External broker reports(aggregated public sources), Bell Potter Securities

Bell Potter

External broker reports(aggregated public sources)

Bell Potter Securities

Bell Potter Securities is a leading Australian stockbroking, investment and financial advisory firm that provides a comprehensive offering of financial services to individuals, institutions and corporations. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>Quieter, not quiet period for announcementsThe first 4 months of FY26 has seen PME announce three major deals in the US.</li><li>This compares to just one (announcement) in the corresponding period for FY25, followed by a frenzy of 6 new contract announcements over the remainder of the fiscal year.</li><li>We consider the quieter period for new contract announcements for the first 4 months of FY26 is not unusual, meanwhile contract implementations continue.In the period since the company’s FY25 result announcem...</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Quieter, not quiet period for announcementsThe first 4 months of FY26 has seen PME announce three major deals in the US.This compares to just one (announcement) in the corresponding period for FY25, followed by a frenzy of 6 new contract announcements over the remainder of the fiscal year.We consider the quieter period for new contract announcements for the first 4 months of FY26 is not unusual, meanwhile contract implementations continue.In the period since the company’s FY25 result announcem...Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Pro Medicus (PME): Dismiss the Quieter Period

Financial News, Analysis and Data, FNArena

FNArena

Financial News, Analysis and Data

Online financial media company focused on Australian equities, with a global perspective

<ul><li>FNArena's Treasure Chest reports on money making ideas from stockbrokers and other experts.</li><li>Today's idea is Pro Medicus.</li><li> Brokers reassess Pro Medicus after share price correction Quiet period offsets long-term growth momentum and contract wins AI, cloud certification, and flagship deployments strengthen outlook</li></ul>

FNArena's Treasure Chest reports on money making ideas from stockbrokers and other experts.Today's idea is Pro Medicus. Brokers reassess Pro Medicus after share price correction Quiet period offsets long-term growth momentum and contract wins AI, cloud certification, and flagship deployments strengthen outlook

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Key points (machine generated)<ul><li>Pro Medicus is known for its Visage PACS software, which outperforms legacy systems from major OEMs.</li><li>The company's market potential is limited due to annual contract values of $1-4 million and financial pressures on hospitals.</li><li>Strong competitors like Sectra and potential enhancements from Epic pose threats to Pro Medicus's market position.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Pro Medicus is known for its Visage PACS software, which outperforms legacy systems from major OEMs.The company's market potential is limited due to annual contract values of $1-4 million and financial pressures on hospitals.Strong competitors like Sectra and potential enhancements from Epic pose threats to Pro Medicus's market position.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Promedicus (PME.AU) - Friday, Jun 6, 2025

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Pro Medicus Limited, a healthcare IT company specializing in enterprise imaging, reported a record first half of the fiscal year in both financial performance and strategic milestones.</li><li>The company's revenue increased by 31.1%, with profit after tax soaring by 42.7%, reflecting robust financial health.</li><li>The earnings before interest and taxes (EBIT) margin grew to 71.9%, underscoring the company's profitability.</li></ul>

Pro Medicus Limited, a healthcare IT company specializing in enterprise imaging, reported a record first half of the fiscal year in both financial performance and strategic milestones.The company's revenue increased by 31.1%, with profit after tax soaring by 42.7%, reflecting robust financial health.The earnings before interest and taxes (EBIT) margin grew to 71.9%, underscoring the company's profitability.

Pro Medicus: Initiation of Coverage- Breaking Barriers in U.S. Imaging with Next-Gen Expansion Strategy!

<ul><li>A small miss on earnings, outlook remains positivePME reported 1H25 revenues of $97.2m relative to consensus of $100m hence a 2% miss at the top line.</li><li>EBITDA $72.9m relative to market consensus of $75m.</li><li>PME continues to stick to core business of Visage 7, workflow, archive and data migration services where demand for its offering is increasing despite price rises and an influx of approvals of AI tools in the radiology space (but little/no reimbursement).</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

A small miss on earnings, outlook remains positivePME reported 1H25 revenues of $97.2m relative to consensus of $100m hence a 2% miss at the top line.EBITDA $72.9m relative to market consensus of $75m.PME continues to stick to core business of Visage 7, workflow, archive and data migration services where demand for its offering is increasing despite price rises and an influx of approvals of AI tools in the radiology space (but little/no reimbursement).Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Promedicus (PME): Growth Rate Accelerating

Australia

Pro Medicus Limited develops and supplies proprietary software and IT solutions for large medical corporations and individual medical group practices.  The Group's services include billing and management systems for diagnostic imaging providers, clinical reporting systems, and appointment booking services.  Pro Medicus' e-mail system delivers encrypted diagnostic reports to group doctors.

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Pro Medicus Ltd (PME AU)

Pro Medicus (PME): Dismiss the Quieter Period

Quieter, not quiet period for announcementsThe first 4 months of FY26 has seen PME announce three major deals in the US.

Bell Potter

Treasure Chest: Pro Medicus

FNArena's Treasure Chest reports on money making ideas from stockbrokers and other experts. Today's idea is Pro Medicus. Brokers reassess Pro...

FNArena

Promedicus (PME.AU) - Friday, Jun 6, 2025

Pro Medicus excels in PACS software but faces market limitations due to financial pressures on hospitals, strong competition, and potential threats...

Value Investors Club (VIC)

Pro Medicus: Initiation of Coverage- Breaking Barriers in U.S. Imaging with Next-Gen Expansion Strategy!

Pro Medicus Limited, a healthcare IT company specializing in enterprise imaging, reported a record first half of the fiscal year in both financial...

Baptista Research

Promedicus (PME): Growth Rate Accelerating

A small miss on earnings, outlook remains positivePME reported 1H25 revenues of $97.2m relative to consensus of $100m hence a 2% miss at the top line.

Bell Potter

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