Financial News, Analysis and Data, FNArena

FNArena

Financial News, Analysis and Data

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

Equity Bottom-Up

<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!

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Quantitative Analysis

<ul>
<li>We analysed the earning revision of component stocks of MSCI Australia in the past month.</li>
<li>We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.</li>
<li>We highlighted EPS revision on ANZ, Rio Tinto, Qbe Insurance, Woodside Energy, Santos, Qbe Insurance, Woodside Energy, Anz, Santos, Rio Tinto.</li>
</ul>


We analysed the earning revision of component stocks of MSCI Australia in the past month.
We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.
We highlighted EPS revision on ANZ, Rio Tinto, Qbe Insurance, Woodside Energy, Santos, Qbe Insurance, Woodside Energy, Anz, Santos, Rio Tinto.


MSCI Australia Index Earning Revision (Nov): ANZ, Rio Tinto, Qbe Insurance, Woodside Energy, Santos

Global Healthcare Analyst

Tina Banerjee

<ul>
<li>
<a href="https://www.smartkarma.com/entities/pro-medicus-ltd" target="_blank" data-smartkarma-citation="entities:13516:1" rel="noopener">Pro Medicus Ltd (PME AU)</a> reported strong performance in FY24, with revenue increasing 29% YoY to A$162M. Net profit grew at a faster pace of 37% YoY to A$83M.</li>
<li>At the end of FY24, full contracted revenue increased to A$624M over the next five years from A$468M in FY23, laying the foundation for continued growth in FY25 and beyond.</li>
<li>In November, PME signed a A$330M, 10-year contract with Trinity Health. The contract is the largest ever for Pro Medicus and Trinity is the first customer with a national footprint.</li>
</ul>



Pro Medicus Ltd (PME AU) reported strong performance in FY24, with revenue increasing 29% YoY to A$162M. Net profit grew at a faster pace of 37% YoY to A$83M.
At the end of FY24, full contracted revenue increased to A$624M over the next five years from A$468M in FY23, laying the foundation for continued growth in FY25 and beyond.
In November, PME signed a A$330M, 10-year contract with Trinity Health. The contract is the largest ever for Pro Medicus and Trinity is the first customer with a national footprint.


Pro Medicus Ltd (PME AU): Strong FY24 Result; Starts FY25 With Record Breaking Contract Win

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.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Pro Medicus Ltd (PME AU)

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...