View ValuationHealius 将来の成長Future 基準チェック /36Healiusの収益は年間1.7%で減少すると予測されていますが、年間利益は年間4.1%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に4.2% 32.4%なると予測されています。主要情報4.1%収益成長率32.41%EPS成長率Healthcare 収益成長18.6%収益成長率-1.7%将来の株主資本利益率4.18%アナリストカバレッジGood最終更新日17 Jul 2025今後の成長に関する最新情報お知らせ • Aug 21Healius Limited Provides Earnings Guidance for the Full Year 2026 and 2027Healius Limited provided earnings guidance for the full year 2026 and 2027. For the 2026, the company expects revenue growth to be consistent with growth in second half of 2025, while maintaining a broadly flat labour cost base. For the 2027, the company continues to expect to achieve high single digit EBIT margins by June 2027.すべての更新を表示Recent updatesお知らせ • May 26Private Equity Reportedly Lines Up for Healius's Agilex SaleThe sale of Healius Limited's (ASX:HLS) Agilex Biolabs (Agilex Biolabs Pty. Ltd.) business is attracting a healthy queue of private equity interest. At least two firms are understood to be among those examining the bioanalytical laboratories group being sold via UBS. Local firm Genesis Capital is among the names being mentioned in the context of the process, though it is not clear whether the firm is formally involved. Crescent Capital, which has been active in the healthcare space, is understood not to be among the suitors this time around. Healius is understood to be confident of achieving at least $150 million to $200 million for the business - a sharp markdown on the $301 million it paid in 2021, when the acquisition was struck at 20 times forecast earnings before interest, tax, depreciation and amortisation and pathology assets were commanding top dollar amid the pandemic. Agilex subsequently underperformed against those expectations. Despite the sobering context, the interest is genuine. Bidders are said to believe there is meaningful performance upside in the business. Some of the parties circling Agilex are also understood to have looked at Nucleus Network, the early-phase clinical trials business, suggesting an appetite for scale in the segment. For Healius, a clean exit from Agilex would go some way toward shoring up a balance sheet under pressure following a significant profit downgrade last month that sent shares tumbling more than 19 per cent. With Healius carrying a market value of just $254 million, a buyer acquiring the whole company would effectively be getting the core pathology business for next to nothing - a dynamic that is unlikely to be lost on those now poring over the Agilex information memorandum.お知らせ • Feb 04Healius Limited to Report Fiscal Year 2026 Results on Aug 09, 2026Healius Limited announced that they will report fiscal year 2026 results on Aug 09, 2026お知らせ • Jan 27Healius Limited to Report First Half, 2026 Results on Feb 18, 2026Healius Limited announced that they will report first half, 2026 results on Feb 18, 2026お知らせ • Aug 21Healius Limited Provides Earnings Guidance for the Full Year 2026 and 2027Healius Limited provided earnings guidance for the full year 2026 and 2027. For the 2026, the company expects revenue growth to be consistent with growth in second half of 2025, while maintaining a broadly flat labour cost base. For the 2027, the company continues to expect to achieve high single digit EBIT margins by June 2027.お知らせ • Aug 19Healius Limited, Annual General Meeting, Oct 30, 2025Healius Limited, Annual General Meeting, Oct 30, 2025.お知らせ • May 09Healius Limited to Report Fiscal Year 2025 Results on Aug 21, 2025Healius Limited announced that they will report fiscal year 2025 results on Aug 21, 2025お知らせ • May 05Healius Limited Announces Fully Franked Special Dividend, Payable on 23 May 2025The Board of Directors of Healius Limited announced that it has resolved to determine to pay a fully franked Special Dividend of approximately $300 million or 41.3 cents per ordinary share. The Special Dividend of 41.3 cents per share will be fully franked. That franking credit equates to 17.7 cents per share or approximately $128 million. Ex-Dividend date is 9 May 2025, Dividend Record Date is 12 May 2025 and Payment date is 23 May 2025.お知らせ • May 01Affinity Equity Partners (Australia) Pty Limited completed the acquisition of Lumus Imaging from Healius Limited (ASX:HLS).Affinity Equity Partners (Australia) Pty Limited entered into a binding agreement to acquire Lumus Imaging from Healius Limited (ASX:HLS) for enterprise value of AUD 965 million on a cash, debt and equipment-lease free basis on September 23, 2024. Lumus Imaging reported pre AASB 16 EBITDA of AUD 51.3 million and pre AASB 16 EBIT of AUD 34.4 million for period ending June 30, 2024. The sale is subject to customary conditions, including approval by the Foreign Investment Review Board. The transaction is expected to close in 1Q CY2025. The proceeds from the sale will be used to reduce debt, support strategic execution in Pathology and return cash to shareholders. UBS Securities Australia Ltd acted as financial advisor and Bradley Russell, Natalie Bryce and Nicole Pedler of Healius Limited acted as legal advisor for Bradley Russell. As of April 17, 2025 Healius Limited (Healius) today announces that the sale of Lumus Imaging to funds managed by Affinity Equity Partners is now unconditional and the scheduled completion date is 1 May 2025 along with this all conditions precedent including Foreign Investment Review Board approval, have been met. Affinity Equity Partners (Australia) Pty Limited completed the acquisition of Lumus Imaging from Healius Limited (ASX:HLS) on May 1, 2025.お知らせ • Feb 20Healius Limited Announces Board and Executive ChangesThe Directors of Healius Limited have appointed Mr. Neil Vinson as a Non-Executive Director of Healius to take effect on 1 March 2025. The Board notes that as Mr. Vinson is a current employee of Tanarra Capital, a substantial shareholder, he will not be an Independent director. Mr. Vinson holds a Master of Management (Finance) and a Bachelor of Chemical and Biomolecular Engineering from the University of Melbourne. He joined Tanarra Capital in early 2018 as an Investment Manager, overseeing public market, private equity, and venture capital investments. In this role, he has gained significant board-level and investment experience across healthcare, financial services, retail, and industrial sectors. Previously, Mr. Vinson worked at J.P. Morgan in the Corporate Derivatives and Strategic Solutions team, within the private-side markets business. Audit Committee Chair: Ms Kathy Ostin has been appointed as Chair of the Audit Committee, effective from 1 March 2025. Ms Ostin has been a Non-executive Director of Healius since December 2024 and replaces Charlie Taylor, who has served as the Audit Committee Chair since March 2024. Mr. Taylor remains a Non-executive Director of Healius and Member of the Audit and People & Governance Committees. Resignation of Company Secretary: Mary Weaver has resigned as a Company Secretary with effect from 28 February 2025. Stephen Humphries continues as a Company Secretary and Gillian Nairn will be the person responsible for communications with ASX in relation to Listing Rule matters.お知らせ • Jan 15Healius Limited to Report First Half, 2025 Results on Feb 20, 2025Healius Limited announced that they will report first half, 2025 results on Feb 20, 2025お知らせ • Nov 29Healius Limited Announces Board Changes, Effective 1 December 2024The Directors of Healius Limited have appointed Ms Kathy Ostin as an independent Non-Executive Director of the company and accepted the resignation of Mr. Gordon Davis, both to take effect on 1 December 2024. Kathy is an experienced non-executive director and audit and risk committee chair. She brings invaluable experience as a former partner of KPMG and will add to the range of the Board's skills in the areas of finance and accounting, audit, risk, governance and strategy. Gordon also served as Chair of both the Risk and Audit Committees during his tenure.お知らせ • Sep 24Affinity Equity Partners (Australia) Pty Limited entered into a binding agreement to acquire Lumus Imaging from Healius Limited (ASX:HLS) for enterprise value of AUD 965 million.Affinity Equity Partners (Australia) Pty Limited entered into a binding agreement to acquire Lumus Imaging from Healius Limited (ASX:HLS) for enterprise value of AUD 965 million on September 23, 2024. The transaction is expected to close in 1Q CY2025. UBS Securities Australia Ltd acted as financial advisor and Herbert Smith Freehills acted as legal advisor for Healius Limited. Lumus Imaging reported pre AASB 16 EBITDA of AUD 51.3 million and pre AASB 16 EBIT of AUD 34.4 million for period ending June 30, 2024.お知らせ • Sep 19Healius Limited, Annual General Meeting, Nov 15, 2024Healius Limited, Annual General Meeting, Nov 15, 2024.お知らせ • Aug 19TPG Capital, PEP Reportedly Still Competing for Healius Lumus ImagingThe Healius Limited (ASX:HLS) Lumus Imaging sale process is shaping up as a two party battle, with TPG Capital, L.P. and Pacific Equity Partners believed to be the last contenders in the contest. "Final" bids for the unit were received on 15 August 2024, but the understanding is that additional due diligence will conducted and then binding bids will be received. IFM, which was considered the frontrunner in the competition, is out, largely because a turnaround approach is required. Such situations typically have less appeal to infrastructure investors like IFM, looking for a steady earnings stream. They're more suited to a private equity firm or a strategic group. Affinity Equity Partners has also left the contest. TPG Capital's bid is being spearheaded by the Australian country head for the US-based private equity firm, Vincent Wong, who is based in Melbourne. PEP, as earlier reported by DataRoom, is working with Stanton Road Partners and Bank of America. Its interest at the start of the auction was considered lukewarm at best, so it will be interesting to see how it progresses through the final stages. No doubt it would snap up Healius at the right price, but it's understood that the Australian listed healthcare provider is seeking about $700 million net, or after transaction and tax costs, with the gross asking price well over that amount. While the potential upside for any buyer could be substantial, it may be tough going in the early stage, with some saying a business clean up is needed. Lumus Imaging, advised by UBS, is the nation's third-largest diagnostic imaging operation behind Sonic and Permira's I-MED. Its earnings before interest, tax, depreciation and amortisation over the next year are forecast to be $60 million - $70 million. Diagnostic imaging is attractive to private equity, with artificial intelligence expected to create upside. Healius is selling its Lumus Imaging unit to drive down its debt and fund its pathology arm, despite the imaging operation being the stronger performer.お知らせ • Aug 14Final Bids Reportedly Expected for HealiusAt least three suitors competing for the Healius Limited (ASX:HLS) diagnostic imaging business are preparing to lob their final offers this week, with questions arising over whether the company will achieve the $700 million price tag earlier expected for the business. DataRoom understands that Pacific Equity Partners, advised by Stanton Road Partners and Bank of America, TPG Capital, L.P., which has been working with consultant Bain and Company, and the Morgan Stanley-advised IFM have made it through to round two. Final bids were due on 12 August 2024, but this has been extended to this 15 August 2024. After the final bids have landed, an opportunity for due diligence will be offered in the UBS-advised competition. Expectations are that offers will be close to $700 million, but may fall slightly below that number as the business faces challenges linked to rising staff costs and the need for future investment as Healius makes capital spending on its pathology a priority. Healius is selling its Lumus Imaging unit to drive down its debt and fund its pathology arm, despite the imaging operation being the stronger performer.お知らせ • Aug 02Healius Limited Announces Step Down of Ravi Jeyaraj as Non-Executive Director, Effective 2 August 2024Healius Limited announced that Ravi Jeyaraj will step down as a Non-executive Director of Healius effective 2 August 2024. Mr. Jeyaraj has accepted a new role based full-time in Singapore and, in the best interests of shareholders, he has decided to step down from the Healius Board. Ravi has been non-executive Director since November 2023.お知らせ • Jul 15Macquarie Unit Reportedly in Healius RaceSuitors interested in buying the $700 million diagnostic imaging unit of Healius Limited (ASX:HLS) lodged their first round bids on July 12, 2024. Sources believe Macquarie Group's Macquarie Asset Management Inc. - normally an adviser - put in an offer for Lumus Imaging, either as a joint bidder or a suitor in its own right. MAM's interest would rival that of infrastructure investor IFM, which is bidding for Lumus with Morgan Stanley as its adviser. It's clear that the business has strong appeal for investors seeking defensive assets with secure earnings, akin to infrastructure. As earlier reported, other groups that have taken a look include TPG Capital, Bain Capital and Partners Group. Pacific Equity Partners was interested, although the level of conviction was unclear. Adamantem Capital and Quadrant Private Equity were also mentioned as being interested early on. Sonic Healthcare, Medibank Private and Ramsay Health Care are expected to be in the bidding line-up. Meanwhile, sources believe that once Lumus Imaging is sold, suitors like EQT may be eager to make a play for the remaining pathology operation. UBS is working on the sale.業績と収益の成長予測OTCPK:PHCR.F - アナリストの将来予測と過去の財務データ ( )AUD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数6/30/20281,56245N/A30026/30/20271,47021268268116/30/20261,4060245246126/30/20251,3481712693071112/31/20241,788-32283339N/A9/30/20241,767-334243303N/A6/30/20241,746-636203267N/A12/31/20231,464-998217284N/A9/30/20231,585-689237309N/A6/30/20231,707-380257333N/A12/31/20221,83935313407N/A9/30/20222,064164403497N/A6/30/20222,289292493587N/A12/31/20212,292226549624N/A9/30/20212,103146506575N/A6/30/20211,91466464526N/A3/31/20211,80275460512N/A12/31/20201,69083456497N/A9/30/20201,63083395452N/A6/30/20201,57083333407N/A12/31/20191,50211099233N/A9/30/20191,5348349180N/A6/30/20191,56657-2128N/A3/31/20191,7852923140N/A12/31/20181,752248153N/A9/30/20181,7283N/A177N/A6/30/20181,7054N/A202N/A3/31/20181,694-256N/A215N/A12/31/20171,683-516N/A227N/A9/30/20171,671-516N/A220N/A6/30/20171,659-517N/A212N/A3/31/20171,648-260N/A219N/A12/31/20161,637-3N/A227N/A9/30/20161,63918N/A256N/A6/30/20161,64238N/A285N/A12/31/20151,595126N/A270N/A9/30/20151,587121N/A255N/A6/30/20151,580117N/A239N/A3/31/20151,596127N/A256N/A12/31/20141,572118N/A271N/A9/30/20141,548116N/A266N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: PHCR.Fは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 2.9% ) よりも高い成長率であると考えられます。収益対市場: PHCR.F今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: PHCR.F今後 3 年以内に収益を上げることが予想されます。収益対市場: PHCR.Fの収益は今後 3 年間で減少すると予想されています (年間-1.7% )。高い収益成長: PHCR.Fの収益は今後 3 年間で減少すると予測されています (年間-1.7% )。一株当たり利益成長率予想将来の株主資本利益率将来のROE: PHCR.Fの 自己資本利益率 は、3年後には低くなると予測されています ( 4.2 %)。成長企業の発掘7D1Y7D1Y7D1YHealthcare 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2025/07/20 21:39終値2025/04/22 00:00収益2024/12/31年間収益2024/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Healius Limited 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19 アナリスト機関Saul HadassinBarrenjoey Markets Pty LimitedBenjamin BrayshawBarrenjoey Markets Pty LimitedLyanne HarrisonBofA Global Research16 その他のアナリストを表示
お知らせ • Aug 21Healius Limited Provides Earnings Guidance for the Full Year 2026 and 2027Healius Limited provided earnings guidance for the full year 2026 and 2027. For the 2026, the company expects revenue growth to be consistent with growth in second half of 2025, while maintaining a broadly flat labour cost base. For the 2027, the company continues to expect to achieve high single digit EBIT margins by June 2027.
お知らせ • May 26Private Equity Reportedly Lines Up for Healius's Agilex SaleThe sale of Healius Limited's (ASX:HLS) Agilex Biolabs (Agilex Biolabs Pty. Ltd.) business is attracting a healthy queue of private equity interest. At least two firms are understood to be among those examining the bioanalytical laboratories group being sold via UBS. Local firm Genesis Capital is among the names being mentioned in the context of the process, though it is not clear whether the firm is formally involved. Crescent Capital, which has been active in the healthcare space, is understood not to be among the suitors this time around. Healius is understood to be confident of achieving at least $150 million to $200 million for the business - a sharp markdown on the $301 million it paid in 2021, when the acquisition was struck at 20 times forecast earnings before interest, tax, depreciation and amortisation and pathology assets were commanding top dollar amid the pandemic. Agilex subsequently underperformed against those expectations. Despite the sobering context, the interest is genuine. Bidders are said to believe there is meaningful performance upside in the business. Some of the parties circling Agilex are also understood to have looked at Nucleus Network, the early-phase clinical trials business, suggesting an appetite for scale in the segment. For Healius, a clean exit from Agilex would go some way toward shoring up a balance sheet under pressure following a significant profit downgrade last month that sent shares tumbling more than 19 per cent. With Healius carrying a market value of just $254 million, a buyer acquiring the whole company would effectively be getting the core pathology business for next to nothing - a dynamic that is unlikely to be lost on those now poring over the Agilex information memorandum.
お知らせ • Feb 04Healius Limited to Report Fiscal Year 2026 Results on Aug 09, 2026Healius Limited announced that they will report fiscal year 2026 results on Aug 09, 2026
お知らせ • Jan 27Healius Limited to Report First Half, 2026 Results on Feb 18, 2026Healius Limited announced that they will report first half, 2026 results on Feb 18, 2026
お知らせ • Aug 21Healius Limited Provides Earnings Guidance for the Full Year 2026 and 2027Healius Limited provided earnings guidance for the full year 2026 and 2027. For the 2026, the company expects revenue growth to be consistent with growth in second half of 2025, while maintaining a broadly flat labour cost base. For the 2027, the company continues to expect to achieve high single digit EBIT margins by June 2027.
お知らせ • Aug 19Healius Limited, Annual General Meeting, Oct 30, 2025Healius Limited, Annual General Meeting, Oct 30, 2025.
お知らせ • May 09Healius Limited to Report Fiscal Year 2025 Results on Aug 21, 2025Healius Limited announced that they will report fiscal year 2025 results on Aug 21, 2025
お知らせ • May 05Healius Limited Announces Fully Franked Special Dividend, Payable on 23 May 2025The Board of Directors of Healius Limited announced that it has resolved to determine to pay a fully franked Special Dividend of approximately $300 million or 41.3 cents per ordinary share. The Special Dividend of 41.3 cents per share will be fully franked. That franking credit equates to 17.7 cents per share or approximately $128 million. Ex-Dividend date is 9 May 2025, Dividend Record Date is 12 May 2025 and Payment date is 23 May 2025.
お知らせ • May 01Affinity Equity Partners (Australia) Pty Limited completed the acquisition of Lumus Imaging from Healius Limited (ASX:HLS).Affinity Equity Partners (Australia) Pty Limited entered into a binding agreement to acquire Lumus Imaging from Healius Limited (ASX:HLS) for enterprise value of AUD 965 million on a cash, debt and equipment-lease free basis on September 23, 2024. Lumus Imaging reported pre AASB 16 EBITDA of AUD 51.3 million and pre AASB 16 EBIT of AUD 34.4 million for period ending June 30, 2024. The sale is subject to customary conditions, including approval by the Foreign Investment Review Board. The transaction is expected to close in 1Q CY2025. The proceeds from the sale will be used to reduce debt, support strategic execution in Pathology and return cash to shareholders. UBS Securities Australia Ltd acted as financial advisor and Bradley Russell, Natalie Bryce and Nicole Pedler of Healius Limited acted as legal advisor for Bradley Russell. As of April 17, 2025 Healius Limited (Healius) today announces that the sale of Lumus Imaging to funds managed by Affinity Equity Partners is now unconditional and the scheduled completion date is 1 May 2025 along with this all conditions precedent including Foreign Investment Review Board approval, have been met. Affinity Equity Partners (Australia) Pty Limited completed the acquisition of Lumus Imaging from Healius Limited (ASX:HLS) on May 1, 2025.
お知らせ • Feb 20Healius Limited Announces Board and Executive ChangesThe Directors of Healius Limited have appointed Mr. Neil Vinson as a Non-Executive Director of Healius to take effect on 1 March 2025. The Board notes that as Mr. Vinson is a current employee of Tanarra Capital, a substantial shareholder, he will not be an Independent director. Mr. Vinson holds a Master of Management (Finance) and a Bachelor of Chemical and Biomolecular Engineering from the University of Melbourne. He joined Tanarra Capital in early 2018 as an Investment Manager, overseeing public market, private equity, and venture capital investments. In this role, he has gained significant board-level and investment experience across healthcare, financial services, retail, and industrial sectors. Previously, Mr. Vinson worked at J.P. Morgan in the Corporate Derivatives and Strategic Solutions team, within the private-side markets business. Audit Committee Chair: Ms Kathy Ostin has been appointed as Chair of the Audit Committee, effective from 1 March 2025. Ms Ostin has been a Non-executive Director of Healius since December 2024 and replaces Charlie Taylor, who has served as the Audit Committee Chair since March 2024. Mr. Taylor remains a Non-executive Director of Healius and Member of the Audit and People & Governance Committees. Resignation of Company Secretary: Mary Weaver has resigned as a Company Secretary with effect from 28 February 2025. Stephen Humphries continues as a Company Secretary and Gillian Nairn will be the person responsible for communications with ASX in relation to Listing Rule matters.
お知らせ • Jan 15Healius Limited to Report First Half, 2025 Results on Feb 20, 2025Healius Limited announced that they will report first half, 2025 results on Feb 20, 2025
お知らせ • Nov 29Healius Limited Announces Board Changes, Effective 1 December 2024The Directors of Healius Limited have appointed Ms Kathy Ostin as an independent Non-Executive Director of the company and accepted the resignation of Mr. Gordon Davis, both to take effect on 1 December 2024. Kathy is an experienced non-executive director and audit and risk committee chair. She brings invaluable experience as a former partner of KPMG and will add to the range of the Board's skills in the areas of finance and accounting, audit, risk, governance and strategy. Gordon also served as Chair of both the Risk and Audit Committees during his tenure.
お知らせ • Sep 24Affinity Equity Partners (Australia) Pty Limited entered into a binding agreement to acquire Lumus Imaging from Healius Limited (ASX:HLS) for enterprise value of AUD 965 million.Affinity Equity Partners (Australia) Pty Limited entered into a binding agreement to acquire Lumus Imaging from Healius Limited (ASX:HLS) for enterprise value of AUD 965 million on September 23, 2024. The transaction is expected to close in 1Q CY2025. UBS Securities Australia Ltd acted as financial advisor and Herbert Smith Freehills acted as legal advisor for Healius Limited. Lumus Imaging reported pre AASB 16 EBITDA of AUD 51.3 million and pre AASB 16 EBIT of AUD 34.4 million for period ending June 30, 2024.
お知らせ • Sep 19Healius Limited, Annual General Meeting, Nov 15, 2024Healius Limited, Annual General Meeting, Nov 15, 2024.
お知らせ • Aug 19TPG Capital, PEP Reportedly Still Competing for Healius Lumus ImagingThe Healius Limited (ASX:HLS) Lumus Imaging sale process is shaping up as a two party battle, with TPG Capital, L.P. and Pacific Equity Partners believed to be the last contenders in the contest. "Final" bids for the unit were received on 15 August 2024, but the understanding is that additional due diligence will conducted and then binding bids will be received. IFM, which was considered the frontrunner in the competition, is out, largely because a turnaround approach is required. Such situations typically have less appeal to infrastructure investors like IFM, looking for a steady earnings stream. They're more suited to a private equity firm or a strategic group. Affinity Equity Partners has also left the contest. TPG Capital's bid is being spearheaded by the Australian country head for the US-based private equity firm, Vincent Wong, who is based in Melbourne. PEP, as earlier reported by DataRoom, is working with Stanton Road Partners and Bank of America. Its interest at the start of the auction was considered lukewarm at best, so it will be interesting to see how it progresses through the final stages. No doubt it would snap up Healius at the right price, but it's understood that the Australian listed healthcare provider is seeking about $700 million net, or after transaction and tax costs, with the gross asking price well over that amount. While the potential upside for any buyer could be substantial, it may be tough going in the early stage, with some saying a business clean up is needed. Lumus Imaging, advised by UBS, is the nation's third-largest diagnostic imaging operation behind Sonic and Permira's I-MED. Its earnings before interest, tax, depreciation and amortisation over the next year are forecast to be $60 million - $70 million. Diagnostic imaging is attractive to private equity, with artificial intelligence expected to create upside. Healius is selling its Lumus Imaging unit to drive down its debt and fund its pathology arm, despite the imaging operation being the stronger performer.
お知らせ • Aug 14Final Bids Reportedly Expected for HealiusAt least three suitors competing for the Healius Limited (ASX:HLS) diagnostic imaging business are preparing to lob their final offers this week, with questions arising over whether the company will achieve the $700 million price tag earlier expected for the business. DataRoom understands that Pacific Equity Partners, advised by Stanton Road Partners and Bank of America, TPG Capital, L.P., which has been working with consultant Bain and Company, and the Morgan Stanley-advised IFM have made it through to round two. Final bids were due on 12 August 2024, but this has been extended to this 15 August 2024. After the final bids have landed, an opportunity for due diligence will be offered in the UBS-advised competition. Expectations are that offers will be close to $700 million, but may fall slightly below that number as the business faces challenges linked to rising staff costs and the need for future investment as Healius makes capital spending on its pathology a priority. Healius is selling its Lumus Imaging unit to drive down its debt and fund its pathology arm, despite the imaging operation being the stronger performer.
お知らせ • Aug 02Healius Limited Announces Step Down of Ravi Jeyaraj as Non-Executive Director, Effective 2 August 2024Healius Limited announced that Ravi Jeyaraj will step down as a Non-executive Director of Healius effective 2 August 2024. Mr. Jeyaraj has accepted a new role based full-time in Singapore and, in the best interests of shareholders, he has decided to step down from the Healius Board. Ravi has been non-executive Director since November 2023.
お知らせ • Jul 15Macquarie Unit Reportedly in Healius RaceSuitors interested in buying the $700 million diagnostic imaging unit of Healius Limited (ASX:HLS) lodged their first round bids on July 12, 2024. Sources believe Macquarie Group's Macquarie Asset Management Inc. - normally an adviser - put in an offer for Lumus Imaging, either as a joint bidder or a suitor in its own right. MAM's interest would rival that of infrastructure investor IFM, which is bidding for Lumus with Morgan Stanley as its adviser. It's clear that the business has strong appeal for investors seeking defensive assets with secure earnings, akin to infrastructure. As earlier reported, other groups that have taken a look include TPG Capital, Bain Capital and Partners Group. Pacific Equity Partners was interested, although the level of conviction was unclear. Adamantem Capital and Quadrant Private Equity were also mentioned as being interested early on. Sonic Healthcare, Medibank Private and Ramsay Health Care are expected to be in the bidding line-up. Meanwhile, sources believe that once Lumus Imaging is sold, suitors like EQT may be eager to make a play for the remaining pathology operation. UBS is working on the sale.