Babylon Investor Presentation Deck
Why Babylon Health Is The Perfect Match For Alkuri Global
Alkuri's Investment Thesis
A
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B
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D
E
Massive Total Addressable Market
Artificial Intelligence-Led Disruptor
Global Traction & Opportunity
Scalability of Margins
World-Class Team
Notes: (1) Deloitte 2019 Global Health Care Outlook Report. (2) Defines profitability based on Adj. EBITDA.
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Babylon Exceeds All of Alkuri's Acquisition Criteria
$10T global healthcare market (1) that is ripe for disruption and
shift to value-based care
Proprietary technology and Al poised to lead the transformation
to Digital Health Services
Proven global product-market fit and performance with
demonstrated traction in the US
~166% revenue CAGR 2020A-2023E, improving unit
economics and path to profitability in 2023E (2)
Margin expansion over time through scale as expensive
secondary care is replaced with cost-efficient primary care
Gross margin scaling to ~23% by 2023E
Visionary founder and talented management that knows how to
grow and operate at scaleView entire presentation