DocMorris AG (0RRB) Q2 2025 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:00.318 -- 00:00:05.424 Good morning, everybody. And thank you for joining today's conference call, which 00:00:05.424 -- 00:00:10.467 will be hosted by Daniel Wurst, our CFO and me. 00:00:10.809 -- 00:00:15.855 Let me start by giving you a quick overview of the key highlights from the 00:00:15.855 -- 00:00:19.256 first half of 2025. We 00:00:19.559 -- 00:00:26.326 delivered strong growth in our RX business, with revenue increased by 43.5%. 00:00:26.326 -- 00:00:31.922 In July, The RX bonus was reconfirmed, 00:00:31.922 -- 00:00:37.529 which strengthens our competitive positioning in the German market. 00:00:37.529 -- 00:00:42.353 Teleclinic revenue grew by more than 150% year-on-year, 00:00:42.776 -- 00:00:48.243 while our non-RX business in total continued to deliver steady 00:00:48.243 -- 00:00:52.105 and profitable growth of 4.4%. 00:00:52.889 -- 00:00:57.919 We also took an important step into the future by leveraging AI innovation and 00:00:57.919 -- 00:01:02.522 starting the rollout of the DocMorris Health Companion. 00:01:02.605 -- 00:01:07.651 Financially, we successfully completed the 200 million CHF capital 00:01:07.651 -- 00:01:12.978 increase with a 99% take-up rate, demonstrating 00:01:12.978 -- 00:01:18.162 strong shareholder support and confidence in our strategy. 00:01:18.284 -- 00:01:22.549 And finally, we are on track to deliver on our promises. 00:01:22.549 -- 00:01:28.382 We confirm our guidance of more than 10% revenue growth and an EBITDA 00:01:28.382 -- 00:01:33.428 in the range of minus 35 to minus 55 million 00:01:33.428 -- 00:01:36.332 Swiss francs for the full year. 00:01:36.332 -- 00:01:40.537 In summary, the first half of 25 shows clearly 00:01:40.537 -- 00:01:45.804 our core business is growing steadily, our new value driver...