Guardian Pharmacy Services (GRDN) Corporate presentation summary

Market position and model

• ALF and memory-care pharmacy market estimated at ~$7B, with 1,000,000+ residents and 1,200+ independent pharmacies; aging population and rising acuity support demand.

• Medication management is the top cited reason for entering an ALF; residents average ~85 years old, ~22-month median stay and 12–14 daily prescriptions.

• 2025 scale: ~205,000 residents, ~29 million prescriptions, ~90% adoption and 13% nationwide ALF market share.

• Service model combines local pharmacy support with centralized capabilities, technology and clinical oversight to coordinate medication care and improve accuracy and adherence.

Growth strategy

• Organic growth levers include adding facilities, increasing adoption and launching greenfield pharmacies; 21 greenfields were operating as of September 30, 2026.

• Disciplined M&A targets operators serving national ALF demand or filling gaps in growth markets; typical targets have ~$10–$30 million revenue and 1,500–3,000 residents, with a target pool of ~100.

• Greenfields and acquisitions are targeted to reach accretion by year 4, as margins approach the corporate average; levers include reimbursement, purchasing and national account sales.

• Management projects high-single-digit organic growth at targeted operating margins for maturing locations.

Technology and resident outcomes

• Guardian COMPASS supports purchasing, reimbursement optimization and drug-mix management; GuardianShield supports clinical interventions, regimen optimization and formulary alignment.

• In FY2025, clinical interventions totaled ~100,000 and benefit optimization generated $56 million in savings to residents.

• Proprietary technology, advanced robotics and eMAR integration are intended to improve dispensing accuracy and efficiency and support near-100% adherence and compliance.

• Payor services include clinical interventions, formulary alignment, compliance packaging, medication-cycle synchronization and refill management to support adherence and network adequacy.