EMIS Group (EMIS) 2020 full year results presentation to analysts

from PIWORLD Investor Podcasts · host piworld

This video can be seen at: https://www.piworld.co.uk/2021/03/19/emis-group-emis-2020-full-year-results-presentation-to-analysts/ Andy Thorburn, CEO & Peter Southby, CFO give an overview of the year to analysts. Although Covid has meant revenue was flat, the recurring revenue, cash flow and reported operating profit increased. Behind the scenes, Covid has been a catalyst for change, leading to a more rapid adoption of digital health care. Recurring revenue was up 4%, representing 82% of total revenue. £28m of new business delivered in the year and strong cash position of £53m. Current trading in line with expectations, with a good pipeline of opportunities. Emis expect to return to growth in 2021, with new product developments leading to opportunities for higher growth levels in 2022 and beyond. Andy Thorburn, CEO 00:17 – Introduction Peter Southby, CFO 02:42 – Financial Highlights 04:02 – Income Statement 06:03 – Segmental Analysis 07:08 – Revenue Analysis 08:13 – Cashflow 09:50 – Balance sheet 10:20 – Guidance Andy Thorburn, CEO 12:37 – Operational review 14:20 – COVID-19 response 15:47 – Engaging with customers 16:56 – Engaging with our team 20:31 – Executing our roadmap 21:42 – The changing healthcare market 22:00 – NHS restructure 23:16 – New & emerging opportunities 25:28 – EMIS connected care 32:39 – Summary & outlook EMIS Group plc provides healthcare software, information technology and related services in the United Kingdom. The Company’s segments include Primary & Community Care and Community Pharmacy. The Company serves various healthcare markets under the EMIS Health brand. The Primary & Community Care division provides clinical information technology (IT) systems for general practitioners (GPs) and commissioners. The Community Pharmacy division is an integrated community pharmacy dispensary and retail system. EMIS Health provides clinical software to customers across the healthcare sector. Its brand EMIS Care specializes in the delivery of diabetic retinopathy eye screening.

What this episode covers

This video can be seen at: https://www.piworld.co.uk/2021/03/19/emis-group-emis-2020-full-year-results-presentation-to-analysts/ Andy Thorburn, CEO & Peter Southby, CFO give an overview of the year to analysts. Although Covid has meant revenue was flat, the recurring revenue, cash flow and reported operating profit increased. Behind the scenes, Covid has been a catalyst for change, leading to a more rapid adoption of digital health care. Recurring revenue was up 4%, representing 82% of total revenue. £28m of new business delivered in the year and strong cash position of £53m. Current trading in line with expectations, with a good pipeline of opportunities. Emis expect to return to growth in 2021, with new product developments leading to opportunities for higher growth levels in 2022 and beyond. Andy Thorburn, CEO00:17 – Introduction Peter Southby, CFO02:42 – Financial Highlights04:02 – Income Statement06:03 – Segmental Analysis07:08 – Revenue Analysis08:13 – Cashflow09:50 – Balance sheet10:20 – Guidance Andy Thorburn, CEO12:37 – Operational review14:20 – COVID-19 response15:47 – Engaging with customers16:56 – Engaging with our team20:31 – Executing our roadmap21:42 – The changing healthcare market22:00 – NHS restructure23:16 – New & emerging opportunities25:28 – EMIS connected care32:39 – Summary & outlook EMIS Group plc provides healthcare software, information technology and related services in the United Kingdom. The Company’s segments include Primary & Community Care and Community Pharmacy. The Company serves various healthcare markets under the EMIS Health brand. The Primary & Community Care division provides clinical information technology (IT) systems for general practitioners (GPs) and commissioners. The Community Pharmacy division is an integrated community pharmacy dispensary and retail system. EMIS Health provides clinical software to customers across the healthcare sector. Its brand EMIS Care specializes in the delivery of diabetic retinopathy eye screening.

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