Cardinal Health, Inc. · NYSE:CAH
Cardinal Health — Shareholder Meeting (November 2005)
14 slides from Cardinal Health's shareholder meeting presentation, Nov 2, 2005
Slide 1: Chairman's Report, Annual Meeting of Shareholders Fiscal 2005
Chairman's Report Annual Meeting of Shareholders Fiscal 2005 Robert D. Walter Chairman and Chief Executive Officer November 2, 2005
Slide 2: Forward-Looking and Adjusted Information
Forward-Looking and Adjusted Information Except for historical information, all other information in this presentation consists of forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are subject to risks and uncertai
Slide 3: Agenda
Agenda Company Overview Fiscal 2005 Summary Fiscal 2006 Perspective and Outlook Summary
Slide 4: Working together. For life.
Working together. For life. At Cardinal Health, everything we do has one ultimate purpose: to deliver solutions that help our customers fulfill their mission of providing better patient care. Manufacturer Pharmaceuticals Biotechnology Medical/Surgical/Lab Care Provider Hospitals Retail pharmacies Al
Slide 5: Cardinal Health today
Cardinal Health today $75 billion in revenue More than $2 billion in operating earnings* Operating cash flow of $2.85 billion Net debt/total capital of 11% 55,000 employees in 29 countries on 6 continents Market-leading products and services Broad offerings at every point on the continuum of care Fo
Slide 6: Cardinal Health today
Cardinal Health today $75 billion in revenue More than $2 billion in operating earnings* Operating cash flow of $2.85 billion Net debt/total capital of 11% 55,000 employees in 29 countries on 6 continents Market-leading products and services Broad offerings at every point on the continuum of care Fo
Slide 7: FY05 challenges and highlights
FY05 challenges and highlights Challenges Major transition in pharmaceutical distribution model Regulatory Pyxis issues Sterile manufacturing execution Highlights Signed fee-for-service agreements with 100 pharmaceutical manufacturers, essentially completing model transition Demand remains strong Si
Slide 8: FY05 challenges and highlights
FY05 challenges and highlights Challenges Major transition in pharmaceutical distribution model Regulatory Pyxis issues Sterile manufacturing execution Highlights Signed fee-for-service agreements with 100 pharmaceutical manufacturers, essentially completing model transition Demand remains strong Si
Slide 9: Momentum into Q1
Momentum into Q1 Revenue: $19.3 billion - strong demand in all segments Operating earnings continued to improve to $372 million Cash flow: $724 million Strong performance in Pharmaceutical Distribution, Medical Products & Services and Clinical Technologies & Services Introduced new Alaris and Pyxis
Slide 10: FY06 and Long-Term Outlook
FY06 and Long-Term Outlook Employees = inclusion and opportunity Customers = value added solutions Shareholders = financial value growth Our aspiration: Create superior value
Slide 11: Our strategic direction
Our strategic direction Integrated healthcare solutions Clear and unwavering focus on healthcare Deep understanding of customer needs Innovative capabilities to create differentiated solutions Solutions that profitably deliver customer value External-products/services and how we differentiate and de
Slide 12: Financial Goals
Financial Goals Consolidated Results Long-Term FY 2006 Target* Target* Revenue + 8 - 10% In line Earnings per share + 12 - 15% $3.30 - $3.55 Return on Equity 15 - 20% In line Operating Cash Flow (OCF) > 100% of Net Income Above Cash Returned to Shareholders Up to 50% of OCF In line Credit Rating "A-
Slide 13: Summary
Summary Health care remains an attractive, growth industry Cardinal Health emerged from FY05 a stronger, more customer-focused company Market-leading positions continues to drive customer demand Bright future with integrated health-care solutions strategy
Slide 14: Cardinal Health
CardinalHealth
Cardinal Health — Shareholder Meeting (November 2005) on 6ix