Bausch Health Companies | Results Presentation Deck | 62 slides

Bausch Health · 2023-02
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SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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coverage by narrative range · generated from this deck JSON
Narrative range 62 total
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Whole deck 62 slides 100% 62/62 slides 100% 62/62 slides · 242 hits
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43.5% 27/62 slides · 28 hits 3.2% 2/62 slides
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Slide inventory

62
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
Standard corporate financial disclosure slide.other
04
front_matter
05
transition
06
summarize
07
The slide uses a 2x2 grid layout to present segment-specific performance data.analyze_data
08
The slide uses a before/after structure (past achievements vs. future outlook) to frame the strategic progress.summarize
09
summarize
10
transition
11
The slide compares 4Q22 vs 4Q21 revenue performance across three segments.analyze_data
12
The slide compares FY22 vs FY21 revenue figures and growth percentages across three business segments.analyze_data
13
The slide uses donut charts to show revenue composition and lists key drivers for revenue change.analyze_data
14
The slide uses donut charts to represent revenue composition for four distinct business units.analyze_data
15
The slide uses a consistent layout for each segment, showing revenue, reported growth, organic growth, and bulleted performance drivers.analyze_data
16
The slide uses a 2x2 grid layout to present segment-specific financial performance and operational drivers.summarize
17
Includes a bar chart for total revenue and three donut charts for segment breakdowns (Vision Care, Surgical, Ophthalmic Pharmaceuticals).analyze_data
18
The slide compares FY22 and FY21 revenue and provides segment-level breakdowns for Vision Care, Surgical, and Ophthalmic Pharmaceuticals.analyze_data
19
Includes footnotes regarding non-GAAP measures and segment reporting changes.analyze_data
20
Includes a footnote regarding gain on extinguishment of debt.analyze_data
21
Includes footnotes regarding non-GAAP definitions and share counts.analyze_data
22
Includes detailed footnotes explaining adjustments to cash, debt, and non-GAAP measures.analyze_data
23
Includes a callout highlighting 'No debt maturities until 2025'.analyze_data
24
The chart uses a stacked bar format to distinguish between Revolver, Term Loans, Mandatory Amortization, Secured Notes, Unsecured Notes, and Intermediate Holdcoanalyze_data
25
transition
26
The slide uses a waterfall bridge framework to explain the variance between 2022 actuals and 2023 guidance.show_valuation_bridge
27
The slide provides both GAAP and non-GAAP financial metrics and includes detailed footnotes regarding the calculation of interest expenses and the scope of the analyze_data
28
transition
29
prioritize
30
front_matter
32
The table compares inventory levels at the end of Q3 and Q4 for two consecutive years.analyze_data
33
The table tracks inventory efficiency over time for specific Bausch Health business units.analyze_data
34
Includes a footnote regarding a gain of $570 million related to an Exchange Offer.analyze_data
35
Includes footnotes regarding non-GAAP measures, share counts, and exclusions for cash flow calculations.analyze_data
36
The table provides a breakdown of financial performance by segment, including a footnote clarifying the definition of segment profit.analyze_data
37
Includes a footnote explaining the definition of segment profit.analyze_data
38
Includes a footnote regarding non-GAAP measures.analyze_data
39
Includes a footnote regarding non-GAAP measures.analyze_data
40
The table details specific line items like amortization, impairments, and restructuring costs, showing their impact on both absolute income and earnings per shaanalyze_data
41
Includes EPS impact per adjustment line item.analyze_data
42
The slide presents two side-by-side tables for Q4 2022 and Q4 2021, detailing various operating expense adjustments.analyze_data
43
The slide presents two side-by-side tables for YTD December 2022 and YTD December 2021.analyze_data
44
Includes a secondary table for noncontrolling interest adjustments.analyze_data
45
analyze_data
46
The table includes adjustments for exchange rates, divestitures, and discontinuations to arrive at organic revenue figures.analyze_data
47
The table includes adjustments for foreign exchange rates and divestitures to arrive at organic revenue figures.analyze_data
48
Includes footnotes 1, 2, and 3 explaining non-GAAP measures, exchange rate impacts, and segment reporting changes.analyze_data
49
The table provides a detailed breakdown of revenue adjustments including exchange rates and divestitures.analyze_data
50
Includes footnotes regarding non-GAAP measures, exchange rate impacts, and segment reporting changes.analyze_data
51
Includes footnotes regarding non-GAAP measures, currency exchange rates, and segment reporting structure.analyze_data
52
Includes footnotes regarding non-GAAP measures, exchange rates, and segment reporting structure.analyze_data
53
The table reconciles GAAP cash flow from operations to a non-GAAP adjusted figure by adding back specific one-time costs like legal settlements and separation/Ianalyze_data
54
Includes specific adjustments for legal settlements, separation/IPO costs, and exchange offer fees.analyze_data
55
Includes a footnote regarding non-GAAP measures.analyze_data
56
Includes detailed line-item adjustments for impairments, restructuring, and other non-GAAP items.analyze_data
57
Standard financial disclosure slide explaining adjustments like EBITDA, restructuring costs, asset impairments, and share-based compensation.appendix
58
Standard financial disclosure slide explaining the rationale for excluding specific costs from Non-GAAP metrics.appendix
59
Standard financial disclosure slide for investor presentations.appendix
60
Standard financial reporting disclosure slide.appendix
61
Standard financial disclosure slide explaining non-GAAP adjustments.appendix
62
Includes definitions for Constant Currency, Adjusted Tax Rate, Adjusted EBITDA excluding Bausch + Lomb, and Adjusted Cash Flows from Operations excluding Bauschappendix