Overview
Finland healthcare provider's Q4 revenue fell 6.8% yr/yr to EUR 330 mln
Adjusted EBIT for Q4 increased 17.2% to EUR 45 mln
EPS for Q4 rose 9.6% to EUR 0.16
Outlook
Terveystalo expects 2026 adjusted EBIT between EUR 135-165 mln
Revenue from Portfolio Businesses to decrease by EUR 20 mln due to expiring contracts
Company anticipates gradual demand improvement throughout 2026, challenging first half
Result Drivers
OPERATIONAL EFFICIENCY - Improved operational efficiency in Healthcare Services and Portfolio Businesses contributed to higher adjusted EBIT despite revenue declines
TERMINATION OF CONTRACTS - Profitability in Portfolio Businesses improved due to the termination of low-margin outsourcing contracts
PROFIT IMPROVEMENT PROGRAMME - Profitability in Sweden improved slightly due to cost savings from a profit improvement programme
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
EUR 330 mln
Q4 EPS
EUR 0.16
Q4 Adjusted EBITA
EUR 50.70 mln
Q4 EBIT
EUR 32.30 mln
Q4 EBITA
EUR 42 mln
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the healthcare facilities & services peer group is "buy"
Wall Street's median 12-month price target for Terveystalo Oyj is €13.00, about 32.7% above its February 12 closing price of €9.80
The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 10 three months ago
Press Release: ID:nWkr9nzqnZ
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)