Healthcare

A Tale of Three

Scale, competition and margin squeeze are the three common themes across the listed aged care players reflecting largely what’s occurring across the broader sector. Whilst demand for services via a rapidly ageing population will continue to underpin the fundamentals there are headwinds that need to be carefully managed as the sector undergoes systemic change. Opportunity exists for those who embrace the concept of change which is being driven from both the Government and consumer alike.

The analysis herein will compare and contrast the salient profit and loss drivers together with an overview of the RAD/DAP regime and key trends, influencing and impacting listed aged care providers' operations for the next 6-12 months.

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