interim Results Presentation

1 file(s) 2.72 MB

Download

Investor Relations | Aspen Pharmacare (37)

Interim Results Presentation Webcast

1 file(s) 0.00 KB

View

Investor Relations | Aspen Pharmacare (38)

Interim Results Short Form Announcement

1 file(s) 131.33 KB

Download

Investor Relations | Aspen Pharmacare (39)

Results booklet – Excel downloads

1 file(s) 118.50 KB

Download

Investor Relations | Aspen Pharmacare (40)

Illustrative Revenue Disclosure

1 file(s) 239.25 KB

Download

Annual Results

Investor Relations | Aspen Pharmacare (41)

Annual Financial Statements

1 file(s) 195.34 KB

Download

Investor Relations | Aspen Pharmacare (42)

Annual Results Booklet

1 file(s) 148.33 KB

Download

Investor Relations | Aspen Pharmacare (43)

Annual Results Presentation

1 file(s) 3.30 MB

Download

Investor Relations | Aspen Pharmacare (44)

Annual Results Presentation Webcast

1 file(s) 28.00 KB

View Online

Investor Relations | Aspen Pharmacare (45)

Annual Results Short Form Announcement

1 file(s) 81.56 KB

Download

Investor Relations | Aspen Pharmacare (46)

AFS Excel downloads

1 file(s) 168.50 KB

Download

Investor Relations | Aspen Pharmacare (47)

Fact Sheet

1 file(s) 236.28 KB

Download

Investor Relations | Aspen Pharmacare (48)

Illustrative Revenue Disclosure

1 file(s) 324.61 KB

Download

Interim Results

Investor Relations | Aspen Pharmacare (49)

Interim Results Booklet

1 file(s) 159.69 KB

Download

Investor Relations | Aspen Pharmacare (50)

Interim Results Presentation

1 file(s) 3.12 MB

Download

Investor Relations | Aspen Pharmacare (51)

Interim Results Presentation Webcast

1 file(s) 28.00 KB

View Online

Investor Relations | Aspen Pharmacare (52)

Interim Results Short Form Announcement

1 file(s) 228.01 KB

Download

Investor Relations | Aspen Pharmacare (53)

Results booklet – Excel Downloads

1 file(s) 116.50 KB

Download

Investor Relations | Aspen Pharmacare (54)

Illustrative Revenue Disclosure

1 file(s) 408.56 KB

Download

Annual Results

Investor Relations | Aspen Pharmacare (55)

Annual Financial Statements

1 file(s) 1.17 MB

Download

Investor Relations | Aspen Pharmacare (56)

Annual Results Booklet

1 file(s) 143.21 KB

Download

Investor Relations | Aspen Pharmacare (57)

Annual Results Presentation

1 file(s) 9.25 MB

Download

Investor Relations | Aspen Pharmacare (58)

Annual Results Presentation Webcast

1 file(s) 28.00 KB

View Online

Investor Relations | Aspen Pharmacare (59)

Annual Results Short Form Announcement

1 file(s) 65.12 KB

Download

Investor Relations | Aspen Pharmacare (60)

AFS Excel Downloads

1 file(s) 37.86 KB

Download

Investor Relations | Aspen Pharmacare (61)

Illustrative Revenue Disclosure

1 file(s) 30.99 KB

Download

Interim Results

Investor Relations | Aspen Pharmacare (62)

Interim Results Booklet

1 file(s) 139.54 KB

Download

Investor Relations | Aspen Pharmacare (63)

Interim Results Presentation

1 file(s) 1.69 MB

Download

Investor Relations | Aspen Pharmacare (64)

Interim Results Presentation Webcast

1 file(s) 28.00 KB

View Online

Investor Relations | Aspen Pharmacare (65)

Interim Results Short Form Announcement

1 file(s) 110.70 KB

Download

Investor Relations | Aspen Pharmacare (66)

Results booklet – Excel Downloads

1 file(s) 166.50 KB

Download

Additional Presentations and Webcasts

Investor Relations | Aspen Pharmacare (67)

Investor Presentation Webcast

1 file(s) 28.00 KB

View Online

Investor Relations | Aspen Pharmacare (68)

Investor Day Presentation

1 file(s) 2.01 MB

Download

Integrated Reporting

Integrated Reporting Suite

Investor Relations | Aspen Pharmacare (69)

Integrated Report – view online version

1 file(s) 0.00 KB

View Online

Investor Relations | Aspen Pharmacare (70)

Integrated Report

1 file(s) 195.34 KB

Download

Investor Relations | Aspen Pharmacare (71)

Annual Financial Statements

1 file(s) 5.61 MB

Download

Investor Relations | Aspen Pharmacare (72)

Audit & Risk Committee Report

1 file(s) 195.34 KB

Download

Investor Relations | Aspen Pharmacare (73)

Social & Ethics Committee Report

1 file(s) 195.34 KB

Download

Investor Relations | Aspen Pharmacare (74)

Sustainability and ESG Data Supplement

1 file(s) 195.34 KB

Download

Investor Relations | Aspen Pharmacare (75)

Notice of AGM

1 file(s) 195.34 KB

Download

Supplementary Documents

Investor Relations | Aspen Pharmacare (76)

B-BBEE Certificate

1 file(s) 195.34 KB

Download

Investor Relations | Aspen Pharmacare (77)

Regional Overviews

1 file(s) 195.34 KB

Download

Investor Relations | Aspen Pharmacare (78)

Manufacturing Capabilities

1 file(s) 195.34 KB

Download

Integrated Reporting Suite

Investor Relations | Aspen Pharmacare (79)

Integrated Report

1 file(s) 195.34 KB

Download

Investor Relations | Aspen Pharmacare (80)

Integrated Report – view online version

1 file(s) 0.00 KB

View Online

Investor Relations | Aspen Pharmacare (81)

Annual Financial Statements

1 file(s) 195.34 KB

Download

Investor Relations | Aspen Pharmacare (82)

Audit & Risk Committee Report

1 file(s) 195.34 KB

Download

Investor Relations | Aspen Pharmacare (83)

Social & Ethics Committee Report

1 file(s) 195.34 KB

Download

Investor Relations | Aspen Pharmacare (84)

Sustainability and ESG Data Supplement

1 file(s) 195.34 KB

Download

Investor Relations | Aspen Pharmacare (85)

Notice of AGM

1 file(s) 195.34 KB

Download

Supplementary Documents

Investor Relations | Aspen Pharmacare (86)

Modern Slavery Statement

1 file(s) 0.00 KB

Download

Investor Relations | Aspen Pharmacare (87)

Global Presence

1 file(s) 195.34 KB

Download

Investor Relations | Aspen Pharmacare (88)

Fact Sheet

1 file(s) 236.28 KB

Download

Investor Relations | Aspen Pharmacare (89)

Manufacturing Capabilities

1 file(s) 195.34 KB

Download

Investor Relations | Aspen Pharmacare (90)

Regional Overviews

1 file(s) 195.34 KB

Download

Investor Relations | Aspen Pharmacare (91)

B-BBEE Certificate

1 file(s) 195.34 KB

Download

Investor Relations | Aspen Pharmacare (92)

Business Segment Overview

1 file(s) 195.34 KB

Download

Investor Relations | Aspen Pharmacare (93)

Communication on Progress Report

1 file(s) 195.34 KB

Download

Integrated Reporting Suite

Investor Relations | Aspen Pharmacare (94)

Integrated Report

1 file(s) 15.30 MB

Download

Investor Relations | Aspen Pharmacare (95)

Integrated Report – view online version

1 file(s) 0.00 KB

View Online

Investor Relations | Aspen Pharmacare (96)

Annual Financial Statements

1 file(s) 1.17 MB

Download

Investor Relations | Aspen Pharmacare (97)

Audit & Risk Committee Report

1 file(s) 911.42 KB

Download

Investor Relations | Aspen Pharmacare (98)

Social & Ethics Committee Report

1 file(s) 923.92 KB

Download

Investor Relations | Aspen Pharmacare (99)

Sustainability and ESG Data Supplement

1 file(s) 4.44 MB

Download

Investor Relations | Aspen Pharmacare (100)

Notice of AGM

1 file(s) 1.88 MB

Download

Supplementary Documents

Investor Relations | Aspen Pharmacare (101)

Regional Overview

1 file(s) 1.28 MB

Download

Investor Relations | Aspen Pharmacare (102)

B-BBEE Certificate

1 file(s) 522.22 KB

Download

Investor Relations | Aspen Pharmacare (103)

Communication on Progress Report

1 file(s) 1.70 MB

Download

Integrated Reporting Suite

Investor Relations | Aspen Pharmacare (104)

Integrated Report

1 file(s) 24.00 KB

Download

Investor Relations | Aspen Pharmacare (105)

Integrated Report – view online version

1 file(s) 0.00 KB

View Online

Investor Relations | Aspen Pharmacare (106)

Annual Financial Statements

1 file(s) 1.17 MB

Download

Investor Relations | Aspen Pharmacare (107)

Audit & Risk Committee Report

1 file(s) 259.31 KB

Download

Investor Relations | Aspen Pharmacare (108)

Social & Ethics Committee Report

1 file(s) 273.52 KB

Download

Investor Relations | Aspen Pharmacare (109)

Sustainability and ESG Data Supplement

1 file(s) 839.31 KB

Download

Investor Relations | Aspen Pharmacare (110)

Notice of AGM

1 file(s) 283.13 KB

Download

Supplementary Documents

Investor Relations | Aspen Pharmacare (111)

Regional Overviews

1 file(s) 542.79 KB

Download

Investor Relations | Aspen Pharmacare (112)

B-BBEE Certificate

1 file(s) 516.71 KB

Download

Investor Relations | Aspen Pharmacare (113)

Corporate Governance Report

1 file(s) 277.21 KB

Download

Investor Relations | Aspen Pharmacare (114)

Communication on Progress Report

1 file(s) 630.60 KB

Download

Financial Calendar

3rd September 2024

FY2024 Results: JSE SENS announcement

Add To Calendar

4th September 2024

FY2024 Results presentation

Add To Calendar

16th September 2024

15th Annual RMB Morgan Stanley Big Five Investor Conference

Add To Calendar

5th December 2024

Annual General Meeting

Add To Calendar

Investor Relations | Aspen Pharmacare (2024)
Top Articles
Latest Posts
Article information

Author: Terrell Hackett

Last Updated:

Views: 5853

Rating: 4.1 / 5 (72 voted)

Reviews: 87% of readers found this page helpful

Author information

Name: Terrell Hackett

Birthday: 1992-03-17

Address: Suite 453 459 Gibson Squares, East Adriane, AK 71925-5692

Phone: +21811810803470

Job: Chief Representative

Hobby: Board games, Rock climbing, Ghost hunting, Origami, Kabaddi, Mushroom hunting, Gaming

Introduction: My name is Terrell Hackett, I am a gleaming, brainy, courageous, helpful, healthy, cooperative, graceful person who loves writing and wants to share my knowledge and understanding with you.