Regis Healthcare holds AGM after another strong year

Regis Healthcare lifts profit, boosts dividend, and targets long-term growth after another strong year.

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Key points

  • Regis Healthcare achieved a 14.5% revenue increase to $1.16 billion and a 17.4% rise in underlying EBITDA to $125.8 million for FY25, reflecting robust operational growth.
  • The company added over 1,500 beds through acquisitions and developments, with plans for further growth by targeting 10,000 total beds by FY28 amidst ongoing construction projects.
  • Regis targets continued occupancy strength and benefits from new government reforms, expecting these to aid in achieving their guiding EBITDA range and supporting long-term growth.

The Regis Healthcare Ltd (ASX: REG) share price is in focus as the company holds its annual general meeting (AGM). In FY25, the aged care provider reported FY25 revenue of $1.16 billion, up 14.5%, and underlying EBITDA climbing 17.4% to $125.8 million.

What did Regis Healthcare report in FY25?

  • Revenue from services: $1,161.3 million, up 14.5% on the prior year
  • Underlying EBITDA: $125.8 million, up 17.4%
  • Underlying NPAT: $53.4 million, up 37.3%
  • Net cash position: $192.5 million, up 196.6%
  • Final dividend: 8.13 cents per share (70% franked); full-year dividend 16.22 cents per share (100% of NPAT)
  • Mature homes average occupancy: 95.6%

What else do investors need to know?

Regis Healthcare continued to expand its national footprint, adding over 1,500 net beds in the past two years through acquisitions and new developments. The company finalised the purchase of four Rockpool homes (600 beds) in September 2025 and expects to complete the OC Health acquisition (two homes, 230 beds) in December, lifting its total beds to more than 8,400.

Greenfield growth remains a strategic focus, with construction underway at multiple sites and a pipeline of nine development locations nationally. Regis also improved key care outcomes, employee engagement, and worker safety, creating both operational and financial benefits.

What's next for Regis Healthcare?

Looking ahead, Regis Healthcare is maintaining its guidance for underlying FY26 EBITDA between $130 million and $135 million, expecting structural support from a growing and ageing population along with recent funding reforms. The company is targeting 10,000 beds by FY28, backed by a robust balance sheet and disciplined acquisition strategy.

Management expects sustained high occupancy and ongoing development activity. New government reforms, including the Aged Care Act and revised funding models, are anticipated to support longer-term earnings growth and margin improvements.

Regis Healthcare share price snapshot

Over the past 12 months, Regis Healthcare shares have risen 20%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 4% over the same period.

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Motley Fool contributor Laura Stewart 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. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

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