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BrightSpring Health Services (BTSG) investor relations material

BrightSpring Health Services Jefferies 2025 Healthcare Services Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Jefferies 2025 Healthcare Services Conference summary29 Sep, 2025

Business overview and strategy

  • Operates as a leading provider of home and community healthcare services in the U.S., focusing on scale, quality, technology, and efficiency.

  • Serves approximately 400,000 people daily through three main platforms: pharmacy, provider services, and primary care.

  • Pharmacy platform includes closed-door, specialty, and infusion services, delivering over 40 million scripts annually.

  • Provider platform covers home health, rehab, hospice, and personal care, with a focus on integrated offerings for senior living communities.

  • Primary care platform, built over the last two years, aims to coordinate care and participate in value-based models, leveraging ACO partnerships.

Growth performance and outlook

  • Achieved a 15% revenue and EBITDA CAGR over the past nine years, with recent acceleration to 30% growth.

  • Provider business expected to grow 12–15% this year, with specialty pharmacy and oncology driving higher growth.

  • Specialty pharmacy growth is supported by limited distribution drug wins and generic launches, providing multi-year revenue visibility.

  • Focus remains on maintaining mid-teens growth rates, with current momentum expected to continue into next year.

Specialty pharmacy and generics

  • Specialty pharmacy benefits from dynamic markets, innovative therapies, and a strong pipeline of new drugs.

  • Generics provide a tailwind, with high-touch service requirements remaining even as drugs go off-patent.

  • Fee-for-service programs and partnerships with manufacturers are expanding.

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Next BrightSpring Health Services earnings date

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Q3 202531 Oct, 2025
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Frequently asked questions

BrightSpring Health Services Inc. is a provider of diversified home and community-based health services, catering to complex populations that require specialized and chronic care. The company for delivers comprehensive care solutions, including supportive care, and clinical and pharmacy solutions. Their services span home health care, hospice, home care for seniors, long-term specialty care for behavioral and neurorehabilitation populations, and pharmacy therapy management across various settings. The company is headquartered in Louisville, Kentucky, and its shares are listed on the Nasdaq.

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