Wellnex Life Ltd · ASX:WNX
Wellnex Life — Investor Presentation (February 2025)
27 slides from Wellnex Life's investor presentation, Feb 10, 2025
Slide 1: Wellnex Life Limited February 2025
WELLNEX LIFE LIMITED ASX: WNX FEBRUARY 2025 For personal use only The Next Generation of Wellness Your Life Deserves
Slide 2: Important disclaimer
IMPORTANT: You must read the following disclaimer before continuing. The information contained in this presentation (including any accompanying oral presentation, question and answer session and any other document or materials distributed at or in connection with this presentation) (the "Presentatio
Slide 3: Executive Directors
Executive Directors A wealth of experience in healthcare and fast-moving For personal use only consumer goods Zack Bozinovski George Karafotias Managing Director Chief Executive Officer ● Over 35 years of senior experience within ● Specialist in restructuring, reinventing Fast Moving Consumer Goods
Slide 4: Company Highlights
Company Highlights Major transition High demand products Strong revenue growth For personal use only Transitioned from a low margin Scientifically formulated products Revenue growth of 112% for the brokerage business to a high with clinical evidence developed for 1HFY25 compared to 1HFY24, with marg
Slide 5: Company Profile & Owned Brand Portfolio
For personal use only Company Profile & Owned Brand Portfolio
Slide 6: Company History
Company History For personal use only JUL 2021 AUG 2021 OCT 2021 MAR 2022 MAY 2022 DEC 2022 Launch of WNX as a Jointly owned brand with Wakey Wakey & The Iron Global Supply Opening 2 lines supplied Acquisition of consumer healthcare Chemist Warehouse Company Launched Agreement Announced for Australi
Slide 7: Company Asset Portfolio
Company Asset Portfolio For personal use only Licensing Owned Brands Co-Branded Contracts Australian TGA listed caffeine TGA listed TGA listed All natural teeth all-natural topical Prescription only effervescent tablet sleep slow release whitening formulation pain relief medicinal cannabis effervesc
Slide 8: Owned Brands
Owned Brands Our Innovative Market Leading Products For personal use only Pain Away Wakey Wakey Nighty Night The Iron Company Mr Bright Caffeine & Guarana Ashwagandha Effervescent Complementary Medicinal Iron Natural teeth whitening products Australia’s No 1* topical liquid Effervescent Complementar
Slide 9: Owned Brands: Pain Away
Owned Brands Pain Away For personal use only No1. Topical pain relief brand containing Arnica ● Completed acquisition for A$20.85 million, on compelling metrics of 1.5x revenue and 6.3x EBITDA (FY23) ● All products are listed with the Therapeutic Goods Administration (TGA) ● High gross margins ● Ext
Slide 10: Owned Brands: Wakey Wakey and Nighty Night
Owned Brands Wakey Wakey and Nighty Night Wakey Wakey is an Australian Complementary Caffeine For personal use only & Guarana Effervescent Medicine boosting energy levels. Nighty Night is an Australian Complementary Ashwagandha Effervescent Effervescent Medicine helping you to fall asleep faster. ●
Slide 11: Distribution Capabilities
Distribution Capabilities You can find a Wellnex Life product in over 95% of Australia’s grocery and pharmacy doors…and in the UK. For personal use only 11
Slide 12: July to December 2024 Highlights
July to December 2024 Highlights Strong Financial Branded Licensing Performance Business Growth For personal use only ✔ H1FY25 total revenue ✔ Continued brand ✔ Haleon launch UK up 112% compared growth to H1FY24 ✔ Additional Ibuprofen ✔ Incremental Pain Mini soft gel ✔ H1FY25 branded Away distributi
Slide 13: Domestic and International Growth Strategy
Domestic and International Growth Strategy Asia For personal use only United Kingdom and Europe Branded distribution Branded Distribution Opportunity Licensing products United Kingdom and Europe Explore Licensing Opportunities Australia and New Zealand Branded distribution New Product Pipeline Licen
Slide 14: Company Profile: Licensed Brands
For personal use only Company Profile Licensed Brands
Slide 15: Licensing Contracts: Haleon
Licensing Contracts “A world leading consumer health company with clear purpose to deliver better everyday health with humanity” For personal use only Partnership Milestones Partnership Details HALEON Australia issued With MA to launch Initial discussions March 2021 Paracetamol Soft Gel in January 2
Slide 16: Licensing Contracts: Arrotex
Licensing Contracts In licensing and supply agreement with Australia’s largest generic drug manufacturer, a division of DBG group a company with $1.5b revenue For personal use only Partnership Milestones Partnership Details WNX issued Marketing Authorisation (MA) Contract Initial discussions signed
Slide 17: Licensing Contracts: Chemist Warehouse
Licensing Contracts Chemist Warehouse (CWH) is a leading Australian retail pharmacy franchisor and owns the ‘Chemist Warehouse and My Chemist pharmacy franchise brands with annual revenue of $9b in CY24 For personal use only Partnership Milestones Partnership Details CWH own whe Wagner Brand WNX iss
Slide 18: Development Pipeline
For personal use only Development Pipeline
Slide 19: Australian Therapeutic Goods Administration (TGA)
Australian Therapeutic Goods Administration (TGA) For personal use only Delivers strong guidelines around regulations associated with advertising therapeutic goods Information to assist manufacturers understand their regulatory responsibilities Australia’s government authority Information on types o
Slide 20: Formulating and Launching Medicines With the TGA
Formulating and Launching Complimentary & Registered Medicines With The Therapeutic Goods Administration (TGA) For personal use only PHARMACEUTICAL DOSSIERS & CONSUMER MARKETING AUTHORISATIONS TRENDS (MA’s) ● Understand global trends ● Submit a comprehensive set of documents ● Talk to retail partner
Slide 21: World Class Development Pipeline
World Class Development Pipeline NPD Deep dive on consumer For personal use only CATEGORY insights ANALYSIS Expert in-house sales SALES & PRODUCT marketing and regulatory Meeting consumer MARKETING DESIGN capability needs World class GMP SUPPLY PRODUCTION CHAIN Efficient and manufacturing meeting se
Slide 22: Financial Overview
For personal use only Financial Overview
Slide 23: Historical Revenue Growth and Expanding Margins
Financial Information Historical Revenue Brand Revenue Growth $16.0m $14.0m and Expanding Margins $12.0m $10.0m For personal use only $8.0m $6.0m $4.0m $2.0m Wellnex Life portfolio of 100% owned brands are $0.0m high gross margin products that are rapidly growing 1H22 2H22 1H23 2H23 1H24 2H24 Brands
Slide 24: Company Shares on Issue and Funds Use
Financial Information Company Shares on Issue and Funds Use For personal use only Pro-Forma Capital Structure Estimated Use Of Proceeds Shares on Issue 34,099,861 PA – Deferred Consideration $6,150,000 27.8% Entitlement Offer 34,099,861 Total Shares on Issue 68,199,722 (Redemption of Notes) $6,400,0
Slide 25: Investment Summary
Investment Summary Why it is a great time to invest in For personal use only Proven International Strong Innovative Experienced growth expansion partnerships pipeline leadership Growing revenue from Commencement of Agreements with leading Strong pipeline of Experienced board and high value and margi
Slide 26: Contact Us
Contact Us For personal use only Michael Jeffery Corporate Finance Reach Markets 02 8288 6905 investors@reachmarkets.com.au 1300 805 795 Andrew Murphy Institutional Sales 02 8288 6917
Slide 27: For further information please contact
For personal use only For further information please contact: Wellnex (ASX:WNX) George Karafotias Chief Executive Officer P: +61 3 8399 9419 E: george.k@wellnexlife.com.au