Monash Ivf Group Ltd · ASX:MVF
Monash Ivf — Shareholder Meeting (November 2022)
23 slides from Monash Ivf's shareholder meeting presentation, Nov 11, 2022
Slide 1: Growing the future.
Growing the future. 2022 Annual General Meeting 11 November 2022
Slide 2: Disclaimer
Monash IVF Group | 2022 Annual General Meeting Disclaimer
Slide 3: Chairman's Address
Chairman’s Address Mr. Richard Davis
Slide 4: Acknowledgement of Country
e I Monash IVF Group 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 and extend that respect to all Abo
Slide 5: Board of Directors
Monash IVF Group | 2022 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 | 2022 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 | 2022 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: Chairman's Address
Monash IVF Group | 2022 Annual General Meeting Page 8 Chairman’s Address • Underlying NPAT(1)(4) of $22.2m and revenue growth of • Significant investment in doctor partnerships, clinical 4.7% vs pcp; infrastructure, genetics and success rate improvements; • Strong domestic IVF performance with FY22
Slide 9: Thank you
Monash IVF Group | 2022 Annual General Meeting Page 9 Chairman’s Address Thank you The Board wish to thank our shareholders for their continued support over the last two years during the challenging COVID-19 Pandemic. I would like to thank our dedicated specialists, nurses, scientists and administra
Slide 10: Managing Director & CEO's Address
Managing Director & CEO’s Address Mr. Michael Knaap
Slide 11: Attractive industry fundamentals
Monash IVF Group | 2022 Annual General Meeting Page 11 Attractive industry fundamentals Compelling underlying demand drivers for further IVF Industry growth Advanced maternal age and fertility challenges • Maternal birth age has increased by 2 years over the last 20 years and is expected to further
Slide 12: Key highlights FY2022
Monash IVF Group | 2022 Annual General Meeting Page 12 • Revenue increased by 4.7% to $192.3m vs pcp; Key highlights FY2022 • FY22 Underlying EBIDTA(1) increased by 0.8% to $48.1m; • Strong performance of Australian IVF operations partially offset by weaker performances from Ultrasound and Internati
Slide 13: MVF Market Share - ARS Australia
Monash IVF Group | 2022 Annual General Meeting Page 13 MVF Market Share - ARS Australia • MVF Australian FY22 Stimulated Cycles(1) were inline with FY21 despite IVF industry(3) volumes declining by 1.1%, reflecting market share gains in MVFs Key markets(3); • MVF Stimulated Cycles(1) market share in
Slide 14: Significant success in recruiting new doctors
Monash IVF Group | 2022 Annual General Meeting Page 14 Significant success in recruiting new doctors Reflects Monash IVF’s compelling doctor value proposition and the attraction of joining a group of highly engaged doctors across fertility and ultrasound • 9 new organically attracted fertility speci
Slide 15: New Clinic Infrastructure
Monash IVF Group | 2022 Annual General Meeting Page 15 New Clinic Infrastructure New fertility clinics and relocation program on-going to deliver best-in-class patient experience • Transformation of Melbourne footprint is well advanced with new fertility clinic and day hospital expected to open in C
Slide 16: Continuous improvement in clinical pregnancy rates
Monash IVF Group | 2022 Annual General Meeting Page 16 Continuous improvement in clinical pregnancy rates • Clinical pregnancy rates per embryo transferred of 37.0% in CY21 (women Scientific aged <43 years) compared to 32.6% in CY18; Leadership • The “Monash Way” is well established across our Group
Slide 17: Investing in Brand & Marketing and our People
Monash IVF Group | 2022 Annual General Meeting Page 17 Investing in Brand & Marketing and our People • Marketing strategy continues to drive patient acquisition and retention underpinning key market segments of fertility, egg freezing and donor; • PR strategy has substantially increased positive med
Slide 18: Challenging industry conditions for Ultrasound in FY22
Monash IVF Group | 2022 Annual General Meeting Page 18 Challenging industry conditions for Ultrasound in FY22 Ultrasound activity disrupted by COVID-19 and influenza with upside expected during FY23 with challenges reducing • MVF FY22 volumes are consistent with a decline across the broader industry
Slide 19: South-East Asian expansion gaining momentum
Monash IVF Group | 2022 Annual General Meeting Page 19 Singapore Clinic Kuala Lumpur Clinic opened in Q4FY2022 performs 900+ and expected to stimulated cycles pa perform 200 stimulated cycles in Year 1 South-East Asian expansion gaining momentum Five fertility clinics in the region with aspiration f
Slide 20: Trading Update – Operational Performance
Monash IVF Group | 2022 Annual General Meeting Page 20 Trading Update – Operational Performance • Monash IVF Market Share(1) for the period to September YTD was up by 1.4% to 23.8% as compared to prior comparative period (pcp); • Monash IVF domestic stimulated cycles declined by 4.9% for the period
Slide 21: Outlook
Monash IVF Group | 2022 Annual General Meeting Page 21 As noted in August 2022, subject to further adverse impact from the Pandemic, we maintain and confirm Outlook expected FY2023 Underlying(1)(2) Net Profit After Tax to grow by greater than 10% compared to FY2022. The Company’s Underling(1)(2) NPA
Slide 22: Vision 2026
Page 22 Vision 2026 The most admired reproductive care provider in the world Best in class fertility solutions, diagnostics, genetics and pathology.
Slide 23: Slide 23
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