Ebos Group Limited · NZX:EBO
Ebos — Investor Day (April 2026)
63 slides from Ebos's investor day presentation, Apr 30, 2026
Slide 1: Investor Day Presentation
30 April 2026 NZX/ASX Code: EBO Investor Day Presentation EBOS Group Limited will be holding an Investor Day in Sydney today. Please see attached the Investor Day presentation materials. For personal use only Authorised for lodgement with NZX and ASX by: Janelle Cain General Counsel EBOS Group Limit
Slide 2: Investor Day 2026
Care Productivity For personal use only Partnership Investor Day 2026
Slide 3: Disclaimer
Disclaimer The information in this presentation was prepared by EBOS Group Limited (“EBOS” or the “Group”) with due care and attention. However, the information is supplied in summary form and is therefore not necessarily complete, and, to the extent permitted by law, no representation is made as to
Slide 4: Welcome
3 For personal use only Welcome Cameron Sinclair Head of Investor Relations
Slide 5: Investor Day Agenda: April 2026
Investor Day Agenda: 30 April 2026 For personal use only 08:45 – 11:45 Investor presentation at Sheraton Grand, Sydney 11:45 – 12:15 Break & booth engagement 12:15 – 13:15 Transport to Site Tours (Western Sydney) Site tours: 13:15 – 16:00 Symbion, Kemps Creek Healthcare Contract Logistics, Eastern C
Slide 6: Investor Day Agenda: Presentation
Investor Day Agenda: Presentation Time Discussion Item Presenter For personal use only 08:45 Welcome Cameron Sinclair Session 1 Group strategy Adam Hall 08:45 – 09:45 Financial framework Alistair Gray Symbion & Healthcare Distribution Brett Barons 09:45 – 10:15 Break Session 2 Retail Pharmacy Brands
Slide 7: Group strategy
For personal use only Group strategy Adam Hall Chief Executive Officer
Slide 8: What you'll hear today
What you’ll hear today Directly by: Strong positions with structural For personal use only advantages Hearing from our experienced leadership team Care portfolio focused on higher- Exploring 8 specific case growth, higher-return businesses studies of EBOS businesses’ and brands’ success Divisional s
Slide 9: EBOS Group is unified by the repeatable model of Care, Productivity, Partnership
EBOS Group is unified by the repeatable model of Care, Productivity, Partnership OUR PURPOSE For personal use only Connecting people, pets, and communities to outstanding care, anywhere Care Productivity Partnership We operate in attractive health and Our businesses have scale advantages We create d
Slide 10: EBOS is a scaled Care portfolio with divisions
EBOS is a scaled Care portfolio with 4 divisions Healthcare reporting segment Symbion & Healthcare Distribution Retail Pharmacy Brands For personal use only ANZ’s #1 or #2 institutional Australia’s #1 community healthcare distributor, contract pharmacy store network1, with a logistics provider and f
Slide 11: The EBOS portfolio continues to evolve into high-growth, high-return sectors
The EBOS portfolio continues to evolve into high-growth, high-return sectors We have deliberately evolved our …Shifting us towards …With leadership positions portfolio through investment… higher-growth businesses… For personal use only In the last 5 years EBOS Group Wholesale pharmacy1 is now ~85% o
Slide 12: Care: Our core markets have favourable tailwinds, which drive our growth
Care: Our core markets have favourable tailwinds, which drive our growth Ageing and growing Rise in healthcare spend and Increasing humanisation populations new therapies of pets For personal use only Tailwind >40% of AU health spend per e.g., 9% p.a. growth in total e.g., >20% volume growth in year
Slide 13: Care: Our investments enable our resilience in a challenging environment
Care: Our investments enable our resilience in a challenging environment Increasing supply chain and Rising competitive landscape Healthcare cost pressure distribution complexity For personal use only Headwind Heightened competition in Australian healthcare cost Greater handling and wholesale pharma
Slide 14: Productivity: Scale enables us to drive efficiency across our divisions
Productivity: Scale enables us to drive efficiency across our divisions Symbion & Healthcare Retail Pharmacy Brands Medical Technology Animal Care Distribution For personal use only We have #1 or #2 in ANZ institutional Australia’s #1 community #1 in multiple medical ANZ’s #1 in volume of built lead
Slide 15: Partnership: Our partnerships drive growth ahead of the broader sector
Partnership: Our partnerships drive growth ahead of the broader sector SELECT EXAMPLES For personal use only Symbion & Healthcare Retail Pharmacy Medical Animal Distribution Brands Technology Care We partner with Global We partner with pharmacists We serve >4,500 hospitals We partner with 1/3 of ANZ
Slide 16: Repeatable bolt-on acquisitions have driven meaningful returns for EBOS
Repeatable bolt-on acquisitions have driven meaningful returns for EBOS We have a differentiated ability Since July 2020 we have invested Resulting in attractive returns to unlock value through M&A ~$520m across 19 bolt-on acquisitions on our investments For personal use only Number of deals, Jul-20
Slide 17: The right leadership team for the next phase of EBOS' growth
The right leadership team for the next phase of EBOS’ growth For personal use only Group executives with deep expertise across finance, legal, people, Adam Hall Alistair Gray Janelle Cain Jacinta McCarthy Mithran Naiker and technology EBOS Group, CEO Chief Financial Officer General Counsel Executive
Slide 18: We have a clear vision for growth across our portfolio
We have a clear vision for growth across our portfolio For personal use only Symbion & Healthcare Retail Pharmacy Medical Animal Distribution Brands Technology Care Productivity led Store and margin led Therapy area led Product led Scale hero brands in ANZ Our divisional Cost leader in ANZ Grow and
Slide 19: The EBOS value story
The EBOS Strong positions with structural advantages value story EBOS has leading positions in essential Care markets, underpinned by scale-driven Productivity and advantaged Partnerships For personal use only Care portfolio focused on higher-growth, higher-return businesses EBOS has redeployed ~$2B
Slide 20: Financial framework
For personal use only Financial framework Alistair Gray Chief Financial Officer
Slide 21: EBOS has actively evolved into a higher-quality portfolio
EBOS has actively evolved into a higher-quality portfolio through disciplined investment, ramping up in the past five years Underlying EBITDA (A$m) For personal use only Accelerated growth and portfolio Complete DC Growth in high- How we achieve Distribution-heavy, wholesale focus rebalancing renewa
Slide 22: Healthy operating cashflow funds growth and shareholder returns
Our healthy operating cashflow is sufficient to fund growth and shareholder returns, in line with our disciplined Capital Allocation Framework For personal use only EBOS Group’s Capital Allocation Framework prioritises how we direct our operating cash flow Operating Growth Strong balance sheet Opera
Slide 23: Case study: Eastern Creek strategically aligned and delivered high returns
Case study: Eastern Creek strategically aligned and delivered high returns Eastern Creek DC investment delivered >15% return on capital, Case study reaching ~70% utilisation only two years after opening For personal use only Opened in CY23, following full utilisation of previous Sydney DC (opened CY
Slide 24: Case study: Acquisition of Pacific Surgical delivered >20% return on capital
Case study: Acquisition of Pacific Surgical delivered >20% return on capital Pacific Surgical acquisition delivered >20% return on capital Case study as a bolt-on within our Medical Technology division For personal use only Acquisition completed in 2024, integrated into EBOS as Transmedic Philippine
Slide 25: Improving ROCE through high-return capital investment and efficiency
We focus on improving ROCE through high-return capital investment and efficiency in the existing capital base We have a disciplined focus on delivering our 15% ROCE target in the medium-term For personal use only Symbion & Healthcare Distribution Medical Technology Animal Care EBITA EBITA EBITA FY24
Slide 26: Capex reducing from FY27, driving FY28+ EPS growth
Over the next 3 years we expect Capex reducing from FY27, driving FY28+ EPS growth, and mid-single-digits organic underlying EBITDA growth FY26 FY27 FY28+ For personal use only We are here on the journey Final investment into DC renewal Peak investment ended, driving Continued EBITDA, program utilis
Slide 27: Symbion & Healthcare Distribution
For personal use only Symbion & Healthcare Distribution Brett Barons Symbion & Healthcare Distribution, CEO
Slide 28: S&HD plays a critical role across healthcare logistics and distribution
S&HD plays a critical role across healthcare logistics, distribution, and provision of care in ANZ with three business units S&HD BUSINESS UNITS For personal use only Pharmacy & Hospital Distribution Contract Logistics & Partnerships Medical Consumables What Wholesale supplier of medicines and 3PL/4
Slide 29: Wholesale pharmacy: DC renewal program to unlock ~30% productivity improvement
A Wholesale pharmacy: DC renewal program forecast to unlock ~30% productivity improvement at Kemps Creek by FY27, and additional capacity We invested ~$360m across 4 years to drive productivity, growth, and consolidate our DC assets – two examples For personal use only Modernised, streamlined and au
Slide 30: Wholesale pharmacy: Renewed DCs amplify benefits from high-value medicines and funding changes
B Wholesale pharmacy: Our renewed DCs and cold-chain capacity amplify benefits from growth in high-value medicines and industry funding changes Increasing demand for high value medicines (HVM) and Step-up in CSO funding pool and new AU pharmacy GLP-1s wholesaler agreement from 1 July 2026 onwards Fo
Slide 31: Wholesale pharmacy: Despite elevated competition, returns expected to improve
C Wholesale pharmacy: Despite elevated competition, returns expected to improve modestly from FY27+ with benefits from utilisation and CSO Wholesale pharmacy competitive …despite lower margins, we expect dynamics are changing the economics… returns and share to stabilise For personal use only Height
Slide 32: Contract Logistics & Consumables: Investments drive above-industry growth
Contract Logistics & Consumables: Our investments drive above-industry growth in high-margin sectors Contract Logistics Medical Consumables For personal use only • Built specialised healthcare logistics capabilities • Built a private-label medical consumables offer across 3PL/4PL and cold-chain faci
Slide 33: Strategic objectives: S&HD
Strategic objectives: Our S&HD division will drive utilisation and generate cash, while growing in select high-margin areas Cost leader in ANZ Monetise our integrated value chain For personal use only Drive utilisation Pursue growth Expand in high-margin areas Maximise productivity across renewed Po
Slide 34: The EBOS value story: Symbion & Healthcare Distribution
The EBOS Drive differentiation through service quality and deep relationships value story: Our leadership positions are built on deep industry relationships and service reliability, which drive new business wins and higher utilisation across our renewed DC network Symbion & For personal use only Hea
Slide 35: Retail Pharmacy Brands
34 For personal use only Retail Pharmacy Brands Nick Munroe Retail Pharmacy Brands, CEO
Slide 36: Leading brands supported by a unique portfolio of pharmacy services
Our leading brands are supported by our unique portfolio of pharmacy services to scale benefits across community pharmacy R E TA I L P H A R M A C Y B R A N D S B U S I N E S S U N I T S For personal use only Pharmacy Brands Pharmacy Services What A network of community pharmacy brands that partners
Slide 37: RPB is well positioned to benefit from scope of practice reform
RPB is well positioned to benefit from scope of practice reform, growing health spend, and a supportive PBS funding environment Healthcare system pressure driving Supportive pharmacy funding Health and wellness shift scope of practice reforms environment For personal use only Potential services shif
Slide 38: Strong store growth and high customer lifetime value through digital ecosystem
Our retail brands have seen strong store growth and have generated high customer lifetime value through the digital ecosystem RPB network has added >250 stores in the last five years, Our loyalty ecosystem strengthens customer value and has an ambition to grow beyond 1,000 branded stores and improve
Slide 39: TWC is positioned to lead scope of practice growth
TWC is positioned to lead scope of practice growth across Australian pharmacy, with favourable impact on store economics Federal and state governments are TWC is leading the way and has New services are driving customer For personal use only driving scope of practice expansion outsized share of thes
Slide 40: Strategic objectives: Retail Pharmacy Brands
Strategic objectives: We will grow through expanding our network and enhancing services we offer our partners Grow and enhance network Improve margin For personal use only Expand retail Broaden care Leverage digital Partner with Increase consumer pharmacy Expand clinical services ecosystem consumer
Slide 41: The EBOS value story: Retail Pharmacy Brands
The EBOS Australia's #1 community pharmacy network value story: >780 pharmacies across TerryWhite Chemmart, MediAdvice and Cincotta, and ~3M loyalty members within RPB banners Retail For personal use only Pharmacy Pharmacy sector growing with structural regulatory and consumer tailwinds Brands Drive
Slide 42: Medical Technology
41 For personal use only Medical Technology Kristine James Medical Technology, CEO
Slide 43: EBOS MedTech achieves growth through innovation and scale
EBOS MedTech achieves growth through innovation and scale MEDICAL TECHNOLOGY BUSINESS UNITS For personal use only MedTech Distribution Biologics Solutions What The largest APAC surgical and interventional therapy MedTech solutions Specialist allograft tissue processing of we do distribution provider
Slide 44: MedTech sits at the centre of a fragmented market
MedTech sits at the centre of a fragmented market of customers and suppliers CUSTOMERS For personal use only 2,000 healthcare practitioners engaged in our professional education initiatives per annum >4,500 hospitals and clinics served Access to world class technology Operating across >20 Therapy Ar
Slide 45: Growth fuelled by ageing populations, procedure penetration and innovation
Growth is fuelled by ageing populations, increased procedure penetration, innovation, and a growing middle class in SEA/HK MedTech Distribution Biologics Solutions For personal use only Ageing Australian population Growing SEA healthcare spend Growing allograft demand Number of Australians >65 years
Slide 46: MedTech has established clear areas of leadership
MedTech has established clear areas of leadership across distribution and biologics solutions Partner of choice for healthcare Significant value creation through Leadership through innovative practitioner customers programmatic acquisitions solution development For personal use only Allovance acellu
Slide 47: MedTech continues to expand portfolio across therapies and geographies
MedTech continues to expand portfolio across surgical and interventional therapies, infilling existing therapy areas and geographies We have prioritised new therapy areas and existing therapy and geographic infill to With a disciplined approach to drive growth across ANZ and SEA/HK synergistic growt
Slide 48: Strategic objectives: MedTech
Strategic objectives: MedTech will grow at high-single digits driven by expansion of therapy areas and geographic penetration Build out ANZ and SEA/HK presence Grow and expand biologics offering For personal use only Curate innovative portfolio Scale out core therapy Expand biologics offering Streng
Slide 49: The EBOS value story: Medical Technology
The EBOS #1 MedTech partner across APAC value story: Leading positions across multiple therapy areas, serving >4,500 hospitals and clinics with a curated portfolio from 400+ supply partners Medical For personal use only Technology Structural tailwinds across ANZ and SEA/HK Ageing populations, rising
Slide 50: Animal Care
49 For personal use only Animal Care Grant Viney Animal Care, CEO
Slide 51: Unique Animal Care portfolio across Branded value chain and Vet Wholesale
Our unique Animal Care portfolio spans across the Branded value chain and Vet Wholesale ANIMAL CARE BUSINESS UNITS For personal use only Veterinary Wholesale Animal Care Manufacturing and Brands What Veterinary medicines and consumables Specialty and grocery dog and cat food, with leading brands in
Slide 52: Animal Care positioned for a premium and urban market
Animal Care is well positioned to capture an increasingly premium and urban market, whilst capitalising on tailwinds from an ageing pet population COVID pet population boom now Humanisation and premiumisation Urbanisation driving the rise of feline driving ageing pet populations of pets For personal
Slide 53: Strong branded portfolio and vet wholesale leadership
Animal Care’s strong branded portfolio and ANZ vet wholesale leadership are backed by scaled manufacturing and wholesale assets Vet Wholesale Animal Care Manufacturing and Brands For personal use only EBOS is the #1 ANZ vet wholesaler, now positioned to drive Our leading Animal Care brands are suppo
Slide 54: Maximising hero brands through new product development
We aim to maximise the potential of our hero brands, entering growing sub-categories through new product development (NPD) Innovative Hero Brands offering Case study: We have a track record of highly successful Black Hawk NPD For personal use only Product share of sales since product launch1, Austra
Slide 55: Strategic objectives: Animal Care
Strategic objectives: EBOS Animal Care is set to outgrow the market through new formats, expansion and wholesale efficiencies Service and customer Scale hero brands in ANZ and Asia, with advantaged manufacturing footprint focus in vet wholesale For personal use only Win vet wholesale Enhanced manufa
Slide 56: The EBOS value story: Animal Care
The EBOS ANZ leader across specialty pet food and vet wholesale value story: #1 supplier of specialty dry dog food by volume and #1 vet wholesaler, serving ~3,500 clinics across ANZ Animal For personal use only Care Operating in attractive, growing pet-care markets Ageing COVID-era pets, humanisatio
Slide 57: Investment proposition
56 For personal use only Investment proposition Adam Hall Chief Executive Officer
Slide 58: We have a clear vision for growth across our portfolio
We have a clear vision for growth across our portfolio For personal use only Symbion & Healthcare Retail Pharmacy Medical Animal Distribution Brands Technology Care Productivity led Store and margin led Therapy area led Product led Scale hero brands in ANZ Our divisional Cost leader in ANZ Grow and
Slide 59: What you've heard
What you’ve heard The EBOS Strong positions with structural advantages ~85% of our Group EBITDA is from value story EBOS has leading positions in essential Care markets, underpinned by scale-driven Productivity and advantaged Partnerships businesses in #1 or #2 positions For personal use only Higher
Slide 60: Questions & Answers
For personal use only Questions & Answers
Slide 61: Appendix
For personal use only Appendix
Slide 62: Aligning internal structure to existing external reporting framework
Aligning internal structure to existing external reporting framework Internal structure Current reporting structure For personal use only Symbion & Healthcare A Healthcare segment Distribution Community Pharmacy Wholesale Pharmacy A B Retail Pharmacy Brands Retail Pharmacy B Institutional Healthcare
Slide 63: For personal use only
For personal use only