Cencora, Inc. · NYSE:COR
Cencora — AmerisourceBergen — CECP CEO Investor Forum 2019
14 slides from Cencora's conference presentation, Feb 25, 2019
Slide 1: CECP CEO Investor Forum
AmerisourceBergen CECP CEO Investor Forum Steve Collis, Chairman, President & CEO February 25, 2019
Slide 2: Cautionary note regarding forward-looking statements
Cautionary note regarding forward-looking statements Certain of the statements contained in this presentation are "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Words such as "expect," "likely," "ou
Slide 3: Our Purpose and Guiding Principles
Our Purpose and Guiding Principles We are united in our responsibility to Why we exist create healthier futures Good people inspired to do the right thing Courageous problem solvers with an Who we are entrepreneurial spirit Compassionate caregivers who go the extra mile Put people first, the
Slide 4: Our strategy
Our strategy Our Purpose We are united in our responsibility to create healthier futures. Our Areas of Focus Pharmaceutical-centered Specialty Medicines Community Providers Customer Partnerships Cash Flow Generation How We Drive Growth Drive Performance Leverage Scale Build on Advantage Enhance Acce
Slide 5: AmerisourceBergen at a glance
AmerisourceBergen Global pharmaceutical sourcing and distribution services company Annual Revenues Associates Global Offices Countries $160B+ 21,000 150+ 50+ #1 #1 50,000+ 3MM+ Distributor of specialty Distributor of animal Daily deliveries to Products shipped pharmaceuticals health products healthc
Slide 6: Strong US pharmaceutical market
Strong US pharmaceutical market Drug spend and adherence improve patient outcomes and mitigate overall healthcare spend Growth Drivers U.S. Market $650 8% Demographics $600 5.5% 5-Yr CAGR (2017-2022) 7% $550 6% 5% $ Billions $500 New drug launches 4% $450 3% $400 2% Strengthening economy $350 1% $30
Slide 7: Adjusted diluted EPS
Adjusted diluted EPS¹ Legacy of successful execution, strategic financial stewardship and shareholder value creation $6.49 $5.62 $5.88 10% $4.94 3 YEAR CAGR $3.96 $3.20 15% 5 YEAR CAGR 16% FY13 FY14 FY15 FY16 FY17 FY18 10 YEAR CAGR2 ¹See tables at end of presentation for GAAP to non-GAAP reconciliat
Slide 8: Well positioned to seize opportunities
Well positioned to seize opportunities AmerisourceBergen Pharmaceutical Distribution & Global Commercialization Services & Strategic Global Sourcing Animal Health Pharmaceutical Manufacturers | Specialty Practices | MWI Animal Health | Consulting | World Courier Community & Specialty Pharmacies | He
Slide 9: United in our responsibility to create healthier futures
United in our responsibility to create healthier futures Corporate citizenship progress Environment Social Governance Energy & Waste Efficiency Community Impact Corporate Citizenship: Sustainable Operations Diversity & Inclusion Oversight & Reporting Fostering a positive impact on the environment an
Slide 10: Recent environmental, social and governance highlights
Recent environmental, social and governance highlights Striving to be a responsible corporate citizen 1 Recognized by the Philadelphia Forum of Executive Women for 30 percent female representation on our Board of Directors and honored for the second year in a row by DiversityInc. as a “Noteworthy Co
Slide 11: Differentiated and positioned for growth
Differentiated and positioned for growth Customer Base Innovative Services & • Key anchor customers Solutions • Fast growing • Customer-focused offerings • U.S. Pharmaceutical focus serving manufacturers and provider customers Leadership in Specialty Successful Financial Distribution & Services Stew
Slide 12: Appendix
Appendix
Slide 13: Adjusted Diluted EPS from Continuing Operations
Adjusted Diluted EPS from Continuing Operations Fiscal Years Ended September 30, 2013 through September 30, 2018 FY 2018 FY 2017 FY 2016 FY 2015 FY 2014 FY 2013 FY 2012 GAAP EPS from Continuing Operations $ 7.53 $ 1.64 $ 6.32 $ (0.63) $ 1.20 $ 2.09 $ 2.96 Gain from Antitrust Litigation Settlements (
Slide 14: AmerisourceBergen
N) AmerisourceBergen’ Where knowledge, reach and partnership shape healthcare delivery.