Wellnex Life Ltd · ASX:WNX
Wellnex Life — Investor Presentation (March 2022)
22 slides from Wellnex Life's investor presentation, Mar 17, 2022
Slide 1: ASX Announcement: Investor Presentation
ASX Announcement 17 March 2022 Investor Presentation For personal use only Wellnex Life Limited (ASX: WNX), Australian brand and distribution company of customer-focused health and wellness products, is pleased to announce that they will be holding an investor briefing on Thursday 17th March at 1pm
Slide 2: Wellnex Life Investor Presentation March 2022
For personal use only Wellnex Life (ASX: WNX) Investor Presentation March 2022
Slide 3: Disclaimer
2 Wellnex Life (ASX: WNX) Investor Presentation | March 2022 Disclaimer For personal use only The material in this presentation has been prepared by Wellnex Life Limited Past performance and pro forma historical financial information in this ACN 150 759 363 (Wellnex or the Company) and is general ba
Slide 4: Company overview
3 Wellnex Life (ASX: WNX) Investor Presentation | March 2022 For personal use only 01 Company overview
Slide 5: Who we are
4 Wellnex Life (ASX: WNX) Investor Presentation | March 2022 Who we are For personal use only Wellnex Life is an Australian consumer health and wellness brand and marketing visionary. Bringing compelling products to market for the growing health and wellness sector.
Slide 6: How we operate
5 Wellnex Life (ASX: WNX) Investor Presentation | March 2022 For personal use only 02 How we operate
Slide 7: A growing market with evolving needs
6 Wellnex Life (ASX: WNX) Investor Presentation | March 2022 A growing For personal use only market with Consistent growth in target segments evolving needs Consumer desire for product innovation Health and wellness a leading priority in consumer spending $10.7B* Total Health and Wellness Sales in A
Slide 8: Competitive advantages
7 Wellnex Life (ASX: WNX) Investor Presentation | March 2022 Competitive advantages For personal use only We are tuned into understanding consumer needs, and we rapidly First or fast to Established network respond with market infrastructure innovative products. Valuable IP Growing brand recognition
Slide 9: Primary models and secondary services
8 Wellnex Life (ASX: WNX) Investor Presentation | March 2022 Primary models Secondary services For personal use only Wellnex-owned brands Contract manufacturing * Licensing deals Sales and marketing services * Wagner Liquigesic is a WNX trademark
Slide 10: Established distribution networks
9 Wellnex Life (ASX: WNX) Investor Presentation | March 2022 Established distribution networks For personal use only Established Key pharmacy Key pharmacy Blue chip Australian wholesalers retailers grocery national coverage of over 90% of the health and wellness market
Slide 11: Growing revenue and margins: five pillars
10 Wellnex Life (ASX: WNX) Investor Presentation | March 2022 Growing revenue and margins For personal use only Five pillars: 1 2 3 4 5 New brands Brand extensions Leverage IP Licensing Acquisition Develop innovative Extend product Strategically share Secure JVs and Assess potential brands to addres
Slide 12: Case study: Wakey Wakey – the process
11 Wellnex Life (ASX: WNX) Investor Presentation | March 2022 Case study For personal use only Wellnex-owned brand – Wakey Wakey The process: Consumer and retailer research • High growth in caffeine energy products • Market dominated by stale pill products • Gap in innovative brands available in a c
Slide 13: Case study: Wakey Wakey – the outcome
12 Wellnex Life (ASX: WNX) Investor Presentation | March 2022 Case study For personal use only Wellnex-owned brand – Wakey Wakey The outcome: Fast to market with a differentiated product Ranged in c. 2,000 stores across major pharmaceutical retailers nationally Ranging in Coles and Woolworths to com
Slide 14: Case study: Wagner Liquigesic – the process
13 Wellnex Life (ASX: WNX) Investor Presentation | March 2022 Case study For personal use only Partnership deal – Wagner Liquigesic The process: Consumer research • Consumers want a faster form of pain relief • Consumers prepared to pay a premium for fast pain relief Product development • Technical
Slide 15: Case study: Wagner Liquigesic – the outcome
14 Wellnex Life (ASX: WNX) Investor Presentation | March 2022 Case study For personal use only Partnership deal – Wagner Liquigesic The outcome: First TGA-approved soft gel liquid paracetamol Ranged in c. 500 stores across Chemist Warehouse network Ranging commenced October 2021, strong initial sale
Slide 16: Financials
15 Wellnex Life (ASX: WNX) Investor Presentation | March 2022 For personal use only 03 Financials
Slide 17: Revenue
16 Wellnex Life (ASX: WNX) Investor Presentation | March 2022 Revenue For personal use only Increasing revenue of our Consolidated Revenue own brands will increase $M overall profit margin. 20 21 18.3 Key to moving towards 15.4 positive EBITDA for FY23. 12.3 10 6.7 0 FY18 FY19 FY20 FY21 FY22 Actuals
Slide 18: Profitability
17 Wellnex Life (ASX: WNX) Investor Presentation | March 2022 Profitability For personal use only Target margins by business model Revenue by stream FY22 (estimate) and FY25 (projected) 20-25% Variable costs: 5% advertising, marketing, 10% distributing, 30% freight 15% 45-60% 70% 55% 10-20% 15% 5-10
Slide 19: Looking forward
18 Wellnex Life (ASX: WNX) Investor Presentation | March 2022 For personal use only 04 Looking forward
Slide 20: Pipeline
19 Wellnex Life (ASX: WNX) Investor Presentation | March 2022 Pipeline For personal use only Numerous upcoming value inflection points and material news flow 3Q FY22 4Q FY22 1Q FY23 1H FY23 Ranging of Wakey Organic A2 Milk Launch of Pharmacy Own – Wakey and The Iron infant formula Performance launch
Slide 21: Future opportunities
20 Wellnex Life (ASX: WNX) Investor Presentation | March 2022 Future opportunities For personal use only Opportunities to build additional scale within existing capacity S3 cannabis range E-commerce Extension of New wellness and TGA approval for channel product lines with vitamin range cannabis prod
Slide 22: Thank you
21 Wellnex Life (ASX: WNX) Investor Presentation | March 2022 For personal use only Thank you. George Karafotias Chief Executive Officer Investor Relations T 1300 805 795 E ir@reachmarkets.com.au W reachmarkets.com.au