Nahdi Medical Company · TADAWUL:4164
Nahdi Medical — Q2 2025 Earnings Presentation
21 slides from Nahdi Medical's earnings presentation, 2025
Slide 1: Nahdi Medical Company Investor Presentation Q2 2025
Nahdi Medical Company INVESTOR PRESENTATION Q2 2025 Nahdi Medical Company | Q2 2025 EARNINGS CALL
Slide 2: Financial Highlights
Financial Highlights Nahdi Medical Company | Q2 2025 EARNINGS CALL
Slide 3: H1 2025 Financial Highlights
H1 2025 Financial Highlights Revenue 5.16bn 9.1% 4.73bn RESILIENT FINANCIAL Gross Profit 1.91bn (37.0%) 6.6% 1.79bn (37.9%) PERFORMANCE Operating Profit 531mn (10.3%) 5.1% 505mn(10.7%) Net Profit 494mn(9.6%) 2.7% 481mn (10.2%) Revenue 2.53bn 2.2% 2.47bn Gross Profit 966mn(38.2%) 3.2% 936mn(37.9%) Op
Slide 4: Solid Revenue Growth Across Businesses & Categories
Solid Revenue Growth Across Businesses & Categories Pharmacies 1,120 1,181 1,187 1,207 Revenue grew by 9.1% YoY in H1 2025, reflecting strong Clinics 6 10 8 12 momentum across all business segments. mn Retail business rose by 7.3% fueled by continued growth in both Pharma and Front Shop segments. 9.
Slide 5: Diversified Sales Channel Growth Driving Top-Line Acceleration
Diversified Sales Channel Growth Driving Top- Line Acceleration 6,000 mn +7.3% +82.2% +41.4% +9.1% The Retail business continued to 5,000 4,730 lead the overall growth, while the accelerated momentum in the Healthcare and UAE 4,000 businesses contributed to a 2% increase in their combined revenue sh
Slide 6: Operating Margin Stability Driven By OPEX Efficiencies
Operating Margin Stability Driven By OPEX Efficiencies Compensating For Gross Margin Compression The margin compression was primarily 45.0% driven by ongoing investments to support top-line growth and 37.9% 37.0% accelerated growth in the Healthcare 0.9% Decline and online businesses, which operate
Slide 7: Best in Class Operating Profit Margin
Operating Best in Class Operating Profit Margin Operating profit grew by 5.1%, Margin 11.0% 9.2% 10.7% 10.3% reaching 531 million, representing 10.3% margin. mn Operating Profit 5.1% Source: Company disclosure Nahdi Medical Company | Q2 2025 EARNINGS CALL
Slide 8: Attractive Net Profit Profile
Net Profit/ Attractive Net Profit Profile Net profit grew by 2.7%, reaching Revenue 10.2% 8.7% 10.2% 9.6% 494 million, representing 9.6% Margin. mn Items below operating profit reflected a net increase in expenses of 13 million, primarily to support revenue growth and the accelerated business expans
Slide 9: Guidance
Guidance H1 2025 2025 Guidance Actuals Total revenue Revenue growth 9.1% Growth (6% - 8%) EPS EPS Expected to grow 2.7% annually at (4% - 6%) Capex Capex 3.7% (~4%) Expected to Dividend Policy continue at 87% (70% - 80%) in FY2024 Growth to be funded Zero Debt Capital Structure organically Nahdi Med
Slide 10: Strategy & Operational Review
Strategy & Operational Review Nahdi Medical Company | Q1 Q2 2025 EARNINGS CALL
Slide 11: Our Passion for People
Our Passion for People Always Delivers Value to Our Guests 35.5 % Hiring +1000 national pharmacists More than 500K hours of training conducted annually Won in Q2 2025 Human Resource Development Fund the Best Workplaces for 24 Universities. providing 2,000+ training opportunities Women Nahdi Medical
Slide 12: Guest Satisfaction - the Cornerstone of our strategy
Nahdi: Guest Satisfaction - the Cornerstone of our strategy Stronger Brand Equity YoY Nielsen Store Equity Index ** 67% Q2 2024 Q4 2024 Q1 2025 Q2 2025 of revenue generated from 6.9 7.0 7 6.7 Nahdi “Nuhdeek” Guests* 90 NPS As Q1 2025 3.5 3.4 3.4 3.4 1.2 1.2 1.0 1.0 0.7 0.8 0.7 0.7 0.5 0.6 0.6 0.6 0.
Slide 13: Setting Standards, Winning Honors: Nahdi's Global Impact
Setting Standards, Winning Honors: Won in Q2 2025 Nahdi’s Global Impact CEO of the Year across Asia In-store customer experience– KSA Retail App of the year – KSA Nahdi Medical Company | Q2 2025 EARNINGS CALL
Slide 14: Setting Standards, Winning Honors: Nahdi's Global Impact
Setting Standards, Winning Honors: Won in Q2 2025 Nahdi’s Global Impact Top 10 Most Influential Excellence in Primary Care Global Brands -KSA Award Non-Hospital Category 1. Customer Loyalty 1 Gold Transformation Award 3 Silver Awards for 2. Personalization, excellence in Strategy & Innovation employ
Slide 15: Strategic Initiatives
Strategic Initiatives Nahdi Medical Company | Q1 Q2 2025 EARNINGS CALL
Slide 16: Digital Acceleration: Seamless Experiences to Fuel Nahdi's 2025 Growth
Digital Acceleration: Seamless Experiences Highest ever Online sales to Fuel Nahdi’s 2025 Revenue crossing Growth 600mn In Q2 2025 Highest Online contribution 25% vs 23% Q2 2024 Launched Nuhdeek shop with100K items sold Nahdi NahdiMedical MedicalCompany Company| Q2 | Q22025 2025EARNINGS EARNINGSCALL
Slide 17: Nahdi's Private Label Powerhouse
Nahdi’s Private Label Powerhouse; Delivering Growth & Guest Loyalty ▪ Exceptional Growth: H1 2025 Revenue +43% with Revenue Contribution 16% vs 12% H1 2024 ▪ Partnered with 8 local medicine manufacturers & introduced 149 total SKUs by H1 2025 Nahdi NahdiMedical MedicalCompany Company| Q2 | Q22025 20
Slide 18: Nahdi's Leap: Advancing National Healthcare Leadership
Nahdi’s Leap: Advancing National Healthcare Leadership ▪ Opened 2 Nahdicare Clinic in Riyadh & Abha in H1 2025 reaching a total of 12 clinics across 9 cities in KSA ▪ Clinics business demonstrates exceptional growth, H1 2025 Revenue +83% vs H1 2024 ▪ H1 2025 Clinics business served 950K guests vs 67
Slide 19: Nahdi's Strategic Expansion in UAE
Nahdi's Strategic Expansion in UAE; A Robust Platform for Regional Growth ▪ Strong growth Q2 2025 Revenue 44% vs H1 2024 & added 9 new pharmacies totaling 34 in UAE ▪ Broad geographic coverage with Ras presence in all major Emirates, which Alkhaimah strengthens our reach Sharjah UAE NPS at 83 Dubai
Slide 20: Guests
We exist to add beats to the lives of our GUESTS Trusted by millions for better life choices everyday & everywhere Nahdi Medical Company | Q2 2025 EARNINGS CALL
Slide 21: Thank You
Thank You Investor Relations Department Contacts: Website: https://investors.nahdi.sa/ Email: IR@nahdi.sa Phone: +966 556 315 822 Nahdi Medical Company | Q2 2025 EARNINGS CALL
Nahdi Medical Company — Q2 2025 Earnings Presentation on 6ix