Powerpoint presentation

Acquisition of Controlling Stake in Fem Care Acquisition of Fem Care Pharma Ltd- Investor Communication ™ Dabur India Limited has entered into definitive agreements to acquire majority stake of 72.15% in Fem Care Pharma Ltd (FCPL).
™ Dabur to make an open offer for additional 20% stake in FCPL. ™ The transaction values FCPL at an equity value of Rs 282.4 crores.
™ Fem has entrenched equities in fairness bleach category; Market leader with over 60% market share. ™ The transaction gives Dabur entry into high growth skin care market with an established brand ‘FEM’ and strong product capabilities in skin care.
™ Good Strategic fit: significant revenue and cost synergies for Dabur and FCPL.
Acquisition of Fem Care Pharma Ltd- Investor Communication ™ Fem Care Pharma Limited was promoted in 1982.
™ Listed on Bombay Stock Exchange since 1994.
™ The company markets bleach, liquid soaps and hair removing creams under
the ‘Fem’ brand.
™ In house R&D : innovative products like Oxybleach (premium cream
bleach), Fem Stratum (hair conditioner), Saka (men’s bleach) and Botanica
(skin firming & anti wrinkle cream) introduced in the last few years.
™ Has a range of fabric softeners and stain removers under the brand
‘Bambi’.
™ Markets a range of pharmaceutical products in dermatology and other
segments.
™ Distribution reach covering 1,25,000 retail outlets; also covers 25,000
parlours directly.
™ Manufacturing facilities in Nasik and Baddi (HP); Baddi unit which was set
up in 2006 enjoys both excise and IT benefits.
™ Exporting to UAE, Yemen, Oman, Maldives, Mauritius, Malaysia, Sri Lanka,
Bangladesh, Myanmar and Nepal.
™ Owns the brand ‘Jaquline’ which markets women care products (bleach
and hair removing creams) in US and Middle East.
™ Highly profitable company with gross margins of over 60%
Acquisition of Fem Care Pharma Ltd- Investor Communication •Speciality Chemicals Division is proposed to be hived off before completion •FCPL has a 100% subsidiary viz. Jaquline Inc which owns the brand ‘Jaquline’ Acquisition of Fem Care Pharma Ltd- Investor Communication CONSUMER DIVISION
9FEM Bleaches: Category Leader with 60%
share
9Fem Hair Removing Cream: One of the top
three players
9Fem liquid soap: Early entrant having good
brand equity
9Cool range liquid soaps : premium range of
hand soaps
9Bambi range of Household products:
Specialty fabric care products
9Botanica Skin firming & anti wrinkle cream:
Positioned in fast growing skin care category
9Saka Men’s Bleach: bleach for men
9Fem Stratum: Innovative herbal conditioner
for post colour protection
9Jaquline: Range of premium women care
products
Acquisition of Fem Care Pharma Ltd- Investor Communication PHARMA PRODUCTS
9Aloe derm-contains aloe juice and
vitamin E and acts as a moisturizer and
wound healer
9Jula-a complete skin nutrition
9Keratex-promotes growth of hair,
retains natural blackness
9Restoderm-For complicated skin
infections
9Femnicol A-Anti Acne
9Dermotriad-multi-ingredient
formulation for skin infection.
9Climdan-prevents dandruff formation
9Manexil gel-effectively increases re-
growth of hair
9 Nozee-non-drowsy nasal
decongestant
Acquisition of Fem Care Pharma Ltd- Investor Communication ™DIL has signed an agreement to acquire 72.15% stake from the existing promoters.
™ The transaction values FCPL at an equity value of Rs 282.4 crores.
™Dabur to make an open offer to acquire further 20% of the FCPL’s equity share capital.
™Specialty chemicals division and some other investments will be bought over by promoters at book value or market value whichever is higher.
™Acquisition to be funded through internal accruals of Dabur India Ltd.
Acquisition of Fem Care Pharma Ltd- Investor Communication Revenue synergies
Cost synergies
9Brand provides access to DIL into
9Combined business to unlock
fast expanding skin care market at
synergies : Sales & Distribution,
mass price points
Marketing, Supply Chain,
Sourcing & Manufacturing

9Higher reach/penetration for FCPL
portfolio through DIL’s distribution

9FCPL’s Baddi unit synergistic
with DIL’s own skin care plans
9Potential for extending FEM brand
9Greater efficiencies possible
into other related skin care
in trade and distribution
categories.
9 Combined Adpro spends can
9Potential in International markets:
be leveraged to reduce media
FEM & Jaquline brands have
presence in GCC/Middle east
markets which can be expanded.

9FCPL’s R&D knowledge in skin
care to supplement domain

9FCPL’s parlour outreach to be
knowledge for DIL
leveraged for promoting Dabur’s
personal care portfolio.

Acquisition of Fem Care Pharma Ltd- Investor Communication Published results : Consolidated P&L Account Net Sales
Expenditure:
Material Cost
EBITDA Margin (%)
Profit Before tax
Exceptional Item
Profit After Tax after Exceptional Items
Profit After Tax after Minority Interest
H1FY09 results are for period ending 30th September 2008 Acquisition of Fem Care Pharma Ltd- Investor Communication Consolidated Balance sheet as on 31st March 2008 Rs Crores
Liabilities
Equity Capital
Assets
Net Fixed Assets
Acquisition of Fem Care Pharma Ltd- Investor Communication Acquisition of Fem Care Pharma Ltd- Investor Communication

Source: http://www.dabur.com/en/investors1/investor_update/DILsacquisitionoFemCarePharmaLtd.pdf

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