Cegedim Sa · EURONEXT:ALCGM

Cegedim Sa — FY2014 Earnings Presentation

20 slides from Cegedim Sa's earnings presentation, Jan 27, 2015

1. Slide 1: FY 2014 Revenue

   FY 2014 Revenue Jan. 27th, 2015 at 6:15pm CET

2. Slide 2: Safe Harbor Statement

   This presentation contains forward-looking statements (made pursuant to the safe harbour Safe Harbor provisions of the Private Securities Litigation Reform Act of 1995). By their nature, forward- Statement looking statements involve risk and uncertainty. Forward-looking statements represent the comp

3. Slide 3: IFRS 5

   The sale of the CRM and strategic data business is now considered “highly likely” however the 2014 revenues reported in this presentation do IFRS 5 not yet reflect the application of this norm. Cegedim is currently assessing the amount of intra-group sales generated with the division being sold, whi

4. Slide 4: Q4 2014 Key Takeaways

   Q4 2014 Key Takeaways This document should not be distributed without Cegedim authorization – Copyright 2014 4

5. Slide 5: Currency Impact and Business Seasonality

   Currency Impact and Business Seasonality This document should not be distributed without Cegedim authorization – Copyright 2014 5

6. Slide 6: 2014 revenue Evolution by Division

   2014 revenue Evolution by Division This document should not be distributed without Cegedim authorization – Copyright 2014 6

7. Slide 7: CRM & Strategic Data Review

   CRM & Strategic Data Review This growth is attributable to double-digit growth at: • OneKey, in all of the geographic regions where it is present, • Compliance, chiefly in Europe, and • Market research, mainly in the US, France and Southern Europe Continued positive momentum at Mobile Intelligence a

8. Slide 8: Healthcare Professionals Review

   Healthcare Professionals Review • Expected ramp-up, already witnessed in Q3, thanks to: • Recovery in French pharmacist computerization • Significant growth in UK pharmacist computerization • Robust growth in doctor computerization in Belgium, Spain, the US and France. • Downturn in • Pharmacy windo

9. Slide 9: Insurance & Services Review

   Insurance & Services Review • Double-digit growth in • Third-party payer data processing • Cegedim SRH human resources solutions • Electronic invoicing activity developed quite well in Q4 • Negative impact from transitioning from a perpetual license model to a SaaS offering at Cegedim Global Payment

10. Slide 10: GERS Activities & Reconciliation Review

    GERS Activities & Reconciliation Review Favorable trend at GERS activities, sales statistics for pharmaceutical products This document should not be distributed without Cegedim authorization – Copyright 2014 10

11. Slide 11: Definitive Purchase Agreement Executed

    Definitive Purchase Agreement Executed This document should not be distributed without Cegedim authorization – Copyright 2014 11

12. Slide 12: Next Steps on IMS Health Transaction

    Next Steps on IMS Health Transaction This document should not be distributed without Cegedim authorization – Copyright 2014 12

13. Slide 13: IMS Health Transaction: FAQ

    IMS Health Transaction: FAQ This document should not be distributed without Cegedim authorization – Copyright 2014 13

14. Slide 14: FY 2014 Outlook

    FY 2014 Outlook This document should not be distributed without Cegedim authorization – Copyright 2014 14

15. Slide 15: Next Events

    Next Events This document should not be distributed without Cegedim authorization – Copyright 2014 15

16. Slide 16: Our IR App is now available

    Our IR App is now available This document should not be distributed without Cegedim authorization – Copyright 2014 16

17. Slide 17: Appendix

    Appendix

18. Slide 18: 2015 Financial Agenda

    2015 Financial Agenda This document should not be distributed without Cegedim authorization – Copyright 2014 18

19. Slide 19: Revenue & Organic Growth Calculation

    Revenue & Organic Growth Calculation CRM & Strategic Healthcare Insurance & GERS Activities & Q4-2014 Group Data Professionals Services Reconciliation Q4 2013 Revenue a 124,943 75,194 45,306 8,570 254,013 Impact of disposals 0 0 0 0 0 Q4 2013 Revenue before impact of disposals 124,943 75,194 45,306

20. Slide 20: Thank you.

    Thank you. We welcome your questions and comments Jan Eryk UMIASTOWSKI Chief Investment Officer Head of Investor Relations Janeryk.umiastowski@cegedim.com www.cegedim.com/finance TEL: +33 (0) 1 49 09 33 36

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