The earnings call presented a mix of progress and challenges. Highlights included improved sales momentum, significant cost reductions, and a strengthened balance sheet. However, the company faced ongoing market challenges impacting sales, significant financial impairments, and complex changes in financial reporting. While the operational reset shows promise, the market conditions and financial complexities present ongoing challenges.
Company Guidance
During the Ryman Healthcare Full Year Results Briefing for FY '25, CEO Naomi James outlined the company's strategic progress and financial performance. Key metrics included a $23 million reduction in operational costs, a target to double this by the end of the fiscal year, and the completion of 950 units and beds, marking a peak build year. The company achieved all FY '25 targets set during the February equity raise, despite identifying additional NTA impacts. Sales contracts indicated a 40% increase in DMF levels from H1 to H2, while sales volumes remained flat year-on-year. The company's balance sheet was strengthened by a $1 billion capital raise, facilitating resilience in challenging market conditions. Looking ahead, Ryman is focused on enhancing cash performance by selling down $700 million in vacant stock, improving sales effectiveness, and optimizing its care portfolio amid changing market dynamics.
Improved Sales Momentum
Sales momentum improved through Q4 FY '25 compared to the prior 2 corresponding periods, with a strategic focus on sales effectiveness and targeted strategies for villages with stock opportunities.
Operational Reset and Cost Reduction
Operational reset is well underway with $23 million in costs removed in the second half of FY '25, aiming to double this by the end of FY '26.
Strong Balance Sheet
Strengthened balance sheet by raising capital, making the company resilient to difficult market conditions.
Record Number of Units Completed
FY '25 was the peak build year for Ryman with the highest ever number of units and beds completed at 950.
Improved Free Cash Flow
Delivered improved free cash flow despite the challenges.
Ryman Healthcare (RHCGF) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
RHCGF Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 29, 2025
$1.41
$1.41
0.00%
Nov 27, 2024
$2.67
$2.75
+3.00%
Nov 28, 2023
$3.05
$3.02
-0.98%
May 18, 2023
$3.29
$3.53
+7.29%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Ryman Healthcare Ltd. (RHCGF) report earnings?
Ryman Healthcare Ltd. (RHCGF) is schdueled to report earning on Nov 27, 2025, TBA (Confirmed).
What is Ryman Healthcare Ltd. (RHCGF) earnings time?
Ryman Healthcare Ltd. (RHCGF) earnings time is at Nov 27, 2025, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.