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20 May 2022
Healius Strategy Day
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Acknowledgement of country
We acknowledge the Gadigal People of the Eora Nation as the traditional custodians of the land on which we gather today, and pay our respects to their Elders - past, present and emerging
Trading update
Core businesses | ||
• Revenues in all divisions slowly trending up, but not yet returned to normal with | ||
impacts from floods and extensive COVID / isolation requirements in every state | ||
• Q3 Pathology slightly ahead of Medicare data (as in the first half) and Imaging | ||
also slightly ahead | ||
• Operational challenges and additional costs due to level of COVID infections e.g. | ||
staff on sick leave, last-minute cancellations of surgery and imaging procedures | ||
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• | Expect demand to catch up to long-term trends with population growth, ageing | |
population, increasing p | ||
• | revalence of chronic diseases and better survival rates. Also backlog in routine | Agilex's new large molecule laboratory, South Australia |
services and known underdiagnosis of diseases | ||
COVID-19 Pathology | ||
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• | After a strong January, COVID testing around 15k per working day through | |
February to April1 (as expected at 1H22 results) | ||
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1 Working day calculation based on total revenue / number of working days. April has similar working day volumes to Feb-Mar but less total revenue with only 18 working days in the month
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Long term growth trends and COVID impact
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Healius investment proposition
Well positioned in attractive markets | |
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Solid core market fundamentals | |
Scaled diagnostics operator | |
Defensible incumbent positions | |
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Clear operating leverage | |
Double-digit ROIC growth opportunities | |
Early positions in emerging diagnostics (e.g. genomics) | |
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Ready to capture growth & create value
- Ability to consolidate & integrate for network growth
- Cost out track record
- Compelling digital proposition and strategy
- Customer-centricre-orientation
- Balance sheet strength
- Proven commitment to TSR
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