Monash IVF Group Ltd (ASX:MVF)
A$ 0.71 (0%) Market Cap: 276.64 Mil Enterprise Value: 470.24 Mil PE Ratio: 18.68 PB Ratio: 1.09 GF Score: 78/100

Half Year 2026 Monash IVF Group Ltd Earnings Call Transcript

Feb 26, 2026 / 10:59 AM GMT
Release Date Price: A$0.71 (+2.90%)

Key Points

Positve
  • Monash IVF Group Ltd (ASX:MVF) delivered an underlying NPAT of $10.4 million, which was at the upper end of their guidance.
  • The company reported improved clinical pregnancy rates, with a 49% success rate for women under 35 years of age.
  • Monash IVF is nearing completion of a major infrastructure project in Brisbane, which is expected to enhance capital efficiency and organic margin growth.
  • The company has a strong specialist retention rate, ending the half with 168 medical specialists across the group.
  • Monash IVF's international operations showed growth, particularly in Southeast Asia, with stimulated cycle growth in Johor, Bali, and Singapore.
Negative
  • Revenue for the half-year was down 1.8% compared to the prior period, reflecting softer domestic IVF volumes.
  • The company experienced a decline in domestic market share, down 2.5% points, primarily due to softer new patient registrations in New South Wales and Victoria.
  • EBITDA margin declined by 3.5% points due to industry softness, market share impacts, and non-recurring costs related to legal and compliance matters.
  • Day surgery episodes decreased by 4.6%, largely due to a reduction in IVF procedures.
  • The ultrasound business saw a decline in scans by 3%, impacting earnings negatively by $300,000.


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

MVF.AX - Monash IVF Group Ltd
Half Year 2026 Monash IVF Group Ltd Earnings Call
Feb 26, 2026 / NTS 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 Monash IVF Group Limited FY26 half year results call. All participants are in a listen-only mode. There will be a presentation followed by a question-and-answer session. If you wish to ask a question, you will need to press the star key, followed by the number 1 on your telephone keypad. I would now like to hand the conference over to Dr. Victoria Atkinson, Chief Executive Officer and Managing Director. Please go ahead.

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Unidentified_2 [2]
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Thank you and good morning everyone. My name is Doctor Victoria
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