Monash Ivf Group Ltd · ASX:MVF
Monash Ivf — Shareholder Meeting (November 2023)
24 slides from Monash Ivf's shareholder meeting presentation, Nov 28, 2023
Slide 1: What it takes, together – 2023 Annual General Meeting
What it takes, together 2023 Annual General Meeting 28 November 2023
Slide 2: Disclaimer
Monash IVF Group | 2023 Annual General Meeting Page 2 Disclaimer The presentation has been prepared by Monash IVF Group Limited (ACN 169 302 309) (“MVF”) (including its subsidiaries, affiliates and associated companies) and provides general background information about MVF’s activities as at the dat
Slide 3: Chairman's Address
Monash IVF Group | 2023 Annual General Meeting Page 3 Chairman’s Address Mr. Richard Davis
Slide 4: Acknowledgement of Country
Monash IVF Group | 2023 Annual General Meeting Page 4 Acknowledgement of Country In the spirit of reconciliation, Monash IVF acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their Elders past and present a
Slide 5: Board of Directors
Monash IVF Group | 2023 Annual General Meeting Page 5 Board of Directors Richard Josef Neil Catherine Zita Richard Michael Davis Czyzewski Broekhuizen West Peach Henshaw Knaap
Slide 6: Voting instructions
Monash IVF Group | 2023 Annual General Meeting Page 6 Voting instructions 1. Click the Get a Voting Card box on your screen 2. Enter your Shareholder or Proxy Details and click Submit Details and Vote 3. When the Voting Card pops up, select either Full Vote or Partial Vote 4. Select your voting pref
Slide 7: How to Ask a Question
Monash IVF Group | 2023 Annual General Meeting Page 7 How to Ask a Question 1. In person at the meeting 2. Virtually o Click the Ask a Question box on your screen o Select the Item of Business your question relates to o Type your question in the space provided* o Click Submit Question *Please note,
Slide 8: FY23 Highlights
Monash IVF Group | 2023 Annual General Meeting Page 8 FY23 Highlights Positive growth trajectory • Strong FY23 result with Revenue growth of 11.1% and Underlying • In recent years we have invested significantly in our infrastructure, NPAT(1)(4) growth of 14.7% to $25.5m services and people, and the
Slide 9: Thank you
Monash IVF Group | 2023 Annual General Meeting Page 9 Thank you The Board wish to thank our shareholders for their continued support of Monash IVF. I would like to thank our People and Clinicians for their outstanding commitment during the year, including their unrelenting patient first mindset. Tha
Slide 10: Managing Director & CEO's Address
Monash IVF Group | 2023 Annual General Meeting Page 10 Managing Director & CEO’s Address Mr. Michael Knaap
Slide 11: Key Highlights FY2023
Monash IVF Group | 2023 Annual General Meeting Page 11 Key Highlights FY2023 FY23 Financial Outcomes Summary FY23 Operational Summary • Revenue increased 11.1% to $213.6m vs • 38.7% clinical pregnancy rates in Q3FY23 (up from 38.0% during CY2022) pcp • 25 new specialists attracted to Monash IVF in F
Slide 12: Strong market growth outlook despite challenging macro environment
Monash IVF Group | 2023 Annual General Meeting Page 12 Strong market growth outlook despite challenging macro environment Whilst the attractive industry fundamentals continue to support growth, additional demand drivers like growing patient segments and new services will further supplement market gr
Slide 13: MVF Market Share - ARS Australia
Monash IVF Group | 2023 Annual General Meeting Page 13 MVF Market Share - ARS Australia MVF growth in Stimulated Cycles and Frozen Embryo Transfers outperformed Industry, leading to solid market share gains • MVF Stimulated Cycles(1) market share in Key Markets(3) grew by 1.4% to 22.7% during FY23 o
Slide 14: Compelling Doctor Value Proposition
Monash IVF Group | 2023 Annual General Meeting Page 14 Doctor Partnerships Compelling Doctor Value 33% increase in net Fertility Specialists since Proposition attracting FY18 Supporting and delivering succession and new Doctors growth Monash IVF continuously invests in its Doctor Value Proposition t
Slide 15: Investing in the future with new and upgraded clinic infrastructure
Monash IVF Group | 2023 Annual General Meeting Page 15 Investing in the future with new and upgraded clinic infrastructure Recent investment in four new integrated clinics and upgrades to other clinics reflects our commitment to Clinical Infrastructure patient and doctor experience and confidence in
Slide 16: Science and technology to drive ongoing improvements in success rates
Monash IVF Group | 2023 Annual General Meeting Page 16 Scientific Leadership Science and technology to drive ongoing improvements in success rates • 38.0% Clinical pregnancy rate per embryo transferred in CY22 (women aged <43 years) compared to 32.6% in CY18; this increased to 38.7% in Q1 CY23; • Co
Slide 17: Investing in Brand & Marketing and our People
Monash IVF Group | 2023 Annual General Meeting Page 17 Investing in Brand & Marketing and our People New marketing campaigns driving market share gains and strong growth in patient pipeline leading into FY24 • Launched latest brand fertility campaign ‘What it Takes, together’ and our egg freezing ca
Slide 18: Women's Imaging recovery gained momentum in FY23
Monash IVF Group | 2023 Annual General Meeting Page 18 Women’s Imaging recovery gained momentum in FY23 Strong 2H23 scan growth of 12.7% indicates Women’s Imaging has turned the corner • Whilst recovery has been slower in Monash Ultrasound for Women than Sydney Ultrasound for Women, 2H23 performance
Slide 19: South-East Asian Platform
Monash IVF Group | 2023 Annual General Meeting Page 19 South-East Asian Platform Singapore Clinic Kuala Lumpur Clinic in place to leverage future growth in the region Whilst ARS International delivered strong cycle growth in FY23, EBITDA was impacted by Singapore ramp up delays • International Stimu
Slide 20: Vision 2026
Monash IVF Group | 2023 Annual General Meeting Page 20 Vision 2026 The most admired reproductive care provider in the world Best in class fertility solutions, diagnostics, genetics and pathology.
Slide 21: 4 year metrics
Monash IVF Group | 2023 Annual General Meeting Page 21 4 year metrics All our key metrics are at record highs demonstrating the significant progress made towards achieving our Vision 2026 strategy
Slide 22: Trading Update
Monash IVF Group | 2023 Annual General Meeting Page 22 Trading Update Positive start to FY24 with Domestic IVF (including acquisitions), Women’s Imaging and Singapore driving growth • Domestic ARS • Australian industry stimulated cycles(1) to October YTD increased by 2.8% on pcp • Monash IVF Austral
Slide 23: Outlook
Monash IVF Group | 2023 Annual General Meeting Page 23 Outlook The Australian IVF Industry and Monash IVF will continue to be a The Group is confident revenue and earnings can continue to grow in 2H24 beneficiary of underlying structural demand drivers whilst compared to 2H23 noting the following: s
Slide 24: Thank you for attending
Meeting close Thank you for attending the 2023 Monash IVF Group AGM
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