HealthCo Healthcare and Wellness REIT (ASX:HCW)

Full Year 2025 Healthco Healthcare and Wellness Reit Earnings Call Transcript

Aug 14, 2025 / 11:30 PM GMT

Release Date Price: A$0.82 (-3.53%)

Transcript

Key Points

Positve

HealthCo Healthcare and Wellness REIT (ASX:HCW) collected 98% of all rent due and payable during the financial year.
The company has strengthened its balance sheet with 31% pro forma gearing and $104 million in cash and undrawn debt.
Like-for-like net income growth from the portfolio was 5.2%, driven by market rent reviews and strong leasing spreads.
The portfolio has a long lease expiry of 11.5 years, providing stability and predictability in income.
HealthCo's sustainability strategy led to a 32% reduction in Scope 1 and 2 emissions from the FY22 baseline, driven by energy management and solar rollout.

Negative

The receivership of Healthscope, the largest tenant, impacted FY25 earnings, as Healthscope represents 53% of HealthCo's earnings.
Funds from operations per unit were impacted by the unlisted healthcare fund pausing distributions.
Property valuations declined by 4% on a gross basis, reflecting a 37 basis point expansion in cap rates.
HealthCo did not declare distributions in the second half of FY25 to maintain balance sheet flexibility.
The company is unable to provide guidance for FY26 due to the ongoing resolution of the Healthscope situation.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

HCW.AX - Healthco Healthcare and Wellness Reit
Full Year 2025 Healthco Healthcare and Wellness Reit Earnings Call
Aug 14, 2025 / 11:30PM GMT

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Presentation
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Unidentified_1 [1]
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Thank you for standing by and welcome to the Healthco Healthcare Wellness Re FY25 full year results briefing. All participants are in a listen-only mode. There'll be a presentation followed by a question and answer session. If you would like to ask a question, you'll need to press the star key followed by the number one on your telephone keypad. I now I have the conference over to Mr. Sid Sharma, HMC Capital Managing director, Real estate. Please go ahead.

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Unidentified_2 [2]
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Good morning everyone and thank you for

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