Ramsay Health Care Limited · ASX:RHC
Ramsay Health Care — American Chamber of Commerce (April 2007)
14 slides from Ramsay Health Care's conference presentation, Apr 17, 2007
Slide 1: Culture as a Competitive Advantage
oe - oO SE a a - | oe ay RAMSAY HEALTH CARE ia MARAT CULTURE AS A COMPETITIVE ADVANTAGE AMERICAN CHAMBER OF COMMERCE 17 APRIL 2007
Slide 2: Australia's largest private hospital operator
ais RAMSAY RAMSAY PRO HEALTH CARE ¢ Australia’s largest private hospital operator > 70 hospital facilities in Australia and Indonesia > More than 7,200 beds > More than 20,000 employees >» 28% of private hospital admissions >» Over 750,000 patients per year >» Over 455,000 procedures per year >» Ove
Slide 3: Size and strategic position of our hospital portfolio
mo ans RAMSAY HEALTH CARE ¢ Size and strategic position of our hospital portfolio brings market strengths and growth prospects » Economies of scale » Operating and financial leverage » Portfolio rationalisation and maximisation » Relationships with stakeholders » Strong influence in growing market >
Slide 4: Revenue Growth Timeline
RAMSAY HEALTH CARE REVENUE GROWTH TIMELINE —__ Hollywood Veteran Perth acquired & privatised Jan’94 Greenslopes Veteran Brisbane acquired & privatised Feb’95 Affinity Acquired Apr’05 Benchmark Group Acquired Jul’04 Greenslopes Major Expansion Opened May‘03 Hollywood Major Expansion Opened Jul’02 Alp
Slide 5: Ramsay Share Price
Bis RAMSAY SHARE PRICE HEALTH CARE Share Price ($) $14.00 9 “Acquisition of Affinity Health 42.00 4 ; eal 8 | 14 April 2005 $10.00 4 $8.00 4 $6.00 4 i Jul-04 Oct-04 Jan-05 Apr-05 Jul-05 Oct-05 Jan-06 Apr-06 Jul-06 Oct-06 Jan-07 Apr-07 Ss Volume comm Price Source: Goldman Sachs JBWere 3,000 2,500 2,0
Slide 6: Total Shareholder Return
TOTAL SHAREH RAMSAY HEALTH CARE (1 Jul’04 to 13 Apr’0 (%) Change 140% 120% 100% 80% 60% 40% 20% 0% + +123% -20% Jul-o4 Oct-04 Jan-08 Apr-0s amet Ramsay Health Care 4 duly 2004 RHC - $5.27 ASX 200 Acc - 19,440.5 {ASX 200 - 3,532.9) ASX Healthcare Peers - 100.0 ewsensenes ASX 200 Accumulation Index Ju
Slide 7: A clear strategy
Bea : ais RAMSAY TWO MAJOR RE HEALTH CARE 1: A clear strategy Our strategy has guided our growth path and delivered results: * Focus on management of core hospital business >» Underwrites strong organic growth ° Growth through investing in brownfield development > Higher return on investment > Expan
Slide 8: Developing and encouraging an entrepreneurial culture
Bea aigas RAMSAY TWO MAJOR REAS 2: Developing and encouraging an entrepeneurial culture « The Ramsay Way —a set of values our employees can personally endorse « The Ramsay Management Principles Culture is most under threat during mergers and acquisitions
Slide 9: Affinity Acquisition
ais RAMSAY AFFINITY ACQ HEALTH CARE Financially and commercially compelling transaction Brought together two major employers in labour intensive industry, integration of cultures a significant risk Private equity ownership inspired staff to support and benefit from improved performance of group Rams
Slide 10: Key elements of Affinity integration strategy
« Key elements of Affinity integration strategy Implemented Ramsay’s decentralised management model Brought together two HO functions (Melb 170, Sydney 80, combined now 130) Focus on preserving best of both organisations (ie IT, risk management, HR, purchasing) and best relationships Major communica
Slide 11: International shortage of nurses and allied health staff
RAMSAY Meeting am HEALTH CARE NG AGMA CAG AANA AG A ULSAN International shortage of nurses & allied health staff e Fewer school leavers seeking nursing as a profession e Growing demand for more nurses due to ageing population e The training of nurses out of line with needs e Ageing workforce — avera
Slide 12: Key focus areas for Ramsay
mo ans RAMSAY Rams HEALTH CARE e Key focus areas for Ramsay: —- Promote work/life balance —- Enhance work place flexibility —- Manage challenges of a flexible workforce — Progress opportunities for work based childcare ~- Effectively deal with an ageing workforce —- Major commitment to train and dev
Slide 13: Some final points
Bea aigas RAMSAY Some final po Health one of the top concerns of the electorate at elections for the past 20 years or so Despite criticisms, Australia has one of the best healthcare systems in the world: the balanced health care system is working and has bi-partisan support Further consolidation in
Slide 14: Questions
age oe cn Se Zoe i Hee iii Questions
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