Sonic Healthcare Ltd (SKHCF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good day, and thank you for standing by. Welcome to Sonic Healthcare's financial half year and the 31 December 2025 conference call. At this time, all participants are on the listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you will need to press star 11 on your telephone. You will then hear an automated message advising your hand is raised. To rejure your question, please press star 11 again. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker, Dr. Jim Newcomb, CEO and Managing Director of Sonic Healthcare. Please go ahead. Thank you and good morning. My name is Dr. Jim Newcomb. I'm the CEO and Managing Director of Sonic Healthcare. I'm joined by Mr. Chris Wilkes, Chief Financial Officer of Sonic Healthcare, and Mr. Paul Alexander, Deputy Chief Financial Officer of Sonic Healthcare. We will be available for questions after the presentation. It's my pleasure this morning to give the financial and operational review for Sonic Healthcare for the half year ended 31st of December 2025. In the first half of FY2026, Sonic Healthcare had revenue of $5.445 billion, with EBITDA of $907 million and net profit of $262 million. Earnings per share were 53.1 Australian cents. We are on track to achieve four-year earnings guidance with strong revenue growth, including organic growth of 5%. EPS is improving and remains a top management priority, which will drive improvements in return on invested capital. Operating leverage and synergy realisation are demonstrated by EBITDA margin enhancement for the majority of the business. Management has an ongoing focus on cost control across the business, including labour. An operating...