C-MER Medical 2025 Results: Returns to Profit with 81.5% Surge in Adjusted Earnings, Revenue Inches Up 1.8%

Bulletin Express03-27

C-MER Medical released its audited results for the year ended 31 December 2025, reporting a turnaround to profit and notable margin expansion driven by cost controls and lower impairment charges.

Revenue and Profitability • Group revenue rose 1.8% year-on-year to HK$1.95 billion. • Gross profit increased 14.4% to HK$603.67 million; gross margin widened to 31.0% from 27.6%. • Net profit reached HK$111.17 million versus a HK$108.31 million loss in 2024. • Adjusted profit (excluding Mainland China other business and impairment losses) advanced 41.1% to HK$152.24 million; adjusted profit attributable to equity holders surged 81.5% to HK$137.86 million.

Segment Performance • Hong Kong medical business revenue grew 5.2% to HK$948.73 million with gross margin improving to 28.5%. • Mainland China ophthalmic revenue fell 4.9% to HK$520.33 million; segment loss narrowed sharply to HK$1.17 million from HK$229.76 million after extensive cost optimisation. • Mainland China dental revenue slipped 1.0% to HK$459.83 million; segment profit declined to HK$67.53 million on lower revenue per dental chair. • Mainland China other business, mainly the C+ Health Hospital in Shenzhen, contributed HK$17.83 million in revenue and recorded a HK$26.34 million loss.

Expense and Impairment Highlights • Cost of revenue decreased 3.1% to HK$1.34 billion; impairment losses on non-current assets dropped to HK$0.65 million from HK$197.66 million in 2024. • Selling expenses rose 5.7% to HK$140.99 million, representing 7.2% of revenue. • Administrative expenses fell 3.6% to HK$330.39 million, reflecting tighter headcount and depreciation savings.

Balance Sheet and Liquidity • Total assets stood at HK$2.73 billion; equity attributable to shareholders was HK$1.77 billion. • Cash and cash equivalents were HK$347.87 million, supplemented by HK$107.09 million in short-term deposits. • Bank borrowings totalled HK$44.35 million; the group remained in a net cash position, so gearing was nil. • Capital expenditure reached HK$355.83 million, mainly for right-of-use assets, property upgrades and new equipment.

Cash Flow and Capital Management • Net operating cash inflow remained stable at HK$283.30 million. • Net investing outflow was HK$142.60 million, reflecting equipment purchases and deposit placements. • Net financing outflow totalled HK$221.32 million, driven by HK$142.86 million in lease payments and HK$54.14 million spent on repurchasing 30.99 million shares. • During the year, 23.22 million repurchased shares were cancelled while 19.56 million are held as treasury stock for potential resale.

Dividends The Board proposes a final dividend of HK$0.02 per share and a special dividend of HK$0.01 per share, equivalent to a 36.2% payout of 2025 profit attributable to equity holders. Payment is subject to shareholder approval at the 20 May 2026 AGM, with an expected pay-out date of 15 July 2026.

Strategic Developments and Outlook Management will prioritise: 1) expanding core ophthalmic services in Hong Kong and optimising Mainland operations; 2) scaling cross-border dental and multi-disciplinary services through Shenzhen CKJ and C+ Health Hospital; 3) maintaining stringent cost discipline; and 4) selective investments in medical innovation following the Belkin Vision precedent.

No material events occurred after the reporting date.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment