Cencora, Inc. · NYSE:COR
Cencora — AmerisourceBergen — 41st Annual J.P. Morgan Healthcare Conference 2023
11 slides from Cencora's conference presentation, Jan 9, 2023
Slide 1: J.P. Morgan Healthcare Conference
J.P. Morgan Healthcare Conference JANUARY 2023 Steve Collis Chairman, President & CEO
Slide 2: Cautionary note regarding forward-looking statements
Cautionary note regarding forward-looking statements Certain of the statements contained in this presentation are “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended (the “Securit
Slide 3: Connecting providers and biopharma manufacturers
Connecting providers and biopharma manufacturers Our scale, expertise, and extensive network of customers and partners allow us to play a key role in supporting pharma innovation across the value chain Providers Biopharma manufacturers Patient experience solutions and Scientific & development consul
Slide 4: Creating differentiated value for our stakeholders
Creating differentiated value for our stakeholders Our long-term, sustainable growth is supported by investments in our people and culture and commitment to ESG Why we exist Our 5 Strategic Imperatives We are united in our responsibility to create healthier futures Advance core business Enhance capa
Slide 5: AmerisourceBergen: A global healthcare leader
AmerisourceBergen: A global healthcare leader Creating unparalleled access, efficiency, and reliability across the global pharmaceutical supply chain Foundation of leadership Differentiated by complementary Driving sustainable long-term growth higher-margin & high-growth by enhancing our commercial
Slide 6: Delivering long-term, sustainable growth
Delivering long-term, sustainable growth Adjusted diluted EPS1 • ~12% CAGR since FY16 • ~11% CAGR excluding COVID contribution $11.03 $9.26 $7.90 $7.09 $6.49 $5.62 $5.88 FY16 FY17 FY18 FY19 FY20 FY21 FY22 Adj. Diluted EPS Covid Contribution 6 1See Appendix for GAAP to non-GAAP reconciliation of adju
Slide 7: Value creation drivers
Value creation drivers Foundation in pharmaceutical distribution Focus on ROIC • Leading customer partnerships in key areas • Legacy of strong Return on Invested Capital including retail, specialty, health systems and • Investments in the business and innovation to drive animal health in the United
Slide 8: Thank you
Slide 9: Appendix
Appendix
Slide 10: Adjusted diluted earnings per share
Adjusted diluted earnings per share Fiscal years ended September 30, 2016, through September 30, 2022 2022 2021 2020 2019 2018 2017 2016 GAAP EPS $ 8.04 $ 7.39 $ (16.65) $ 4.04 $ 7.53 $ 1.64 $ 6.32 Gains from antitrust litigation settlements (0.01) (0.58) (0.03) (0.51) (0.12) - (0.35) Turkey highly
Slide 11: Contact
Contact Bennett S. Murphy Senior Vice President Head of Investor Relations & Treasury bmurphy@amerisourcebergen.com
AmerisourceBergen — 41st Annual J.P. Morgan Healthcare Conference 2023 on 6ix