Slide 1: Q1-2012 Revenue Conference call
(11-2012 Revenue Conference call May 3%, 2012 =e cegedim
Slide 2: Safe Harbour Statement
Safe Harbour Statement This presentation contains forward-looking statements (made pursuant to the safe harbour provisions of the Private Securities Litigation Reform Act of 1995). 1995) By their nature, nature forward-looking statements involve risk and uncertainty. Forward-looking statements repre
Slide 3: Cegedim
=a cegedim Cegedim [Sej’.eh.deem] - €911m 2011 Revenue 8,200 2011 Headcount 65% Recurring business €345m Market Capitalization O 10103 % as of April 30, 2012 Makes healthcare business run simply and more efficiently
Slide 4: Business and Sector Review
Business and Sli Review Foie INSIGH €214.2m * Strong Growth in the * Strong Product Portfolio Revenue surance and Services * Leadership in Growth + 1.3% _— on reported basis » iehewiod Crovin Wi ° Positive Sales Momentum Cegelease Business +0.3 % * Launch of New Innovative ent £1. basis e Fine Perfo
Slide 5: A resilient top line performance
A resilient top line performance (in million of euros) Q1-2012 Consolidated Group Revenue L-f-L Revenue growth per quarter | Group | CRM & Strategic Data | Healthcare Professionals | Insurance & Services | > Finance 5 This document should not be distributed without Cegedim authorization – Copyright
Slide 6: Well balanced and diversified revenue mix
Well balanced and diversified revenue mix Well-balanced Q1 2012 Revenue breakdown | Group | CRM & Strategic Data | Healthcare Professionals | Insurance & Services | > Finance 6 This document should not be distributed without Cegedim authorization – Copyright 2012
Slide 7: CRM and Strategic Data
Medical representative downsizing in mature markets. Partially offset by emerging markets but at a lower price levels Medical prescription market research business was hit by a delay in order intake Launch of a new version of AggregateSpend360 in March Launch of a 3rd generation Mobile Intel
Slide 8: Healthcare Professionals
Renewed growth in Cegelease’s activity Fine performance f from f C Cegedim Healthcare Software, driven principally by the computerization of pharmacists in the UK and France Pulse’s growth in the US Cegedim should continue to benefit from the development of performance-based pay for physic
Slide 9: Insurance & Services
Similar trend that in Q4 2011 Driven by favorable f developments in online third- party payer management services Future growth will be fuelled by expanding these offerings Strong growth in payroll and HR outsourcing solutions
Slide 10: Divestment
Divestment ¼ Cegedim sold its Pharmapost subsidiary on April 30, 2012 to the Chesapeake g group p Pharmapost is one of France’s leading printers of drug information sheets Synergies with the Group was limited 2011 contribution to Group consolidated revenues : €5.9 million 2011 contribution t
Slide 11: Positive momentum in Earnings in 2012
Positive momentum in Earnings in 2012 ¼ Cegedim will benefit, over the coming months, from the Launch of incredibly innovative new products; Spread of performance-based pay policies for doctors, particularly in France; Sales momentum, starting in 2011, for the CRM, Compliance and OneKey offeri
Slide 12: A Resilient Core Business and a Solid Financial Profile
A Resilient Core Business and a Solid Financial Profile ¼ Steady Business Profile Recurring revenues relying mostly on a subscription based model (≈65% of revenue) Critical size with strong market share in all business segment Secular trend will favor Cegedim (Healthcare reform, Transparency,
Slide 13: Appendix
) Appendix Hard copy only
Slide 14: Creating Value at the Heart of the Healthcare System
Creating g Value at the Heart of the Healthcare System | > Group | CRM & Strategic Data | Healthcare Professionals | Insurance & Services | Finance 14 This document should not be distributed without Cegedim authorization – Copyright 2012
Slide 15: A market: Health
A market : Health (all figures refer to FY 2011) | > Group | CRM & Strategic Data | Healthcare Professionals | Insurance & Services | Finance 15 This document should not be distributed without Cegedim authorization – Copyright 2012
Slide 16: Strong and stable shareholder base
Strong and stable shareholder base Shareholder base as of end of March 2011 Board of directors Corporate governance Compliance with the recommendation of the AFEP-MEDEF AFEP MEDEF code Audit, Strategy, Nomination and Compensation committees | Group | CRM & Strategic Data | Healthcare Professiona
Slide 17: Revenue per sector
Revenue per sector (in millions of euro) Q1 2012 Revenue per sector Q1 2012 Q1 2011 Organic Scope Currency Reported CRM and Strategic Data 111.1 113.1 ‐3.0% ‐ +1.2% ‐1.8% Healthcare Professionals 67.3 65.5 +1.6% +0.4% +0.7% +2.7% Insurance & Services 35 8 35.8 32 9 32.9 +8 8% +8.8% ‐ ‐ +8 9% +8.9% C
Slide 18: Historical Performance
Historical Performance (as of May 3, 2012) Bond Equity 40 110 105 35 100 30 95 90 25 85 80 20 75 15 70 65 10 Jul‐10 Jan‐11 Jul‐11 Jan‐12 Jul‐12 Aug‐11 Sep‐11 Oct‐11 Nov‐11 Dec‐11 Jan‐12 Feb‐12 Mar‐12 Apr‐12 May‐1 ¼ Analyst coverage ¼ Analyst coverage E Exane : Benjamin B j i Sabahi S b hi New CA
Slide 19: 2012 Finance agenda
2012 Finance agenda 9 9 9 9 9 | Group | CRM & Strategic Data | Healthcare Professionals | Insurance & Services | > Finance 19 This document should not be distributed without Cegedim authorization – Copyright 2012
Slide 20: We welcome your questions and comments
We welcome your questions and comments Jan Eryk UMIASTOWSKI it. d 7 Chief Investment Officer wi cegedim Head of Investor Relations janeryk.umiastowski@cegedim.com www.cegedim.com/finance TEL: +33 (Q) 1 49 09 33 36