1. BOOM IN BIOTECH INDUSTRY OF INDIA

2. India Biotech Recovers Crosses $3 Billion

Industry grows at 17% to Rs 14,199 Crore from Rs 12,137 Cr.

BioAgri grows at a fast clip of 37%.

CROs take the growth highway,register 28% growth.

Mumbai Outspaces Bangalore, becomes Indias top BiotechCity.

West Biocluster retains no.1 position.

Biocon back to No. 1 Slot

3. Biotech Segment Overview

BioPharma to grow over 10% for next 5 years.

BioPharma clocks Rs 8,829 crore in revenues.

It accounted for 62% of the total revenue and grew by 12% over FY 2008-09.

CROStake the growth highway.

Bioservices register 28% growth with revenue of Rs. 2,639 Cr.

Top 10 CROs make up 60% of the total segment revenue.

A fast clip gowth for BioAgri.

Agri Biotech grew at 37% in FY 2009-10.

Bioindudstrial grew 16% in 2009-10.

Bioinformatics grows at Sluggish Pace

BioSupplier Industry Growth Slides to 7.5%still in but positive.

4. 5. 6. Biotech Industry Export Vs Domestic Exports accounted for 54% share in the overall revenue and registered a growth of 5% over FY 2008-09. Domestic business claimed 46% share in the overall revenue and registered a growth of 34% over FY 2008-09. Biotech Industry Export Vs Domestic 2009-10 Segment Export Domestic Total %Share Exports % Share Domestic BioPharma 4767.66 4061.34 8829 54 46 BioServices 2507.05 131.95 2639 95 5 BioAgri 58.08 1877.92 1936 3 97 BioIndustrial 124.08 439.92 564 22 78 BioInformatics 73.92 157.08 231 32 68 Total 7530.79 6668.21 14199 53.04 46.96 Biotech Industry Export Vs Domestic 2008-09 Segment Export Domestic Total %Share Exports % Share Domestic BioPharma 4868 3015 7883 62 38 BioServices 1964 98 2062 95 5 BioAgri 61 1433 1494 4 96 BioIndustrial 89 389 478 11 89 BioInformatics 50 170 220 23 77 Total 7152 4985 12137 59 41 7. Reasons for Growth in Biopharma Sector

The Indian BioPharma market comprises of Vaccines, therapeutics

drugs, insulin, animal biologics, statins & diagnostics in 2009-10.

It has contributed Rs 8.829 crore, accounting for 62% market share.

Vaccine has the largest share with an estimated sales of Rs.2180 crore

overlast years sales of 2000 crore.

The Diagnostics market is Estimated to be at Rs 2000 crore with

molecular diagnostic market share at $300 million in 2009-10 and

accounted for 22% share in bioPharma market.

The therapeutics market claimed 15% of market share with cancer

therapeutics sales clocking Rs 311 crore.

The Oral Diabetes Drugs is estimated to be Rs.1,550 Croreand market

size of Insulin is approx Rs 612 crore.

Biosimilars also contributed into this revenue growth by sales of

Erythropoietin of Rs. 10 lakh, GCSF Rs 5 lakhs and

Interferon Rs.10 lakhs.

8. Reasons for Growth in CROs Sector

BioServices segment registered a growth of 28% of Rs 2639 crore over last years total

segment revenue of Rs 2062 crore.

In last 3-5 yrs many companies have set up contract research and clinical research

services operation in India.

The segment is growing on account of the growing requirements of the MNCs that are

looking at India as an outsourcing destination with high skill, low cost advantage.

Due to business models evolution driven by market forces Domestic companies are also

outsourcing various portion of Drug Discovery.

Siro Clinpharm is the company which is expanding its business with its new joint

ventures with MNC cmpanies like with DreamCIS Inc leading CRO based in south Korea

and also has signed agreement with Virginia Contract Research Organization(VCRO)

based in Taiwan.

Syngene International a subsidiary of Biocon Group has partnership with Sapient

Discovery, a Us Based Biotechnology company for drug discovery

Bangalore based Ecron Acunova has tied up with Japanese CRO.

Also there is Indo German clinical reasearch which will contribute major market share

in CRO.

Therefore India services industry is decidedly, set to take the collaboration growth

highway.

9.

Top 5 CROs in India

Rank No. Company 2009-10 Revenue in Cr 2008-09 Revenue in Cr % change 1 Quintiles India 375 --- --- 2 Syngene International 252 224.60 12.2 3 Jubilant Organosys 249.3 242 3.02 4 Siro Clinpharm 150 280 -46.43 5 Lambda Therapeutic research 145 30 383.33 10. Reasons for Growth in BioAgri Sector

AgriBiotech is the 3 rdlargest contributor to indian biotech industry with total segment turnover of Rs 1,936 crore.

India is the 4 thlargest country in the world with approx 8.4 million hectares of area under Bt cotton.

Today in india there are 30 companies marketing Bt cotton seeds in country.

NaziveeduSeeds is the largest seller of Bt cotton seeds with 70 lakh packets generating Rs 476.86 crore.

Rasi seeds is 2 ndlargest contributor with 358.78 crore in sales.

Atotal of 280 lakh packets of seeds containing 450 grams were sold in 2009 in which 87% is of Bollard II and 13% Bollard I.

Rank No. Name 2009-10 Revenue in Cr. 2008-09 Rev in Cr 1 Naziveedu Seeds 476.86 449.58 2 Rasi seeds 358.78 375.59 3 Mahyco 312 211.12 4 Monsanto 255 345 5 Krishidhan Seeds 133.23 63.25 11. Reasons for Growth in Bioindustrial Sector

The Bioindustrial market mainly comprising industrial enzymes is

estimated to be Rs 564 crore in the year 2009-10 as compared to Rs. 478

cr in 2008-09.

This segment on an average is growing over 15% in last 5 years.

In India, the industrial enzymes consumption is predominantly in detergent markets ,starch

market, food and feed, textiles, leather and now in food, pharmaceuticals, diagnostics,

chemical processingindustries.

Looking up to the demand of industrial enzymes and with respect to global enzyme industry India still needs to do a lot of catching up.

Rank No Company 2009-10 Revenue in Cr 2008-09 Revenue in Cr 1 Novozymes South Asia 268 250 2 Advanced Enzymes 121 88.60 12. Reasons for Slide in Growth of Biosuppliers Industry

The overall supplier industry revenues stood at Rs 3,893 crore as against Rs 3,621 crore in 2008-09.

In FY 2009-10 the recession got BioSuppliers and were hit hard with the industry growth sliding to 7.5 percent, even though the overall scenario remains positive.

The downward trend took place because of MNCs reporting flat or negative growth.

The home-grown companies have done well-posting healthy double digit growth.

Rank No. Company 2009-10Revenue in Cr 2008-09 Revenue in Cr 1 Waters India 262.2 333.70 2 Agilent technologies 255 -- 3 Spinco biotech 250.68 225.02 4 Thermo Fisher Scientific 210 185.79 5 Becton Dickenson India 180 232 13. Reason for Growth in Bioinformatics sector

It is the smallest segment of the Industry, which has 2 % segment share

in overall industry and also has been sluggish in 2009-10

It as registered 5% growth over 2008-09 clocking Rs 231 crore in

revenue compared to last year Rs 220 Cr.

This sector comprises of companies which comes out with products

that cater mainly to the needs of the pharmaceuticals and

biotechnology companies.

Other Companies are like Strand genomics, SysArris, Cytogenomics Persistant, V Life sciences and molecular connections.

Most of these companies are based in locations such as Bangalore, hyderabad, Pune.

Rank No. Company 2009-10 Revenue in Cr 2008-09 Revenue in Cr 1 Ocimum Biosolution 41.4 47.57 2 Strand Life sciences 35 35 14. Top 20 Biotechnology Industries by Revenue Rank No Company 2009-10 (Revenue in Rs Cr) 2008-09 (Revenue in Rs Cr) % Change Over 08-08 1 Biocon 1180 912 29.34 2 Serum Institute 850 1114 -23.70 3 Panacea Biotec 703.19 597.14 17.76 4 Naziveedu seeds 476.86 449.58 6.07 5 Reliance Life Sciences 450 --- --- 6 Quintiles 375 --- --- 7 Rasi Seeds 358.78 375.59 -4.48 8 NovoNordisks 342 330 3.64 9 Shantha Biotech 334.23 247 35 10 Mahyco 312 211.12 47.7 11 Indian Immunologicals 272.87 231.46 17 12 Bharat Biotech 271.66 241.05 12.7 15. 13 Novozymes South Asia 268 250 7.2 14 Monsanto 255 345 -26 15 Syngene International 252 224.6 12 16 Jubilant Organosys 249.3 242 3 17 Eli Lilly 187 164 13.85 18 Bharat Serums 175 140 25 19 Haffkine Biopharma 168.98 ---- ---- 20 Siro Clinpharm 150 280 -46 16. Future Growth Expected!!!

The vaccine market will continue to grow in the range of 10-13% in the next 5 years.

New vaccines are going to be introduced : Pneumo conj, Meningo Cong, Swine flu vaccine, Hexavalent vaccine.

The CROs going to grow in twice the rate what it is.

Due to new hybrid seeds Bioagri is also going to grow fast on an average of 26% in the next 5 years .

BioIndustrial will grow over 15% for next 5 Years.

Similarly many new projects are undertaken in the field of bioinformatics therefore we look forward the growth in Bioinformatics.

17. Thank You

From :- Vinay B. Pantulwar