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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.
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- SYM
Revenue up 29% to $630M, net income $13.36M, $22.3B backlog, strong cash, legal risks persist. - BPT
H1 FY26 revenue hit AUD 1B, with strong gas prices and LNG cargoes driving results. - CPAY
2026 guidance targets 16% revenue and 22% adjusted EPS growth, led by strong Corporate Payments. - TENB
Record 2025 results with double-digit growth, strong cash flow, and expanding AI-driven platform. - DHX
Q4 2025 revenue down 10% YoY; FY 2026 guidance targets $118M–$122M revenue. - COHR
Q2 FY26 revenue up 17% to $1.69B, with strong EPS growth and robust datacenter demand. - ALGT
Q4 2025 saw record results and margin growth, with 2026 outlook boosted by Sun Country deal. - STC
Record bookings, strong cash flow, and margin expansion drive improved outlook. - BOOT
Net sales up 16%, EPS $2.79, robust e-commerce, 70 new stores planned for FY26. - PTC
Q1'26 saw double-digit ARR growth, margin gains, and major buybacks, with a strong FY'26 outlook.
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