Accendra Health, Inc. · NYSE:ACH
Accendra Health — Owens & Minor — J.P. Morgan 2021 Healthcare Conference
18 slides from Accendra Health's conference presentation, Jan 13, 2021
Slide 1: J.P. Morgan 2021 Healthcare Conference
J.P. Morgan 2021 Healthcare Conference J.P. Morgan 2021 Healthcare Conference January 13, 2021 | Ed Pesicka
Slide 2: Safe Harbor
J.P. Morgan 2021 Healthcare Conference2 Safe Harbor This presentation is intended to be disclosure through methods reasonably designed to provide broad, non-exclusionary distribution to the public in compliance with the SEC's Fair Disclosure Regulation. This presentation contains certain ''forward-l
Slide 3: Our Business
J.P. Morgan 2021 Healthcare Conference3 Our Business DISTRIBUTION Global Solutions Global Products my
Slide 4: OMI Overview
J.P. Morgan 2021 Healthcare Conference4 OMI Overview A global healthcare solutions company with integrated distribution, products, and services aligned to deliver value to the healthcare industry 15,000+ Teammates Worldwide Healthcare Customers in 70+ Countries 1,400+ Branded Manufacturers 4,000+ He
Slide 5: Americas-based Manufacturing & Value Chain Control for PPE
J.P. Morgan 2021 Healthcare Conference5 Del Rio, TX N95 Respirators San Pedro Sula, Honduras Surgical Gowns Isolation Gowns Williamsburg, VA Surgical Procedure Kits Acuna, Mexico Face Masks, Isolation Gowns Nogales, Mexico Surgical Drapes & Packs Lexington, NC Sterilization Wrap Asheville, NC Minor
Slide 6: An Innovator in Distribution, Logistics, Products & Services
J.P. Morgan 2021 Healthcare Conference6 An Innovator in Distribution, Logistics, Products & Services Distribution Helping providers choose the right unit of measure distribution services Third Party Logistics A transportation network that goes the extra mile for the healthcare industry Clinical Inve
Slide 7: Constant Technology Innovation Building on 135+ Year Legacy
J.P. Morgan 2021 Healthcare Conference7 • Search product catalog • Submit & view service requests & chat live with support • View order statuses, manage backorders and special shipping • View real-time reports & monitor KPIs using customer dashboard CUSTOMER FUNCTIONALITY Single-source, web-based on
Slide 8: Home Healthcare Market Outlook & Actions
J.P. Morgan 2021 Healthcare Conference8 Home Healthcare Market Outlook & Actions • Home Healthcare Market Dynamics: • Aging population: 10,000 people a day turning 65 • Over 60M Medicare beneficiaries in the US • Rise in chronic conditions requiring regular care via direct-to-patient and home health
Slide 9: Our Value Chain is a Key Differentiator
J.P. Morgan 2021 Healthcare Conference9 Our value chain delivers benefits to our customers: 9 We control the materials, design, strict quality standards and product specifications in our own facilities, with our own Teammates 9 We self-manufacture our proprietary branded products, many in the Americ
Slide 10: Byram Healthcare: Post Acute Care Expertise
J.P. Morgan 2021 Healthcare Conference10 Byram Healthcare: Post Acute Care Expertise Leading provider of medical supplies to patients with chronic diseases specializing in: Diabetes Wound Care Urology Incontinence Ostomy Breast Pumps Key Highlights • Founded in 1968 • National footprint, Regional pr
Slide 11: OMI Business Blueprint
J.P. Morgan 2021 Healthcare Conference11 OMI Business Blueprint Partnership with Owens & Minor Financial Achievement OMI Business Discipline Value and Mission Driven Expansion Investments Based on Strengths
Slide 12: Mission, Values and How We Operate
J.P. Morgan 2021 Healthcare Conference12 Mission Empowering our customers to advance healthcare. Values INTEGRITY: Act with the highest standards of ethics. Honor commitments. EXCELLENCE: Perform to the highest standards. Embrace our mission to empower our customers to advance healthcare into the fu
Slide 13: OMI Business Discipline
J.P. Morgan 2021 Healthcare Conference13 • Alignment & execution for strategic priorities & key initiatives • Solve for critical needs within the business • Standardized toolset for flawless project execution producing quick, sustainable results OMI Business Discipline Enterprise-Wide Business Disci
Slide 14: Investment Example: PPE Market Outlook & Actions
J.P. Morgan 2021 Healthcare Conference14 Investment Example: PPE Market Outlook & Actions PPE Production Capacity & Sustainability • Increased PPE Production: • Expanded operations to 24/7 • Implemented process improvements and retooled existing equipment • Installed & optimized new production lines
Slide 15: Recent Accomplishments
J.P. Morgan 2021 Healthcare Conference15 Recent Accomplishments Q3 Highlights • 250%+ INCREASE in adjusted EPS compared to the third quarter of 2019 • 240 basis point adjusted operating MARGIN EXPANSION versus prior year • Global Solutions Segment – REVENUE GROWTH OF $317 MILLION sequentially • $118
Slide 16: Building a Resilient Foundation for Future Growth
J.P. Morgan 2021 Healthcare Conference16 Building a Resilient Foundation for Future Growth Balance Sheet • Sequential debt reduction of 23% ~ over $400 MILLION for the six quarters ended September 30 • SUCCESSFULLY RAISED EQUITY and used proceeds to reduce term debt by $190M in October • RETIRED OUT
Slide 17: Why OMI?
J.P. Morgan 2021 Healthcare Conference17 Why OMI? 1. Leading PPE Manufacturer with Company Owned Facilities Throughout the Americas 2. Byram Healthcare Serving the Fast Growing Home Healthcare Market, is a Leading Provider in Direct to Patient Products for Chronic Conditions 3. A Leading Distributor
Slide 18: Thank You.
J.P. Morgan 2021 Healthcare Conference18 Thank You.
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