Q3 2025 Auna SA Earnings Call Transcript
Key Points
- Auna SA (AUNA) reported strong financial performance in Peru and Colombia, with Peru's top line growing by 9% and Colombia's by 4% in local currency.
- The company successfully refinanced $765 million in debt, improving its debt profile and reducing financing costs by 125 basis points.
- Auna SA (AUNA) is making significant progress in Mexico with increased surgery volumes and a 48% growth in oncology and cardiology services.
- The partnership with Sojitz Corporation of America is expected to accelerate growth in Mexico, providing additional investment opportunities.
- Auna SA (AUNA) maintained a healthy cash position of PEN226 million, despite a slight decrease from the beginning of the year.
- Auna SA (AUNA) experienced a 5% decline in total adjusted EBITDA, primarily due to underperformance in its Mexican operations.
- Mexico's revenue declined by 12%, impacted by slower-than-expected recovery in volumes and issues with new hospital information systems.
- Capacity utilization decreased in Mexico and Colombia, with Mexico experiencing a 4.4 percentage-point decrease.
- The company's share price has underperformed, with speculation that a competitor's stock sales may have contributed to the decline.
- Auna SA (AUNA) faces challenges in the Colombian market due to political uncertainties and pressures on the EPS system.
Good morning, and welcome to welcome to Auna's third-quarter 2025 earnings conference call. My name is Eric and I'll be the operator for today's call. (Operator Instructions) And please note that this call is being recorded. (Operator Instructions) Now I would like to turn the call over to Ana Maria Mora, Head of Investor Relations. Ma'am, please go ahead.
Thank you, operator. Hello, everyone, and welcome to Auna's conference call to review our third quarter results. Please note that there is a webcast presentation to accompany the discussion during this call. If you need a copy of the presentation, please go to our Investor Relations website or contact Auna's Investor Relations team.
Please note that when we discuss variances, we will be doing so on a year-over-year basis and in FX-neutral or local currency terms with regard to Mexico and Colombia, unless we note otherwise.
Let's move to slide 2. In addition to reporting unaudited financial results in accordance with International Financial
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