Clearbridge Health Ltd. · SGX:1H3
Clearbridge Health — Investor Presentation (March 2021)
25 slides from Clearbridge Health's investor presentation, Mar 5, 2021
Slide 1: Redefining Healthcare in Asia with Precision
REDEFINING HEALTHCARE IN ASIA WITH PRECISION EMPOWERING PATIENT CARE WITH CLARITY Corporate Presentation FY2020
Slide 2: Important Notice
Important Notice Clearbridge Health Limited (the “Company”) is a company listed on the Catalist Board of the Singapore Exchange Securities Trading Limited (the “SGX-ST”). This presentation has been prepared by the Company and has been reviewed by the Company’s sponsor, United Overseas Bank Limited (
Slide 3: Building the First Broad Based Precision Medicine Platform in Asia
Building the First Broad Based Precision Medicine Platform in Asia OUR APPROACH • Data-driven clinical initiatives • Collaborations with technologies providers relevant to Asia • Direct access to consumers via owned primary healthcare and specialists providers Strategic equity investments in medical
Slide 4: Our Value Creation Process
Our Value Creation Process • Capitalising valuation multiple differential between public and private market comparables Unlocking Value • Healthcare EV/EBITDA: 6.8x – 46.7x • P/ EBITDA of key potential targets range from 3x – 12x • Maximising revenue growth by achieving economies of scope (products
Slide 5: EBITDA-focused Expansion Strategy in Asia
COVID-19 antibody test kits EBITDA-focused Expansion Strategy in Asia distributorship Distributor for Biolidics’ COVID- Placement of shares 19 antibody test kits in the IPO of Biolidics (associate) Raised S$11.3m to fuel Philippines, Indonesia, Raised S$7.7m during IPO on further expansion in the My
Slide 6: Growing Pan-Asian Healthcare Network
Growing Pan-Asian Healthcare Network - Clearbridge Medica Sdn Bhd, - Shanghai Kaizhun, provision of overseas distribution network for healthcare expertise and services diagnostic services - Clearbridge Medical Group (Hong Kong), a - Medic Surgical and Laser Clinic located at medical clinic in Causew
Slide 7: Significant Turnaround with Record Revenue Achieved in FY2020
Significant Turnaround with Record Revenue Achieved in FY2020 Revenue • As the COVID-19 pandemic unfolded in FY2020, the Group responded with business agility and strong execution capabilities to harness the medical and 40.00 36.26 healthcare opportunities in the region with its regional healthcare
Slide 8: Post Net Profit of S$2.07 Mil with Positive EBITDAR in FY2020
Post Net Profit of S$2.07 Mil with Positive EBITDAR (Adjusted) of S$3.51 Mil in FY2020 Net Profit • Key Highlights of Net Profit: 5.00 2.07 - With the increased revenue in FY2020, the Group’s purchases rose 56.1% or S$8.07 million, to S$22.44 million as compared to S$14.37 million in FY2019 0.00 SGD
Slide 9: Positive Operating Cashflow with Net Debt/Equity Ratio Improving Significantly
Positive Operating Cashflow with Net Debt/Equity Ratio Improving Significantly Operating Cashflow (S$’000) FY2020 FY2019 Profit/(Loss) before taxation 2,115 (11,680) Cash flows generated/(used in) from operations 3,367 (7,904) Net cash flows generated from /(used in) operation activities 1,855* (8,6
Slide 10: FY2020 Business Update
FY2020 Business Update 1. Distributorship for COVID-19 Antibody Test Kits • The Group has successfully secured a distributorship for COVID-19 antibody test kits in the Philippines, Indonesia, Myanmar and Vietnam. • The distribution for COVID-19 Antibody Test Kits has contributed positively to the re
Slide 11: FY2020 Business Update (Continued)
FY2020 Business Update (Continued) 5. Reduction of Contingent Consideration for Acquisition of IGM Labs & Redemption of Redeemable Exchangeable Bond (“REB”) • On 30 September 2020, the Company’s wholly-owned subsidiary, SAM Laboratory Pte. Ltd. (“SAM”) and PT Kreasi Putra Nusantara (“KPN”) have ente
Slide 12: Merits of Clearbridge Health
Merits of Clearbridge Health 1. Direct proxy to the defensive and high-growth healthcare industry in Asia 2. Global trend of precision medicine underpins the industry’s strong prospects and market potential in Asia 3. Differentiated business strategy by building the first broad based precision medic
Slide 13: Healthcare Systems: Indonesia
“Rising healthcare focus and expenditure with Indonesia’s health coverage program introduced in 2014 for the entire population of more 1. PT Indo Genesis Medika (IGM Labs) than 260 million” • One of the largest clinical laboratories in Indonesia, co-operating 18 clinical laboratories and other patie
Slide 14: PT Indo Genesis Medika (IGM Labs)
PT Indo Genesis Medika (IGM Labs) • Recurring cash flow business • Services are reimbursed by Indonesia health coverage program • 5 to 7 years contract with revenue sharing of 55% to 70% to IGM Labs • Co-operating 18 clinical laboratories and other patient care facilities under joint operation contr
Slide 15: PT Indo Genesis Medika (IGM Labs)
PT Indo Genesis Medika (IGM Labs) RSUP. Dr. Mohammad Hoesin RS Cipto Mangunkusumo RS Umum Pusat Sanglah RS Umum Pusat H. Adam Malik RS Islam Jakarta Cempaka Putih Palembang Denpasar Bali Medan RS Jogja Internasional Hospital RSUD Kabupaten Badung RSUD Kota Surakarta RSUD Dr. Zainoel Abidin Banda RS
Slide 16: PT Tirta Medika Jaya (TMJ)
PT Tirta Medika Jaya (TMJ) RS Bhayangkara Sartika Asih – RSUD Dr Soehadi Projonegoro - Sragen RSUD Dr H Marsidi Judono - Belitung Bandung • Recurring cash flow business • Services are reimbursed by Indonesia health coverage program • 7 to 10 years contract with revenue sharing of 60% to 70% to TMJ •
Slide 17: Clearbridge Medical Group Philippines (CMP)
“In the Philippines, the doctor to patient ratio is 1:33,000, which is significantly 1. Clearbridge Medical Group Philippines (CMP) higher than the global • Four-storey multi-specialty medical center in Quezon City average of 1:6,600” • Improved facilities to offer comprehensive range of diagnostic
Slide 18: Clearbridge Medical Group Philippines
Clearbridge Medical Group Philippines • Four-storey multi-specialty medical centre in Quezon • Provision of COVID-19 testing related services on-site and off-site • Renal care center with 15 dialysis machines, running 2 shifts/day • In-house laboratory and pharmacy 18
Slide 19: Clearbridge Medical Group Philippines
Clearbridge Medical Group Philippines ClearSkin Advance Dermatology & Laser Centre ClearSMILE Dental Clinic Advanced Dental Care and Diagnostics • Quezon City, Metropolitian Manila • Offers wide array of dental treatments, including orthodontics, • Market thru social influencers dental implants and
Slide 20: Medic Surgical & Laser Clinic and Dental Clinics
“Healthcare expenditure in Singapore is estimated to triple by 2030, rising to $44 billion from $17 billion in 2013. 1. Medic Surgical & Laser Clinic Personal healthcare expenditure will rise in tandem, and is projected to hit $28 billion in • Aesthetic and medical clinic located at Tanjong Pagar, 2
Slide 21: Medic Surgical & Laser Clinic
Medic Surgical & Laser Clinic • Services offered include skin trauma, wound management & scar improvement, LASER skin rejuvenation, skin smoothening & whitening 21
Slide 22: Dental Focus Group
Dental Focus Group Locations People’s Park Centre Bendemeer Ang Mo Kio Changi Road Hougang Simei Jurong West Yishun Kallang • Each clinic is equipped with 2-3 dental chairs and cone beam CT scan • Dental Focus is run by 14 dental surgeons • Option to acquire another 6 more dental clinics 22
Slide 23: Clearbridge Medical Group (Hong Kong)
“More than 2 million women have crossed the border to be administered the HPV Gardasil 9, a vaccine guarding against cervical cancer.” 1. Clearbridge Medical Group (Hong Kong) • Medical clinic in Causeway Bay • Adherence to Singapore’s high standards enhances the clinic’s branding and upholds public
Slide 24: Clearbridge Medical Group Hong Kong
Clearbridge Medical Group Hong Kong • 1,500 sq. ft clinic receives visiting physicians and specialists to provide a wider range of medical and health screening services • Collaboration with insurance companies and healthcare partners to serve domestic patients and medical tourists • Adherence to Sin
Slide 25: Thank you
Thank you
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