NIB Holdings Ltd · ASX:NHF
NIB — Macquarie Australia Equities Conference 2021
10 slides from NIB's conference presentation, May 4, 2021
Slide 1: Presentation to the Macquarie Australia Conference
nib holdings limited t 13 14 63 Head Office f 02 4925 1999 22 Honeysuckle Drive Newcastle NSW 2300 e nib@nib.com.au abn 51 125 633 856 w nib.com.au 4 May 2021 For personal use only Company Announcements Australia Securities Exchange Limited Level 4, Bridge Street SYDNEY NSW 2000 Presentation to the
Slide 2: Macquarie Australia Equities Conference
For personal use only Macquarie Australia Equities Conference Mark Fitzgibbon Chief Executive Officer & Managing Director 4 May 2021
Slide 3: Our purpose: your better health
Our purpose: your better health For personal use only We are a trusted partner in helping our members and travellers make more informed healthcare decisions, transact with healthcare systems and generally live healthier lives. Macquarie Australia Equities Conference – 4 May 2021 2
Slide 4: Q3 business update (9 months to March 2021): Group
Q3 business update (9 months to 31 March 2021): Group For personal use only Australian residents health insurance (arhi) performing strongly with net growth in policyholders of 3.7% and strong underwriting margins. Performance is more than COVID-19 provision off setting COVID-19 caused weakness in o
Slide 5: Q3 business update: arhi
Q3 business update: arhi arhi annual net policyholder growth since listing 12% For personal use only Strong growth in arhi policyholders – net increase of 22,725 (+3.7%) to 641,804. 10% Industry growth reflects sharpened consumer focus on disease and health risk. 8% Net margin ahead of 6% target. 6%
Slide 6: Increasing shareholder value
Increasing shareholder value For personal use only Total shareholder return since nib listing nib dividends since listing (cents per share) 2000% 25 23.0 +1,452 % 20.0 20 19.0 1500% 14.8 15 14.0 1000% 11.0 11.5 10.0 9.3 10 8.0 7.4 7.0 10.0 500% + 87 % 5 2.1 0% 0 -500% Interim Final Special . nib S&P
Slide 7: Our business strategy: focus on value pools
Our business strategy: focus on value pools For personal use only Consumers PHI market growth New markets and share Personalisation Cost Prospective containment Providers Government Revenue Existing capture Not to scale Macquarie Australia Equities Conference – 4 May 2021 6
Slide 8: Outlook and FY21 guidance
Outlook and FY21 guidance For personal use only Ongoing PHI market growth in Australia and New Zealand due to heightened awareness of disease risk. Although expected to be profitable for FY21 iihi will only fully recover with easing of pandemic and relaxation of international travel restrictions. Tr
Slide 9: Questions and answers
For personal use only Questions and answers
Slide 10: Disclaimer
Disclaimer The material in this presentation is a business update of nib holdings limited (nib) for the nine months ended 31 March 2021 and is current at the date of preparation, being 3 May 2021. For personal use only This presentation is not financial product or investment advice or a recommendati
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