Redcare Phamacy Unsp/Adr (SAEYY) Q4 2021 Earnings Call

Investor webinar replay

Meeting Overview The meeting focused on the full year 2021 earnings release for Shop Apotheke Europe, highlighting the company's financial performance, strategic initiatives, and outlook for 2022. The speakers addressed the impact of external factors, including the situation in Ukraine, and discussed growth metrics and future plans. Key Discussion Points - Overview of the current geopolitical situation and its minimal impact on Shop Apotheke. - Financial performance for 2021, including total sales reaching €1.06 billion, a 9.5% increase. - Significant growth in the international segment, with a 40% increase. - Market share gains in the non-prescription market in Germany. - Adjusted EBITDA margin performance and customer base growth of 25%, reaching 7.9 million active customers. - Strategic updates on the transition to a new headquarters and readiness for e-prescriptions. - Expansion of digital health services through acquisitions. - Launch of same-day delivery services and a new mar...

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[Speaker identities could not be resolved; generic labels used] [00:00] Speaker 1: Well, thank you very much. [00:02] Speaker 1: And Jasper and I want to welcome everybody to [00:06] Speaker 1: the [00:07] Speaker 1: full year 2021 [00:09] Speaker 1: Shop Apotheke [00:10] Speaker 1: Europe earnings release call in these truly [00:13] Speaker 1: unprecedented [00:14] Speaker 1: times. Our thoughts are, of course, with the people of Ukraine. And I hope, I assume you're all joining us [00:22] Speaker 1: in hoping for a very quick cessation [00:25] Speaker 1: of all hostilities [00:26] Speaker 1: and an end of the suffering. [00:30] Speaker 1: By the way, a substantial delivery of urgently needed pharmacy products [00:35] Speaker 1: will be on its way from Shop Apotheker [00:38] Speaker 1: to the Ukraine tomorrow. And just to preempt a question that you might have, no, Shop Apotheker is not directly [00:46] Speaker 1: impacted by the war in Ukraine. We don't have any suppliers that are based in Russia or in the Ukraine and we don't have any currency exposure [00:56] Speaker 1: beyond the Swiss franc. And I think you all agree [00:59] Speaker 1: that in times like this having some Swiss francs in your balance sheet is probably not the best, the worst currency [01:06] Speaker 1: to have. [01:08] Speaker 1: Admittedly, you know, this is not an easy transition [01:12] Speaker 1: but we as ShopApotheker, we have some really good news that we want to share with you about what we did last year [01:19] Speaker 1: and what we're going to do this year and what 2022 [01:24] Speaker 1: is going to look like. We're once again broadcasting [01:27] Speaker 1: live from our headquarters [01:29] Speaker 1: here in Sevenim, which is a [01:32] Speaker 1: fully BREEAM certified [01:34] Spea...