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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, welcome to attendees, and emphasis on 'People caring for people' and clinical excellence.
Board and executive team introduced, including new CEO Natalie Davis and new board member Craig Drummond.
Procedural matters for questions and voting explained, with polling for all resolutions and results to be posted online.
Financial performance review
Underlying net profit after tax from continuing operations rose 1.7% to AUD 305.3 million for FY2025.
Q1 Australia segment saw 6.5% total revenue growth and 5.8% EBIT growth year-on-year, with admissions up 2.6%.
Patient Net Promoter Score remained high at 72.6.
AUD 2.05 billion in funding refinanced, reducing annual interest costs by ~$4m, improving loan margins by 30bps, and extending weighted average debt maturity to 3.3 years at 4.9% cost.
Cost efficiencies achieved, with revenue indexation outpacing cost indexation in private hospitals.
Board and executive committee updates
Smooth CEO transition to Natalie Davis, with new executive appointments and a new Group Executive Leadership Team.
Board renewal ongoing, with Craig Drummond appointed and standing for election, and James McMurdo retiring.
CEO priorities reaffirmed: transform Australian hospital business, strengthen capital discipline, and evolve culture for innovation.
Board effectiveness review conducted, focusing on capability, board papers, and management collaboration.
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