Portfolio Valuation and Ameriabank Acquisition Update slide image

Portfolio Valuation and Ameriabank Acquisition Update

Externally valued¹ HOSPITALS BUSINESS VALUATION OVERVIEW VALUE DEVELOPMENT OVERVIEW (GEL MILLION) 619 (241) 344 (33) Enterprise value 31-Dec-23 Net debt inc. Lease liabilities Minority interest Equity value 31-Dec-23 13.8x IMPLIED LTM EV/EBITDA OF THE HOSPITALS BUSINESS VALUATION HIGHLIGHTS1 NET DEBT TO EBITDA³ (excl. IFRS 16) GEL million, unless noted otherwise 31-Dec-232 30-Sep-232 31-Dec-222 5.3x4 4.4x Enterprise value 618.9 645.4 653.3 <2.5x LTM EBITDA 44.8 51.7 53.6 Implied EV/EBITDA multiple 13.8x 12.5x 12.2x Net debt incl. lease liabilities (241.1) (231.0) (188.1) Equity value of GCAP's share 344.4 381.9 433.2 30-Sep-23 31-Dec-23 TARGET COM GEORGIA CAPITAL 300 Georgia Capital PLC | 1. The independent valuations of the large and investment portfolio companies are performed on a semi-annual basis. In 4Q23, our private large and investment portfolio companies were valued externally by a third-party independent valuation firm. 2. The 31-Dec-23 numbers include the performance of the community clinics, which were previously presented as part of the clinics and diagnostics business. Comparative figures for 30-Sep-23 and 31-Dec-22 have not been restated retrospectively. 3. 31-Dec-23 and 30-Sep-23 figures reflect the performance of the community clinics. 4. LTM EBITDA as at 31-Dec-23 excludes the performance of the recently divested regional hospital, while the net debt takes into account the cash proceeds from this transaction. 54
View entire presentation