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-ibd-presentation-2012-taro-pharmaceutical-industries-citigroup · deck

10 IBD presentation 2012 Taro Pharmaceutical Industries Citigroup

27 pages · 4 arc beats · 3 loops

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10 IBD presentation 2012 Taro Pharmaceutical Industries Citigroup

-ibd-presentation-2012-taro-pharmaceutical-industries-citigroup · 2012-01
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 21 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 5 slides 100% 5/5 slides 100% 5/5 slides · 18 hits
— 0/5 slides
20% 1/5 slides
— 0/5 slides
100% 5/5 slides
— 0/5 slides
Market Size 3 slides 100% 3/3 slides 100% 3/3 slides · 15 hits
— 0/3 slides
33.3% 1/3 slides 33.3% 1/3 slides 100% 3/3 slides · 4 hits
— 0/3 slides
Financials 7 slides 100% 7/7 slides 100% 7/7 slides · 39 hits
— 0/7 slides
28.6% 2/7 slides 28.6% 2/7 slides 100% 7/7 slides · 8 hits 42.9% 3/7 slides Valuation 6 slides 100% 6/6 slides 100% 6/6 slides · 28 hits
— 0/6 slides
16.7% 1/6 slides 66.7% 4/6 slides 100% 6/6 slides 100% 6/6 slides

Slide inventory

27
every slide · same image gating as the playbook
01
Slide 1
Includes Taro and Citi logos.front_matter
Open slide detailBeat · Problem
02
other
Open slide detailBeat · Problem
03
front_matter
Open slide detailBeat · Problem
04
transition
Open slide detailBeat · Problem
05
Includes a financial snapshot with valuation multiples and a product-level sales table.establish_context
Open slide detailBeat · Problem
06
The chart uses a dual-axis approach to show price (line) and volume (bars) with annotated callouts for specific events.analyze_data
Open slide detailBeat · Market Size
07
The slide highlights the lack of analyst coverage and low float (34%) resulting in low trading volume for Taro Pharma.analyze_data
Open slide detailBeat · Market Size
08
The slide uses a mix of historical (A) and estimated (E) data, with specific H1 comparisons.analyze_data
Open slide detailBeat · Market Size
09
The slide uses a combination of annual historical/forecast data and half-year comparisons to explain cost structure changes.analyze_data
Open slide detailBeat · Financials
10
Includes a detailed income statement table with Q1, Q2, H1 2012 actuals and 2012 estimates.analyze_data
Open slide detailBeat · Financials
11
transition
Open slide detailBeat · Financials
12
Includes two bar charts showing historical/projected growth and a median benchmark line.compare_peers
Open slide detailBeat · FinancialsLoop · Pattern Hunter
13
Taro is highlighted in blue in each chart, while peers are in grey. Medians are indicated by red dashed lines.compare_peers
Open slide detailBeat · FinancialsLoop · Pattern Hunter
14
Includes specific footnotes regarding adjustments for peer data (e.g., Actavis, Paddock, Flomax).compare_peers
Open slide detailBeat · FinancialsLoop · Pattern Hunter
15
transition
Open slide detailBeat · ValuationLoop · Golden Circle
16
Includes specific financial benchmarks like P/E ratios and valuation ranges relative to Sun Pharma's offer price.compare_peers
Open slide detailBeat · ValuationLoop · Golden Circle
17
Includes data on price bumps, offer premiums, and transaction duration.cite_precedent
Open slide detailBeat · ValuationLoop · Golden Circle
18
Includes sensitivity tables for WACC vs Terminal EBITDA Multiple, WACC vs Implied Perpetuity Growth Rate, and WACC vs Terminal Value as a % of Enterprise Value.analyze_data
Open slide detailBeat · ValuationLoop · Golden Circle
19
The chart highlights a period of multiple uplift attributed to stock price appreciation ahead of product pricing increases.analyze_data
Open slide detailBeat · ValuationLoop · Golden Circle
20
Includes median lines for the full peer set and a sub-segment of sub-$5bn market cap peers.compare_peers
Open slide detailBeat · ValuationLoop · Golden Circle
21
appendix
Open slide detail
22
Depreciation and amortization allocated 75%:25% between COGS and SG&A per Taro management.analyze_data
Open slide detailLoop · Cost Of Inaction
23
Includes mean and median calculations for the peer group and a sub-segment of peers under $5bn market cap.compare_peers
Open slide detailLoop · Cost Of Inaction
24
Includes a legend for healthcare deals and footnotes regarding data sources and methodology.analyze_data
Open slide detailLoop · Cost Of Inaction
25
Includes a legend for healthcare deals and a note about exclusions.analyze_data
Open slide detailLoop · Cost Of Inaction
26
Market data as of August 10, 2012. Cost of debt estimated based on current B rated high yield index.analyze_data
Open slide detail
27
The slide combines a dense legal disclaimer block with a paragraph describing corporate sustainability efforts.other
Open slide detail