Babylon Healthcare and Sickcare Overview
Highly Recurring and Diversified Projected Revenue in 2021E
Through 2023E
Revenue breakdown
Fixed vs Demand-Driven (1)
Geography
Product
9%
2021E
Demand-Driven Revenue
Virtual Care: Fee-For-Service
3%
2023E
Demand-Driven Revenue
Virtual Care: Fee-For-Service
00
91%
Fixed Revenue
Babylon VBC: Capitation Fee &
Software: Fixed Fee
97%
Fixed Revenue
9%
UK
4%
2021E
Emerging
Markets(2)
3%
Other
Developed
Markets (3)
2%
UK
6%
2023E
Emerging
Markets (2)
6%
Other
Developed
Markets(3)
10%
Software
2021E
9%
Virtual Care
10%
Software
2023E
3%
Virtual Care
0000
84%
US
85%
US
Babylon VBC: Capitation Fee &
Software: Fixed Fee
81%
VBC
87%
VBC
Low volume risk
Focus on US
Source: Management estimates. Notes:
1)
2)
F23
Demand-driven revenue reflects revenue from Virtual Care contracts. Fixed revenue reflects revenue from Babylon VBC and Software contracts.
Includes SE ASIA, China, LATAM, Rwanda, Middle East, Africa and India.
3) Includes Canada and Other Developed Markets (including Australia, New Zealand, Japan, and Continental Europe).
Babylon VBC augmented by high-margin
software licensing
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