Monash Ivf Group Ltd · ASX:MVF
Monash Ivf — Shareholder Meeting (November 2024)
25 slides from Monash Ivf's shareholder meeting presentation, Nov 27, 2024
Slide 1: Inspiring today and tomorrow: 2024 Annual General Meeting
Inspiring today and tomorrow 2024 Annual General Meeting 27 November 2024
Slide 2: Disclaimer
Monash IVF Group | 2024 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 | 2024 Annual General Meeting Page 3 Chairman’s Address Mr. Richard Davis
Slide 4: Acknowledgement of Country
Monash IVF Group | 2024 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 | 2024 Annual General Meeting Page 5 Board of Directors Richard Zita Neil Catherine Richard Catherine Michael Davis Peach Broekhuizen West Henshaw Ashton Knaap
Slide 6: Voting instructions
Monash IVF Group | 2024 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 | 2024 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 | 2024 Annual General Meeting Page 8 Chairman’s Address FY24 Highlights • Strong FY24 result with Revenue growth of 19.4% and Underlying NPAT (1)(2) growth of 17.4% to $29.9m • FY24 Australian Industry(3) stimulated cycles growth of 2.4% • Monash IVF Australian Stimulated Cycles(3)
Slide 9: Trading Update: Operational Performance
Monash IVF Group | 2024 Annual General Meeting Page 9 Trading Update: Operational Performance All three businesses (Australian ARS, Women’s Imaging and International ARS) grew volumes October YTD vs pcp Australian ARS; • Monash IVF stimulated cycles to October YTD increased by 2.6% compared to pcp (
Slide 10: Outlook
Monash IVF Group | 2024 Annual General Meeting Page 10 Outlook The Australian IVF Industry and Monash IVF will continue to benefit from evolving underlying structural demand drivers, particularly from emerging services such as genetics, donor and egg freezing. Advanced maternal age and growing patie
Slide 11: Thank you
Monash IVF Group | 2024 Annual General Meeting Page 11 Thank you The Board would like to thank our shareholders for your ongoing support of Monash IVF Group. We would also like to thank our people and our clinicians for their ongoing commitment to delivering the best possible outcomes for our patien
Slide 12: Managing Director & CEO's Address
Monash IVF Group | 2024 Annual General Meeting Page 12 Managing Director & CEO’s Address Mr. Michael Knaap
Slide 13: Key highlights FY2024
Monash IVF Group | 2024 Annual General Meeting Page 13 Key highlights FY2024 FY24 Financial Outcomes Summary FY24 Operational Summary • 19.4% growth in Revenue to $255.0m • FY24 Monash IVF Australian Stimulated Cycles(4) increased by 10.4% v pcp • 17.5% growth in Underlying EBITDA(1) to $62.8m • 1.5
Slide 14: Traditional and new demand drivers to underpin long-term industry growth
Monash IVF Group | 2024 Annual General Meeting Page 14 Traditional and new demand drivers to underpin long-term industry growth Attractive and resilient industry fundamentals, combined with new demand creation from emerging services, segments and channels, provide a positive industry growth backdrop
Slide 15: MVF Market Share - ARS Australia
Monash IVF Group | 2024 Annual General Meeting Page 15 FY24 Volume Market Share MVF Market Share - ARS Australia MVF upward trend in market share continues, with Australian Stimulated Cycles Australia Market Share market share increasing by 1.5% to 21.7% in FY24 Stimulated cycles (1) Stimulated Cycl
Slide 16: Compelling, flexible Doctor Value Proposition attracting clinicians across all stages of career lifecycle
Monash IVF Group | 2024 Annual General Meeting Page 16 Doctor Partnerships Compelling, flexible Doctor Value Proposition attracting clinicians across all stages of career lifecycle Monash IVF works with existing and prospective clinicians to tailor our Doctor Value Proposition to meets their individ
Slide 17: Leading science and technology driving pregnancy rates to >40%
Monash IVF Group | 2024 Annual General Meeting Page 17 Leading science and technology driving pregnancy rates to >40% 40.5% Clinical pregnancy rate per embryo Monash IVF Group is transferred dedicated to advancing (women aged <43 years) in CY24 (Jan-April); technology and pioneering • Up from 39.0%
Slide 18: Major clinic upgrades nearing completion
Monash IVF Group | 2024 Annual General Meeting Page 18 Clinical Infrastructure Major clinic upgrades nearing completion Completion of new Brisbane flagship site in 1H26 will be the culmination of our major infrastructure transformation, creating four flagship sites (including day surgeries) in major
Slide 19: Investing in Brand & Marketing and Our People
Monash IVF Group | 2024 Annual General Meeting Page 19 Investing in Brand & Marketing and Our People Marketing campaigns are driving market share gains, and targeted campaigns are driving growth in emerging patient segments • Integrated marketing activities driving demand creation, with FY24 market
Slide 20: Positive growth trajectory in Women's Imaging with scan growth of 3.9% in FY24
Monash IVF Group | 2024 Annual General Meeting Page 20 Positive growth trajectory in Women’s Imaging with scan growth of 3.9%(1) in FY24 Continued momentum with supply issues resolved and capacity expanded to capture greater demand • Both the Monash Ultrasound for Women (MUFW) and Sydney Ultrasound
Slide 21: Robust 2H24 International growth providing strong tailwinds heading into FY25
Monash IVF Group | 2024 Annual General Meeting Page 21 Kuala Lumpur Clinic Robust 2H24 International FY24 stimulated cycles growth of 3.0%, with Singapore Clinic Stimulated cycles growth providing strong 13.8% growth in 2H24, more than offsetting increased by more the 6.9% decline in than 100% in FY
Slide 22: Vision 2026: The most admired reproductive care provider in the world
Monash IVF Group | 2024 Annual General Meeting Page 22 Vision 2026 The most admired reproductive care provider in the world Best in class fertility solutions, diagnostics, genetics and pathology.
Slide 23: Questions
Monash IVF Group | 2024 Annual General Meeting Page 23 Questions
Slide 24: Thank you for attending the 2024 Monash IVF Group AGM
Monash IVF Group | 2024 Annual General Meeting Page 24 Meeting close Thank you for attending the 2024 Monash IVF Group AGM
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