REDE D'OR SÃO LUIZ S.A. Institutional Presentation
December 2022
- Disclaimer
The reader/investor should not rely solely on the information herein to make decisions with respect to trading the securities issued by Rede D'Or São Luiz. The document may also contain prospective statements, which are subject to risks and uncertainties as they are based on expectations of the company's management and on available information.
The company is under no obligation to update these statements. The Company's future financial situation, operating results, market share and competitive position may differ substantially from those expressed or suggested by forward-looking statements. Many factors and values that may impact these results are beyond the company's ability to control.
Future projects could differ materially due to market conditions, changes in laws or government policies, changes in operational conditions and costs, changes in project schedules, operating performance, demands by clients and consumers, commercial negotiations or other technical and economic factors. For more detailed information, please refer to our Financial Statements, Reference Form (Formulário de Referência) and other relevant information on our investor relations website ir.rededor.com.br.
2
Section I
Industry Overview
Hospital Vila Nova Star - São Paulo
- Healthcare Industry Evolving on the Back of Structural Demographic Fundamentals
1 | Economic structure of healthcare |
market in Brazil… | |
POPULATION | SPENDING(2) | PAYERS | |
COVERAGE(1) | |||
~77% | R$284 BLN | Government | |
3.8% GDP | |||
residents | |||
Public | (40% of | Individuals | |
spending) | |||
R$428 BLN | |||
5.8% GDP | Health | ||
(60% of | Plans | ||
Private | ~23% | spending) | |
Rede D'Or's target market
2 | …combined with solid |
demographic fundamentals… | |
Average annual rate of population change (%)
0.8
0.6
0.6
0.5
0.3 | |
0.0 | |
-0.2 | +20mm people |
in the next 20 years
-0.3
3 ...and a faster population aging
- years for population cohort of +65 years to growth of 7% to 14%
(2011-2032) | 21 | +21mm | |
people with +65 years | |||
(2000-2026) | 26 | in the next 20 years | |
(1970-1996) | 26 | 40mm | |
(1947-1992) | 45 | ||
total population with | |||
(1930-1975) | 45 | +65 years in 2040 | |
(1944-2009) | 65 | ||
(1994-2013) | 69 | ||
(1938-2011) | 73 | ||
(1890-1975) | 85 | ||
(1865-1980) | 115 | ||
Notes: (1) ANS, December 2021; (2) IBGE: "Health Satellite Account", as of 2019 | 4 |
Source: United Nations World Population Prospects 2019. |
- Underpenetrated Market in Terms of Beds, with Predominance of Small Players
1 Hospital Beds Density
Bed Density (Beds/ #'000)
13.1
2 Growing deficit in private beds(1)
Bed Density in Brazil (# Beds)
Brazil has a deficit of
+14 thousand
private beds
3 | Hospitals Overview in Brazil(2) | |
59 | ✓ Small | |
✓ Limited | ||
beds in | infrastructure |
avg. | Brazilian Hospital Average Size (# beds) |
4,827
(# Private hospitals in Brazil)
8.0 | WHO Recommendation |
(3-5 beds)
6.0
5.0
4.3
3.2 2.9 2.5 2.1 1.9 1.6 1.5
31,581
25,131
14,246
2019⁽¹⁾ 20242029
4,466 | |
-361 | |
2010 | 2022 |
Inflection point: Brazil's total beneficiaries grew to 49M in 2021, despite the pandemic and economic crisis.
Notes: (1) Considers beneficiaries growing from 47M to 57M in 2030 and constant occupancy rate and average length of stay; (2) As of January 2022; considers total beds divided by number of hospitals | 5 |
registered in ANS. | |
Source: CNES, CIA factbook and FBH |
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Rede D'Or São Luiz SA published this content on 08 December 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 08 December 2022 21:22:09 UTC.
