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.

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