Macquarie Conference Investor Presentation
Oceania is recognised as a high quality provider of Aged Care services in New Zealand, and its offering includes both
standalone and integrated facilities
Overview
“Annuity”
earnings
Growth
Includes rest home, hospitaland dementia level healthcare
Dedicated clinical healthcareteam delivering strong
clinical care and governance
Independent living in Apartment and Villa
accommodation with continuum of care on site
High proportion of new facilities are located in prime
urban locations across New Zealand
Governmentcare feeproviding 80% of income,
supplemented by premium accommodation charges
(PACs) and DMF in the case of Care Suites sold under ORA
ORA provides attractive funding model (effectively
recycles capital)
Annuity-like DMF revenue recurring throughout assets’
lifecycle
Resale gains from existing Care Suites and growth in PACs /
DMF
Gross development pipeline of ~700Care Suites / Beds
Resale gains from existing Units
Gross development pipeline of ~1,200 Units
1. Statistics New Zealand population forecasts as at May 2020.
Population
Aged 85+
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4
3
1/2
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Data sourced from publicly available filings. Our datasets may not be complete. Automated analysis can produce errors. If you believe any data on this page is incorrect, please contact us at hello@nzxplorer.co.nz. For informational purposes only. Not investment advice.
Other issuers discussed similar conditions around this time
Matched by meaning across NZX announcement text, not keywords — based on our semantic index of announcement bodies.
- IFT — Infratil Limited: Infratil 2020 Annual Report2020-05-28
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- PHL — Promisia Healthcare Limited: Special Meeting – Acquisition of Aged Care Facilities2020-05-26
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