Remgro Limited · JSE:REM
Remgro — Investor Day (April 2025)
4 slides from Remgro's investor day presentation, Apr 14, 2025
Slide 1: Remgro Healthcare: Mediclinic Group
Remgro ; san mame ony Limited sac a HEALTHCARE MEDICLINIC ~ . GROUP y ee oy
Slide 2: Mediclinic combines defensive attributes with significant growth potential
MEDICLINIC GROUP Mediclinic combines defensive attributes - long-term, resilient fundamentals - with significant growth potential Healthcare: A non-cyclical industry with strong, long- Mediclinic: An industry leading brand with growth term, demand tailwinds potential across the continuum of care 1.
Slide 3: Healthcare: A non-cyclical industry with strong, long-term, demand tailwinds
MEDICLINIC GROUP Healthcare: A non-cyclical industry with strong, long-term, demand tailwinds Population growth with increasing ageing profile Rising Chronic Diseases per capita driving demand Global population by age group (millions) (1) 21% Chronic disease extract per 1000 beneficiaries in SA (2)
Slide 4: A multinational footprint: Southern Africa, Europe and the Middle East
MEDICLINIC GROUP A multinational footprint: Southern Africa, Europe and the Middle East Valuation EV/EBITDA multiple (F25*) 9.7 Mediclinic valuation snapshot EV / EBITDA trend 18.0x EV/EBITDA EBITDA weighting EV/EBITDA peer multiples 16.0x Observed peer (relevant to (earnings adjusted multiple 14.0x