Infratil Limited · NZX:IFT
Infratil — Investor Day (February 2021)
8 slides from Infratil's investor day presentation, Feb 16, 2021
Slide 1: Healthcare Sector Overview
Healthcare Sector Overview Paul Newfield 16 February 2021
Slide 2: Healthcare is an essential service globally
Healthcare is an essential service globally A clear path to building a scale healthcare infrastructure platform Australia • Invested in 2020 • Qscan is a comprehensive diagnostic imaging business operating predominantly on the eastern seaboard of Australia • Qscan is one of Australia’s largest radio
Slide 3: We are getting older
We are getting older Addressing the needs of a growing and ageing population Age Structure in 1980 Age Structure in 2020 Age Structure in 2050 300 200 100 0 0 100 200 300 300 200 100 0 0 100 200 300 300 200 100 0 0 100 200 300 100 100 100 80 80 80 60 60 60 40 40 40 20 20 20 0 0 0 Male (population ’0
Slide 4: As we get older, we get sicker
As we get older, we get sicker Aging population results in increasing prevalence of chronic disease Proportion of Persons with one or more chronic Estimated incidence rates of all cancers, by age at diseases, 2017-18 diagnosis and sex, 2019 100% 4,000 90% 3,500 80% 3,000 70% Rate (per 100,000) 60% 2
Slide 5: As we get older and sicker, we spend more on healthcare
As we get older and sicker, we spend more on healthcare Increasing the total healthcare system funding Forecast Growth in OECD Healthcare Expenditure % increase of Healthcare Expenditure as share of GDP (2015A-30F) 37% 28% 25% 24% 24% 22% 21% 21% 21% 20% 20% 20% 19% 19% 19% 18% 17% 17% 16% 15% 15% 1
Slide 6: Making Infratil part of the solution
Making Infratil part of ✓ Addresses a large and growing need the solution ✓ Improves patient outcomes, increases system efficiency Reliable cashflows Our investment criteria for the ✓ Strong barriers to entry, scale/network benefits Top line growth healthcare sector ✓ Stable, supportive regulatory e
Slide 7: Managing Healthcare Sector risks
Managing Healthcare Sector risks Sector-Specific Challenges Experienced Sector Specialists Bringing the • Managing clinical risk & John Livingston Founder and Former CEO of Integral right operational governance Diagnostics (2002 – 2017) experience to BAppSci (Med Rad), GradDipHSc (Edu), GradCertBus
Slide 8: Growth opportunities for Infratil in the healthcare sector
Growth opportunities ✓ Expansion within radiology ✓ Expansion into adjacent sectors for Infratil in − Exposure to fast growing − Oncology the healthcare catchments and high value sector modalities − Pathology Clear path to − Clinic expansion and greenfield network growth − Private hospitals building