Some S&P/ASX 200 Index (ASX: XJO) shares reach an optimal size where they're large enough to be strong and stable but still have growth potential.
Large and mature businesses may offer a decent dividend yield, but their revenue growth may be limited because it's already such a large number.
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Sigma Healthcare Ltd (ASX: SIG)
Sigma Healthcare is the largest pharmacy business in Australia – it owns the brands of Chemist Warehouse, Amcal and Discount Drug Store.
There are a variety of growth factors helping drive Sigma Healthcare. For starters, the existing Chemist Warehouse Australian store network is performing strongly. In FY26 to April 2026, Chemist Warehouse Australian store like-for-like (LFL) growth was 14.4%. It's exposed to strong tailwinds like an ageing and growing population.
It's also expanding its store network in Australia, further boosting its sales potential and scale benefits in the country. In the HY26 period, it reached 550 Australian Chemist Warehouse stores, up from 537 in FY25. I expect that number to continue rising by double-digits annually for the foreseeable future.
The ASX 200 share's international division is also performing strongly, with growing store networks in New Zealand and Ireland. It also has a presence in Dubai and China, plus it has just started expanding into the UK. I think the international segment could become a major contributor in the coming years. In FY26 to March 2026, international total sales were up by 24.7%.
The final reason to like the business is its rising profit margins, which helps the bottom line grow faster than revenue. HY26 saw revenue climb 14.9%, operating profit (EBITDA) rose 17.8% and net profit jumped 19.2%.
Net profit growth is the best driver of the Sigma Healthcare share price and seeing the company's profit margins rise is a great sign for future shareholder returns.
TechnologyOne Ltd (ASX: TNE)
The other ASX 200 share I want to highlight is TechnologyOne, a business I'd describe as one of the leading tech businesses on the ASX.
It provides enterprise resource planning (ERP) software, in other words essential operations software, for a number of clients including government entities, businesses, local councils, universities and so on.
I like its target client base because they're resilient customers and software is essential so they can run efficiently across their operations.
TechnologyOne invests a significant portion of its annual revenue into research and development, which is a key driver of organic growth. The ASX 200 share targets a net revenue retention (NRR) of 115%, meaning its existing client base produces 15% more revenue than the year before. Revenue can double in five years at that speed.
The company is in the early stages of its UK expansion, which is a market with similar entities as Australia, so there will hopefully be an easy transition to winning clients there. It has already won a couple of London local councils, which bodes well for future wins.
The ASX 200 share expects to grow its annual recurring revenue (ARR) to $1 billion in the next few years, while the profit before tax (PBT) margin is expected to rise as well.
I think it could be the top-performing ASX 200 share to own to the end of the decade. But, these aren't the only ASX shares that have a compelling future.
