Half Year 2025 Aevis Victoria SA Earnings Call Transcript
Key Points
- Aevis Victoria SA (XSWX:AEVS) reported a 17.9% growth at the group level, with 2.9% attributed to organic growth.
- The company achieved a strong cash flow from operations amounting to CHF22 million.
- Aevis Victoria SA (XSWX:AEVS) reported a very strong free cash flow of CHF109 million, influenced by real estate sales.
- The company's leverage ratio was significantly reduced to 49.6% from 53.4% at the end of the previous year.
- The equity ratio improved to 30.5% from 29% at the end of the previous year, indicating a stronger financial position.
- The healthcare segment's margins were diluted due to recent acquisitions, decreasing from 20% to 18.6%.
- The company's growth was heavily reliant on acquisitions, contributing 15% to the top line.
- Despite stable underlying margins in the healthcare division, the overall margin performance was affected by acquisitions.
- The presentation lacked detailed insights into value creation initiatives, which were deferred to the Q&A session.
- The company's debt reduction was significantly influenced by the sale of real estate, which may not be a sustainable strategy.
Hello everybody. Welcome to this analyst and press conference for the half year, 2025 of Aevis Victoria. Iâm here with, Mr. Raouf Finan, who's the CEO of Aevis Victoria since, last year. And Michel Keusch, CFO and CIO of Aevis Victoria and myself. So we have three online and we are ready to answer to your question after a short presentation. We will move forward to a quick overview.
As I visit Victoria investing in, two sector and, one subsector, to healthcare, with our main participation Swiss Medical network, Viva is the joint venture with Visana for the insurance product. Innovation up is the operating company, operating the new innovation of in general. Nescens is our brand for longevity, and added wis as well are two minority shareholding in digital initiative, in Switzerland.
Hospitality there was no change in the perimeter. We are operating 11 hotels, 10 in Switzerland, 1 in the UK. And we own all the building of the hotel into Swiss hotel properties. It's a 100% subsidiary of
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