{
  "docId": "019f6b8e-d87d-74a8-98e5-6fc840cf4742",
  "docSlug": "jarvis-10-ibd-presentation-2012-taro-pharmaceutical-industries-citigroup",
  "documentTitle": "10 IBD presentation 2012 Taro Pharmaceutical Industries Citigroup",
  "authorId": "10-ibd-presentation-2012-taro-pharmaceutical-industries-citigroup",
  "authorName": null,
  "documentKindSlug": "deck",
  "documentKindLabel": "Deck",
  "sourceTypeSlug": "investment_bank",
  "sourceTypeLabel": "Investment bank",
  "presentationDate": "2012-01-01 00:00:00",
  "orientation": null,
  "aspectRatio": null,
  "pageNumber": 9,
  "pageCount": 27,
  "prevPage": 8,
  "nextPage": 10,
  "slideType": "other",
  "function": "analyze_data",
  "density": "dense",
  "nDataPoints": 30,
  "notes": "The slide uses a combination of annual historical/forecast data and half-year comparisons to explain cost structure changes.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019f6b8e-d87d-74a8-98e5-6fc840cf4742/9",
  "deckHref": "/decks/019f6b8e-d87d-74a8-98e5-6fc840cf4742",
  "deckJsonHref": "/decks/019f6b8e-d87d-74a8-98e5-6fc840cf4742.json",
  "deckAnchorHref": "/decks/019f6b8e-d87d-74a8-98e5-6fc840cf4742#slide-9",
  "components": [
    {
      "bbox": {
        "h": 0.2,
        "w": 0.55,
        "x": 0.07,
        "y": 0.15
      },
      "kind": "chart",
      "text": "COGS ($m) trends 2009-2012E and H1 2011-H1 2012",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "454717f2-a188-4d02-b9cf-c20fff1ff176",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.55,
        "x": 0.07,
        "y": 0.62
      },
      "kind": "chart",
      "text": "R&D ($m) trends 2009-2012E and H1 2011-H1 2012",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b344e510-c911-4498-9762-ddf19e54fa34",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.55,
        "x": 0.07,
        "y": 0.38
      },
      "kind": "chart",
      "text": "SG&A ($m) trends 2009-2012E and H1 2011-H1 2012",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d5331625-ce90-45f3-85fd-4f7eeeeb837b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.65,
        "w": 0.35,
        "x": 0.63,
        "y": 0.18
      },
      "kind": "list",
      "text": "Commentary on COGS, SG&A, and R&D drivers",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "80638c94-b492-4f9a-a0d5-276db1165ac0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.5,
        "x": 0.07,
        "y": 0.88
      },
      "kind": "other",
      "text": "Source: Taro public filings and management's 5-year forecast. (1) Depreciation and amortization allocated 75%:25% between COGS and SG&A per Taro management.",
      "attrs": null,
      "subkind": "source-note",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0bda83b8-0016-4244-b5b1-8b02e563e0d9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.85,
        "x": 0.07,
        "y": 0.07
      },
      "kind": "title",
      "text": "...While Cost Infrastructure Remained Relatively Unaffected",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "133c511d-549a-4d44-8bfe-5c927ba24427",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 14,
      "from": 8,
      "beatId": "3645375d-f4dc-48bf-b0fa-4457c0ee9f91",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Financials",
      "beatSlug": "sequoia-pitch-financials",
      "evidence": "The document presents detailed financial data and peer benchmarking",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Evidence",
      "parentBeatSlug": "evidence"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}