Fisher & Paykel Healthcare Corporation Limited · NZX:FPH
Fisher & Paykel Healthcare — Investor Day (July 2025)
50 slides from Fisher & Paykel Healthcare's investor day presentation, Jul 23, 2025
Slide 1: Fundamentals Investor Experience Melbourne
FUNDAMENTALS INVESTOR EXPERIENCE MELBOURNE Wednesday 23 July 2025 Fisher & Paykel HEALTHCARE
Slide 2: Acknowledgement of Country
nations as the traditiona custodians of the land on w The Royal Melbourne Hos is located.
Slide 3: Your F&P hosts for today
Your F&P hosts for today Graham Gourd Amy Milburn General Manager - Australia Business Manager - New Zealand Fisher &Paykel HEALTHCARE
Slide 4: Welcome
Welcome ES The Royal Melbourne WY Hospital Thank you to The Royal Melbourne Hospital for having us here today. Fisher & Paykel HEALTHCARE
Slide 5: Fundamentals Investor Experience Melbourne
FUNDAMENTALS INVESTOR EXPERIENCE MELBOURNE Wednesday 23 July 2025 Fisher & Paykel HEALTHCARE
Slide 6: Today's rotations
Today’s rotations 1 2 3 4 \ ~\ ~\ >) Anaesthesia Optiflow & NIV in Neonatal Optiflow on the ED Care the Ward With Dr Gerben Keijzers With Dr Peter Davis With Associate Professor With Professor Reny Segal Benjamin Kwan and Associate Professor Pierre Bradley J J \ J \ yy, Fisher & Paykel Healthcare is
Slide 7: Our context
Our context Lewis Gradon Managing Director & Chief Executive Officer Fisher &Paykel HEALTHCARE
Slide 8: 2022 Investor Event: A focus on R&D and innovation
202? Investor Event: A focus on R&D and innovation Fisher &Paykel HEALTHCARE
Slide 9: Long-term gross margin target
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 10: 2025 Investor Event: A focus on changing clinical practice
2025 Investor Event: A focus on changing clinical practice Fisher &Paykel HEALTHCARE
Slide 11: Global practice change
Global practice change ical Nasal high flow clinical papers published annually 875 700 525 350 fe) Oh gh © c® RO ah A® WO 0% 90 gd 9h YO” O* GOP OP GY AGE. OY GP SM GV PP gag PP AP AP PAP" 4P"' ad —=Annual total of studies (calendar year)
Slide 12: Communicating clinical benefits
Communicating clinical benefits through to . Neonatal Care Edmund Hillary Fisher &Paykel HEALTHCARE
Slide 13: Business implications of changing clinical practice
Business implications of changing clinical practice Fisher & Paykel HEALTHCARE
Slide 14: Today's rotations
Today’s rotations 1 2 3 4 ~ Optiflow & NIV in the ED With Dr Gerben Keijzers S Va 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 Ne S Fisher &Paykel HE
Slide 15: Global context
Global context HEALTHCARE
Slide 16: Applications outside of invasive ventilation
Invasive Noninvasive Hospital Home Respiratory Obstructive Sleep Respiratory Support Anesthesia Support Apnea Ventilation Ventilation Infant Care Surgical Applications outside of invasive ventilation
Slide 17: Long-term growth aspirations
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 18: A snapshot of today
A 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 Summary & Close Fisher
Slide 19: Today's rotations
Today’s rotations 1 2 3 4 ~ Optiflow & NIV in the ED With Dr Gerben Keijzers S Va 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 Ne S Fisher &Paykel HE
Slide 20: Rotation 1: Optiflow & NIV in the ED
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 21: Rotation 2: Neonatal Care
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 Andrew Crouch (F&P) National Sales & Marketing Manager (Hospital), Australia Fisher &Paykel HEALTHCARE
Slide 22: Rotation 3: Optiflow on the Ward
Rotation 3: Optiflow on the Ward Associate Professor Ben Kwan Andrew Somervell (F&P) Lorraine Jackson (F&P) Respiratory and Sleep Physician Vice President - Products National Business at St Vincent’s Hospital, Sydney & Technology Manager, Australia Fisher &Paykel HEALTHCARE
Slide 23: Rotation 4: Anaesthesia
Rotation 4: Anaesthesia Professor Reny Segal Associate Professor F John Rogan (F&P. Senior Specialist, Royal __ Pierre Bradley Witlnissem (Rens) GREP) cea Stee Melbourne Hospital Senior Specialist, The Alfred Vice President — IMEMEItP 2 AN eneeh vai , & Epworth HealthCare. Surgical Technologies Blak
Slide 24: Today's rotations
Today’s rotations 1 2 3 4 ~ Optiflow & NIV in the ED With Dr Gerben Keijzers S Va Neonatal Care With Dr Peter Davis Ne ~ ST (— >) Optiflow on the Ward With Associate Professor Benjamin Kwan XX / 7 Anaesthesia With Professor Reny Segal and Associate Professor Pierre Bradley Ne > S Fisher &Paykel HEAL
Slide 25: Fundamentals Investor Experience Melbourne
FUNDAMENTALS INVESTOR EXPERIENCE MELBOURNE Wednesday 23 July 2025 Fisher & Paykel HEALTHCARE
Slide 26: Rotation Content
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 contained in the followin
Slide 27: Optiflow & NIV in the ED
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 28: Our high-flow product development journey
Our high-flow product develooment journey DEVELOPMENT ia STORY ep & ‘6 Fisher &Paykel HEALTHCARE
Slide 29: Optiflow & NIV in the ED
Optiflc IV in the ED Dr Ger eljZzerseg Nigel Fealy Lily Pit Vy Wy, re MW) Fisher & Paykel HEALTHCARE
Slide 30: Neonatal Care
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 31: A highly fragile care environment
A highly fragile care environment Fisher & Paykel HEALTHCARE
Slide 32: The neonatal patient care journey
The neonatal patient care journey Transport 2 a. 2 Labour & Delivery Discharge to home Fisher & Paykel HEALTHCARE
Slide 33: The therapy continuum
The therapy continuum “% Resuscitation & Stabilisation Invasive Ventilation Positive Airway Pressure Nasal High Flow Fisher & Paykel HEALTHCARE
Slide 34: Neonatal Care
s ar Neonatal Care Dr Peter Davis ~ Andrew Crouch Rachel Vicars Fisher &Paykel HEALTHCARE
Slide 35: Optiflow on the Ward
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 36: Optiflow on the Ward
ptiflow on the Ward ssociate Professor Ben Kwan orraine Jackson ndrew Somervell HEALTHCARE
Slide 37: Anaesthesia
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 - Anaesthesia, Australia (F&P) F
Slide 38: Anaesthesia Optiflow System
Anaesthesia Optiflow System | J Optiflow TRACE Fisher &Paykel HEALTHCARE
Slide 39: Clinical problems and Optiflow use in Anaesthesia
Clinical problems and Optiflow use in Anaesthesia Understanding the challenges, and a real-world representation of how Optiflow helps Professor Reny Segal John Rogan Fisher & Paykel HEALTHCARE
Slide 40: Changing clinical practice
Changing clinical practice Our progress in changing clinical practice through evidence and guidelines + » Associate Professor Pierre Bradley mee inston Fong Fisher &Paykel HEALTHCARE
Slide 41: Mechanisms of action in the airway
Mechanisms of action in the airway 50 L/min 6 70 L/min"@i {Dr Patel airway footage] Fisher & Paykel HEALTHCARE
Slide 42: Clinical evidence driving practice change
Clinical evidence driving practice change Study Design Number of Anaesthesia Optiflow publications Systematic Review ee 34 Publications & Meta-analyses Randomized ——____ 100 Publications Controlled Trials 32 Publications 113 Publications 11 Publications Fisher &Paykel HEALTHCARE
Slide 43: Global growth in clinical evidence continues
Global growth in clinical evidence continues Registered clinical trials for Anaesthesia Optiflow World Health rganization international Clinical Trial Registry Platform . Search Portal 193 on-going clinical trials across 25+ countries* *As at 27 June 2025 Fisher& Paykel HEALTHCARE
Slide 44: Editor-in-chief Prof. Hugh Hemmings
Editor-in-chief Prof. Hugh Hemmings - - -
Slide 45: Nasal high flow acknowledged in guidelines
*Nasal high flow (NHF) is acknowledged and/or recommended alongside other oxygenation techniques
Slide 46: Fisher &Paykel
Fisher &Paykel HEALTHCARE
Slide 47: This afternoon's rotations
This afternoon's rotations 1 2 3 4 ~ Optiflow & NIV in the ED With Dr Gerben Keijzers S Va Ne 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 Bradley Ne Fisher &Paykel HEAL
Slide 48: Executive Management - Q&A
Executive Management - Q&A Lewis Gradon Lyndal York Andrew Somervell Justin Callahan Managing Director & Chief Chief Financial Officer Vice President - Products & Vice President - Sales & Executive Officer Technology Marketing AN Andy Niccol Winston Fong Marcus Driller Chief Operating Officer Vice P
Slide 49: Fundamentals Investor Experience Melbourne
FUNDAMENTALS INVESTOR EXPERIENCE MELBOURNE Wednesday 23 July 2025 Fisher & Paykel HEALTHCARE
Slide 50: Thank you for joining us today
FUNDAMENTALS INVESTOR EXPERIENCE MELBOURNE Thank you for joining us today Fisher & Paykel HEALTHCARE
Fisher & Paykel Healthcare — Investor Day (July 2025) on 6ix