Australia · Delayed Price · Currency is AUD Sigma Healthcare Earnings Call Transcripts
Fiscal Year 2026
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Revenue grew 15% year-over-year, with strong domestic and international sales, and normalized EBIT up 18.7%. Integration synergies and disciplined cost control supported margin expansion, while GLP-1 medicines drove significant sales growth.
Fiscal Year 2025
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The AGM highlighted strong financial growth post-merger, upgraded synergy targets, and robust governance enhancements. Shareholders approved all resolutions, including director reelections and remuneration reports, while the board addressed integration, remuneration, and related party governance in detail.
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Strong post-merger results with revenue up 82% and normalized EBIT up 41%. Store network expansion, own brand growth, and upgraded synergy targets drive performance, while integration and competitive pressures remain key focus areas.
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Shareholders approved key resolutions for a transformative merger with Chemist Warehouse, including new board appointments, governance frameworks for related party transactions, and changes to executive equity plans. The merger aims to create a leading pharmacy group with significant cost synergies and growth opportunities.
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Revenue and profit surged on the back of the new Chemist Warehouse contract, with normalized NPAT up over 300% and EBIT up 20% year-over-year. Gross margin remains under pressure, but cost discipline and operational leverage are improving profitability. Guidance for FY25 normalized EBIT is AUD 50–60 million.