Cegedim Sa · EURONEXT:ALCGM

Cegedim Sa — Q2 2012 Earnings Presentation

18 slides from Cegedim Sa's earnings presentation, Aug 1, 2012

1. Slide 1: Q2 2012 Revenue Conference call

   QQ?-2012? Revenue Conference call August 1°, 2012 = cegedim

2. Slide 2: Safe Harbour Statement

   Safe Harbour Statement This presentation contains forward-looking statements (made pursuant to the safe harbour provisions of the Private Securities Litigation Reform Act of 1995). 1995) By their nature, nature forward-looking statements involve risk and uncertainty. Forward-looking statements repre

3. Slide 3: Cegedim at a glance

   = cegedim Cegedim [Sej’.eh.deem] . €911m 2011 Revenue 8,200 2011 Headcount 65% Recurring business - €330m Market Capitalization as of July 31, 2012 Makes healthcare business run simply and more efficiently

4. Slide 4: Business stabilizing following the sharp decline in mid 2011

   ƒ Business stabilizing following the sharp decline in mid 2011 (H1 2012 is on a par with H2 2011) ƒ Satisfactory Q1. Q2 was hit by weaker economic conditions in many developed countries, particularly from June onwards ƒ Fine performance from “healthcare professionals’ software” and “third party paym

5. Slide 5: Well balanced and diversified revenue mix

   Well balanced and diversified revenue mix Well-balanced Q2 2012 Revenue breakdown | Group | CRM & Strategic Data | Healthcare Professionals | Insurance & Services | > Finance 5 This document should not be distributed without Cegedim authorization – Copyright 2012

6. Slide 6: CRM & Strategic Data: Southern Europe remains difficult

   ƒ The situation in Southern European countries (11% of sector revenue), remains difficult ƒ Emerging countries are still rapidly expanding with a notable ramp-up in China ƒ Positive impact starting in H2 2012 of contracts signed in 2011 ƒ Cegedim continues to deliver a steady stream of innovation (C

7. Slide 7: Healthcare Professionals: renewed growth in Cegelease

   ƒ Renewed growth in Cegelease’s activity continue in Q2 ƒ RNP: Difficult ff advertising market. ƒ Fine performance from Cegedim Healthcare Software, driven principally by the computerization of ƒ Pharmacists in the UK ƒ Doctor in France ƒ Cegedim should continue to benefit from the development of pe

8. Slide 8: Insurance & Services

   ƒ ƒ xxxxx Personal insurance companies’ hesitancy in the second quarter due to the French election and the weaker economic conditions. ƒ Positive impact from favorable developments in online third-party payer management services ƒ Future growth will be fuelled by expanding these offerings ƒ Strong g

9. Slide 9: Divestment

   Divestment ¼ Cegedim sold its Pharmapost subsidiary on April 30, 2012 to the Chesapeake g group p ƒ One of France’s leading printers of drug information sheets ƒ Synergies with the Group were limited ƒ 2011 contribution to Group consolidated revenues : €5.9 million ƒ 2011 contribution to consolidate

10. Slide 10: Acquisition

    Acquisition ¼ Acquisition of ASP Line in France. ƒ France's fourth-largest publisher of pharmacist software ƒ Serving more than 1,300 pharmacies present around the country ƒ Strengthening Cegedim’s leadership position ƒ Software rental business model ƒ Annual revenues: around €9 million ƒ Part of th

11. Slide 11: Outlook

    Outlook(1) ¼ Economic environment will remain tough in H2 2012 ¼ The Performance Improvement Program is extended into the H2 2012 ¼ No N plan l tto make k ffurther th acquisitions i iti b by th the end d off th the year ¼ 2012 Outlook(1) ƒ The Group is now expecting a decline in H1 EBITDA compared t

12. Slide 12: A Resilient Core Business and a Solid Financial Profile

    A Resilient Core Business and a Solid Financial Profile ¼ Steady Business Profile ƒ Recurring revenues relying mostly on a subscription based model (≈65% of revenue) ƒ Critical size with strong market share in all business segment ƒ Secular trend will favor Cegedim (Healthcare reform, Transparency,

13. Slide 13: Appendix

    Appendix Hard copy only

14. Slide 14: Half year revenue evolution

    Half year revenue evolution Half-year Cegedim CRM & Strategic Data Healthcare professionals Insurance & Services | Group | CRM & Strategic Data | Healthcare Professionals | Insurance & Services | > Finance 14 This document should not be distributed without Cegedim authorization – Copyright 2012

15. Slide 15: Strong and stable shareholder base

    Strong and stable shareholder base Shareholder base as of end of June 2012 Board of directors Corporate governance ƒ Compliance with the recommendation of the AFEP-MEDEF AFEP MEDEF code ƒ Audit, Strategy, Nomination and Compensation committees | Group | CRM & Strategic Data | Healthcare Professional

16. Slide 16: Analyst coverage

    Analyst coverage (as of August 1, 2012) Bond (public research) Equity ƒ Exane : Benjamin Sabahi ƒ CA Cheuvreux : Michael Beucher ƒ Imperial Capital : Diego Affò New ƒ CM-CIC securities : Jean-Pascal Brivady ƒ Société Générale : Juliano Hiroshi Torii ƒ Gilbert Dupont :Mickael Chane-Du ƒ Natixis Secur

17. Slide 17: 2012 Finance agenda

    2012 Finance agenda 9 9 9 9 9 9 | Group | CRM & Strategic Data | Healthcare Professionals | Insurance & Services | > Finance 17 This document should not be distributed without Cegedim authorization – Copyright 2012

18. Slide 18: We welcome your questions and comments

    =i, cegedim We welcome your questions and comments Jan Eryk UMIASTOWSKI Chief Investment Officer Head of Investor Relations janeryk.umiastowski@cegedim.com www.cegedim.com/finance TEL: +33 (Q) 1 49 09 33 36

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