Bausch Health Companies | Investor Conference Presentation Deck | 25 slides

Bausch Health · 2021-11
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Slide inventory

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every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Situation & Context
02
other
Open slide detailBeat · Situation & Context
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other
Open slide detailBeat · Situation & Context
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transition
Open slide detailBeat · Situation & Context
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The slide uses a two-part layout: strategic timeline (top) and financial progress (bottom).summarize
Open slide detailBeat · Problem & ComplicationLoop · Why Now
06
The slide uses a dual-track timeline approach to show organizational milestones above the line and debt paydown milestones below the line.plan_implementation
Open slide detailBeat · Problem & ComplicationLoop · Why Now
07
The slide uses a process diagram to show how various corporate actions contribute to a central 'Path to Deleveraging'.plan_implementation
Open slide detailBeat · Problem & ComplicationLoop · Why Now
08
Includes headshots of leadership, a donut chart of revenue segments, and a list of key products.summarize
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
09
Includes headshots of key executives, a revenue pie chart, and a list of post-separation details.establish_context
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
10
Includes headshots of leadership team and logos of key product brands.summarize
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
11
transition
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
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Includes a donut chart showing revenue breakdown by segment.summarize
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
13
The table includes both reported and organic change metrics for three-month and nine-month periods ending September 30, 2021.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
14
appendix
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
15
The slide uses legal citations to establish the legitimacy of a specific corporate tax strategy.cite_precedent
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
16
The slide uses legal citations to build an argument against the IRS's interpretation of 'substantially all' assets.expose_contradiction
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
17
appendix
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
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The table reconciles Net Income to Adjusted EBITDA by adding back taxes, D&A, and adjusting for impairments, acquisition costs, and share-based compensation.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
19
The table provides a detailed breakdown of adjustments including exchange rates, divestitures, and discontinuations to arrive at organic revenue figures.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
20
The table adjusts reported revenue for changes in exchange rates and divestitures/discontinuations to arrive at organic revenue.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
21
The table reconciles GAAP operating cash flow to a non-GAAP adjusted figure by adding/subtracting specific items like legal settlements, separation costs, and Aanalyze_data
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
22
The table provides a detailed breakdown of adjustments including impairments, restructuring, and litigation costs.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
23
Standard financial disclosure slide for Bausch Health.appendix
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
24
The slide explains the rationale for excluding share-based compensation, acquisition-related costs, loss on extinguishment of debt, separation/IPO costs, and otappendix
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
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appendix
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction