Bausch+Lomb Results Presentation Deck slide image

Bausch+Lomb Results Presentation Deck

Total Bausch + Lomb P&L¹ (Non-GAAP)² - FY22 Constant Currency ³ 6% 6% Bausch + Lomb Vision Care Revenue Surgical Revenue Ophthalmic Pharmaceuticals Revenue Total Revenue Adj. Gross Profit² Adj. Gross Margin ² R&D R&D percent of Revenues Adj. SG&A² Adj. SG&A percent of Revenues² Adj. EBITA 2,6 Depreciation Stock Based Compensation Adj. EBITDA 2,3,6 Adj. EBITDA Margin 2.6 Adj. Net Income Attributable to Bausch+Lomb 3,6 Adj EPS Attributable to Bausch + Lomb 2,4,6 BAUSCH + LOMB FY22 $2,373M $718M $677M $3,768M $2,249M 59.7% $307M 8.1% $1,421M 37.7% $520M $135M $62M $720M 19.1% $375M $1.07 FY21 $2,343M $718M $704M $3,765M $2,298M 61.0% $271M 7.2% $1,377M 36.6% $651 M $123M $62M $821 M 21.8% $454M $1.30 Reported Change 1% 0% (4%) 0% (2%) (130 bps) (13%) (3%) (20%) 10% 0% (12%) (17%) 0% 5% 2% (16%) (8%) (17%) 15% 0% (10%) (17%) 1. Products with sales outside the United States impacted by FIX changes 2 This is a non-GAAP measure or ratio. See Slide 2 and Appendix for further information on non-GAAP measures and ratios Includes transactional FX and NCI. 4021 presented on an adjusted basis after giving effect to the IPO. Organic revenue growth/change, a non-GAAP ratio, is defined as a change on a period-over-period basis in revenues on a constant currency basis (if applicable) excluding the impact of acquisitions, divestitures and discontinuations. Organic Change 3,5 6% 8% 0% 5% +5% organic revenue growth 1,2,5 +$36M investment in R&D during FY22 to expedite portfolio advancement Continued to maintain a disciplined approach to cost management as inflation pressure weighed on gross margin 2021 results were not fully burdened by all of the stand-up costs associated with operation as an independent company 6. Prior to 2022, in calculating Adjusted EBITA, Adjusted EBITDA, Adjusted Net Income and Adjusted EPS, the Company had excluded expenses associated with acquired in-process research and development costs ("IPR&D) Commercing in 2022, the Company no longer excludes acquired IPR&D in its calculation of Adjusted EBITA, Adjusted EBITDA, Adjusted Net Income and Adjusted EPS. The Company is making this change for 2022 periods and onwards and has not made this change for periods prior to 2022. The Company believes these costs are not material for the periods presented. In particular, there was no acquired IPR&D in the fourth quarter of 2022 and there was less then $1 million in aggregate acquired IPR&D for the twelve months ended December 31, 2022. For 2021, there was $4 million in the fourth quarter of 2021 and there was $5 million in aggregate acquired IPR&D for the year ended December 31, 2021. See the Appendix for further information on this change.. 13
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