Investor Presentaiton
Investment Case
Leading
diagnostics
service provider
with a footprint
spanning Egypt,
Jordan, Sudan
and Nigeria
•
IDH enjoys a 50%+ share of the private chain segment of the
Egyptian diagnostics market as measured by revenues.
Over its 38-year history, the Company has earned a trusted
reputation as well as internationally-recognized accreditations for
its comprehensive portfolio of diagnostic tests.
The key Al Borg and Al Mokhtabar brands are synonymous with
quality and safety, enjoying strong awareness and loyal followings.
Favorable
Industry
Dynamics
•
Beyond the counter-cyclical nature of the healthcare industry, the
Egyptian and other MENA markets are still under-penetrated.
• Powerful structural drivers support future growth in diagnostic
services including large rapidly-increasing populations, greater
incidence of lifestyle-related medical conditions and an awakening
health consciousness in the Company's markets.
• IDH has created formidable barriers to entry with brand equity,
international accreditations, a scalable business model and strong
supplier relationships.
Scalable Asset-
light Business
Model
IDH deploys a Hub, Spoke and Spike business model that enables
capital-efficient expansion and works well in highly-fragmented
markets.
Contracts with key suppliers of medical testing kits include the
provision of equipment used to analyse laboratory test results.
Reflecting low CAPEX, the Company's balance sheet is under
levered and highly cash-generative for strategic flexibility.
4
INTEGRATED DIAGNOSTICS HOLDINGS
OView entire presentation