Infratil Limited · NZX:IFT
Infratil — Investor Day (March 2023)
15 slides from Infratil's investor day presentation, Mar 24, 2023
Slide 1: Infratil Investor Day Presentation
Infratil Investor Day Presentation 24 March 2023 Chris Munday Chief Executive Officer
Slide 2: Qscan Group Snapshot
Qscan Group Snapshot Qscan Group is the premier provider of quality radiology services in the Australian market 2017, 2017, 2017, 2018, 2019, 2019, 2019, 2022, Investment in Investment in Investment in Investment in Investment in Investment in Investment in Investment in Qscan (Qld) North Coast Xrad
Slide 3: Our Q-ONE vision is to be number one…
Our Q-ONE vision is to be number one… • in Quality, which is central to everything we do • as the Leading Diagnostic Imaging services provider nationally as recognised by radiologists, referrers and patients alike • as the partner and Employer of Choice for radiologists, clinical and clerical staff
Slide 4: Australian Diagnostic Imaging Sector Snapshot
Australian Diagnostic Imaging Sector Snapshot
Slide 5: Radiology Key Industry Drivers
Radiology Key Industry Drivers Long term sustainable growth is underpinned by a number of favourable industry conditions Driver Summary ▪ Industry demand increases in-line with population growth Population ▪ Australia’s population is anticipated to grow steadily in the future at 1.6% p.a. ▪ The gene
Slide 6: Qscan growth continues to outperform overall DI Market
Qscan growth continues to outperform overall DI Market Rolling 12 month YoY Billings Growth of Qscan Clinics vs Diagnostic Imaging Market (per Medicare data) 20% L12M YoY Medicare (Items) L12M YoY Qscan (Items) 15% GP Services 10% GP Services 5% 0% -5% Diagnostic Imaging -10% Mar-20 May-20 Jul-20 Se
Slide 7: Current Financial Performance
Current Financial Performance
Slide 8: Financial Highlights
Financial Highlights Track record of strong annual revenue growth Margin expansion expected in coming years Revenue ($m) EBITDA ($m) and EBITDA margin (%) 350.0 20.0% 70.0 18.0% 300.0 16.0% 250.0 60.0 14.0% 12.0% 200.0 50.0 10.0% 150.0 8.0% 40.0 100.0 6.0% 30.0 4.0% 50.0 2.0% 0.0 20.0 0.0% FY21PF FY
Slide 9: The Next Phase….
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Slide 10: Q-ONE Pillars: Strategic Imperatives for FY2024
Our Strategic Pillar Imperatives for FY2024 OUR VISION OUR VALUES Our vision is to be the leading provider of quality radiology in Australia; we embrace next generation technologies and pioneer innovative solutions to improve patient outcomes. Trusted Analysis | Excellence | Compassionate Care Q-ONE
Slide 11: Targeted Outcomes from New Doctor Remuneration Model
Targeted Outcomes from New Doctor Remuneration Model Engagement • Supports diversity of case mix as well as allowing doctors to focus on sub-specialties • Encourages culture of sharing across national network, including supporting junior Radiologists • Support involvement of Doctors in clinical and
Slide 12: Our Key Objectives - Future Pillars of Growth
Our Key Objectives - Future Pillars of Growth Long term sustainable growth is underpinned by four pillars of growth ▪ Significant opportunity for Brownfield expansion at existing sites with existing space available at a Brownfield number of sites Expansion ▪ Regional site in Young, NSW, with new 3TM
Slide 13: Recent Expanded Capability
Recent Expanded Capability GRAFTON MRI Windsor Clinic Rebuild • Insert text here
Slide 14: Recent Expanded Capability – MRI Installations
Recent Expanded Capability – MRI Installations Young, NSW Annerley, Qld Grafton, NSW
Slide 15: Thank You
OvQscan GROUP Thank You NORTH COAST O'Qscan kseeg Al RADIOLOGY