Orthofix Investor Presentation Deck slide image

Orthofix Investor Presentation Deck

Pro Forma Non-GAAP Financial Measures On the Company's Q1 2023 earnings call held on May 9, 2023, Orthofix management presented Proforma Adjusted EBITDA Loss and Adjusted Proforma Gross Margin, both of which are non-GAAP financial measures, for the first quarter of 2022. Those proforma non-GAAP financial measures are intended to report the financial impact of the merger with SeaSpine on Adjusted EBITDA (Loss) 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 first quarter of 2023. A reconciliation of those pro forma non-GAAP financial measures for the first quarter of 2022 to the nearest GAAP financial measure for each of SeaSpine and Orthofix, as well as a comparison to Adjusted EBITDA Loss and Adjusted Gross Margin for Orthofix for the first quarter of 2023, are presented below. For further information on the reasons for and nature of non-GAAP disclosures by Orthofix and descriptions of the adjustments used to calculate those non GAAP financial measures, please see the Company's Current Report on Form 8 K filed on May 9, 2023. Adjusted EBITDA Loss before income taxes Non-GAAP adjustments Interest expense, net 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 ($ in millions) 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 Total revenue, net Gross profit Add back: ($ in millions) Share-based compensation expense SeaSpine merger-related costs Strategic investments Acquisition-related fair value adjustments Medical device regulation $ $ Q1 22 (Proforma) OFIX SPNE NewCo (4.389) $ (16.832) $ (21.221) 0.375 $ 7.516 4.332 1.242 0.970 (5.500) 0.065 0.193 1.952 0.343 0.010 $11.498 $ 7.109 0.211 $ $ 4.202 2.819 (0.002) 0.025 0.372 0.125 Q1 22 (Proforma) OFIX SPNE NewCo $106.418 $ 51.263 $157.681 $78.100 $28.966 $107.066 (1) 1.018 0.279 8.813 $20.311 (8.019) $ (0.910) 0.078 $ 0.375 11.718 7.151 1.240 1.342 (5.375) 0.065 0.193 1.952 0.343 0.010 1.018 0.279 0.125 0.025 0.125 0.006 0.006 $78.342 $ 29.169 $ 107.511 73.6% 56.9% 68.2% Adjusted gross profit Adjusted gross margin (Adjusted gross profit/Total revenue, net) (1) SeaSpine gross profit reflects reclassifications of certain expenses to conform to Orthofix presentation. 0.289 NewCo Q1 23 Q1 22 Change $ (60.327) $ (21.221) $ (39.106) $ 1.289 $ 12.670 13.020 (0.583) 20.740 0.661 11.636 0.469 3.629 0.375 $ 11.718 7.151 1.240 1.342 (5.375) 0.065 0.193 1.952 43 0.010 1.018 0.279 $63.531 $ 20.311 $ $ 3.204 $ (0.910) $ $110.329 $107.066 $ ©2023 Orthofix Medical Inc. All rights reserved | 20 0.914 0.952 5.869 (1.823) 20.740 NewCo Change Q1 23 Q1 22 $175.204 $ 157.681. $ 17.523 (0.681) 17.011 (0.065) 0.276 1.677 (0.343) (0.010) (1.018) (0.279) 43.220 4.114 3.263 $ 0.471 $ 0.289 $ 0.703 0.181 0.025 11.636 0.125 0.629 0.006 $123.949 $ 107.511 $ 16.438 70.7% 68.2% 11.511 0.623 2.6% 0.182 0.703 0.156 ORTHOFIX® Sea Spine
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