Ebos Limited EBO

[winner69]

Th market doesn't appear to have ascribed the value of the LifeHealthcare acquisition yet

Something with much higher margins than EBO been used to - could be a game changer

Hopefully get an update on what they expect for F23 - only had LifrHealthcare for a month or so

[alokdhir]

Th market doesn't appear to have ascribed the value of the LifeHealthcare acquisition yet

Something with much higher margins than EBO been used to - could be a game changer

Hopefully get an update on what they expect for F23 - only had LifrHealthcare for a month or so

As always U r spot on ...see analysts future financial calls this year 239 M NPAT and next 315 M ....big jump in margins also

I think its a great buy now before results and then market wakes up

https://www.marketscreener.com/quote...59/financials/

May jump 10% on results day

[Waltzing]

The High P/E with inflation up may limit the bounces..

but that increase in NPAT is material for sure...

[Sideshow Bob]

Full Year Results - NZX, New Zealand’s Exchange

EBOS’ STRONG PERFORMANCE HAS CONTINUED WITH ANOTHER RECORD RESULT AND DOUBLE-DIGIT EARNINGS GROWTHFull Year Highlights

• Revenue of $10.7 billion, exceeding $10 billion for the first time (up 16.6%)
• Underlying Net Profit after Tax (“Underlying NPAT”)of $228.2 million (up 21.3%)o $25.6 million of M&A transaction costs (post-tax) were incurred in Statutory NPAT
• Final dividend declared of NZ 49.0 cents per share, bringing total dividends declared for the year to NZ 96.0 cents per share (up 8.5%)
• Continued strong performances from both our Healthcare and Animal Care segments, with Healthcare’s Underlying EBIT up 24.0% and Animal Care’s EBIT up 15.3%
• Underlying operating cash flow (before capex) of $291.0 million (down 3.7%) reflecting higher investment in working capital and tax payments
• Consistent with our strategy of investing for growth, in FY22 we: o continued to invest in our operational infrastructure across the Group to support the growth in the business; and o completed five acquisitions in a further expansion of our Institutional Healthcare division, including the material acquisition of LifeHealthcare which establishes EBOS as one of the largest independent medical device distributors in Australia, New Zealand and SoutheastAsia
• LifeHealthcare performed in line with expectations during June 2022, the first month under EBOS’ ownership, contributing $9.5 million of EBITDA
• Net Debt : EBITDA of 1.94x (0.85x at June 2021), reflecting our recent investments and remaining within the Group’s target gearing range

[ratkin]

Never let us down. Steady as she goes

[winner69]

Analysts just don’t get

Ebos lifted profit 21% in FY22 but analysts are asking how long it can last

https://businessdesk.co.nz/article/m...ng-it-can-last

May be psywalled

[ratkin]

Analysts just don’t get

Ebos lifted profit 21% in FY22 but analysts are asking how long it can last

https://businessdesk.co.nz/article/m...ng-it-can-last

May be psywalled

The company said last year that covid was/is fairly neutral for them, maybe very slightly beneficial but certainly no FPH situation.

[Snow Leopard]

Dividends appear to be almost completely unimputated.
Perhaps they should shift HQ to Oz?

[peat]

looks good but that pesky statutory net profit not up so much. the difference is M+A so I guess thats like an investment really innit? given their record i guess thats ok...

mind the GAAP.

[Louloubell]

I topped up on Ebos and am surprised that I got them so cheaply. Wake up market!