healthcare investing in indonesia

Indonesia + Healthcare: Growing market, Growing demand

Economically Resilient

WHY INDONESIA?

235M people80M+ Middle Class & Growing

Underserved Healthcare sectorGrowing demand for quality care

“growing demand growing market

recession resilient”

A rapidly growing population

THE GLOBAL ECONOMIC GROWTH FORECAST, %

10.1

10.3

10.1

10.1

10.2

10.2

9.8

9.0

8.1

7.0

5.8

4.5

3.5

3.0

2.3

1.5

1.0

0-4

5-9

10-14

15-19

20-24

25-29

30-34

35-39

40-44

45-49

50-54

55-59

60-64

65-69

70-74

75-79

80+

Source: BPS , Sensus Penduduk 2010, EuromonitorTaken from 2011 Indonesia Media Landscape, Mindshare

94.7mio

Where close to 40% are wage earning adults

3rd out of 56 countries, for consumer confidence

Source: Nielsen, Global Online

Consumer Survey Q2 2011

And it's on the rise …

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2100

105

110

115

120

125

130

135

140

145

150CONSUMER CONFIDENCE INDEX

2009 2010 2011 Source: Roy Morgan Consumer

Confidence Poo

... As is consumer spending

9

Health System Summary

• Key causes of mortality moving from infectious diseases to chronic diseases (heart, diabetes and cancer)

• Low physician density• Steadily increasing per capita healthcare

expenditures (growing middle class)• Private out of pocket (OOP) spending

represents 33% of nominal healthcare expenditures (source: World Bank 2009)

10

**

*

**

*

11

**

*

*

Target Opportunities

• Mid market consumer healthcare products & services

• Corporate/enterprise healthcare services

• Digital health infrastructure/applications

Our Strategy

• Few individual assets meet PE mandates

• “Invest Corp” approach offers top down access to a range of assets with reduced portfolio risk

• Increasing value of quality assets make trade sale exits probable within 2-3 year time frames

Further Information

Joe CorriganManaging PartnerTel: +(65) 640 83344 corrigan@healtheonasia.com