Non-Deal Roadshow Presentation & Operating Cost Update
| Stock | Adheris Health Limited (AHE.ASX) |
|---|---|
| Release Time | 2 Feb 2026, 8:20 a.m. |
| Price Sensitive | Yes |
Adheris Health Announces Cost Savings and Operational Updates
- Expanded operating cost-out program to achieve over 30% savings by FY27
- Reduced reliance on lower-margin vaccine revenue, focusing on high-growth categories
- Strengthening core relationships with pharma and pharmacy partners
Adheris Health Limited (ASX: AHE) has provided an update on its non-deal roadshow presentation, including details on the company's operating cost-out program. The company has expanded its previously announced initiatives targeting operating cost savings of approximately 15%+ in FY26 over FY25, with the new target now exceeding 30% in total savings over the two-year period from FY25 to FY27. These savings are expected to be achieved through a combination of organisational efficiencies and process optimisation, enabled by the implementation of a new technology platform. Adheris Health is also sharpening its commercial focus, reducing its reliance on lower-margin vaccine revenue, which has declined from 48% of total revenue in FY23 to 23% in FY25. The company is instead increasing its focus on high-growth categories such as immunology, respiratory, diabetes, and complex specialty conditions, including the GLP-1/obesity market, which is projected to see significant growth. Additionally, Adheris Health is working to strengthen its core relationships with both pharmaceutical and pharmacy partners, reactivating engagement with previously lost brands and adding new clients, while also expanding its digital network footprint. The company is also enhancing its digital engagement suite, incorporating richer content, AI-powered capabilities, and deeper pharmacy integration to improve patient experiences and outcomes.
Adheris Health expects to achieve total operating cost savings in excess of 30% over the two-year period from FY25 to FY27, with staff costs expected to drop to approximately $3.6 million in Q4 FY26.
The company is now better positioned for improved performance and an eventual return to profitability, with a focus on optimizing its cost base, diversifying its revenue pipeline, seeking higher-margin solutions, expanding its pharmacy network, and enhancing its digital engagement capabilities.