Wellnex Life Ltd · ASX:WNX
Wellnex Life — Investor Presentation (July 2024)
20 slides from Wellnex Life's investor presentation, Jul 9, 2024
Slide 1: Next Generation Consumer Health Products Today
For personal use only Next Generation Consumer Health Products Today Wellnex Life Limited ASX: WNX July 2024
Slide 2: Important Notice & Disclaimer
Important Notice & Disclaimer NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART, DIRECTLY OR INDIRECTLY, IN OR INTO THE UNITED STATES, CANADA, JAPAN, THE REPUBLIC OF SOUTH AFRICA OR ANY OTHER JURISDICTION IN WHICH IT WOULD BE UNLAWFUL TO DO SO.The information contained in this confid
Slide 3: Team: Decades of Experience in Healthcare & FMCG
Wellnex Life Team Decades of Experience in Healthcare & FMCG Zack Bozinovski – Managing Director • Over 35 years of senior experience within FMCG and Pharmaceutical For personal use only companies in Australia and internationally • Held senior positions at PepsiCo, Nestlé (Uncle Tobys) and Sigma Pha
Slide 4: Our Story
Wellnex Life…Our Story ASX listed Consumer Health Company coming to London with a diversified portfolio of unique products and brands, with a strong right to succeed. For personal use only Global Haleon Maiden Experienced Board Expansion Licensing Deal Profits & Management 4
Slide 5: History of Wellnex Life
History of Wellnex Life JULY 2021 AUG 2021 OCT 2021 APRIL 2022 DEC 2022 JAN 2023 For personal use only Increased Range of Wakey WNX Listed JV with Chemist Warehouse Wakey Wakey & The Iron IP License agreement Acquisition of Wakey and Launch of on ASX for Wagner Liquigesic Company Launched for Haleon
Slide 6: Going Forward – We Have Rights to Succeed?
For personal use only Going Forward – We Have 4 Rights to Succeed? 6
Slide 7: Wellnex Life Brands
1. Wellnex Life Brands Innovative and Unique Market Leading Brands For personal use only Pain Away Wakey Wakey Nighty Night The Iron Company Mr. Bright Australia’s second largest1 Australia’s first Complimentary Australia’s first Complimentary Australia’s first Unique natural teeth topical pain reli
Slide 8: Wellnex Life Intellectual Property
2. Wellnex Life Intellectual Property Formulating and Launching TGA Complimentary and Registered Medicines Pharmaceutical Dossier Product Development For personal use only • A comprehensive set of documents submitted to • Strong R&D spend over FY22 & FY23 the Therapeutics Goods Administration (TGA)
Slide 9: Wellnex Life Supply Agreements
3. Wellnex Life Supply Agreements Maximising our Marketing Authorisation Revenue Domestically For personal use only • Haleon is a world-leading consumer healthcare company with • Arrotex Pharmaceutical is Australia’s largest generic pharmaceutical over brands including Panadol, Sensodyne, Voltaren,
Slide 10: Wellnex Joint Venture Brands
4. Wellnex Joint Venture Brands Maximising our Marketing Authorisations and Partnership with Australia’s largest Pharmacy chain Chemist Warehouse For personal use only Medial Cannabis Wagner Health Liquigesic • Wellnex Life and Australian Manufacturer One Life Botanicals entered into a Joint Venture
Slide 11: Distribution
Wellnex Life Distribution You can find a Wellnex Life product in over 95% of Australia‘s grocery and pharmacy stores ... and in the UK Australian Grocery & Pharmacy International Supply Retailers and Wholesalers – Approx 8,000 Doors Distributors Agreements For personal use only 11
Slide 12: Domestic & International Growth Strategy
For personal use only Domestic & International Growth Strategy 12
Slide 13: Growth Strategy
Wellnex Life Growth Strategy A Clear Path to Maximise Future Growth Domestic International Expansion Organic Growth For personal use only • Haleon licensing & supply deal is expanding to UK and UAE in H1FY25 • Further opportunity for • International distribution agreement signed with Homart Pharmace
Slide 14: Financials
For personal use only 14 Financials
Slide 15: Revenue Breakdown
Wellnex Life Revenue Breakdown Focus on Increasing Company Owned Brand Revenue For personal use only Contract Brokerage 0% Brands 12% Brands 16% Manufacturing 16% Contract Manufacturing 12% Brokerage 76% Brokerage 48% Contract Manufacturing 36% Brands 84% Jan – June 2022 Jan – June 2023 Jan – June 2
Slide 16: Financial Growth Jan-Jun 2024 vs 2023
Wellnex Life Financial Growth Jan-Jun 2024 vs 2023 Increased Brand Revenue is Leading to Increasing Company Margin $4.4m $16,000,000 14.6m $4,500,000 $14,000,000 $4,000,000 For personal use only $11.1m $3,500,000 $12,000,000 $3,000,000 $2.7m $10,000,000 $2,500,000 $8,000,000 Jan - June 2023 Jan - Ju
Slide 17: UK Listing: Reasons for listing on the London Stock Exchange
Wellnex Life UK Listing Reasons for listing on the London Stock Exchange For personal use only Growing International Access to Improved Better Business Capital Valuation Liquidity • Wellnex Life is expanding • The London Stock Exchange • The London Stock Exchange is home • The larger participant poo
Slide 18: Use of Funds
Wellnex Life Use of Funds Raising equity to fund international growth & fortify balance sheet For personal use only Capital Structure Use of Funds ~ 1,280m £ 0.014 £3,000,000 £2,600,000 £1,500,000 Shares on Issue Current Share Price Convertible Notes Pain Away Deferred International Expansion Consid
Slide 19: Non-Executive Directors
Wellnex Life Non-Executive Directors Diverse Skills Matrix to Deliver Guidance on Behalf of Stakeholders Zack Bozinovski – Managing Director Andrew Vidler – Non-Executive Director • Over 35 years of senior experience within FMCG and • Over 30 years experience across retail, consumer health products
Slide 20: Thank You
Authorised for lodgment by Wellnex Life Limited Board of Directors. STRICTLY PRIVATE AND CONFIDENTIAL For personal use only Thank You FOR FURTHER INFORMATION CONTACT THE FOLLOWING: George Karafotias Executive Director & CEO Wellnex Life Limited ABN 77 150 759 363 george.k@wellnexlife.com.au Level 21