Monash IVF share price plunges 18% on lower FY26 profit guidance and no dividend

Revenue and EBITDA increased in FY25 but the outlook is gloomy and no final dividend will be paid.

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The Monash IVF Ltd (ASX: MVF) share price tanked 18% to an intraday low of 66 cents per share on Friday.

The share price plunge came after the in-vitro fertilisation provider revealed its full-year FY25 results.

The S&P/ASX 300 Index (ASX: XKO) healthcare share opened at 74 cents, down 8.1%, and cratered in the first hour of trade.

Monash IVF shares have since recovered some ground.

At the time of writing, the Monash IVF share price is 70 cents, down 12.8%.

Meanwhile, the broader market is experiencing a topsy-turvy day.

The ASX 300 rose to a new record of 8,959.9 points shortly after the market open, before reversing course to be down 0.29% currently.

Let's take a look at Monash IVF's report.

Monash IVF share price sinks on weak outlook

Here are the key points from the full-year FY25 report:

  • Revenue increased 6.7% to $271.9 million
  • Net debt increased by $40.9 million to $89.6 million as at 30 June, with a net debt to equity ratio of 35.7% and a net leverage ratio of 1.7x

What else happened in FY25?

Monash IVF attracted headlines in FY25 due to two devastating incidents involving patients receiving the incorrect embryos.

In April, Monash IVF confirmed that a Brisbane patient was mistakenly implanted with another patient's embryo, which led to a birth.

Monash IVF said it had known about the incident since February and was still investigating when the Herald Sun broke the story.

In June, the company revealed another patient had been given the wrong embryo at its Clayton laboratory in Melbourne.

This patient had their own embryo incorrectly transferred to them when they were supposed to receive an embryo from their partner. 

The company later clarified that the Brisbane incident occurred some years earlier.

The Monash IVF share price fell to a 52-week low of 54 cents on the day that the company announced the second incident.

CEO and managing director Michael Knaap resigned from both his job and his position as a board director two days later.

Monash IVF Group CIO and company secretary, Malik Jainudeen, remains acting CEO for now.

The company commissioned an independent review into the incidents and announced its completion on Wednesday.

Today, Monash said its search for a new CEO had identified several candidates, including Jainudeen.

The company expects to appoint the new CEO by the end of 2025.

What did Monash IVF management say?

Jainudeen described "a challenging second half" due to the incidents, but referred to revenue and underlying EBITDA growth over the year.

He also noted general weakness in the Assisted Reproductive Technology (ART) sector in Australia and southeast Asia in FY25.

Jainudeen commented:

Whilst we expect FY26 to be impacted by continued industry weakness and potential impact from the Incidents, we are confident about Monash IVF's growth prospects beyond FY26.

We expect the industry to return to growth in Australia and SE Asia, and Monash IVF is well positioned to capitalize on this growth through its leading doctors, science and patient experience, combined with increasing returns from our recent investment in clinic infrastructure.

What's next for Monash IVF?

Monash IVF has guided FY26 underlying NPAT of between $20 million and $23 million.

This would be well below the FY25 NPAT of $27.4 million, which was 8.1% lower than FY24.

The company said the lower guided NPAT reflected the continuation of lower 2H 25 domestic IVF NPRs (down 10.1% vs. FY24), coupled with the deferral of indexation-related patient price increases in Australia, though partially offset by targeted cost efficiencies.

The lower guidance also reflected higher depreciation, amortisation, and interest charges on infrastructure investment and higher debt.

If Monash IVF achieves its FY26 NPAT guidance, the company said it would resume paying dividends.

Monash IVF added:

Over the medium to long term, Monash IVF expects revenue and earnings growth to return to midhigh single digit CAGRs reflecting underlying structural demand drivers (particularly from genetics, donor and egg freezing), demographic and social changes.

Monash IVF share price snapshot

The Monash IVF share price has fallen 44% over the past 12 months.

Motley Fool contributor Bronwyn Allen has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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