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MedAdvisor (MDR) investor relations material

MedAdvisor Investor Presentation summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Investor Presentation summary2 Sep, 2025

Key highlights

  • Entered binding agreement to sell ANZ business for $35 million plus up to $7.35 million in earn-outs; ANZ now recorded as discontinuing operations and asset held for sale.

  • Group revenue and profit declined in FY25 due to US health program budget pressures, regulatory challenges, and market shifts; $46.5 million non-cash impairment on US intangibles.

  • Net cash position of $16.5 million as of 9 July, with all debt extinguished post-ANZ sale.

  • US $125 million program pipeline (unweighted) heading into 1H FY26; over 70% of US platform transformation complete.

  • Strategic review now focused on US business, including potential divestment; FY26 revenue guidance withdrawn due to US market uncertainty.

Financial performance summary

  • FY25 revenue from continuing operations was $63.0 million, down 36% year-over-year.

  • Gross profit fell to $32.9 million, down 38.5% YoY; EBITDA loss of $10.7 million, a $13.9 million decline.

  • Strong cash position of $16.5 million as of 9 July, excluding $8 million holdback and up to $7.35 million in potential earn-outs.

  • Cashflow supported by customer receipts, disciplined working capital, capital raise, and ANZ sale proceeds.

Continuing business operations updates

  • US revenue and profit declined due to pharma budget pressures, regulatory challenges, and increased competition.

  • Gross margin dropped to 52.3% from 54.4% in FY24; THRIV-powered programs contributed 31% of US revenue.

  • General medication revenue down 37% YoY, vaccine revenue down 34% YoY, and specialty revenue down 42% YoY.

  • Specialty revenue now more concentrated, with ulcerative colitis and HIV making up over 60% of the category.

  • Positive correction expected in specialty category for FY26, supported by new analytics and pipeline.

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Frequently asked questions

MedAdvisor Limited is a health technology company that provides digital medication management platforms and solutions for patients, pharmacies, and healthcare providers. Its offerings aim to improve medication adherence and streamline healthcare communication through mobile and web-based applications. MedAdvisor operates across several countries, serving the pharmaceutical, healthcare, and retail pharmacy sectors. The company is headquartered in Melbourne, Australia, and its shares are listed on the ASX.

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