Medibank Private Ltd. · ASX:MPL
Medibank Private — Macquarie Australia Conference 2023
14 slides from Medibank Private's conference presentation, May 2, 2023
Slide 1: Presentation to the Macquarie Australia Conference and FY23 outlook update
Date 15 March 2021 2 May 2023 Presentation to the Macquarie Australia Conference and FY23 outlook update Medibank Chief Executive Officer David Koczkar will be delivering the attached presentation at the Macquarie Australia Conference which includes an update to Medibank’s FY23 outlook. This documen
Slide 2: Macquarie Australia Conference
Macquarie Australia Conference David Koczkar – Chief Executive Officer 2 – 3 May 2023
Slide 3: Important notice
Important notice General & Summary Information The information contained in this presentation is general information about Medibank Private Limited MPL believes the expectations reflected in these forward‐looking statements are reasonable as (“MPL”) and / or its related bodies corporate (together, “
Slide 4: Acknowledgment of Country
Acknowledgment of Country Medibank acknowledges Aboriginal and Torres Strait Islander peoples as the First Peoples of this nation. We proudly recognise Elders past, present and emerging as the Traditional Owners and Custodians of the lands on which we work and live. We’re committed to supporting sel
Slide 5: Key points
Key points Stable resident policyholder growth • Industry growth remains strong with a continuation of factors supporting participation • Service NPS recovery in both brands • FYTD policyholder growth of 0.4k policyholders or 0.02% (as at 31 Mar 23) • Expect a strong 4Q, with positive momentum leadi
Slide 6: Stable resident policyholder growth
Stable resident policyholder growth We will maintain our disciplined approach to growth in a highly competitive and growing market Industry growth remains resilient Medibank recovery tracking as expected Industry growth continues Policyholder growth stabilising • Expect FY23 industry policyholder gr
Slide 7: Strong growth in non-resident PHI
Strong growth in non-resident PHI Key future growth pillar Non-resident market is recovering and growing We will continue to invest for growth Strong growth in student, worker and visitor market segments Policy unit growth accelerating since June 2022 • Working visas exceed pre-COVID levels • FYTD p
Slide 8: Short stay model of care will benefit the entire health system
Short stay model of care will benefit the entire health system Megatrends in health will continue to drive patient-centric outcomes Consumerisation The shift to The rise of new Outcome-based of health prevention care settings care Short stay – joint replacement example Short stay model will bring po
Slide 9: Medibank is evolving its relationship with partners
Medibank is evolving its relationship with partners Megatrends in health will continue to drive patient-centric outcomes Consumerisation The shift to The rise of new Outcome-based of health prevention care settings care The evolution of hospital contracting The new framework of hospital contracting
Slide 10: Our vision is to create the best health and wellbeing for Australia
Our vision is to create the best health and wellbeing for Australia We are uniquely positioned to support customers and grow with the collective strength of our products and offerings Leading and differentiated Supporting and Suite of preventative programs health inspiring health insurance and wellb
Slide 11: FY23 outlook update
FY23 outlook update As presented at 1H23 Results Updates Customer We continue to assess claims activity and any permanent net claims savings Expect to announce a further customer give back before relief due to COVID-19 will be given back to customers through additional support 30 June 2023 in the fu
Slide 12: Appendix
Appendix
Slide 13: Our health investments
Our health investments Target Investments Ownership interest (%) Description Benefits to Medibank markets Myhealth Medical Holdings Pty 49% • Medibank acquired a non-controlling interest in Myhealth Medical Support preventative health and GP- Ltd Group for c. $63m in 2021 led proactive care manageme
Slide 14: Glossary
Glossary Term Definition Term Definition Six months ended/ending 31 December of the relevant The primary person who is insured under a private health insurance 1H financial year policy (other than Policyholder Six months ended/ending 30 June of the relevant financial in relation to overseas students
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