New CEO is continuing on the strong trajectory We expect 15% yearly organic growth for '25e-'27e Trades at ~13x '25e EV/EBITDA
ANNONS
New CEO is not so new
Today, we welcomed Medicover’s new CEO, Mr John Stubbington, to ABGSC’s Investor Days. This was one of Mr Stubbington's first public appearances as CEO, although he has been with the company since 2010, serving as COO of Healthcare Services, a division that accounts for around 70% of the company’s revenues. During his presentation, Mr Stubbington outlined the business model and the main factors driving growth, emphasising the benefits of being a full-service provider of healthcare and related services, particularly in Poland. He also highlighted the synergies from Medicover’s recent acquisitions, both of which are EPS accretive following consolidation.
