Ramsay Health Care Limited · ASX:RHC
Ramsay Health Care — Shareholder Meeting (November 2025)
21 slides from Ramsay Health Care's shareholder meeting presentation, Nov 25, 2025
Slide 1: 2025 AGM – Chair and Managing Director Addresses & Presentation
2025 AGM – CHAIR AND MANAGING DIRECTOR ADDRESSES & PRESENTATION Tuesday, 25 NOVEMBER 2025 SYDNEY: Ramsay Health Care Limited (Ramsay) attaches the following documents to be presented at Ramsay’s 2025 Annual General Meeting (AGM) being held in Sydney today: 1. Chair’s address; 2. Group CEO & Managing
Slide 2: Chair – David Thodey address
2025 AGM – CHAIR AND MANAGING DIRECTOR ADDRESSES AND PRESENTATION Chair – David Thodey This year, Ramsay has continued to navigate the industry wide shifts impacting the provision of healthcare services across all our regions. The operating environment remains challenging, with ongoing cost pressure
Slide 3: Chair's address: dividend, board update and outlook
declining government support for healthcare in France, higher funding costs, and a higher effective Group tax rate. The Board determined a final fully franked dividend of 40 cent per share, taking the full year dividend to 80 cents per share, fully franked. This represents a payout ratio of 63.7%, w
Slide 4: Chair's address: conclusion
The Board is pleased with the progress that the new Group Executive team is making towards transforming the business and driving improved performance and higher returns for shareholders. Conclusion I would like to take this opportunity to thank all our people - and the clinicians who work with us -
Slide 5: Group CEO and Managing Director – Natalie Davis
Group CEO and Managing Director - Natalie Davis Slide: People Caring for People and clinical excellence are at the heart of Ramsay Good morning everyone and thank you for joining us this morning either in person or on the webcast. It’s just over a year since I joined Ramsay and I feel very privilege
Slide 6: Our market-leading Australian hospital business
Slide: Our market-leading Australian hospital business Turning now to our Australian business. We are Australia’s leading private healthcare provider, underpinned by our strategically located and owned hospitals providing care to 1.2m Australians every year. Our focus is on specialised and high acui
Slide 7: Q1 Australian performance and revenue growth
theatre utilisation. We increased theatre utilisation in the quarter, by 1.0 percentage points compared to Q1 FY25. Growth was supported by improved revenue indexation, with labour costs well managed and performance improvement initiatives in the half ahead of target. In the quarter, we completed a
Slide 8: Priorities and outlook reconfirmed
Slide: Priorities and outlook reconfirmed In summary, we are on track and continue to make good progress against our 3 key priorities: • Transforming our market leading Australian hospital business; • Strengthening our capital discipline and improving capital returns across the portfolio; and • Evol
Slide 9: Chair's Address David Thodey
People Caring for People Chair’s Address David Thodey
Slide 10: Group CEO and Managing Director Address Natalie Davis
People Caring for People Group CEO and Managing Director Address Natalie Davis
Slide 11: Important Information
Important Information The information in this presentation is general background or regulation; technological changes; the extent, nature and location of information about Ramsay Health Care Limited and its physical impacts of climate change; and geopolitical developments. subsidiaries (together, th
Slide 12: 'People caring for people' and clinical excellence are at the heart of Ramsay
‘People caring for people’ and clinical excellence are at the heart of Ramsay Patient Net Promoter Score above 70 in Record 64% employee survey Australia, the UK and France, indicating participation in Australia, reflecting strong high satisfaction and quality care. engagement and pride in our purpo
Slide 13: CEO priorities
CEO priorities 01 02 03 Focus on transformation Strengthen capital Evolve our culture of market-leading Australian discipline and improve of ‘People caring for people’ hospital business capital returns across the to innovate portfolio and drive performance Ramsay Health Care 2025 AGM 7
Slide 14: New Group Executive leadership team with key appointments in place
New Group Executive leadership team with key appointments in place Ramsay Health Care 2025 AGM 8
Slide 15: Our market-leading Australian hospital business
Our market-leading Australian hospital business Ramsay Australia has strategically …providing trusted quality health …in high acuity therapeutic areas, located and owned hospitals… care to Australians… delivered by dedicated clinicians. • 25% market share of Private Health Insurance • 1.2 million
Slide 16: Multi-year Australian transformation underway, initial focus on core hospital business
Multi-year Australian transformation underway, initial focus on core hospital business 5 years 3-4 years (FY30+) 2 years (FY28-29) (FY26-27) Expand and innovate Connect healthcare healthcare services Strengthen our core hospital services Strategic business vision Grow in priority catchments and ther
Slide 17: Q1 Australia - progress is on track against plan
Q1 Australia - progress is on track against plan On track <5% below target Australia Segment Performance Q1¹ n/a Key Performance Metrics Q1 Financials Patient NPS 72.6 Admissions⁴ growth 2.6% Total revenue 6.5% growth¹ 58 Team NPS IPDA³ ⁴ growth 3.2% (+15)⁵ EBIT growth¹ ² 5.8% Survey in Doctor NPS Q
Slide 18: Strengthen capital discipline and improve capital returns across the portfolio
Strengthen capital discipline and improve capital returns across the portfolio 02 Australia • Stengthen capital discipline and International portfolio improve capital returns across the portfolio We have focused our Australian development capex We have finalised the strategic review of options on pr
Slide 19: Successful refinancing of $2.05bn of Funding Group facilities
Successful refinancing of $2.05bn of Funding Group¹ facilities Margin improvement on 30bps 3.3yrs Weighted average debt maturity¹ ³ Syndicated Loan Facility¹ Weighted average cost of debt vs ~$4m Annualised interest savings² 4.9% 30 Jun 25 reporting ¹ ⁴ 1. Funding Group – Comprised of Ramsay Health
Slide 20: Priorities and outlook reconfirmed
Priorities and outlook reconfirmed CEO priorities Looking Ahead o Activity growth in all regions¹. Focus on transformation of market leading Australian hospital business o Overall, the Australian business expects growth in EBIT in FY26; − The business expects continued momentum in its private hospit
Slide 21: Ramsay Health Care
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Ramsay Health Care — Shareholder Meeting (November 2025) on 6ix