Aevis Victoria Earnings Call Transcripts
Fiscal Year 2026
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NAV rose to CHF 26.75 (+7% YoY), with a >50% discount to NAV and improved margins across segments. Healthcare and ambulatory services saw strong EBITDA gains, while hospitality remained resilient despite market headwinds. Strategic stake sales and integrated care expansion are key growth drivers.
Fiscal Year 2025
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Turnover grew 13.5% year-over-year, driven by acquisitions, with NAV per share up 7.8% and strong free cash flow supporting deleveraging. Healthcare margins improved in the core business, and the group targets a 23% EBITDA margin mid-term, while expanding integrated care and real estate activities.
Fiscal Year 2024
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Strong 2024 results included a CHF 26.5 million net profit, robust growth in healthcare and hospitality, and significant deleveraging. Strategic acquisitions and partnerships expanded integrated care, while asset sales and cost efficiencies improved margins.
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Spital Zofingen was acquired for CHF 50 million in shares plus CHF 70 million debt, making it the largest operation in the network. The deal, finalized immediately, enhances integrated care and collaboration with Kantonsspital Aarau, supporting long-term strategic growth.