Bausch+Lomb Results Presentation Deck slide image

Bausch+Lomb Results Presentation Deck

Reconciliation of Reported Operating Income to Adjusted EBITA (non-GAAP)1 ($M) (QTD and YTD) 2022 GAAP Amortization of intangible assets Asset impairments Restructuring, integration and transformation costs Acquisition-related costs and adjustments (excluding amortization of intangible assets) IT infrastructure investment Separation costs and separation-related costs Litigation and other matters Other 2022 Non-GAAP¹ 2021 GAAP Amortization of intangible assets Asset impairments Restructuring and integration costs Acquired in-process research and development costs² IT infrastructure investment Separation costs and separation-related costs Legal and other professional fees 2021 Non-GAAP¹ BAUSCH + LOMB 2. $ Gross Profit 510 59 1 $ 570 Gross Profit² $ 505 72 8 $ 585 Gross Margin 54.1% $ 6.3% 0.1% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 60.5% $ Gross Margin² 53.2% $ 7.6% 0.8% 0.0% 0.0% 0.0% 0.0% 0.0% 61.6% $ QTD 2022 SG&A 381 $ (10) (11) 360 $ QTD 2021 SG&A 348 $ (1) (1) 2 348 $ R&D Expense Operating income 77 $ 77 $ R&D Expense 63 $ 46 59 1 11 63 $ 15 Operating income 132 94 72 00 8 1 1 (2) 174 Gross Profit $ 1,484 188 1 $ 1,673 Gross Profit 1,464 225 11 $ 1,700 Gross Margin SG&A 53.5% $ 1,092 $ 6.8% 0.1% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 60.4% $ YTD 2022 0.0% 0.0% 0.0% 61.5% $ (10) (1) (21) 1,060 $ YTD 2021 (6) (2) Operating R&D Expense income 229 $ 1,016 $ 229 $ Gross R&D Operating Margin SG&A Expense income 53.0% $ 1,024 $ 201 $ 8.1% 0.4% 0.0% 0.0% 156 188 1 14 201 $ (5) 1 28 383 237 225 11 1 1 6 2 483 This is a non-GAAP measure or non-GAAP ratio. See Slide 2 and Non-GAAP Appendix for further information on non-GAAP measures and ratios. Prior to 2022, in calculating Adjusted EBITA, the Company had excluded expenses associated with acquired IPR&D. Beginning in 2022, the Company no longer excludes acquired IPR&D in its calculation of Adjusted EBITA. The Company is making this change to align. with evolving practice in this regard. 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, the amount of acquired IPR&D for the third quarter of 2022 was less than $1 million and there was no acquired IPR&D in either the first or second quarter of 2022. For 2021, there was no acquired IPR&D in the third quarter of 2021 and there was $1 million in aggregate acquired IPR&D for the nine months ended September 30, 2021. 35
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