Cardinal Health, Inc. · NYSE:CAH
Cardinal Health — 41st Annual J.P. Morgan Healthcare Conference (January 2023)
12 slides from Cardinal Health's conference presentation, Jan 9, 2023
Slide 1: Cardinal Health Inc. 41st Annual JP Morgan Conference
Cardinal Health Inc. 41st Annual JP Morgan Conference January 9, 2023 Jason Hollar Chief Executive Officer © 2023 Cardinal Health. All Rights Reserved.
Slide 2: Forward-looking statements and GAAP reconciliation
Forward-looking statements and GAAP reconciliation Cautions Concerning Forward-Looking Statements This presentation contains forward-looking statements addressing expectations, prospects, estimates and other matters that are dependent upon future events or developments. These statements may be ident
Slide 3: Who we serve
Who we serve We are a crucial link between the clinical and operational aspects of the healthcare ecosystem delivering end-to-end, customer-centric solutions that advance healthcare and improve lives every day Manufacturers Providers Health Systems Payers Pharmacies Home + Labs + Acute Care 3 © 2023
Slide 4: Positioned at forefront of key secular trends
Positioned at forefront of key secular trends Patient Specialty drug Site of care Technology demographics innovation shifts advancements Healthcare Aging U.S. population Scientific advancement Care shifting to the Increasing digitization trend and rising incidence of and drug development home and ot
Slide 5: Cardinal Health snapshot today
Cardinal Health snapshot today Pharmaceutical $181B FY22 Revenue FY22 Revenue: $165.5B FY22 Segment Profit: $1.8B Operating in more than 30 countries Medical Approximately 46,500 FY22 Revenue: $15.9B FY22 Segment Profit: $216M employees worldwide 5 © 2023 Cardinal Health. All Rights Reserved.
Slide 6: Pharmaceutical segment
Pharmaceutical segment Segment overview Key areas • Distribute branded, generic and specialty pharmaceuticals Pharmaceutical and and over-the-counter healthcare and consumer products Specialty Distribution • Provide services to pharmaceutical manufacturers and Sourcing and healthcare providers for s
Slide 7: Medical segment
Medical segment Key areas Segment overview • Manufacture, source and distribute Cardinal Health Medical Products Brand medical, surgical and laboratory products and Distribution • Distribute a broad range of national brand products across the care continuum at-Home Solutions • Distribute medical pro
Slide 8: Medical improvement plan
Medical improvement plan Targeting at least $650M in Medical segment profit by FY25 Foundational: returning to a normalized environment Area of focus FY22–25 total Measurable proof point 1. Mitigate inflation and global ~$300M Fully offset with mitigation initiatives by FY25 • Exit FY23 offsetting a
Slide 9: FY23 strategic priorities
FY23 strategic priorities • Mitigate inflation and global supply chain constraints Execute Medical • Optimize and grow Cardinal Health Brand portfolio 1 Improvement Plan initiatives • Accelerate growth businesses, primarily at-Home Solutions • Drive simplification and continued cost optimization • P
Slide 10: Relentless focus on shareholder value
Relentless focus on shareholder value Enterprise-wide efforts aimed at maximizing and sustaining value at Cardinal Health FY23 value creation initiatives to-date Active and ongoing value creation initiatives ✓ Deployed $1.25B for share repurchases ➢ Business Review Committee actively reviewing strat
Slide 11: Environmental, social and governance priorities: 2030 goals
Environmental, social and governance priorities: 2030 goals Diversity, equity and inclusion (DE&I): Working to build Representation matters a more sustainable future By 2030, increase representation of Black and representation of representation and African American Asian, Latinx, Indigenous, We’re c
Slide 12: Cardinal Health investment thesis
Cardinal Health investment thesis 1 2 3 4 5 6 Continued stability Plan in place to Secular trends in Driving Robust operating Relentless focus in Pharma improve Medical healthcare provide simplification cash flow generation on maximizing performance long-term growth shareholder value Resilient pharm
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