Oceania Healthcare (OCA) Investor Day 2025 Presentation summary

Leadership and team

• Executive team brings deep experience in aged care, property, finance, and customer service, with recent appointments strengthening leadership across key functions.

• Focus on workforce transformation and high engagement, with sector leadership in HR and clinical care.

Market environment and sector outlook

• Operating in a sector facing demographic-driven demand, with a projected undersupply of independent living units and care beds by 2048.

• Challenging housing market conditions persist, but a balanced business model provides resilience.

• Integrated care suite model differentiates the portfolio, with a significant share of premium care suites.

Strategic priorities and execution

• FY25–27 priorities: sharpen sales performance, drive business excellence, and optimize capital management.

• FY27–31 objectives: expand customer choice, broaden service offerings, and pursue disciplined future development.

• Investor feedback led to enhanced sales cadence, cost control, capital discipline, and workforce engagement.