AIOCD AWACS INDUSTRY MAILER

AUGUST-18
Key Industry Highlights for AUGUST-18
1. The Market has shown a monthly growth of 8.7% for the month of Aug-18, slower than month
of July-18
2. Anti-Infectives have slowed down to a growth of 4% for August-18. While Dermatology growth
is at double digits (10.2%) for the month. Respiratory segment showed a single digit growth of
5.8%.
3. Gastro Intestinal has shown a double digit growth for this month (10.3%) while Vitamins are
showing a growth of 9% for the month of Aug-18
4. The Chronic therapies like Anti-diabetic (14%), Cardio (12.5%) except for CNS (8.9%) have
posted a double digit growth in Aug-18

5. For Month of Aug 18 we have seen the GDs as 1.1% in Volumes, 4.9 % in price increase &
2.6% in NIs. The volumes have slowed down considerably for the month of Aug-18
6. Aug-18 Qtr saw a volume growth at 3.9% % & Price Growth at 3.3% while the new products
growth was at 2.7%

1
7. Impact Of FDC
o FDC related market showed growth of 2.2% while the Non FDC market showed a
growth of 8.9% while the single molecules grew at 8.7% for the month Aug-18
o Price component of GD for the FDCs for July-18 is 5.2% , other GDs in terms of
volumes are at -3.3% while new products are growing at 0.4%
o The Non FDC component Growth drivers see Volumes slowed down at 0.6%, prices
at 5.6% while new products are growing at 2.7%
o The single molecules growth drivers are volumes at 1.8% however the prices shown
a positive impact at 4.4% while NPs are growing at 2.6%
o MNC are growing at 6.6% for Aug 18, while Indian companies are growing Faster at
9.2% for month of Aug-18

2
*FDCs mentioned here are those categories which got affected due to the FDC regulation which lead to a ban of several combinations
leading to legal action by some companies. NON FDC are combination outside the purview of the FDC regulation

MONTH MAT QTR

Val in Cr Units in 000's Val in Cr Units in 000's Val in Cr Units in 000's
AUG-18 VAL GR UNIT GR VAL GR UNIT GR VAL GR UNIT GR
IPM 11341.6 8.7 1992006 -0.6 124711.5 8.4 22640334 5.9 32183.6 9.8 5639756 2.8
FDC 192.6 2.2 29494 0.3 2190.5 12.3 346651 9.9 511.4 3.8 79435 1.7
NON-FDC 5286.3 8.9 880901 0.1 58073.2 8.4 10109442 6.2 14977.7 9.7 2512346 2.8
SINGLE 5862.7 8.7 1081611 -1.3 64447.9 8.2 12184241 5.5 16694.5 10.2 3047975 2.8

3
Major Highlights for Month of August-18

August-18 month Highlights:

 The IPM registered a growth of 8.7% and sales worth INR 11342 Crs for the month of Aug-18.

Corporate:

 Amongst the Top 10 Corporate, Intas has the highest growth at 13.6% followed by Lupin at 13.4%
and Torrent at 10.8%.
 46 corporate showing positive growth of IPM for the month of Aug-18 amongst top 50.
 Amongst the top 50 Corporate Boehringer Ingelheim has the highest growth of 33.5% followed by
followed by IPCA growing at 28% and La Renon at 27.3%.
 Amongst the 11-20 ranked Corporate, IPCA has the highest growth at 28% followed by Micro
growing at 17.2% and Glenmark growing at 16.3%
 Amongst the 21-30 ranked Corporate, Cadila is growing the fastest at 18.5% followed by Alembic
8 % and Eris LS growing at 5.9%
 Amongst the 31-40 ranked Corporate, Astra Zeneca shows a monthly growth of 22.9% followed
by Systopic at 15.2% and Ajanta 8.6%
 Amongst the 41-50 ranked Corporate Boehringer Ingelheim has the highest growth of 33.5%
followed by La Renon growing at 27.3% and Win Medicare 23.5%
 Amongst the 51-60 ranked Corporate, Troikaa leads at 36.5 % followed by Bayer Zydus growing
at 33.3% and Corona at 24.8%
 Amongst the 61-70 ranked Corporate Maneesh Pharma is growing the fastest at 34.5% followed
by Pharmed growing at 21.4 % and East India 13.6 %
 Amongst the 71-80 ranked Corporate Modi Mundi is growing at 34.3% followed by Koye growing
at 20.4% and TTK healthcare at 17.2%
 Amongst the 81 -90 ranked Corporate Veritaz is growing at 39.5% followed by Roche growing at
31 % and Walter Bushnel growing at 21.6%
 Amongst the 91 -100 ranked Corporate Unimed leads growing at 52.5% followed by Piramal HC
growing at 37.2% and Sanzyme growing at 22.3%
 Amongst the 101 -150 few of the fastest growing Corporate includes, Talent, Comed, Dey’s
medical, Strassenburg, Jenburkt, Neon, Entod, Anglo French, Group, Entod, MSN, Gufic, Ferring,
Menarini, Finecure, Bennett, Reckit Benckinser,, Reliance, KLM, Leben, Aglowmed, Brinton ,
Stamed, Seagull, Tas Med etc

Companies

 Abbott HC (1.5%) is growing slower than Abbott India (18.1%) for Aug-18
 Sun Portfolio has shown a growth of 5%, while Ranbaxy growing faster of 6.2 % for Aug-18
 Emcure is growing at 9.9% and Zuventus growing faster at 10.4% for the month of Aug -18

New Companies (launched within last 36 Months)

 Total 14 Companies launched in last 36 Months, 2 Company cross 10 Crs in Revenue

4
Indian V/s MNC

 Indian companies were growing 9.2% for the month while the MNC have grown slower at 6.6%
for the month of Aug-18
 Amongst the top 60 MNCs, Boehringer Ingelheim is the fastest growing at 33.5 % followed by
Bayer at 33.3% and Astra Zeneca at 22.9%
 In the Non-NLEM category Indian Companies showed a growth of 7.5% whereas MNCs grew at
9.8%

MONTH MAT QTR

AUG-18 VAL GR VAL GR VAL GR
IPM 11342 8.7 124712 8.4 32184 9.8
INDIAN 9086 9.2 99339 8.5 25697 10.4
MNC 2256 6.6 25373 8.2 6486 7.7

NLEM, Non NLEM & Non-Scheduled Para 19 Market:

 The NLEM 2013 containing molecules market showed growth at 2% whereas the non NLEM
market grew at 9.4% resulting in an overall growth 8.7% for the month of Aug-18

MONTH MAT QTR

Val in Cr Units in 000's Val in Cr Units in 000's Val in Cr Units in 000's
AUG-18 VAL GR UNIT GR VAL GR UNIT GR VAL GR UNIT GR
IPM 11341.6 8.7 1992006 -0.6 124711.5 8.4 22640334 5.9 32183.6 9.8 5639756 2.8
NLEM 1117.7 2.0 417621 -1.2 12586.1 4.3 4722324 3.8 3156.0 4.2 1186186 2.1
NON-NLEM 9750.3 9.4 1508232 -0.6 106861.9 9.0 17147050 6.5 27661.8 10.5 4257268 2.8
Sch.Para-19 473.6 11.2 66153 2.1 5263.5 6.0 770961 5.7 1365.9 10.6 196302 5.9

5
Therapy:

 From therapy perspective 17 therapies are showing a positive growth for the month of Aug-18
 Respiratory Market posted a single growth of 5.8% Gastro Intestinal showed a double digit
growth of 10.8% and Pain and analgesic is growing 6.9% Aug-18
 The Chronic therapies like Anti-diabetic (14%), Cardio (12.5%) are growing at double digit while
CNS (8.9%) has posted a single digit in Aug 18
 Anti Infectives has shown a growth of 4 % for Aug -18 while VMS Market is growing at 9%
 Derma is growing at a double digit of 10.2% for Aug-18.

Regional Dynamics:

 From regional perspective 29 regions have posted positive growth for month of Aug-18
 Punjab market grew the highest at 20.86% followed by South Maharashtra growing at 19.45 % &
North Maharashtra at 18.09 % for Aug-18

Molecules:

 Amoxycillin + Clavulanic Acid market is showing a recovery at 10.4% monthly growth in Aug-
18 Glimepiride + Metformin Market is growing of 8.1%
 Glimepiride + Metformin was pegged at 188.4 Crs & Amoxycillin + Clavulanic Acid Market
pegged at 181.5 Crs in Aug-18
 Azilsartan plain Market is now Valued at 70.4 Crs on MAT basis. Sofosbuvir and its
combination market has reached INR 705.4 Crs on MAT basis
 The Luliconazole market is worth 343.2 Crs on MAT basis. While Tenegliptin and its
combinations are valued at 760.8 Crs mark on MAT basis
 The market of Paracetamol plain stagnant with a growth rate of 0.6% on monthly basis, plain
Atorvastatin has posted a growth 3%. Probiotic Microbes is showing a double digit growth of
19.6% , Pantoprazole plain has posted a growth of 6.3%, Montelukast + Levocetrizine is
growing at at 7.2% , Voglibose + Metformin + Glimepiride has posted a double digit growth
of 17.5%, Plain Azithromycin is de-growing at -3.3% for month of Aug-18

Brands:

 Mixtard has posted monthly sales worth INR 44 Crs while Spasmoproxivon Plus has registered
sales of 39 Crs. Glycomet GP is at 40 Crs, Lantus is at 35 Crs & Galvus Met at 34 Crs and Liv 52
27 Crs , Janumet at 36 Crs and Augmentin at 33 for Aug-18
 Few Brands who have gained ranks on MAT basis include Phensedyl Cough Linctus (+2)
Janumet (+1) Cilacar (+11), Udiliv (+17), Becosules (+2), Duolin, (+5), Gluconorm G (+5),
Betnovate N (+8), Allegra (+5), Ecosprin AV (+13), Duphaston (+5),Pan D (+3), Shelcal (+4),
Thyronorm (+14), Levipil (+15), Telma (+12)

Recent New Launch Molecule Performance

 Azilsartan and combinations are now valued at INR 75.1 Crs there are 55 brands already launched. On
MAT Basis with Abel (Lupin) leading followed by Zilarbi (Emcure*) and Aztric (Intas)
 Luliconazole segment is worth INR 343.2 Crs on MAT basis there are already 60 New brands launched
in the segment

6
 Sacubitril Valsartan combination is now valued at 96 Crs on MAT Basis with Vymada (Novartis)
leading followed by Cidmus (Lupin) and Azmarda (Cipla)
 Acotiamide molecule is now valued at 46 Crs on MAT Basis with Acogut (Lupin) is leading followed by
Actapro (Sun*) & Acotrust (DRL)
 73 brands were launched in last 24 months in Itraconazole. The new launches are valued at INR 168
Crs on MAT basis

New Launches in IPM (launched in Aug-18):

 Within the VMS category there have been 17 brands launched for the month of Aug-18
 Within Cardiac there have been16 brands launched in Aug-18
 Within Derma there were 9 brands launched in Aug-18
 Within Gastro 4 new brands were launched in Aug-18
 Anti Infectives 7 new brands were launched in Aug-18

7
 With Bonus Units at Full Value Without Bonus Units
Rank MAT Aug-18 Aug-18 Apr-Aug 18 Val in Crs Rank MAT Aug-18 Aug-18 Apr-Aug 18
MAT Val (Cr) MS% GR% Val (Cr) MS% GR% Val (Cr) MS% GR% CORPORATE MAT Val (Cr) MS% GR% Val (Cr) MS% GR% Val (Cr) MS% GR%
124712 100 8.4 11342 100 8.7 53258 100 9.7 IPM 120147 100 8.4 10885 100 8.1 51281 100 9.4
1 10352 8.30 7.4 916 8.07 5.5 4357 8.18 8.0 Sun + Ranbaxy 1 10237 8.52 7.6 905 8.32 5.2 4309 8.40 8.1
2 7861 6.30 11.3 710 6.26 9.5 3377 6.34 13.0 Abbott + Abbott HC + Novo 2 7711 6.42 11.2 694 6.37 8.8 3310 6.45 12.7
3 5616 4.50 7.7 513 4.52 8.4 2308 4.33 7.7 Cipla 3 5305 4.42 6.9 479 4.40 6.9 2179 4.25 7.2
4 5128 4.11 6.8 453 4.00 4.6 2169 4.07 8.3 Zydus + Biochem 4 4777 3.98 6.7 421 3.87 4.6 2018 3.93 8.2
5 4579 3.67 12.5 417 3.67 13.4 1981 3.72 15.4 Lupin 5 4508 3.75 12.3 408 3.75 12.7 1948 3.80 14.9
6 4461 3.58 9.8 416 3.66 7.0 1901 3.57 7.7 Mankind 8 3862 3.21 9.4 361 3.32 5.0 1645 3.21 6.6
7 4332 3.47 11.8 405 3.57 7.4 1834 3.44 12.3 Alkem + Cachet + Indchemie 6 4066 3.38 11.8 378 3.47 6.4 1720 3.35 11.6
8 3979 3.19 8.7 359 3.17 10.8 1753 3.29 13.1 Torrent 7 3943 3.28 8.9 356 3.27 10.8 1738 3.39 13.2
9 3668 2.94 7.2 321 2.83 0.6 1518 2.85 5.3 Glaxo 9 3551 2.96 6.6 310 2.85 1.2 1471 2.87 5.3
10 3561 2.86 12.7 324 2.86 13.6 1536 2.88 17.1 Intas 10 3507 2.92 12.4 317 2.92 12.7 1511 2.95 16.6
11 3538 2.84 10.0 332 2.93 11.0 1521 2.86 10.4 Macleods 11 3321 2.76 11.6 312 2.87 11.5 1432 2.79 11.6
12 3155 2.53 3.8 284 2.51 10.1 1357 2.55 7.5 Emcure + Zuventus 12 3021 2.51 3.5 270 2.48 9.0 1297 2.53 6.7
13 3110 2.49 14.2 286 2.52 16.3 1324 2.49 19.8 Glenmark 13 2993 2.49 14.3 274 2.52 15.5 1274 2.48 19.6
14 2973 2.38 -0.6 283 2.49 9.5 1286 2.42 4.7 Pfizer 14 2904 2.42 -0.9 276 2.53 9.2 1256 2.45 4.4
15 2909 2.33 7.6 270 2.38 1.1 1215 2.28 7.4 Aristo 17 2545 2.12 7.5 232 2.13 -0.4 1061 2.07 7.1
16 2799 2.24 9.4 251 2.21 13.8 1169 2.20 12.0 Dr. Reddys 15 2708 2.25 9.2 243 2.23 13.3 1134 2.21 11.9
17 2734 2.19 5.9 233 2.06 0.8 1156 2.17 2.1 Sanofi India 16 2682 2.23 6.2 227 2.09 -0.1 1132 2.21 1.9
18 2451 1.97 7.6 230 2.03 8.5 1091 2.05 6.9 USV 18 2433 2.03 7.4 228 2.10 8.0 1080 2.11 6.5
19 2403 1.93 8.9 230 2.02 17.2 1050 1.97 15.8 Micro + Bal 19 2284 1.90 8.9 214 1.97 14.5 992 1.93 14.7
20 1645 1.32 1.9 177 1.56 28.0 746 1.40 13.2 Ipca 20 1600 1.33 2.4 171 1.57 28.7 726 1.42 13.4
21 1548 1.24 5.2 142 1.25 8.0 650 1.22 10.6 Alembic 21 1508 1.26 5.3 138 1.27 7.3 633 1.23 10.3
22 1534 1.23 3.6 130 1.15 2.1 640 1.20 5.4 Wockhardt 22 1499 1.25 3.4 127 1.17 1.8 625 1.22 5.1
23 1359 1.09 3.6 106 0.93 -10.0 563 1.06 -2.0 Novartis + Alcon 23 1320 1.10 3.6 104 0.95 -9.6 549 1.07 -1.8
24 1136 0.91 -1.6 105 0.92 5.9 497 0.93 2.0 Eris LS 24 1124 0.94 -1.7 103 0.95 5.4 491 0.96 1.7
25 1067 0.86 7.1 92 0.81 0.7 452 0.85 6.8 FDC 25 1039 0.86 7.1 89 0.82 -0.1 439 0.86 6.4
26 1003 0.80 5.7 95 0.84 0.5 423 0.79 0.3 Natco 26 999 0.83 7.9 95 0.87 0.9 422 0.82 0.5
27 991 0.79 4.9 83 0.73 -6.4 412 0.77 3.2 MSD + Fulford + Organon 27 971 0.81 4.8 81 0.74 -7.3 403 0.79 2.5
28 968 0.78 10.1 78 0.69 0.8 414 0.78 9.0 Himalaya 28 960 0.80 10.3 77 0.71 0.2 410 0.80 9.0
29 929 0.74 2.6 86 0.75 18.5 411 0.77 9.1 Cadila 29 892 0.74 2.6 82 0.76 18.1 394 0.77 8.7
30 816 0.65 4.5 75 0.66 3.6 331 0.62 5.1 Indoco Remedies 31 766 0.64 5.6 71 0.65 3.2 311 0.61 5.3
31 788 0.63 10.3 70 0.61 8.6 339 0.64 11.9 Ajanta 30 782 0.65 10.4 69 0.63 8.5 337 0.66 11.9
32 776 0.62 13.9 70 0.62 5.9 332 0.62 13.5 Franco 32 746 0.62 13.7 67 0.62 5.4 320 0.62 13.2
33 775 0.62 22.2 71 0.62 3.7 317 0.60 12.8 Hetero 33 721 0.60 23.3 65 0.60 2.0 296 0.58 12.2
34 704 0.56 4.1 64 0.57 8.4 312 0.59 6.3 Merck 35 688 0.57 3.7 63 0.58 7.8 305 0.59 5.7
35 696 0.56 -9.5 60 0.53 -8.6 278 0.52 -13.3 Bharat Serums 34 692 0.58 -9.2 59 0.54 -9.0 276 0.54 -13.2
36 644 0.52 32.0 59 0.52 22.9 283 0.53 32.1 Astrazeneca 36 642 0.53 32.3 59 0.54 23.9 282 0.55 32.7
37 621 0.50 3.4 56 0.49 6.9 258 0.48 8.0 Blue Cross 37 578 0.48 4.5 52 0.48 6.5 241 0.47 8.7
38 585 0.47 9.8 55 0.49 6.2 261 0.49 11.6 Meyer Organics 40 560 0.47 9.4 53 0.48 4.7 249 0.49 10.7
39 567 0.45 13.9 53 0.47 15.2 251 0.47 17.7 Systopic 38 566 0.47 13.8 53 0.49 14.9 251 0.49 17.6
40 565 0.45 6.2 51 0.45 8.1 245 0.46 5.6 Hegde & Hegde 39 564 0.47 6.2 51 0.47 7.9 244 0.48 5.6
41 551 0.44 7.8 51 0.45 8.0 239 0.45 7.5 Jb Chemicals 41 536 0.45 8.6 49 0.45 8.2 232 0.45 8.3
42 551 0.44 3.6 51 0.45 7.3 247 0.46 10.5 Wallace + Indi Pharma 42 534 0.44 3.6 50 0.46 6.3 239 0.47 10.1
43 533 0.43 13.0 45 0.40 -0.5 222 0.42 12.1 Janssen 43 531 0.44 13.9 45 0.41 -0.7 221 0.43 12.1
44 530 0.43 12.9 51 0.45 27.3 235 0.44 17.6 La Renon 44 530 0.44 12.9 51 0.47 27.1 235 0.46 17.5
45 513 0.41 17.8 51 0.45 23.5 226 0.42 22.6 Win-Medicare 45 503 0.42 18.3 50 0.46 23.4 221 0.43 22.2
46 511 0.41 14.2 48 0.43 11.8 226 0.42 12.1 Medley 46 485 0.40 14.2 46 0.42 11.8 214 0.42 12.2
47 481 0.39 19.0 41 0.36 11.8 209 0.39 11.3 Allergan 47 480 0.40 19.2 40 0.37 11.8 209 0.41 11.5
48 473 0.38 4.0 50 0.44 19.1 207 0.39 7.8 Apex Lab 49 448 0.37 3.9 47 0.43 17.1 196 0.38 7.2
49 470 0.38 19.5 44 0.39 33.5 215 0.40 31.2 Boehringer Ingelheim 48 470 0.39 19.5 44 0.41 33.5 215 0.42 31.2
50 458 0.37 12.8 42 0.37 13.5 197 0.37 14.4 Fourrts 55 421 0.35 12.6 39 0.36 12.5 182 0.35 13.8

8
 MAT AUG-18 Aug-18 APR_AUG -18
SUPER GROUP
VAL CRS Gr% VAL CRS Gr% VAL CRS Gr%
IPM 124712 8.4 11342 8.7 53258 9.7
ANTI-INFECTIVES 17037 5.9 1611 4.0 6913 4.7
CARDIAC 15363 8.9 1381 12.5 6717 12.4
GASTRO INTESTINAL 14521 8.5 1348 10.3 6520 9.9
ANTI DIABETIC 11615 11.7 1054 14.0 5137 13.6
VITAMINS / MINERALS / NUTRIENTS 10770 7.3 998 9.0 4797 9.7
RESPIRATORY 9484 13.3 802 5.8 3427 11.3
PAIN / ANALGESICS 8397 6.6 772 6.9 3588 8.2
DERMA 8208 11.6 753 10.2 3528 12.8
NEURO / CNS 7573 8.9 673 8.9 3247 10.8
GYNAECOLOGICAL 6306 5.4 579 11.6 2796 8.7
ANTI-NEOPLASTICS 2749 10.3 241 7.4 1211 17.7
OPHTHAL / OTOLOGICALS 2311 8.7 210 11.2 1005 6.9
HORMONES 2216 11.5 201 12.5 939 13.9
VACCINES 2174 3.7 166 -9.1 864 -5.0
UROLOGY 1522 13.3 142 13.1 675 15.6
BLOOD RELATED 1510 -1.1 131 -3.3 645 -2.0
OTHERS 1189 1.0 110 15.6 507 6.2
SEX STIMULANTS / REJUVENATORS 666 5.2 56 6.4 273 5.0
STOMATOLOGICALS 590 10.3 55 10.5 264 11.3
ANTI MALARIALS 510 -9.3 59 -9.6 203 -5.1

Important note**

We have carried out validation of the companies mentioned below following our internal processes.

 Atopic Laboratories, Brinton Pharmaceuticals, Oaknet Healthcare, Indoco Remedies