Sigma Healthcare Ltd · ASX:SIG
Sigma Healthcare — Macquarie Sydney Conference 2025
15 slides from Sigma Healthcare's conference presentation, May 6, 2025
Slide 1: Macquarie Sydney conference
Macquarie Sydney conference For personal use only 6 - 7 May 2025 Sigma Healthcare Limited ABN 15 088 417 403 Mark Davis Chief Financial Officer For more information contact: Gary Woodford Head of Corporate Affairs gary.woodford@sigmahealthcare.com.au www.sigmahealthcare.com.au Sigma Healthcare Limit
Slide 2: Overview of merged group
1 Overview of merged group For personal use only
Slide 3: Key Investment Highlights
Key Investment Highlights Australia’s largest retail pharmacy franchisor1 underpinned by 20 years of consistent growth2 in Chemist Warehouse Retail Network For personal use only Merger combines proven retailing strengths with highly efficient supply chain capabilities to support ongoing network expa
Slide 4: Snapshot of the Merged Group
Snapshot of the Merged Group The Merged Group is a leading Australian retail pharmacy franchisor and a full-line pharmaceutical wholesaler and distributor For personal use only Operational highlights Financial highlights 879 81 $9.6bn +10% Australian Franchise International stores LTM Dec-24 CW LFL
Slide 5: Chemist Warehouse's Growth Track Record
Chemist Warehouse’s Growth Track Record 20 years of consecutive growth in Chemist Warehouse Retail Network For personal use only CW Retail Network Sales evolution ($m)1,2,3 CW Retail Network evolution (no. of stores)1,4 10 year avg. new 5 year avg. new 10 year CAGR: 5 year CAGR: stores p.a.: stores
Slide 6: Growth Pillar: Domestic Store Rollout
Growth Pillar 1 Domestic Store Rollout Current Australian Retail Network1 Growth opportunity For personal use only CW has a proven track record of sustained strong domestic growth Under penetration in certain states provides organic growth opportunities Opportunity to expand Amcal and DDS network th
Slide 7: Growth Pillar: International Store Rollout
Growth Pillar 2 International Store Rollout International Store Network1 Growth opportunity For personal use only Total # Registered CW International Store Network Pharmacies The NZ experience demonstrates the transportability and acceptance of the Chemist Warehouse brand and value proposition in ne
Slide 8: Supply Chain Capabilities Drive Scale and Efficiency
Growth Pillar 3 Supply Chain Capabilities Drive Scale and Efficiency Comprehensive DC network in Australia1 Network optimisation For personal use only 272k Optimise capacity and throughput at warehouses Aggregate capacity (sqm) of 14 DCs in Australia1 Enhance distribution efficiencies and remove dup
Slide 9: Integration update
2 Integration update For personal use only Sigma Healthcare Limited
Slide 10: Corporate and Supply Chain
Corporate and Supply Chain $60 million per annum of available cost synergies previously For personal use only announced prior to merger – detailed assessment is advancing Integration Management Office established with resources in place to execute integration Management and leadership structures in
Slide 11: Franchise brands
Franchise brands Management, leadership and support for all For personal use only franchise brands centralised Reinvigorating Amcal and Discount Drug Stores with brand execution and marketing support Decision made to convert all 28 MyChemist pharmacies to Amcal and Discount Drug Stores – Chadstone a
Slide 12: Trading Update
For personal use only Trading Update
Slide 13: Approach to Sigma's Future Financial Reporting
Approach to Sigma’s Future Financial Reporting Accounting for the Transaction Near term future financial reporting For personal use only CWG standalone results Sigma FY25 results Legal acquiror announced 27-Feb-25 12 months to 30-Jun-25 6 months to 31-Dec-24 12 months of CWG financial information an
Slide 14: Trading update
Trading update • Strong operational momentum has been maintained post merger completion For personal use only • Normalised EBIT (unaudited) growth for the Group of circa 36% for nine months YTD* is consistent with CWG 1H FY25 growth • Normalised EBIT excludes merger related transaction costs (“trans
Slide 15: Thank you
For personal use only Thank you