Encompass Health Corporation · NYSE:EHC
Encompass Health — Barclays 2012 Global Healthcare Conference
5 slides from Encompass Health's conference presentation, Mar 13, 2012
Slide 1: Barclays 2012 Global Healthcare Conference
Barclays 2012 Global Healthcare Conference Miami | March 12 – 13, 2012 Doug Coltharp, EVP and Chief Financial Officer
Slide 2: Forward-Looking Statements
Forward-Looking Statements The information contained in this presentation includes certain estimates, projections and other forward- looking information that reflect our current outlook, views and plans with respect to future events, including legislative and regulatory developments, strategy, capit
Slide 3: Our Company Portfolio – As of Dec. 31, 2011
Our Company Portfolio – As of Dec. 31, 2011 Inpatient Rehabilitation Hospitals (“IRF”) 99 • 29 operate as JV’s with Acute Care Hospitals Outpatient Rehabilitation Satellite 26 Clinics 25 Hospital-Based Home Health Agencies 27 + Puerto Rico Number of States Key Statistics ~ 22,000 Employees ~ $2.0 Bi
Slide 4: Q1 2012 Initial Observations (as of March 5, 2012)
Q1 2012 Initial Observations (as of March 5, 2012) • Volume: – January and February 2012 discharge growth was on track against tough volume comps in Q1 2011 (7.8% growth). – Full-year 2012 discharge growth expected to be 2.5% to 3.5% • Adjusted EBITDA: – Q1 2011 Adjusted EBITDA benefited by approx.
Slide 5: Strong and Sustainable Business Fundamentals
Strong and Sustainable Business Fundamentals • Favorable demographic trends Attractive Healthcare Sector • Non-discretionary nature of many conditions treated in IRFs • Highly fragmented industry • #1 market share: above industry same-store growth and margins Industry Leading Position • Consistent a
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