Ebos Group Limited · NZX:EBO
Ebos — Investor Day (April 2026)
62 slides from Ebos's investor day presentation, Apr 30, 2026
Slide 1: Care Productivity Partnership: Investor Day 2026
Care Productivity Partnership Investor Day 2026
Slide 2: Disclaimer
Disclaimer The information in this presentation was prepared by EBOS Group Limited (“EBOS” or the “Group”) with due care and attention. However, the information is supplied in summary form and is therefore not necessarily complete, and, to the extent permitted by law, no representation is made as to
Slide 3: Welcome
3 Welcome Cameron Sinclair Head of Investor Relations
Slide 4: Investor Day Agenda: April 2026
Investor Day Agenda: 30 April 2026 08:45 – 11:45 Investor presentation at Sheraton Grand, Sydney 11:45 – 12:15 Break & booth engagement 12:15 – 13:15 Transport to Site Tours (Western Sydney) Site tours: 13:15 – 16:00 Symbion, Kemps Creek Healthcare Contract Logistics, Eastern Creek 16:00 – 17:00 Tra
Slide 5: Investor Day Agenda: Presentation
Investor Day Agenda: Presentation Time Discussion Item Presenter 08:45 Welcome Cameron Sinclair Session 1 Group strategy Adam Hall 08:45 – 09:45 Financial framework Alistair Gray Symbion & Healthcare Distribution Brett Barons 09:45 – 10:15 Break Session 2 Retail Pharmacy Brands Nick Munroe Medical T
Slide 6: Group strategy
Group strategy Adam Hall Chief Executive Officer
Slide 7: What you'll hear today
What you’ll hear today Directly by: Strong positions with structural advantages Hearing from our experienced leadership team Care portfolio focused on higher- Exploring 8 specific case growth, higher-return businesses studies of EBOS businesses’ and brands’ success Divisional strategies underpin the
Slide 8: EBOS Group is unified by the repeatable model of Care, Productivity, Partnership
EBOS Group is unified by the repeatable model of Care, Productivity, Partnership OUR PURPOSE Connecting people, pets, and communities to outstanding care, anywhere Care Productivity Partnership We operate in attractive health and Our businesses have scale advantages We create differentiated partners
Slide 9: EBOS is a scaled Care portfolio with 4 divisions
EBOS is a scaled Care portfolio with 4 divisions Healthcare reporting segment Symbion & Healthcare Distribution Retail Pharmacy Brands ANZ’s #1 or #2 institutional Australia’s #1 community healthcare distributor, contract pharmacy store network1, with a logistics provider and focus on health service
Slide 10: The EBOS portfolio continues to evolve into high-growth, high-return sectors
The EBOS portfolio continues to evolve into high-growth, high-return sectors We have deliberately evolved our …Shifting us towards …With leadership positions portfolio through investment… higher-growth businesses… In the last 5 years EBOS Group Wholesale pharmacy1 is now ~85% of our EBITDA is from h
Slide 11: Care: Our core markets have favourable tailwinds, which drive our growth
Care: Our core markets have favourable tailwinds, which drive our growth Ageing and growing Rise in healthcare spend and Increasing humanisation populations new therapies of pets Tailwind >40% of AU health spend per e.g., 9% p.a. growth in total e.g., >20% volume growth in year is from 65+ year olds
Slide 12: Care: Our investments enable our resilience in a challenging environment
Care: Our investments enable our resilience in a challenging environment Increasing supply chain and Rising competitive landscape Healthcare cost pressure distribution complexity Headwind Heightened competition in Australian healthcare cost Greater handling and wholesale pharmacy and inflation outpa
Slide 13: Productivity: Scale enables us to drive efficiency across our divisions
Productivity: Scale enables us to drive efficiency across our divisions Symbion & Healthcare Retail Pharmacy Brands Medical Technology Animal Care Distribution We have #1 or #2 in ANZ institutional Australia’s #1 community #1 in multiple medical ANZ’s #1 in volume of built leadership healthcare dist
Slide 14: Partnership: Our partnerships drive growth ahead of the broader sector
Partnership: Our partnerships drive growth ahead of the broader sector SELECT EXAMPLES Symbion & Healthcare Retail Pharmacy Medical Animal Distribution Brands Technology Care We partner with Global We partner with pharmacists We serve >4,500 hospitals We partner with 1/3 of ANZ Pharma Principals to
Slide 15: Repeatable bolt-on acquisitions have driven meaningful returns for EBOS
Repeatable bolt-on acquisitions have driven meaningful returns for EBOS We have a differentiated ability Since July 2020 we have invested Resulting in attractive returns to unlock value through M&A ~$520m across 19 bolt-on acquisitions on our investments Number of deals, Jul-20 to Dec-251 1 Advantag
Slide 16: The right leadership team for the next phase of EBOS' growth
The right leadership team for the next phase of EBOS’ growth Group executives with deep expertise across finance, legal, people, Adam Hall Alistair Gray Janelle Cain Jacinta McCarthy Mithran Naiker and technology EBOS Group, CEO Chief Financial Officer General Counsel Executive GM HR Chief Informati
Slide 17: We have a clear vision for growth across our portfolio
We have a clear vision for growth across our portfolio Symbion & Healthcare Retail Pharmacy Medical Animal Distribution Brands Technology Care Productivity led Store and margin led Therapy area led Product led Scale hero brands in ANZ Our divisional Cost leader in ANZ Grow and enhance network Build
Slide 18: The EBOS value story
The EBOS Strong positions with structural advantages value story EBOS has leading positions in essential Care markets, underpinned by scale-driven Productivity and advantaged Partnerships Care portfolio focused on higher-growth, higher-return businesses EBOS has redeployed ~$2B of capital in the las
Slide 19: Financial framework
Financial framework Alistair Gray Chief Financial Officer
Slide 20: EBOS has actively evolved into a higher-quality portfolio through disciplined investment
EBOS has actively evolved into a higher-quality portfolio through disciplined investment, ramping up in the past five years Underlying EBITDA (A$m) Accelerated growth and portfolio Complete DC Growth in high- How we achieve Distribution-heavy, wholesale focus rebalancing renewal margin sectors this
Slide 21: Operating cashflow funds growth and shareholder returns under Capital Allocation Framework
Our healthy operating cashflow is sufficient to fund growth and shareholder returns, in line with our disciplined Capital Allocation Framework EBOS Group’s Capital Allocation Framework prioritises how we direct our operating cash flow Operating Growth Strong balance sheet Operational stability Cash
Slide 22: Case study: Eastern Creek strategically aligned and delivered high returns
Case study: Eastern Creek strategically aligned and delivered high returns Eastern Creek DC investment delivered >15% return on capital, Case study reaching ~70% utilisation only two years after opening Opened in CY23, following full utilisation of previous Sydney DC (opened CY18) Aligned to our str
Slide 23: Case study: Acquisition of Pacific Surgical delivered >20% return on capital
Case study: Acquisition of Pacific Surgical delivered >20% return on capital Pacific Surgical acquisition delivered >20% return on capital Case study as a bolt-on within our Medical Technology division Acquisition completed in 2024, integrated into EBOS as Transmedic Philippines – Orthopaedic Divisi
Slide 24: We focus on improving ROCE through high-return capital investment and efficiency
We focus on improving ROCE through high-return capital investment and efficiency in the existing capital base We have a disciplined focus on delivering our 15% ROCE target in the medium-term Symbion & Healthcare Distribution Medical Technology Animal Care EBITA EBITA EBITA FY24 1 FY26 FY26 FY26 FY25
Slide 25: Capex reducing from FY27, driving FY28+ EPS growth
Over the next 3 years we expect Capex reducing from FY27, driving FY28+ EPS growth, and mid-single-digits organic underlying EBITDA growth FY26 FY27 FY28+ We are here on the journey Final investment into DC renewal Peak investment ended, driving Continued EBITDA, program utilisation, productivity, a
Slide 26: Symbion & Healthcare Distribution
Symbion & Healthcare Distribution Brett Barons Symbion & Healthcare Distribution, CEO
Slide 27: S&HD plays a critical role across healthcare logistics and distribution in ANZ
S&HD plays a critical role across healthcare logistics, distribution, and provision of care in ANZ with three business units S&HD BUSINESS UNITS Pharmacy & Hospital Distribution Contract Logistics & Partnerships Medical Consumables What Wholesale supplier of medicines and 3PL/4PL and cold-chain logi
Slide 28: Wholesale pharmacy: DC renewal program forecast to unlock ~30% productivity improvement
A Wholesale pharmacy: DC renewal program forecast to unlock ~30% productivity improvement at Kemps Creek by FY27, and additional capacity We invested ~$360m across 4 years to drive productivity, growth, and consolidate our DC assets – two examples Modernised, streamlined and automated to drive cost
Slide 29: Wholesale pharmacy: Renewed DCs and cold-chain capacity amplify industry funding changes
B Wholesale pharmacy: Our renewed DCs and cold-chain capacity amplify benefits from growth in high-value medicines and industry funding changes Increasing demand for high value medicines (HVM) and Step-up in CSO funding pool and new AU pharmacy GLP-1s wholesaler agreement from 1 July 2026 onwards HV
Slide 30: Wholesale pharmacy: Returns expected to improve modestly from FY27+
C Wholesale pharmacy: Despite elevated competition, returns expected to improve modestly from FY27+ with benefits from utilisation and CSO Wholesale pharmacy competitive …despite lower margins, we expect dynamics are changing the economics… returns and share to stabilise Heightened We experienced on
Slide 31: Contract Logistics & Consumables: Investments drive above-industry growth
Contract Logistics & Consumables: Our investments drive above-industry growth in high-margin sectors Contract Logistics Medical Consumables • Built specialised healthcare logistics capabilities • Built a private-label medical consumables offer across 3PL/4PL and cold-chain facilities through bolt-on
Slide 32: Strategic objectives: S&HD will drive utilisation and generate cash
Strategic objectives: Our S&HD division will drive utilisation and generate cash, while growing in select high-margin areas Cost leader in ANZ Monetise our integrated value chain Drive utilisation Pursue growth Expand in high-margin areas Maximise productivity across renewed Position business to ben
Slide 33: The EBOS value story: Symbion & Healthcare Distribution
The EBOS Drive differentiation through service quality and deep relationships value story: Our leadership positions are built on deep industry relationships and service reliability, which drive new business wins and higher utilisation across our renewed DC network Symbion & Healthcare Relentless foc
Slide 34: Retail Pharmacy Brands
34 Retail Pharmacy Brands Nick Munroe Retail Pharmacy Brands, CEO
Slide 35: Leading brands supported by unique portfolio of pharmacy services
Our leading brands are supported by our unique portfolio of pharmacy services to scale benefits across community pharmacy R E TA I L P H A R M A C Y B R A N D S B U S I N E S S U N I T S Pharmacy Brands Pharmacy Services What A network of community pharmacy brands that partners with Unique portfolio
Slide 36: RPB is well positioned to benefit from scope of practice reform and growing health spend
RPB is well positioned to benefit from scope of practice reform, growing health spend, and a supportive PBS funding environment Healthcare system pressure driving Supportive pharmacy funding Health and wellness shift scope of practice reforms environment Potential services shifting from Australian w
Slide 37: Strong store growth and high customer lifetime value through the digital ecosystem
Our retail brands have seen strong store growth and have generated high customer lifetime value through the digital ecosystem RPB network has added >250 stores in the last five years, Our loyalty ecosystem strengthens customer value and has an ambition to grow beyond 1,000 branded stores and improve
Slide 38: TWC is positioned to lead scope of practice growth across Australian pharmacy
TWC is positioned to lead scope of practice growth across Australian pharmacy, with favourable impact on store economics Federal and state governments are TWC is leading the way and has New services are driving customer driving scope of practice expansion outsized share of these new services acquisi
Slide 39: Strategic objectives: Grow through expanding network and enhancing services
Strategic objectives: We will grow through expanding our network and enhancing services we offer our partners Grow and enhance network Improve margin Expand retail Broaden care Leverage digital Partner with Increase consumer pharmacy Expand clinical services ecosystem consumer brands value offer Gro
Slide 40: The EBOS value story: Retail Pharmacy Brands
The EBOS Australia's #1 community pharmacy network value story: >780 pharmacies across TerryWhite Chemmart, MediAdvice and Cincotta, and ~3M loyalty members within RPB banners Retail Pharmacy Pharmacy sector growing with structural regulatory and consumer tailwinds Brands Driven by scope-of-practice
Slide 41: Medical Technology
41 Medical Technology Kristine James Medical Technology, CEO
Slide 42: EBOS MedTech achieves growth through innovation and scale
EBOS MedTech achieves growth through innovation and scale MEDICAL TECHNOLOGY BUSINESS UNITS MedTech Distribution Biologics Solutions What The largest APAC surgical and interventional therapy MedTech solutions Specialist allograft tissue processing of we do distribution provider, operating in ANZ and
Slide 43: MedTech sits at the centre of a fragmented market of customers and suppliers
MedTech sits at the centre of a fragmented market of customers and suppliers CUSTOMERS 2,000 healthcare practitioners engaged in our professional education initiatives per annum >4,500 hospitals and clinics served Access to world class technology Operating across >20 Therapy Areas Reliable, trusted
Slide 44: Growth fuelled by ageing populations, procedure penetration and SEA/HK middle class
Growth is fuelled by ageing populations, increased procedure penetration, innovation, and a growing middle class in SEA/HK MedTech Distribution Biologics Solutions Ageing Australian population Growing SEA healthcare spend Growing allograft demand Number of Australians >65 years old1, SEA Medical Dev
Slide 45: MedTech has established clear areas of leadership
MedTech has established clear areas of leadership across distribution and biologics solutions Partner of choice for healthcare Significant value creation through Leadership through innovative practitioner customers programmatic acquisitions solution development Allovance acellular dermal Spine Swiss
Slide 46: MedTech continues to expand portfolio across surgical and interventional therapies
MedTech continues to expand portfolio across surgical and interventional therapies, infilling existing therapy areas and geographies We have prioritised new therapy areas and existing therapy and geographic infill to With a disciplined approach to drive growth across ANZ and SEA/HK synergistic growt
Slide 47: Strategic objectives: MedTech will grow at high-single digits
Strategic objectives: MedTech will grow at high-single digits driven by expansion of therapy areas and geographic penetration Build out ANZ and SEA/HK presence Grow and expand biologics offering Curate innovative portfolio Scale out core therapy Expand biologics offering Strengthen our competitive a
Slide 48: The EBOS value story: Medical Technology
The EBOS #1 MedTech partner across APAC value story: Leading positions across multiple therapy areas, serving >4,500 hospitals and clinics with a curated portfolio from 400+ supply partners Medical Technology Structural tailwinds across ANZ and SEA/HK Ageing populations, rising procedure penetration
Slide 49: Animal Care
49 Animal Care Grant Viney Animal Care, CEO
Slide 50: Unique Animal Care portfolio spans Branded value chain and Vet Wholesale
Our unique Animal Care portfolio spans across the Branded value chain and Vet Wholesale ANIMAL CARE BUSINESS UNITS Veterinary Wholesale Animal Care Manufacturing and Brands What Veterinary medicines and consumables Specialty and grocery dog and cat food, with leading brands in Black Hawk we do whole
Slide 51: Animal Care positioned for premium and urban market with ageing pet population
Animal Care is well positioned to capture an increasingly premium and urban market, whilst capitalising on tailwinds from an ageing pet population COVID pet population boom now Humanisation and premiumisation Urbanisation driving the rise of feline driving ageing pet populations of pets Total size o
Slide 52: Strong branded portfolio and ANZ vet wholesale leadership backed by scaled assets
Animal Care’s strong branded portfolio and ANZ vet wholesale leadership are backed by scaled manufacturing and wholesale assets Vet Wholesale Animal Care Manufacturing and Brands EBOS is the #1 ANZ vet wholesaler, now positioned to drive Our leading Animal Care brands are supported margin through wa
Slide 53: Maximise hero brands through new product development
We aim to maximise the potential of our hero brands, entering growing sub-categories through new product development (NPD) Innovative Hero Brands offering Case study: We have a track record of highly successful Black Hawk NPD Product share of sales since product launch1, Australia Healthy Benefits 1
Slide 54: Strategic objectives: Animal Care set to outgrow the market
Strategic objectives: EBOS Animal Care is set to outgrow the market through new formats, expansion and wholesale efficiencies Service and customer Scale hero brands in ANZ and Asia, with advantaged manufacturing footprint focus in vet wholesale Win vet wholesale Enhanced manufacturing Maximise poten
Slide 55: The EBOS value story: Animal Care
The EBOS ANZ leader across specialty pet food and vet wholesale value story: #1 supplier of specialty dry dog food by volume and #1 vet wholesaler, serving ~3,500 clinics across ANZ Animal Care Operating in attractive, growing pet-care markets Ageing COVID-era pets, humanisation and premiumisation,
Slide 56: Investment proposition
56 Investment proposition Adam Hall Chief Executive Officer
Slide 57: We have a clear vision for growth across our portfolio
We have a clear vision for growth across our portfolio Symbion & Healthcare Retail Pharmacy Medical Animal Distribution Brands Technology Care Productivity led Store and margin led Therapy area led Product led Scale hero brands in ANZ Our divisional Cost leader in ANZ Grow and enhance network Build
Slide 58: The EBOS value story: What you've heard
What you’ve heard The EBOS Strong positions with structural advantages ~85% of our Group EBITDA is from value story EBOS has leading positions in essential Care markets, underpinned by scale-driven Productivity and advantaged Partnerships businesses in #1 or #2 positions Higher-growth Care portfolio
Slide 59: Questions & Answers
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Slide 60: Appendix
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Slide 61: Aligning internal structure to existing external reporting framework
Aligning internal structure to existing external reporting framework Internal structure Current reporting structure Symbion & Healthcare A Healthcare segment Distribution Community Pharmacy Wholesale Pharmacy A B Retail Pharmacy Brands Retail Pharmacy B Institutional Healthcare C Medical Technology
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