Eli Lilly: Business & Financial Performance Analysis (2023-⁠

Generated from prompt:

Create an original 14-slide PowerPoint for an Oxford Brookes University BSc Applied Accounting RAP mentor presentation. Use a clean academic style: white/light background, subtle Eli Lilly red accents, original layout, readable charts, concise bullets, no generic template feel, no stock-photo clutter. Audience: RAP mentor/assessor. Use ACCA number only: 2783998. Submission period: 52. No personal name. Topic title: Analyse and evaluate the business and financial performance of Eli Lilly and Company, which performed exceptionally well over 2023–2025, with a critical analysis of the reasons for its success. Comparator: Novo Nordisk A/S. Oxford Brookes framing to reflect: 10–20 slides, analysis/evaluation/conclusions over process, graphs/charts included, explicitly show why performance was exceptionally strong, anonymous style. Slide outline: 1) Title slide: OBU, RAP, Topic 5, title, ACCA 2783998, Period 52. 2) Aim and objectives: evaluate Eli Lilly 2023–2025, compare with Novo, use PESTLE/SWOT/ratios, assess sustainability. 3) Why exceptionally strong: show KPI summary with Lilly revenue 34,124 (2023), 45,043 (2024), 65,179 (2025); net income 5,240, 10,590, 20,640; diluted EPS 5.80, 11.71, 22.95; operating cash flow 4,240, 8,818, 16,813. Message: strong sales, profit, cash and returns. 4) Research approach/models: secondary data, annual reports + industry sources, PESTLE, SWOT, ratio analysis, industry KPIs. 5) Comparator rationale: Novo in same obesity/diabetes/GLP-1 space, similar market/regulatory conditions, so differences suggest firm-specific execution. 6) PESTLE summary: pricing/reimbursement pressure; inflation and capacity costs; structural obesity/diabetes demand; technology + commercialization as key differentiator; environment less important short term. Conclude both had similar tailwinds, so Lilly’s gap implies stronger execution. 7) SWOT summary: strengths rapid commercialization, manufacturing/supply scaling, cash generation; weaknesses concentration and rising cost base; opportunities demand and pipeline; threats competition, pricing reform, patents. 8) Revenue growth comparison: emphasize momentum not direct currency comparison. Lilly revenue 34,124 / 45,043 / 65,179 USD m. Novo 2025 sales DKK 309,064m, +6% reported. Key message: Lilly accelerated faster. 9) Product-sales momentum: Mounjaro 11,540 to 22,965 (+99%); Zepbound 4,926 to 13,542 (+175%); Novo Ozempic 127,089 DKK in 2025 (+6%); Rybelsus 22,093 DKK (-5%); obesity care 82,347 DKK (+26%). Message: Lilly monetized demand faster. 10) Profitability/operating leverage: Lilly operating margin about 18.9% (2023), 28.6% (2024), 40.4% (2025); gross margin 83.0% in 2025 vs 81.3% in 2024; R&D 13,337 (+21%); marketing/selling/admin 11,094 (+29%). Message: rising investment but stronger profit conversion. 11) Capital productivity/liquidity: ROCE about 17.6%, 25.6%, 34.0%; current ratio about 0.94, 1.15, 1.58; current assets 55,629 and current liabilities 35,228 in 2025; OCF 16,813. Message: growth became cash-backed and scalable. 12) Revenue concentration/segment mix: 2024 Cardiometabolic 29,521; Oncology 8,752; Immunology 4,393; Neuroscience 1,474; Other 903. 2025 Cardiometabolic 48,221; Oncology 9,376; Immunology 5,247; Neuroscience 1,391; Other 944. Message: growth engine but concentration risk. 13) Critical evaluation: rank reasons—1 superior commercialization of innovation, 2 faster capture of structural demand, 3 operating leverage/scalable profitability, 4 product execution and supply readiness. Add balanced note that some advantage may reflect favorable timing/supply conditions. 14) Conclusion/limitations: Lilly outperformed because it executed better, not just because the market grew; it converted innovation into revenue, margins, cash flow and EPS faster than Novo; sustainability uncertain due to concentration, competition, pricing pressure, market normalization; limitations: secondary data, US GAAP vs IFRS, currency/reporting comparability. Make it polished and ready to rehearse from directly.