Fisher & Paykel Healthcare Corporation Limited · NZX:FPH
Fisher & Paykel Healthcare — Investor Day (July 2025)
51 slides from Fisher & Paykel Healthcare's investor day presentation, Jul 23, 2025
Slide 1: Fisher & Paykel Healthcare provides Investor Event presentation
News Release STOCK EXCHANGE LISTINGS: NEW ZEALAND (FPH), AUSTRALIA (FPH) Fisher & Paykel Healthcare provides Investor Event presentation Auckland, New Zealand, 23 July 2025 – Fisher & Paykel Healthcare Corporation Limited attaches a copy of its presentation to analysts and investors for its Investor
Slide 2: Fundamentals Investor Experience Melbourne
For personal use only Wednesday 23 July 2025 FUNDAMENTALS INVESTOR EXPERIENCE MELBOURNE Fisher & Paykel HEALTHCARE
Slide 3: Acknowledgement of Country
nations as the traditiona custodians of the land on w The Royal Melbourne Hos is located.
Slide 4: Your F&P hosts for today
For personal use only Your F&P hosts for today Graham Gourd General Manager - Australia Amy Milburn Business Manager - New Zealand Fisher &Paykel HEALTHCARE
Slide 5: Welcome
For personal use only Welcome The Royal ‘ > Melbourne ospita Rs Thank you to The Royal Melbourne Hospital for having us here today. Fisher & Paykel HEALTHCARE
Slide 6: Fundamentals Investor Experience Melbourne
For personal use only Wednesday 23 July 2025 FUNDAMENTALS INVESTOR EXPERIENCE MELBOURNE Fisher & Paykel HEALTHCARE
Slide 7: Today's rotations
Today’s rotations 2 3 4 ~ Optiflow & NIV in the ED With Dr Gerben Keijzers For personal use only Va S Ne Neonatal Care With Dr Peter Davis > yy, (— >) Optiflow on the Ward With Associate Professor Benjamin Kwan (— > Anaesthesia With Professor Reny Segal and Associate Professor Ne S Pierre Bradley Ne
Slide 8: Our context
For personal use only Our context Lewis Gradon Managing Director & Chief Executive Officer Fisher &Paykel HEALTHCARE
Slide 9: Investor Event: A focus on R&D and innovation
For personal use only 202? Investor Event: A focus on R&D and innovation Fisher &Paykel HEALTHCARE
Slide 10: Long-term gross margin target
For personal use only 70% 60% 50% 40% 30% 20% 10% 0% FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24* FY25 Long-term gross margin target *Underlying gross margin excludes the product recall provision
Slide 11: 2025 Investor Event: A focus on changing clinical practice
2025 Investor Event: A focus on changing clinical practice For personal use only Fisher &Paykel HEALTHCARE
Slide 12: Global practice change
Global practice change 2 Cc 875 [e) wo Systematic review 700 i?) =) 525 © c 350 je) ” al / Pilot-controlled trial 175 oO [ok — [e) LL Nasal high flow clinical papers published annually —=Annual total of studies (calendar year) Fisher &Paykel HEALTHCARE
Slide 13: Communicating clinical benefits
For personal use only Communicating clinical benefits through to ) Neonatal Care Edmund Hillary ~ Fisher &Paykel HEALTHCARE
Slide 14: Business implications of changing clinical practice
For personal use only Business implications of changing clinical practice Fisher & Paykel HEALTHCARE
Slide 15: Today's rotations
Today’s rotations 2 3 4 ~\ Optiflow & NIV in the ED With Dr Gerben Keijzers For personal use only Va S Ne Neonatal Care With Dr Peter Davis ~\ yy, (— \ Optiflow on the Ward With Associate Professor Benjamin Kwan Ne S (— >) Anaesthesia With Professor Reny Segal and Associate Professor Pierre Bradley
Slide 16: Global context
For personal use only Global context Fisher &Paykel HEALTHCARE
Slide 17: Applications outside of invasive ventilation
For personal use only Invasive Noninvasive Hospital Home Respiratory Obstructive Sleep Respiratory Support Anesthesia Support Apnea Ventilation Ventilation Infant Care Surgical Applications outside of invasive ventilation
Slide 18: Long-term growth aspirations
For personal use only The image above is an illustration of the company’s long-term growth aspirations. It is not a graph and should not be interpreted as being indicative of levels of revenue or profitability in the short term.
Slide 19: Snapshot of today
For personal use only > snapshot of today Acknowledgement of Country Overview & Snapshots of Rotations Our Context - Lewis Gradon Rotations [2x] 1. Optiflow & NIV in the ED 2. Neonatal Care 3. Optiflow on the Ward 4. Anaesthesia Lunch — 12.00pm Rotations continue [2x] Afternoon tea Discussion — Q&A
Slide 20: Today's rotations
Today’s rotations 2 3 4 ~\ Optiflow & NIV in the ED With Dr Gerben Keijzers For personal use only Va S Ne Neonatal Care With Dr Peter Davis ~\ yy, (— \ Optiflow on the Ward With Associate Professor Benjamin Kwan Ne S (— >) Anaesthesia With Professor Reny Segal and Associate Professor Pierre Bradley
Slide 21: Rotation 1: Optiflow & NIV in the ED
For personal use only Rotation 1: Optiflow & NIV in the ED Dr Gerben Keijzers Senior Staff Specialist, Gold Coast Hospital and Health Services, . Gold Coast Gptiilow Lily Pitman (F&P) Category Marketing Manager, Nigel Fealy (F&P) Clinical Research Manager, Hospital Fisher &Paykel HEALTHCARE
Slide 22: Rotation 2: Neonatal Care
For personal use only Rotation 2: Neonatal Care Dr Peter Davis Professor of Neonatal Medicine, Royal Women’s Hospital, Melbourne Rachel Vicars (F&P) Research & Development Manager, Infant Care 4 Andrew Crouch (F&P) National Sales & Marketing Manager (Hospital), Australia Fisher &Paykel HEALTHCARE
Slide 23: Rotation 3: Optiflow on the Ward
For personal use only Rotation 3: Optiflow on the Ward Associate Professor Ben Kwan Respiratory and Sleep Physician at St Vincent’s Hospital, Sydney Andrew Somervell (F&P) Vice President - Products & Technology Lorraine Jackson (F&P) National Business Manager, Australia Fisher &Paykel HEALTHCARE
Slide 24: Rotation 4: Anaesthesia
For personal use only Rotation 4: Anaesthesia Professor Reny Segal Senior Specialist, Royal Melbourne Hospital, Melbourne Associate Professor Pierre Bradley Senior Specialist, The Alfred & Epworth HealthCare, Melbourne Winston Fong (F&P) Vice President - Surgical Technologies John Rogan (F&P) Nation
Slide 25: Today's rotations
Today’s rotations 2 3 4 ~\ Optiflow & NIV in the ED With Dr Gerben Keijzers For personal use only S Va Ne Neonatal Care With Dr Peter Davis ~ ST (— >) Optiflow on the Ward With Associate Professor Benjamin Kwan XX / (— > Anaesthesia With Professor Reny Segal and Associate Professor Pierre Bradley Ne
Slide 26: Fundamentals Investor Experience Melbourne
For personal use only Wednesday 23 July 2025 FUNDAMENTALS INVESTOR EXPERIENCE MELBOURNE Fisher & Paykel HEALTHCARE
Slide 27: Rotation Content
For personal use only FUNDAMENTALS INVESTOR EXPERIENCE MELBOURNE Rotation Content The four ‘rotation’ sessions at today’s event are being conducted as guided discussions, followed by audience Q&A. There are varying degrees of formal visual presentations at each (some have none at all), which are con
Slide 28: Optiflow & NIV in the ED
For personal use only Optiflow & NIV in the ED Dr Gerben Keijzers Senior Staff Specialist, Gold Coast Hospital and Health Services, Gold Coast Nigel Fealy Clinical Research Manager, Hospital (F&P) Lily Pitman Category Marketing Manager, Optiflow (F&P) Fisher &Paykel HEALTHCARE
Slide 29: Our high-flow product development journey
For personal use only Our high-flow product develooment journey DEVELOPMENT = “Fag STORY p= & ‘6 Fisher &Paykel HEALTHCARE
Slide 30: Optiflow & NIV in the ED
IV in the ED Dr Gerb CijZer Ss igel Feall - Nigel F (Py Leg ae a Lily Pit Fisher &Paykel HEALTHCARE
Slide 31: Neonatal Care
For personal use only Neonatal Care Dr Peter Davis Professor of Neonatal Medicine, Royal Women’s Hospital, Melbourne Andrew Crouch National Sales & Marketing Manager (Hospital), Australia (F&P) Rachel Vicars Research & Development Manager, Infant Care (F&P) Fisher &Paykel HEALTHCARE
Slide 32: A highly fragile care environment
For personal use only A highly fragile care environment Fisher & Paykel HEALTHCARE
Slide 33: The neonatal patient care journey
The neonatal patient care journey Transport ™ A eee ————e Labour & Delivery For personal use only Discharge to home Fisher & Paykel HEALTHCARE
Slide 34: The therapy continuum
For personal use only The therapy continuum Resuscitation & Stabilisation Invasive Ventilation Positive Airway Pressure “% Nasal High Flow Fisher & Paykel HEALTHCARE
Slide 35: Neonatal Care
a ‘GF Neonatal Care ad Dr Peter Davis ~ Andrew Crouch Rachel Vicars 4 Fisher &Paykel HEALTHCARE
Slide 36: Optiflow on the Ward
For personal use only Optiflow on the Ward Associate Professor Ben Kwan Respiratory and Sleep Physician at St Vincent’s Hospital, Sydney Lorraine Jackson National Business Manager, Australia (F&P) Andrew Somervell VP - Products and Technology (F&P) Fisher &Paykel HEALTHCARE
Slide 37: Optiflow on the Ward
ptiflow on the Ward ssociate Professor Ben Kwan orraine Jackson ndrew Somervell Fisher &Paykel HEALTHCARE
Slide 38: Anaesthesia
For personal use only Anaesthesia Professor Reny Segal Senior Specialist, Royal Melbourne Hospital, Melbourne Associate Professor Pierre Bradley Senior Specialist, The Alfred & Epworth HealthCare, Melbourne Winston Fong VP - Surgical Technologies (F&P) John Rogan National Business Manager - Anaesthe
Slide 39: Anaesthesia Optiflow System
For personal use only Anaesthesia Optiflow System rei = - _ z Optiflow TRACE Fisher &Paykel HEALTHCARE
Slide 40: Clinical problems and Optiflow use in Anaesthesia
Clinical problems and Optiflow use 2in Anaesthesia [e) ©® Understanding the challenges, and Ba real-world representation of how Optiflow —helps [e) Professor Reny Segal WY) John Rogan For per. Fisher &Paykel HEALTHCARE
Slide 41: Changing clinical practice
Changing clinical practice Our progress in changing clinical practice through evidence and guidelines ¢ ~mAssociate Professor Pierre Bradley = Winston Fong Fisher &Paykel HEALTHCARE
Slide 42: Mechanisms of action in the airway
For personal use only Mechanisms of action in the airway 50 L/min Of {Dr Patel airway footage] 70 L/min"@i Fisher & Paykel HEALTHCARE
Slide 43: Clinical evidence driving practice change
For personal use only Clinical evidence driving practice change Number of Anaesthesia Optiflow publications Systematic Review ee 34 Publications & Meta-analyses Randomized —————___ 100 Publications Controlled Trials Study Design 32 Publications 113 Publications __ 11 Publications Fisher &Paykel HEAL
Slide 44: Global growth in clinical evidence continues
For personal use only Global growth in clinical evidence continues Registered clinical trials for Anaesthesia Optiflow \) World Health ¥ Organization =~ International Clinical Trial A, Registry Platform . Search Portal 193 on-going clinical trials across 25+ countries* Fisher & Paykel *As at 27 June
Slide 45: For personal use only
For personal use only Editor-in-chief Prof. Hugh Hemmings - - -
Slide 46: For personal use only
*Nasal high flow (NHF) is acknowledged and/or recommended alongside other For personal use only oxygenation techniques
Slide 47: For personal use only
Fisher &Paykel HEALTHCARE
Slide 48: This afternoon's rotations
This afternoon's rotations 1 2 3 4 ~\ Optiflow & NIV in the ED With Dr Gerben Keijzers For personal use only S Va ' Ne fe Neonatal Care With Dr Peter Davis ~ ST Va Optiflow on the Ward With Associate Professor Benjamin Kwan Ne 7 Anaesthesia With Professor Reny Segal and Associate Professor Pierre Br
Slide 49: Executive Management - Q&A
For personal use only Executive Management - Q&A Lewis Gradon Managing Director & Chief Executive Officer Andy Niccol Chief Operating Officer Lyndal York Chief Financial Officer Winston Fong Vice President - Surgical Technologies Andrew Somervell Vice President - Products & Technology Marcus Driller
Slide 50: Fundamentals Investor Experience Melbourne
For personal use only Wednesday 23 July 2025 FUNDAMENTALS INVESTOR EXPERIENCE MELBOURNE Fisher & Paykel HEALTHCARE
Slide 51: Thank you for joining us today
For personal use only FUNDAMENTALS MELBOURNE Thank you for joining us today Fisher & Paykel HEALTHCARE
Fisher & Paykel Healthcare — Investor Day (July 2025) on 6ix