Bausch+Lomb Results Presentation Deck
3Q23 Revenue Drivers
BAUSCH + LOMB
$942 M
3Q22
+7%
+8%
$1,007M
3Q23
3Q23 Revenue Growth
Reported
3Q23 Revenue Growth
Constant Currency¹
BAUSCH+ LOMB
Strong revenue growth across
key product franchises
-$10M revenue FX headwinds
Vision Care ³
65%
$648 M
Consumer
35%
Contact Lens
+11%
Growth momentum in key brands
Lumify (+47% reported, +47% cc¹)
Eye Vitamins (+6% reported, +6% cc¹)
Artelac (+11% reported, +11% cc¹)
Daily SiHy (+79% reported)
Lens portfolio (+3% reported, +5% cc¹),
excluding impact of Lynchburg distribution
disruptions (+5% reported, +7% cc¹)
Surgical
.
24%
50% $185M
26%
3 Q 2 3 CONSTANT CURRENCY REVENUE
+6%
• Consumables (+9% reported, +8% cc¹)
• Equipment (+12% reported, +10% cc¹)
Implantables (0% reported, -2% cc¹),
excluding Eye Cee One IOL product hold
(+13% reported, +10% cc¹), strong growth
in premium IOLS (+44% reported, +33% cc¹)
■Implantables ■ Equipment
Consumables/Other
• Inconsistent supply leading to higher cost of
inventory and pressure on margins
Pharmaceuticals ³
60%
$174M
U.S.
International
GROWTH 1
40%
+1%
Vyzulta (+46% reported, +54% cc¹),
+19% TRX growth driving performance²
• U.S. Pharma (-2% reported), strong growth
in Vyzulta, offset by supply impact on
mature brands
International Pharma (+4% reported,
+4% cc¹), growth across key markets
1. Constant currency. This is a non-GAAP measure or ratio. See Slide 1 and Appendix for further information on non-GAAP measures and ratios.
2. IQVIA NPA monthly. U.S. only.
3. Effective in the first quarter of 2023, certain products historically included in the reported results of the Pharmaceuticals segment are now included in the reported results of the Vision Care segment and certain products included in the
reported results of the Vision Care segment are now included in the reported results of the Pharmaceuticals segment. Management believes these movements are necessary in order to better align these products with the groupings of
similar products. The net impact of these product movements was not material to the periods presented. Prior period presentations of segment revenues have been conformed to the current segment reporting structure.
7View entire presentation