Orthofix Investor Presentation Deck slide image

Orthofix Investor Presentation Deck

Proforma Non-GAAP Financial Measures Adjusted EBITDA Loss before income taxes Non-GAAP adjustments Interest expense, net ($ in millions) Depreciation and intangible asset amortization expense Share-based compensation expense Foreign exchange impact and other non-operating expense/(gain) SeaSpine merger-related expenses Strategic investments Acquisition-related fair value adjustments Loss on investment securities Legal judgments/settlements Medical device regulation Business interruption - COVID-19 Succession and transition charges Spinal set instrument replacement expense European sales and marketing organization restructuring Total Non-GAAP adjustments Adjusted EBITDA loss Adjusted Gross Margin ($ in millions) Total revenue, net Gross profit Add back: Share-based compensation expense SeaSpine merger-related costs Strategic investments OFIX $ (9.372) $ $ Q3 22 (Proforma) $ 0.277 $ 7.570 4.728 3.253 2.937 0.455 0.419 (0.001) 0.125 2.582 1.216 0.068 $ SPNE NewCo (15.111) $ (24.483) 1.866 0.152 $23.629 $ 12.402 $36.031 11.548 14.257 $ (2.709) $ 0.195 0.149 $ 0.426 4.341 11.911 3.652 8.380 0.270 3.523 1.412 4.349 0.016 0.471 0.419 (0.001) 0.669 2.582 1.216 0.304 0.544 Q3 22 (Proforma) OFIX SPNE NewCo 113.996 $ 67.772 $ 181.768 $ $ 83.423 $ 38.585 $122.008 (1) 0.068 1.866 0.152 0.103 Acquisition-related fair value adjustments Amortization/depreciation of acquired long-lived assets Medical device regulation Adjusted gross profit 83.922 $ 38.688 $ 73.6% Adjusted gross margin (Adjusted gross profit / Total revenue, net) 57.1% (1) SeaSpine gross profit reflects reclassifications of certain expenses to conform to Orthofix presentation. 0.299 0.304 122.611 67.5% Q3 23 Q3 22 Change $ (28.385) $ (24.483) $ (3.902) $ 1.576 $ 0.426 $ 13.097 11.911 6.274 8.380 1.909 3.523 5.416 4.349 0.471 0.419 (0.001) 0.669 2.582 1.216 0.068 1.866 0.152 1.150 1.186 (2.106) (1.614) 1.067 0.442 6.703 0.001 3.182 (0.742) (1.216) (0.160) (1.866) (0.152) $ 41.906 $36.031 $ 5.875 $ 13.521 $ 11.548 $ 1.973 0.913 7.122 $ NewCo 3.851 1.840 (0.092) Q3 23 Q3 22 Change $184.006 $181.768 $ 2.239 $ 119.763 $ 122.008 $ (2.245) NewCo 0.463 $ 0.299 $ 2.161 0.055 7.922 0.280 0.006 $130.650 $ 71.0% 0.304 122.611 $ 67.5% Ⓒ2023 Orthofix Medical Inc. All rights reserved | 20 0.164 2.161 (0.249) 7.922 0.280 0.006 8.039 3.5% On the Company's Q3 2023 earnings call held on November 8, 2023, Orthofix management presented Proforma Adjusted EBITDA and Adjusted Proforma Gross Margin, both of which are non-GAAP financial measures, for the 3rd quarter of 2022. Those proforma non-GAAP financial measures are intended to report the financial impact of the merger with SeaSpine on Adjusted EBITDA and Adjusted Gross Margin as if the merger had occurred on January 1, 2022, in order to assist investors with comparing those proforma results to those same non-GAAP financial measures as reported for the 3rd quarter of 2023. A reconciliation of proforma Adjusted EBITDA for each quarter of 2022 to the nearest GAAP financial measure for each of SeaSpine and Orthofix is presented on this slide. For further information on the reasons for and nature of non- GAAP disclosures by Orthofix and descriptions of the adjustments used to calculate non-GAAP financial measures, please see the Company's Current Report on Form 8 K filed on November 8, 2023. ORTHOFIX®Ⓡ SeaSpine.
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