Gvs S.p.a · MIL:GVS
Gvs — Merger or Acquisition (December 2024)
22 slides from Gvs's merger presentation, Dec 3, 2024
Slide 1: Acquisition of Haemonetics' Whole Blood Business
ACQUISITION OF HAEMONETICS’ WHOLE BLOOD BUSINESS December 3rd, 2024
Slide 2: Transaction Highlights
Transaction Highlights
Slide 3: Leader in blood collection, processing and filtration activities
ibdroot\projects\IBD-LN\fiberglass2019\643420_1\7. Marketing Materials\03 Analyst Presentation\Project Vicky_Analyst Presentation_ v55.pptx Leader in blood collection, processing and filtration activities Collection Processing Filtration & Transfusion Customized whole blood Separation and processing
Slide 4: A further step forward in GVS' positioning in Transfusion Medicine
ibdroot\projects\IBD-LN\fiberglass2019\643420_1\7. Marketing Materials\03 Analyst Presentation\Project Vicky_Analyst Presentation_ v55.pptx A further step forward in GVS’ positioning in Transfusion Medicine Acquisition of Acquisition of Acquisition of Acquisition of Haemonetics’ plant in Haemonetics
Slide 5: GVS post acquisition: a global and vertically integrated player in Transfusion Medicine
ibdroot\projects\IBD-LN\fiberglass2019\643420_1\7. Marketing Materials\03 Analyst Presentation\Project Vicky_Analyst Presentation_ v55.pptx GVS post acquisition: a global and vertically integrated player in Transfusion Medicine Consolidation of a vertically-integrated strategy, from membrane product
Slide 6: Vertically-integrated strategy as a key driver to become a leader in Transfusion Medicine
ibdroot\projects\IBD-LN\fiberglass2019\643420_1\7. Marketing Materials\03 Analyst Presentation\Project Vicky_Analyst Presentation_ v55.pptx Vertically-integrated strategy as a key driver to become a leader in the Transfusion Medicine market Membranes Historical GVS presence in production of membrane
Slide 7: Global geographical reach, acting as reference player in developed and emerging markets
ibdroot\projects\IBD-LN\fiberglass2019\643420_1\7. Marketing Materials\03 Analyst Presentation\Project Vicky_Analyst Presentation_ v55.pptx Global geographical reach, acting as reference player in both developed and emerging markets Developed markets Emerging markets Haemonetics’ Whole Blood Busines
Slide 8: $3.5bn+ opportunity in the sizable global Whole Blood collection and processing markets
ibdroot\projects\IBD-LN\fiberglass2019\643420_1\7. Marketing Materials\03 Analyst Presentation\Project Vicky_Analyst Presentation_ v55.pptx $ 3.5bn+ opportunity in the sizable global Whole Blood collection and processing markets Market segment Size Donor management (Software) $0.3bn Whole Blood Coll
Slide 9: Different secular trends supporting collection and processing market growth worldwide
ibdroot\projects\IBD-LN\fiberglass2019\643420_1\7. Marketing Materials\03 Analyst Presentation\Project Vicky_Analyst Presentation_ v55.pptx Different secular trends supporting collection and processing market growth worldwide Developed markets Emerging markets Aging population Growing population Inc
Slide 10: Industrial synergies to drive profitability improvement
ibdroot\projects\IBD-LN\fiberglass2019\643420_1\7. Marketing Materials\03 Analyst Presentation\Project Vicky_Analyst Presentation_ v55.pptx Industrial synergies to drive profitability improvement HAEMONETICS FACILITIES SYNERGIES WITH GVS MAQUILLADORA Covina (CA, US) Tijuana Maquilladora (Mexico) Inc
Slide 11: Low acquisition multiple, high return on invested capital
ibdroot\projects\IBD-LN\fiberglass2019\643420_1\7. Marketing Materials\03 Analyst Presentation\Project Vicky_Analyst Presentation_ v55.pptx Low acquisition multiple, high return on invested capital Including Upfront price for the Whole Blood Purchase Price $44.6m Business $ 20m Covina Real Estate Va
Slide 12: Financing Considerations
Financing Considerations
Slide 13: Shareholder's Loan conversion rationale
ibdroot\projects\IBD-LN\fiberglass2019\643420_1\7. Marketing Materials\03 Analyst Presentation\Project Vicky_Analyst Presentation_ v55.pptx Shareholder’s Loan conversion rationale Tangible sign of confidence by GVS’ Reference Shareholder on strategy and value accretive acquisition Reported leverage
Slide 14: GVS Organizational Changes
GVS Organizational Changes
Slide 15: Organizational changes to the Healthcare & Life Sciences division following the acquisition
ibdroot\projects\IBD-LN\fiberglass2019\643420_1\7. Marketing Materials\03 Analyst Presentation\Project Vicky_Analyst Presentation_ v55.pptx Organizational changes to the Healthcare & Life Sciences division following the acquisition Previous structure New structure Healthcare & Healthcare & Life Scie
Slide 16: Appendix
Appendix
Slide 17: Shareholder Loan conversion into Equity
ibdroot\projects\IBD-LN\fiberglass2019\643420_1\7. Marketing Materials\03 Analyst Presentation\Project Vicky_Analyst Presentation_ v55.pptx Shareholder Loan conversion into Equity On March 2023, GVS Group, GVS’ reference shareholder, granted a subordinated and unsecured Shareholder Loan (“Shareholde
Slide 18: Blood components and physiology (1/2)
ibdroot\projects\IBD-LN\fiberglass2019\643420_1\7. Marketing Materials\03 Analyst Presentation\Project Vicky_Analyst Presentation_ v55.pptx Blood components and physiology (1/2) Function in your body Manual Not selective- further Whole Blood processing required to harvest/purify targeted components
Slide 19: Blood components and physiology (2/2)
ibdroot\projects\IBD-LN\fiberglass2019\643420_1\7. Marketing Materials\03 Analyst Presentation\Project Vicky_Analyst Presentation_ v55.pptx Blood components and physiology (2/2) 19
Slide 20: Blood collection process and GVS products
ibdroot\projects\IBD-LN\fiberglass2019\643420_1\7. Marketing Materials\03 Analyst Presentation\Project Vicky_Analyst Presentation_ v55.pptx Blood collection process and GVS products Hospital Collection Quality Control (transfusion to Room patient) Donor Processing (reception and Storage Lab intervie
Slide 21: Developed Markets have greater access to blood supply
ibdroot\projects\IBD-LN\fiberglass2019\643420_1\7. Marketing Materials\03 Analyst Presentation\Project Vicky_Analyst Presentation_ v55.pptx Developed Markets have greater access to blood supply Developed markets Over 50% of world blood supply, 15% of world population Emerging markets Less than 50% o
Slide 22: Disclaimer
ibdroot\projects\IBD-LN\fiberglass2019\643420_1\7. Marketing Materials\03 Analyst Presentation\Project Vicky_Analyst Presentation_ v55.pptx Disclaimer This presentation contains certain forward-looking statements that do not relate solely to historical or current facts or data but rather reflect the