Cegedim Sa · EURONEXT:ALCGM

Cegedim Sa — H1 2022 Earnings Presentation

25 slides from Cegedim Sa's earnings presentation, Jul 28, 2022

Slide 1: 1H 2022 Revenue
1H 2022 Revenue July 28,2022
Slide 2: Forward-looking statements
Forward-looking statements This presentation contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are based on expectations and assumptions that we believe to be reasonable when made, but that may not prove to be
Slide 3: The 1H 2022 Big picture
The 1H 2022 Big picture Revenue Cegedim Santé 1H 2022 - - 2022 off to a promising start Growth picked up speed - Strategic partnership with 3 social protection groups in the 2Q representing 25 million - All operating divisions beneficiaries in France contributed to 1H organic - Reserved capital incr
Slide 4: Software & services: Cegedim Santé
Software & services: Cegedim Santé The deal - May 2022 - – Reserved capital increase of €65 million for 18% of Cegedim Santé equity 100,000 – Industrial partnership: Improving patient pathway HCP users – Accelerate Cegedim Santé growth Cegedim Santé – Deal to play major role in French government’s M
Slide 5: Acquisition
Acquisition Mesdocteurs | May 2022 Laponi | June 2022 A leader in telehealth and a An SaaS innovative solution for pioneer in 24/7 telemedicin managing absenteeism in real time SEDIA | July 2022 Tracking software for medical instrumentation since 1985 © Cegedim 2022 6
Slide 8: Software & services
Software 54.4% €145.6m +3.8% +€5.4m & services of 1H 2022 Group revenue Revenue 1H 2022 Comments – All of the division’s activities turned in solid performances with the exception of the healthcare professional computerization business in the UK which, as expected, is still gearing up for recovery.
Slide 9: Flow
16.9% €45.2m +8.3% Flow of 1H 2022 Group revenue Revenue +€3.5m 1H 2022 Comments – The process digitalization and digital data flow business experienced strong growth in France. – The clear recovery seen in Germany and the UK in the first quarter continued in the second. – The healthcare flow busine
Slide 10: Data & marketing
Data & 18.7% €50.0m +11.8% +€5.3m marketing of 1H 2022 Group revenue Revenue 1H 2022 Comments – Data and digital communication solutions for French pharmacies still have good momentum. © Cegedim 2022 11
Slide 11: BPO
9.5% €25.4m +10.8% BPO of 1H 2022 Group revenue Revenue +€2.5m 1H 2022 Comments – The business of providing services for insurance companies and mutual insurance providers was stable in the first quarter and posted double-digit growth in the second quarter. – Growth in BPO services for HR department
Slide 12: Outlook
Outlook Cegedim’s 3 pillars Priorities for 2022 – Continue to reinforce Cegedim’s global leadership position – Continue R&D investment – Increase customer loyalty – Develop business synergies Innovation Financial Discipline M&A – Make small bolt-on acquisitions © Cegedim 2022 13
Slide 13: Outlook
Outlook Outlook 2022 Outlook – The Group is confident it can grow revenues – There is a delay of several months between wage increases and the annual increase in product prices resulting from indexation, for example products linked to the Syntec index in France. – The negative impact of that delay,
Slide 14: 1H 2022 Summary
1H 2022 Summary 1H 2022 Revenue Cegedim Santé - Increased by 6.1% L.f.l - Strategic partnership with 3 social protection groups representing 25 million beneficiaries in - Growth picked up speed in the 2Q France - All operating division contributed to - Reserved capital increase of €65 million growth
Slide 25: Thank you for your attention
Thank you for your attention For any additional information janeryk.umiastowski@cegedim.com

Cegedim — H1 2022 Earnings Presentation on 6ix

Cegedim Sa — H1 2022 Earnings Presentation

Slide 1: 1H 2022 Revenue

Slide 2: Forward-looking statements

Slide 3: The 1H 2022 Big picture

Slide 4: Software & services: Cegedim Santé

Slide 5: Acquisition

Slide 6: 2Q 2022 Revenue up 7.0% L.f.l

Slide 7: 1H 2022 Revenue up 6.1% L.f.l

Slide 8: Software & services

Slide 9: Flow

Slide 10: Data & marketing

Slide 11: BPO

Slide 12: Outlook

Slide 13: Outlook

Slide 14: 1H 2022 Summary

Slide 15: Q&A session

Slide 16: Addendum 1H 2022 Revenue

Slide 17: 1Q 2022 Revenue breakdown by division

Slide 18: 2Q 2022 Revenue breakdown by division

Slide 19: 1H 2022 Revenue breakdown by division

Slide 20: 1Q 2022 Revenue trend

Slide 21: 2Q 2022 Revenue trend

Slide 22: 1H 2022 Revenue trend

Slide 23: 1H 2022 Revenue breakdown by geographic zone

Slide 24: 2022 Financial agenda

Slide 25: Thank you for your attention