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Ramsay Health Care (RHC) investor relations material
Ramsay Health Care AGM 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Meeting opened with acknowledgment of traditional custodians and welcome to shareholders both in-person and online.
Board and executive team introduced, including new CEO Natalie Davis and new board member Craig Drummond.
Chair and CEO addressed the meeting, emphasizing the core value of 'People caring for people' and clinical excellence.
Procedures for questions and voting explained, with polling for all resolutions and results to be posted after the meeting.
Financial performance review
Underlying net profit after tax from continuing operations rose 1.7% to AUD 305.3 million for FY25.
Q1 Australia segment saw 6.5% total revenue growth and 5.8% EBIT growth year-on-year.
Patient Net Promoter Score remained high at 72.6, with admissions up 2.6%.
AUD 2.05 billion in funding facilities refinanced, reducing annual interest costs by ~$4m and improving loan margins by 30bps.
Weighted average debt maturity extended to 3.3 years, with a 4.9% weighted average cost of debt.
Board and executive committee updates
Smooth CEO transition to Natalie Davis, with new executive appointments in operations, commercial, technology, finance, strategy, and legal.
Board renewal ongoing, with Craig Drummond joining and James McMurdo retiring.
CEO priorities reaffirmed: transformation of the Australian hospital business, capital discipline, and cultural evolution.
Board effectiveness review conducted, focusing on capability, board papers, and management investment.
- TimeTickerHeadlineOpen
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AI-driven digital twins and accelerated computing are set to revolutionize industrial design and manufacturing. - 6 FebCDP
2025 FFO/share rose 5.8% to $2.72, with strong leasing and investment; 2026 guidance signals more growth. - 6 FebPECO
2026 FFO per share growth guided at 5.5% with record occupancy and robust acquisitions. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and major new contracts in space technology. - 6 FebCRI
Net loss widened to 7.5m PLN in H1 2024 as revenue fell and R&D costs remained high. - 6 FebCRI
Net loss deepened on lower sales and higher costs, but major new contracts and restructuring are underway. - 6 FebEMBASSY
Record revenue, NOI, and distributions highlight strong growth and robust segment performance. - 6 FebCRI
Revenue fell and losses deepened, but ESA contracts and R&D projects drive future prospects. - 6 FebTUPRS
Net income reached TRY 29.5 billion, with strong dividends and a robust net cash position.
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