Dentsply Sirona Inc. · NASDAQ:XRAY
Dentsply Sirona — J.P. Morgan Healthcare Conference 2025
16 slides from Dentsply Sirona's conference presentation, Jan 15, 2025
Slide 1: J.P. Morgan Healthcare Conference
J.P. Morgan Healthcare Conference Simon Campion President and Chief Executive Officer January 15, 2025
Slide 2: Forward-Looking Statements and Associated Risks
Forward-Looking Statements and Associated Risks This presentation contains statements that do not directly and exclusively relate to historical facts which constitute forward-looking statements, including, statements and projections concerning, among other things, the expected timing, benefits and c
Slide 3: Dentsply Sirona Snapshot (NASDAQ: XRAY)
Dentsply Sirona Snapshot (NASDAQ: XRAY) Key Statistics Business Strengths 1877 Charlotte, NC ~15,000 100+ 9,200+ $3.9B End-to-End Dental Portfolio Founded Headquarters Total Employees Countries Served Dental Training 2023 Net Sales Courses(1) Leading Clinical Education Rest of World United States Co
Slide 4: Markets with Evolving Dynamics
Markets with Evolving Dynamics Total Addressable Markets Market Trends ▪ Favorable demographics ▪ Integrated, connected and accessible care ▪ Shift to digital technologies ▪ GPs performing more complex procedures ▪ Increasing DSO(1) presence ▪ Value and efficiency ▪ Pressure on reimbursement Advanci
Slide 5: Positioned to Address Customer Needs
Positioned to Address Customer Needs… Enabling better patient outcomes and confidence in procedural success Improving clinical and workflow efficiency Generating patient demand and driving treatment plan acceptance Supporting dentists to perform more high value procedures and grow revenue …by Provid
Slide 6: Comprehensive End-To-End Portfolio Across Served Markets
Comprehensive End-To-End Portfolio Across Served Markets Connected Technology Orthodontic and Implant Essential Dental Wellspect Solutions Solutions Solutions Healthcare Implants Aligners $1.2B MSD+ $0.7B MSD $0.3B DD+ $1.5B LSD $0.3B MSD+ 2023 Net Sales Target Growth 2023 Target 2023 Target 2023 N
Slide 7: Refocusing the Byte Business Model
Refocusing the Byte Business Model Internal Assessment Process Strategic Path ▪ Market re-entry using solely a Teledentistry model prohibitive due to extensive, costly and lengthy timelines to satisfy clinical and regulatory requirements 1 Review of regulatory requirements ▪ Continue to support non-
Slide 8: Our Strategy
Our Strategy Transform oral health and continence care by driving product and service innovation and delivering an exceptional customer and patient experience through an engaged and diverse workforce 1 2 3 4 5 ACHIEVE ANNUAL ENHANCE & ACCELERATE WIN IN DRIVE HIGH GROWTH & MARGIN SUSTAIN ENTERPRISE H
Slide 9: Focusing Innovation
Focusing Innovation… Key 2024 Core Enhanced Launches Capabilities + Capabilities DS Core Enterprise and Primescan 2 Additional Functionality Materials Quality & Expertise Regulatory ~4% of revenue in R&D Technology Portfolio Spend X-Smart Pro+(1) MIS Lynx LoFric Origo Know-How Optimization Flexible
Slide 10: DS Core is at the Center of Our Connected Solutions
DS Core is at the Center of Our Connected Solutions DS Digital Technology Trusted Workflow Experience Imaging Intraoral Milling Treatment Prevention and Implants and Aligners Scanner and Printing Centers Restorative Prosthetics Simple, secure and connected cloud platform Diagnosis Patient Treatment
Slide 11: Transforming the Business
Transforming the Business… Phase 2 Commercial Initiatives and Reinvestments Organizational Realignment Virtual Sales Creating demand and expanding Team customer reach $80-100M SureSmile Improving software UX and enhancing demand generation Investments Est. annual run-rate savings(1) Reimagining and
Slide 12: Enabling Execution to Unlock Tomorrow's Potential
Enabling Execution to Unlock Tomorrow’s Potential… Where We Were Where We Are Where We Are Going (2023 and Prior) (2024 – 2025) (2026 – Beyond) ✓ Phase 1 restructuring completed • Streamlined organization • Siloed, inefficient organization ✓ 2 ERP deployments completed in • Customer-centric, digital
Slide 13: Key Takeaways
Key Takeaways 1 2 3 4 Well-positioned with an Innovation is a Investing for growth; 2025 is an important end-to-end portfolio and cornerstone of growth shaping our strategic execution year clear strategy plans organization and progressing on all initiatives
Slide 14: Appendix
Appendix Dentsply S Sirona
Slide 15: Non-GAAP Measures Definitions
Non-GAAP Measures Definitions Organic Sales Adjusted Gross Profit The Company defines "organic sales" as the reported net sales adjusted for: (1) net sales from acquired Adjusted gross profit is computed by excluding from gross profit the impact any of the above adjustments that businesses recorded
Slide 16: Slide 16
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