Coloplast A/s Class B · OMXCOP:COLO_B
Coloplast A/s Class B — Investor Day (2018)
12 slides from Coloplast A/s Class B's investor day presentation, 2018
Slide 1: Emerging markets update
Emerging markets update Coloplast Capital Markets Day 2018 Kristian Villumsen, Executive Vice President, Chronic Care
Slide 2: Introducing Region Emerging Markets
Introducing Region Emerging Markets Region Emerging Markets at a glance Emerging Markets is an important contributor to growth Coloplast organic revenue growth by region1 FY 2015/16 European Other developed Emerging FY 2016/17 markets markets markets Ostomy Care is our primary business area Emerging
Slide 3: The market is growing as access to healthcare improves and prevalence of diseases grow
The market is growing as access to healthcare improves and prevalence of diseases grow Ostomy Care Continence Care Wound Care Market size and growth Market size and growth Market size and growth DKKbn DKKbn DKKbn 5-10% 5-10% 5-15% ~4 ~3 ~2 Access to healthcare and increase of Availability of reimbur
Slide 4: Growth momentum has stabilized at ~15% driven by a broad base of markets
Growth momentum has stabilized at ~15% driven by a broad base of markets Emerging markets organic revenue growth Growth Drivers • China: Product upgrade and E-commerce 24% • Russia: Winning key tenders 21% 15-20% • Argentina: Consumption and portfolio upgrade • South Korea: Reimbursement introduced
Slide 5: It is our ambition to grow 15-20% annually through a focused long-term strategy
It is our ambition to grow 15-20% annually through a focused long-term strategy Superior and clinically differentiated products 1 Upgrade existing markets to new technology Launch products developed for Emerging Markets at appropriate pricing Complement growth through Accessories Unique consumer rel
Slide 6: We have the right product portfolio to build emerging markets and attain market leadership
1 SUPERIOR AND CLINICALLY DIFFERENTIATED PRODUCTS We have the right product portfolio to build emerging markets and attain market leadership Ostomy Care Continence Care Wound Care Sustain market leadership position in our Build business in newly funded markets Take market share in large existing lar
Slide 7: In Emerging Markets we deploy a market specific range of additional services to our Coloplast Care offering
2 UNIQUE CONSUMER RELATIONSHIP In Emerging Markets we deploy a market specific range of additional services to our Coloplast Care offering Coloplast Care in Emerging Markets Coloplast Care services in Emerging Markets Close partnerships with healthcare 1 professionals incl. nursing and patient suppo
Slide 8: We continue to invest across all regions and maintain a healthy pipeline
3 NEXT LEVEL COMMERCIAL EXECUTION We continue to invest across all regions and maintain a healthy pipeline Markets where we are investing Criteria for investment China India Russia 1 Macroeconomics & Government 2 Market intrinsics South Korea Emerging market Argentina investments 2015/16 – 2017/18 3
Slide 9: We are further strengthening the Ostomy Care business in China through selected investments
3 NEXT LEVEL COMMERCIAL EXECUTION We are further strengthening the Ostomy Care business in China through selected investments Solidify position in China Growth drivers and how we will invest SenSura® product upgrade Accessories Effective enrollment of new patients into Coloplast Care via WeChat® pla
Slide 10: We have built a reimbursement expansion pipeline with the aim of opening new value pools
3 NEXT LEVEL COMMERCIAL EXECUTION We have built a reimbursement expansion pipeline with the aim of opening new value pools IC reimbursement has been introduced in Japan, South Korea Global funding and dedicated support from Global Market and Australia… Access & Public Affairs Japan1 South Korea Aust
Slide 11: Emerging markets is well positioned to deliver on the growth ambition
Emerging markets is well positioned to deliver on the growth ambition Emerging Markets is delivering a significant 1 contribution to group growth There are attractive short and longer term 2 opportunities in all business areas as disease prevalence increases and access to healthcare Ambition improve
Slide 12: Our mission, values and vision
Our mission Making life easier for peoplé with intimate healthcare needs Our values Closeness... to better understand. - Passion... to make a difference Respect and responsibility... to 0 guide | US: Our vision Setting the global standard for listening and responding: Coloplast Group - Ostomy Care /