Ramsay Health Care Limited · ASX:RHC
Ramsay Health Care — UBS Australian Healthcare Forum 2015
14 slides from Ramsay Health Care's conference presentation, Jun 11, 2015
Slide 1: Ramsay Health Care Limited – UBS Australian Healthcare Forum 2015
Ramsay Health Care Limited UBS Australian Healthcare Forum 2015 11 June 2015 Christopher Rex, Managing Director
Slide 2: Agenda
AGENDA 1. Ramsay Health Care Overview 2. Growth Strategy Update 3. Outlook 2
Slide 3: Ramsay Health Care
RAMSAY HEALTH CARE • Over 50 years experience as a specialist hospital operator • 212 hospitals across 5 countries • 25,000 beds and places • Employs over 50,000 people • Admits around 3 million patients per annum • Strong, sustainable growth achieved through the combined strategy of organic growth,
Slide 4: Strong Industry Fundamentals
STRONG INDUSTRY FUNDAMENTALS Demand for health care will remain strong with an ageing population, longer life expectancy, increase chronic disease burden, population growth, and improvements in treatments and diagnostic methods. • The global population aged 60 or above is expected to more than tripl
Slide 5: Revenue Growth Milestones
REVENUE GROWTH MILESTONES A$m 7,500 Générale de Santé Acq. Oct’14, France ● 6,000 Medipsy Acq. Dec’13, France ● Revenue Growth RSD Joint Venture Jul’13, Asia ● Achieved through 4,500 our consistent Group Proclif Acq. Mar’10, France ● Estimate * focused strategy of: Capio Acq. Nov’07, UK ● • Organic
Slide 6: Core EPS and Dividend Growth
CORE EPS AND DIVIDEND GROWTH Over the 17 years from listing to 30 June 2014 200.0 ¢/share Core Earnings per Share (EPS) 160.0 CAGR 16.6% 120.0 Core EPS 80.0 CAGR 40.0 - FY'98 FY'99 FY'00 FY'01 FY'02 FY'03 FY'04 FY'05 FY'06 FY'07 FY'08 FY'09 FY'10 FY'11 FY'12 FY'13 FY'14 90.0 ¢/share 75.0 Dividend Gr
Slide 7: Growth Strategy Update
Nth Hi “ey Growth Strategy Update
Slide 8: Successful & Sustainable Growth Strategy
SUCCESSFUL & SUSTAINABLE GROWTH STRATEGY Acquisitions Exploring further Public/Private acquisitions in Collaborations existing and other Brownfield Capacity Expansion Potential for more markets Organic Growth partnerships to Ramsay has proven Unmet demand Underpinned by develop/manage/ it
Slide 9: Brownfield Capacity Expansion
BROWNFIELD CAPACITY EXPANSION • Positive demographics, an ageing population and quality hospital portfolio driving continued investment in capacity expansion • Approved over $1.5 billion worth of Brownfield capacity expansions over the last 9 years • Brownfield capacity expansion opportunities ident
Slide 10: Acquisitions
Acquisitions
Slide 11: Acquisitions
ACQUISITIONS France - Générale de Santé • In October 2014, Ramsay finalised the acquisition of a controlling interest in Générale de Santé (GdS) and its 75 facilities (61 hospitals) • The acquisition brings Ramsay’s total portfolio in France to 115 facilities (101 hospitals) China - Jinxin • Through
Slide 12: Outlook
Outlook
Slide 13: Outlook
OUTLOOK • Demographics will continue to drive capacity expansion opportunities from which we expect ongoing benefits to flow • We will maintain our focus on improving performance at existing hospitals • Integration of Générale de Santé and growing this business will be a major focus • Utilising our
Slide 14: Questions
Questions
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