Life Healthcare Grp Hldgs (LTGHF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, ladies and gentlemen, and welcome to the Life Healthcare Unaudited Group Interim Results for the six months ended 31 March 2026 and the Cash Dividend Declaration. All participants will be in a listen-only mode. There will be an opportunity to ask questions later during the event. If you should need assistance during the conference, please signal an operator by pressing star, then zero. Please note that this event is being recorded. I will now hand over to Chief Executive Officer Peter Worsenhood. Please go ahead, sir. Thank you very much and good morning, ladies and gentlemen. Welcome to the story of the first half of Life Health Care's 2026 financial year. A story that we'll tell today that includes a theme around improved quality of earnings. We'll have a discussion about a small setback with a medical aid that went into curatorship during the course of the period. and there's some excitement around real tangible, real growth opportunities, exciting greenfield growth opportunities, and our very profitable investment in brownfield opportunities. Moving along at a very high level, the highlights for the period, we see revenue growth up 2.4, a normalized EBITDA margin, this time, for the first time in some reporting periods, improving by 0.5 of a percent, operating profit up 8.4, similarly for normalized earnings per share, a solid 17.8% return on capital employed, and an improvement in the dividend up nearly 10%, slightly ahead of where our operating profit improved. If we just have a recap around our strategic advantages that we reflect on, it clearly relates to the footprint, and our substantial presence across the country, across multiple different business modalities and business models, holds us in good stead, reflecting on the extent of of our foo...