Infratil Limited · NZX:IFT
Infratil — Investor Day (March 2023)
10 slides from Infratil's investor day presentation, Mar 24, 2023
Slide 1: RHCNZ Medical Imaging Group
RHCNZ Medical Imaging Group Infratil Investor Day Presentation 24 March 2023 Terry McLaughlin Chief Executive
Slide 2: New Zealand's Largest Radiology Network
New Zealand’s Largest Radiology Network Large-scale national business providing specialist imaging, diagnostic and preventative radiology services National portfolio of 70+ clinics 11 • 43 clinics in North Island • 32 clinics in South Island • + located at 19 key private hospitals • 144 radiologists
Slide 3: Financial Performance
Financial Performance Significant disruption experienced during and post-COVID, but underlying volume growth remains Total Group Volumes (000’s of scans p.a.) Total Group Revenues (NZ$ millions) FY20-FY23F FY20-FY23F 1200 400 350 1000 932 953 885 297 305 860 300 268 800 241 250 600 200 150 400 100 2
Slide 4: Recently Expanded Capability
Recently Expanded Capability New purpose-built regional facilities delivered on time and within budget Pacific Radiology, Pacific Radiology, Pacific Radiology, Timaru Branch Metro, Canterbury New CT for Palmerston North X-Ray, Ultrasound, MRI, CT, Breast Imaging X-Ray, Ultrasound, CT, CBCT CT
Slide 5: Future Planned Capability
Future Planned Capability Significant future capability planned in strategic locations New Facility MR CT PET CT US XR CT SPECT Whangārei - North Hamilton - - Whanganui - - Remuera road Dunedin Central - Tauranga - Remuera Road (Auckland) Nap
Slide 6: New Zealand Long-Run Industry Drivers
New Zealand Long-Run Industry Drivers • Ageing and growing population DEMOGRAPHIC • Higher incomes CHANGES • More health conscious • A shift toward early diagnosis and preventative care VALUE BASED • High-value modality volume-led growth SHIFT • Leading-edge technology, radiologist expertise and gro
Slide 7: Our Competitive Advantage
Our Competitive Advantage • Largest private radiology provider in New Zealand • Combined group approximately four times larger than next largest provider National Scale • Offers full suite of diagnostic imaging modalities • Latest technologies and equipment • Expansive breadth of radiologist experti
Slide 8: Key Strategic Priorities
Key Strategic Priorities With a strong commercial platform, significant market share and a proven reputation for clinical and operational excellence, we can achieve above-market growth expectations Key partner to the NZ First choice for referrers Great place to work Leader in innovation Health syste
Slide 9: In Summary
In Summary • Diversified funding sources: ACC, Public Hospitals, Ministry of Health screening initiatives, private health care DIVERSIFIED insurance & direct patient fees FUNDING STREAMS • Capacity constraints in public health systems creates opportunity, private clinics broadly accepted as valuable
Slide 10: Thank You
Thank You