AGM Presentations

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Stock Regis Healthcare Ltd (REG.ASX)
Release Time 18 Nov 2025, 9:27 a.m.
Price Sensitive Yes
 Regis Healthcare Outlines AGM Presentations
Key Points
  • Regis reports strong FY25 financial results with 14.5% revenue growth and 17.4% underlying EBITDA growth
  • Significant improvements in care outcomes and employee engagement and safety
  • New Aged Care Act brings major reforms, including separation of care and living costs
  • Regis pursuing strategic acquisitions and greenfield developments to grow to 10,000 beds by FY28
Full Summary

Regis Healthcare Limited (ASX: REG) has held its Annual General Meeting, with the Chair and Managing Director delivering presentations on the company's performance and outlook. FY25 was another strong year for Regis, with revenue of $1.16 billion, up 14.5%, and underlying EBITDA of $125.8 million, up 17.4%. The company remained highly cash-generative, with operating cash flows of $306.1 million. Regis delivered significant improvements in care outcomes, including resident experience, quality of life, physical restraint and unplanned weight loss. The company also achieved strong employee engagement and safety outcomes, with a sustainable engagement score of 87% and a claims lost time injury frequency rate of 5.02 against a sector comparator of 26. The new Aged Care Act, which commenced on 1 November 2025, brings major reforms, including the separation of clinical care (funded by government) and non-clinical care (subject to means-based co-contributions). Regis is concerned about the growing gap between accommodation funding for non-supported and supported residents, and is hopeful the Government's Accommodation Pricing Review will address this issue. Regis continues to pursue a multi-pronged growth strategy, including strategic acquisitions and greenfield developments. The company has added around 1,500 net beds to its portfolio over the past 2 years, and is targeting 10,000 residential aged care beds by FY28.

Guidance

Regis is targeting 10,000 residential aged care beds by FY28, up from approximately 7,600 beds at the end of FY25. This expansion will focus on adding high-quality accommodation to support stronger room pricing and RAD retention, while enabling higher everyday living fees.

Outlook

Regis remains confident in its ability to continue growing its business through strategic acquisitions and greenfield developments, leveraging investments in technology and operational capability to deliver improved margins over the medium term.