Healius Limited · ASX:HLS
Healius — Investor Presentation (June 2020)
8 slides from Healius's investor presentation, Jun 15, 2020
Slide 1: Portfolio simplification through sale of Medical Centres
Portfolio simplification through sale of Medical Centres 15 June 2020
Slide 2: Attractive sale value with long-term leases for pathology and imaging sites
Attractive sale value with long-term leases for pathology and imaging sites • Sale Agreement entered into with BGH Capital for an enterprise value of $500 million • Sale of 100% of Healius Primary Care (69 large-scale medical centres, 13 Health & Co practices & 62 Dental clinics) • Long-term leases
Slide 3: Sale provides strategic and financial benefits for Healius' shareholders
Sale provides strategic and financial benefits for Healius’ shareholders Value • Enables realisation of the value of Medical Centres division which is not fully reflected in current share price realisation • Represents attractive value to Healius (at approximately 13x EBIT1) • Positions Healius as a
Slide 4: Post-sale, simplified portfolio with leading market positions
Post-sale, simplified portfolio with leading market positions Pathology Imaging Day Hospitals • Scale player in mature market (#2) • Scale player in growing market (#3) • History of profitable growth in Montserrat • 1 in 3 pathology samples tested in • 3m+ radiology examinations p.a. • Major player
Slide 5: ... and strong financial performance
… and strong financial performance Pathology Diagnostics contributes over 80% of group EBIT and has demonstrated steady and consistent growth1 Strong growth trajectory in Day Hospitals after ramp-up of new sites Redesign of group functions and reduction in corporate costs to continue to reflec
Slide 6: Trading update
Trading update Rapid deployment of testing capability throughout the country, critical in the fight against the COVID-19 pandemic From mid-April, good growth experienced in Diagnostics in step with the opening up of the broader economy Day Hospitals, Dental and IVF returning towards pre-COVID
Slide 7: Healius: the future
Healius: the future Portfolio simplification - focus on leading diagnostics business and day hospitals Higher value and higher growth businesses - platform for improved shareholder returns Stronger balance sheet - well positioned to execute on value generating initiatives 7
Slide 8: tinealius
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