Q4 2025 IHH Healthcare Bhd Earnings Call Transcript
Key Points
- IHH Healthcare Bhd (XKLS:5225) achieved resilient financial performance with MYR6.8 billion in revenue and MYR1.5 billion in EBITDA for Q4 2025, demonstrating strong core growth.
- The company reported double-digit revenue and EBITDA growth of 20% and 21% respectively on a constant currency basis.
- A final dividend of MYR0.055 per share was approved, bringing the total dividends for 2025 to MYR10.05 per share, reflecting a 5% increase from 2024.
- IHH Healthcare Bhd's diversified portfolio across 10 geographies contributed to its robust financial performance, with significant growth in daycare volumes in Malaysia and successful integration of Fortis in India.
- The company is progressing on its digital transformation journey, which includes an ERP tender process and ongoing product engineering for hospital management systems, aiming to improve operational efficiency.
- Mount Elizabeth Orchard in Singapore experienced a slower than expected recovery, impacting the overall performance in the region.
- The company faces macroeconomic headwinds, including currency translation losses due to an appreciating ringgit.
- In Singapore, lower occupancy was partially attributed to a newly opened transition care facility, affecting revenue growth.
- The Turkish and European operations face potential margin erosion due to new regulations requiring full-time employment of clinicians, which could impact margins by 1% to 2%.
- Gleneagles India is currently operating at a loss, with efforts underway to integrate and improve margins, but this may take time to stabilize.
Ladies and gentlemen, good morning and welcome to IHH Healthcare Berhead fourth quarter 2025 Analyst Presentation. (Operator Instructions) I must advise you that today's conference is being recorded.
I would now like to turn the call over to your first speaker today, Mr. Kelvin Chong from Investor Relations at IHH. Please go ahead, Mr. Chong.
Thank you and good morning, everyone, and welcome to IHH Q4 or full year Financial 2025 analyst briefing. Thank you for the time to join us today, early Monday. My name is Kelvin from IR and joining us on the call and the meeting today are Dr. Prem Kumar Nair, Group CEO; Mr. Dilip Kadambi, Group CFO; Mr. Ashok Pandit, Group CCO.
Very warm welcome and good morning to all. Today's session will begin with Dr. Prem sharing some opening remarks about the quarter and the financial year, followed by Mr. Dilip who will walk us through the financial highlights for the quarter and the year.
Mr. Ashok will then cover the operational updates across key
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