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emeis (EMEIS) investor relations material
emeis H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary30 Sep, 2025
Executive summary
H1 2025 marked a significant operational turnaround, with revenue reaching €2.91bn, up 6.2% organically and 4.9% year-over-year, driven by strong performance in nursing homes and improved occupancy rates.
EBITDAR rose 18.5% to €401m, with EBITDA (excl. IFRS 16) up 79% to €158m, reflecting robust operational recovery and margin expansion.
Net income remains negative at -€137m, but improved by €120m year-over-year, with positive free cash flow for the first time in a decade.
Over €2.1bn in real estate disposals and partnerships achieved or secured since mid-2022, exceeding targets and materially reducing net debt.
Transformation under a five-year strategic plan includes new mission-driven status, improved employee engagement, and enhanced ESG commitments.
Financial highlights
Revenue: €2,908m (+6.2% organic, +4.9% yoy); EBITDAR: €401m (+18.5% yoy); EBITDA (excl. IFRS 16): €158m (+79% yoy).
Operating margins improved: EBITDAR margin at 13.8% (+1.6pts), EBITDA margin (excl. IFRS 16) at 5.4% (+2.1pts).
Net operating cash flow and free cash flow turned positive at €62m and €26m, respectively.
Net debt (excl. IFRS 16 & IFRS 5) at €4.8bn, down €233m post-IFRS 5; pro forma net debt expected below €3.8bn after real estate deal.
Net debt/EBITDA ratio improved to 15.4x (from 19.5x at Dec 2024), with further reduction to ~13x expected post-transaction.
Outlook and guidance
2025 EBITDAR expected to grow 15–18% like-for-like; revenue CAGR of 4–5% and EBITDAR CAGR of 12–16% projected through 2028.
Operational recovery trajectory confirmed, with further margin improvement anticipated as occupancy normalizes and cost control continues.
Medium-term momentum supported by demographic trends and structural supply shortages in core markets.
Long-term strategic role of new real estate vehicle?
How will CapEx evolve in the midterm?
What is the plan for future asset disposals?
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Frequently asked questions
emeis Société anonyme (formerly Orpea SA) is a France-based company specializing in the operation of retirement homes, outpatient and rehabilitation clinics, and psychiatric care facilities. The company also manages assisted living facilities and provides home care services. Orpea's offerings include long-term stays, short or respite stays, daycare, and specialized care for patients with Alzheimer’s and related diseases. The company is headquartered in Puteaux, Ile-de-France, and its shares are listed on the Euronext Paris.
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