Ramsay Health Care (ASX:RHC) recently hosted an investor day and site tour, placing a spotlight on its Australian operations and ambitious digital initiatives, while a recent Asian joint venture sale provides a boost for balance sheet repair.
Australian Operations and Growth Outlook
There is a promising outlook for Ramsay Health Care's Australian operations, where activity across most specialties is on an upward trend, with improving volumes expected to fuel top-line growth.
Operating Leverage and Strategic Plan
There is a delicate balance between higher volumes and efficiency gains, as Ramsay Health Care embarks on a 5-year strategic plan to establish a best-in-class, digital-enabled integrative health care system.
Digital Transformation Challenges and Adjusted Earnings
Assess the feasibility of Ramsay Health Care's complex and ambitious digital transformation plan, understanding the adjustments made to FY24-26 earnings and the resulting decrease in the price target.
