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MedAdvisor (MDR) investor relations material
MedAdvisor Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary21 Oct, 2025
Executive summary
Revenue declined 52.8% year-over-year to $9.6 million in Q1 FY26, primarily due to the sale of the ANZ business and ongoing U.S. market challenges.
Net cash at period end was $13.0 million, with all debt discharged; an $8 million holdback from the ANZ sale is expected in November 2025.
Strategic review completed, including divestment of the ANZ business for $35 million and a shift in focus to U.S. transformation and growth.
AI-driven platform and digital innovation are central to simplifying medication management and reducing pharmacy burden.
U.S. Transformation 360° program is 80% complete, with full delivery expected by end of 2Q FY26.
Financial highlights
Q1 revenue declined 52.8% year-over-year to $9.6 million, driven by ANZ divestment, policy pressure, and increased competition.
Gross profit fell 60.4% to $4.1 million, with gross margin dropping to 42.4% from 50.5%.
Over 40% of revenue decline attributed to regulatory delays impacting vaccine program revenues.
Vaccine program revenue down 90% year-over-year due to lower RSV and COVID volumes and regulatory delays.
Cash at period end was $13.0 million, with all debt discharged.
Outlook and guidance
Vaccine-related revenue expected to remain below prior years due to ongoing regulatory and demand challenges.
General medication programs anticipated to restart in Q2 and ramp up in Q3, stabilizing revenue.
Specialty medications forecasted for solid growth and higher revenue contribution in latter FY 2026.
Cost optimization initiatives targeting at least 15% OPEX reduction in FY 2026 over FY 2025.
Near-term focus on managing headwinds, converting U.S. health program pipeline (unweighted pipeline >US$100 million), and completing platform transition.
Basis for vaccine forecast confidence?
Top 3 items for US business turnaround?
Impact of pharma shift to direct-to-consumer?
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Next MedAdvisor earnings date
AGM 202525 Nov, 2025
Next MedAdvisor earnings date
AGM 202525 Nov, 2025
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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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