World Class Family - Oriented Consumer -Driven Wang Qunbin CEO, - PowerPoint PPT Presentation

World Class· Family - Oriented · Consumer -Driven Wang Qunbin CEO, Fosun International

Disclaimer It is not the intention of this document to provide a full explanation of any relevant matters of Fosun International Limited (the “ Company ” ). You must refrain from relying on any information set out in this document. No statement, guarantee or undertaking is or will be made or given at present or in the future in respect of the accuracy, fairness, reasonableness, correctness or completeness of this document or any information or opinions set forth herein or any other information or opinions, whether written or oral, available to any stakeholder or its advisers, nor is there or will there be any express or implied indication made in respect of the above content at present or in the future. None of the Company or any of its shareholders, directors, officers, employees, affiliates, advisers or representatives (the “ Parties ” ) shall assume any liability, including but not limited to liability for default, for or in respect of the above content at present or in the future. The Parties expressly state that they shall not be held liable for any loss resulting from the use of this document or its content or in any other manner in connection with this document. It is assumed that information set out in this document is appropriate for the current situation and such information could be subject to change without notice. None of the Parties shall be held liable for procuring the receipt of information under this document by any recipients, updating information under this document, or correcting any manifest error contained under this document. In the event of any conflict between this document and the final results announcement of the Company for the whole year of 2018, and the annual report of the Company for the whole year of 2018 (collectively, the “ Annual Documents ” ), the Annual Documents shall prevail. Cautionary Statement Regarding Forward-Looking Statements This PPT includes forward-looking statements. All statements, other than statements of historical facts, that address activities, events or developments that Fosun International Limited (the “ Company ” ) expects or anticipates will or may occur in the future (including but not limited to projections, targets, estimates and business plans) are forward-looking statements. The Company ’ s actual results or developments may differ materially from those indicated by these forward-looking statements as a result of various factors and uncertainties, and other risks and factors beyond our control. In addition, the Company makes the forward-looking statements referred to herein as of today and undertakes no obligation to update these statements. The financial figures in this PPT are calculated using the average exchange rate for the reporting period January 2018 to December 2018 (USD/CNY= 6.63379 HKD/CNY= 0.84641), and period-end exchange rate as of 2018/12/31 (USD/CNY= 6.86320 HKD/CNY= 0.87620 ), unless otherwise stated..

Mission Strategy Creating happier lives for families worldwide Centered around family customers • C2M Model • Vision Industry Operations + Industrial Investment • and Capital Rooted in China, creating a global happiness ecosystem fulfilling the needs of one billion Technology & Innovation + Creative Design • families in health, happiness and wealth Glocalization 2.0 ecosystems •

Health Ecosystem Pharmaceutical Health Care Maternal & Infant care Health Product Healthcare Tech

Happiness Ecosystem Tourism & Culture Fashion New Commerce Entertainment

Wealth Ecosystem Insurance Financial Service Fintech

Fosun Ranks 416 on Forbes Global 500 1 Net Profit Revenue 109.4 billion 13.4 billion 2019 Forbes Global 2000 List 2 Net Assets Employees Ranks No. 416 108.5 billion Approx. 70,000 Ranks No.430 Ranks No.432 About half overseas 1. Unit: RMB 2. As at 31 December 2018

Healthy Balance Sheet Credit Rating Leverage Ratio S&P BB 53.7% positive Total Debt / Total Capital Moody’s also upgraded Fosun’s rating from Ba3 to Ba2 stable in January 2018

Operational Targets ROE IRR 15% 20% ROE Target IRR Target 2018 ROE 12.8%

Growth Momentum 1 Net Profit Growth BVPS Growth 26% 15% 10-year CAGR 10-year CAGR (2018 net profit: RMB 13.4 billion) 1. Book Value Per Share

Investment opportunity 1 2 P/E Ratio Discount to NAV Dividend Yield LTM Buybacks HKD$ 5.7x ~60% 3.7% 615 mln ~0.53% of free float Adjusted NAV per share P/B 0.7x as at May 31, 2019 As at May 31, 2019 From Jan 1, 2019 to May 24, 2019, HKD$24.84 as at Dec 31, 2018 Buybacks totaled 6.8 mln shares or HKD$71.41 mln Note: 1. ~ 60% discount represents share price as at May 31, 2019 against adjusted NAV per share as at Dec 31, 2018 Note 2. Last Twelve Months (LTM) from June 25, 2018 – May 24, 2019

Family Customer-Oriented portfolio company customers C2M >330 Million active consumers in Fosun ’ s core subsidiaries >100 Million

C2M – 2C-driven revenue continues to grow Unit ： RMB 100 million 1,200 1,000 CAGR of Total Revenue Growth 16% 800 CAGR of 2C Revenue Growth 36% 600 87.6% 400 82.6% 74.9% 63.8% 200 48.9% 41.1% 0 2013 2014 2015 2016 2017 2018 2C 2B

Industry Operations + Industrial Investment and Capital Industry Operations + Industry Investments + Capital Markets Building N Industry Groups Launch of Foliday Platform IPO 2010 2016 2017 2018 复星化妆品 …… Capability of Operational Turnaround

Mid- office Mechanism Empowers ‘1+N’ Ecosystem C2M Happiness Ecosystem Industrial Group N Brand N 2 Product N N 1 0 1 Intelligent Mid-office Mechanism (FBS) 1. Note: 1. FBS stands for Fosun Business System.

Technology & Innovation + Creative Design competitive products through R Unicorns through & D and design ～ 30% incubation and investment Bio-medicine Henlius Creative Fashion Aitrox Fin-tech Wedoctor …… Hellobike Profit before Tax Cainiao AI-driven mid-office …… Artificial ntelligence Big Data IoTs Fosun Cloud SaaS ……

1 Globalization 2.0 Germany Portugal France United Kindom Austria Poland Russia Italy Tom Tailor Fidelidade Club Med Resolution Wolford BCP Millennium Fosun Eurasia Caruso H&A Luz Saúde Lanvin Silver Cross THE MEDELAN NAGA BCP St Hubert 狼队 Koller Chinese Mainland PAREF FFT Fosun Pharma Tridem Canada Sinopharm Cirque du Soleil Fosun United Health Insurance United Family Healthcare Yuyuan United States Atlantis Sanya St. John Japan Baihe Jiayuan 28 Liberty IDERA Tsingtao Brewery Studio 8 Tomamu Babytree AmeriTrust The Little Gym India Pramerica-Fosun Life Insurance Gland Pharma Brazil Forte Delhivery Rio Bravo BFC Guide Nanjing Iron & Steel Australia JEVE Roc Oil Peru 、 Bolivia …… Cote d’Ivoire、 Ghana 、 Nigeria Israel La Positiva Glinther AHAVA Hong Kong SAR China Sisram Peak Reinsurance Angola 、 Mozambique Fosun Hani Securities BCP Millennium Fidelidade 1. Diagram shows selection of Fosun portfolio companies

50+ Global Partners

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