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© 2026 Annolyse.

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OCA · NZX

Oceania Healthcare (OCA)

Healthcare / Retirement living•Covered: HY23 - HY26•7 published briefings

Oceania Healthcare is an NZX-listed healthcare / retirement living company with HY23 - HY26 of published result briefings.

Latest briefing

HY26 · Released 21 November 2025

OCA swung to PBT positive but capex jumped 82% to 40.4% of revenue

EBITDA rose 7.4% on flat revenue and PBT turned positive at $1.0m, but a doubled investment cycle kept free cash flow at -$8.4m.

Market data

As at close
Close price
NZD 0.75
Market cap
$543.2m
Dividend yield
0%

as at close, 16 June 2026. Source: yfinance.

Sections⌄
  1. Snapshot
  2. Valuation
  3. Chat
  4. Longitudinal View
  5. Follow-through
  6. Archive
  7. Related Insights
  1. Snapshot
  2. Valuation
  3. Chat
  4. Longitudinal View
  5. Follow-through
  6. Archive
  7. Related Insights

Snapshot

Latest metrics

HY26, released 21 November 2025

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OCA latest metrics
MetricValueChange
Revenue$131.6m↓ -0.7%
EBITDA$41.5m↑ +7.4%
NPAT$4.9m↑ +128.7%
Operating cash flow$79m↑ +12.3%
OCF / EBITDA %190.4%Outside range highOutside range high ocf / ebitda cash conversion. 190.3%; 3-period range 81.2% to 182%. OCF / EBITDA cash conversion: 190.3%, above normal range; 3-period mean 130.3%, range 81.2%-182.0%.↑ +8.4pp
Net debt$608.9m↓ -3.2%
Net debt / EBITDA14.67x↓ -9.8%
ROE %0.4%↑ +2.0pp
PBT$1m↑ +105.1%
FCF pre-lease-$8.4m↓ -120.4%

Source: latest published briefing (HY26, released 21 November 2025). Change compares against the prior equivalent period: HY25, released 22 November 2024.

Valuation

Valuation

A compact read on what the market price implies next to the latest filing data. The numbers are a starting point for comparison, not a recommendation.

Prices as at close, 16 June 2026

Price and market cap

The latest close and share count context for the market price.

Market cap

$543.2m

i

End-of-day close multiplied by current shares on issue.

Profitability multiples

How the market price compares with recent earnings and cash-flow inputs.

P/E

10.37x

i

Recent market cap compared with trailing earnings.

EPS

0.07

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Recent filing-derived earnings per share.

PEG

Not available

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Not available for this company right now.

EV/EBITDA

12.97x

i

Enterprise value compared with recent EBITDA.

P/FCF

Not available

i

Not meaningful when free cash flow is negative or unavailable.

P/B

0.48x

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Market value compared with latest reported equity.

Income and fund shape

Yield and fund-style valuation where the company shape supports it.

Dividend yield

0.0%

i

Trailing dividends compared with the latest close.

Total return

Not available

i

Available once dividend and adjustment data are verified.

Price history

Daily closes use the full available width, with hover and touch readouts against real observations. Expand opens the chart at reading size.

Share price

Five years of daily closes, as at close, 5 June 2026. Weekends, suspensions, and listing gaps stay as natural gaps in the time scale.

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Price vs earnings

Indexed lines compare direction from the first positive comparable filing point. The axis is an index, not dollars or cents.

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Chat

Ask about OCA

Ask follow-up questions about Oceania Healthcare's latest result and company history.

Informational only. No buy, sell, hold, price-target, or personal financial advice.

Ask about OCA

Informational only. No buy, sell, hold, price-target, or personal financial advice.

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Sign in to ask company questions.

What changed in the latest result?What is unusual in the historical context?How has cash conversion changed over time?Compare this company with CNU.

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Longitudinal view

Performance over time

The latest period is shown first.

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OCA metric history
MetricHY266 MONTHS21 November 2025FY2512 MONTHS22 May 2025HY256 MONTHS22 November 2024FY2412 MONTHS24 May 2024HY246 MONTHS22 November 2023FY2312 MONTHS24 May 2023HY236 MONTHS7 November 2022Trend
Revenue$131.6m$260.6m$132.6m$265.5m$131.6m$247.2m$122.1m
Chart
Revenue growth %-0.7%-1.8%0.8%7.4%-24.0%Outside range lowOutside range low revenue growth. -24%; 3-period range -0.7% to 7.2%. Revenue growth: -24.0%, below normal range; 3-period mean 2.4%, range -0.7%-7.2%.6.9%7.2%Outside range highOutside range high revenue growth. 7.2%; 3-period range -24% to 0.8%. Revenue growth: 7.2%, above normal range; 3-period mean -8.0%, range -24.0%-0.8%.
Chart
  • HY24 Revenue growth %: Outside range low revenue growth. -24%; 3-period range -0.7% to 7.2%. Revenue growth: -24.0%, below normal range; 3-period mean 2.4%, range -0.7%-7.2%.
EBITDA$41.5m$86m$38.6m$82.6m$37.6m$80m—
Chart
EBITDA margin %31.5%33.0%29.1%31.1%28.6%Outside range lowOutside range low ebitda margin. 28.6%; 3-period range 29.1% to 31.7%. EBITDA margin: 28.6%, below normal range; 3-period mean 30.8%, range 29.1%-31.7%.32.4%—
Chart
  • HY24 EBITDA margin %: Outside range low ebitda margin. 28.6%; 3-period range 29.1% to 31.7%. EBITDA margin: 28.6%, below normal range; 3-period mean 30.8%, range 29.1%-31.7%.
PBT$1m$25.9m-$19.5m$28.4m$32.4m$12m$8.6m
Chart
PBT growth %—0.0%———-78.7%-74.3%
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NPAT$4.9m$30.4m-$17.1m$31.5m$35.2m$15.4m$11.2m
Chart
NPAT growth %—-3.5%—104.5%—-74.8%-69.6%
Chart
Operating cash flow$79m$110.3m$70.4m$85.4m$48m$70.2m$31.4m
Chart
OCF / EBITDA %190.4%Outside range highOutside range high ocf / ebitda cash conversion. 190.3%; 3-period range 81.2% to 182%. OCF / EBITDA cash conversion: 190.3%, above normal range; 3-period mean 130.3%, range 81.2%-182.0%.128.3%182.0%103.3%127.6%87.7%—
Chart
  • HY26 OCF / EBITDA %: Outside range high ocf / ebitda cash conversion. 190.3%; 3-period range 81.2% to 182%. OCF / EBITDA cash conversion: 190.3%, above normal range; 3-period mean 130.3%, range 81.2%-182.0%.
FCF pre-lease-$8.4m-$22.1m$41.2m$33.4m$24.2m$15m-$4.5m
Chart
FCF post-lease-$8.4m——————
—
DPS—0.0c——0.0c—1.9c
Chart
Payout ratio vs NPAT %—0.0%————118.8%
Chart
ROE %0.4%2.8%-1.6%3.1%3.5%1.6%2.3%
Chart
Net debt$608.9m$620.2m$628.9m$633m$611.1m$550.6m$497.6m
Chart
Net debt / EBITDA14.67x7.21x16.27xOutside range highOutside range high net debt / ebitda. 16.27x; 3-period range 12.9x to 16.2x. Net debt / EBITDA: 16.27x, above normal range; 3-period mean 14.60x, range 12.90x-16.20x.7.66x16.24x6.88x—
Chart
  • HY25 Net debt / EBITDA: Outside range high net debt / ebitda. 16.27x; 3-period range 12.9x to 16.2x. Net debt / EBITDA: 16.27x, above normal range; 3-period mean 14.60x, range 12.90x-16.20x.
Debtor days29—28Outside range lowOutside range low debtor days. 28d; 3-period range 29d to 169d. Debtor days: 28.0 days, below normal range; 3-period mean 108.9 days, range 28.6 days-168.5 days.172169Outside range highOutside range high debtor days. 169d; 3-period range 28d to 130d. Debtor days: 168.5 days, above normal range; 3-period mean 62.1 days, range 28.0 days-129.6 days.161130
Chart
  • HY24 Debtor days: Outside range high debtor days. 169d; 3-period range 28d to 130d. Debtor days: 168.5 days, above normal range; 3-period mean 62.1 days, range 28.0 days-129.6 days.
  • HY25 Debtor days: Outside range low debtor days. 28d; 3-period range 29d to 169d. Debtor days: 28.0 days, below normal range; 3-period mean 108.9 days, range 28.6 days-168.5 days.
Total assets$3b$2.9b$2.8b$2.8b$2.7b$2.5b$2.5b
Chart

Reference: annolyse.ai/companies/oca

Note: Figures are shown as reported. Half-year and full-year absolute values are not directly comparable. Growth rates and ratios are the meaningful comparison across mixed periods.

Filing-only history charts

These charts use verified published filing periods only. Gaps are not interpolated, and mixed half-year/full-year histories are split into separate series.

Revenue

Reported revenue across covered periods.

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Revenue growth

Like-period revenue growth where comparable.

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  • HY23 OCA HY: Outside range high revenue growth. 7.2%; 3-period range -24% to 0.8%. Revenue growth: 7.2%, above normal range; 3-period mean -8.0%, range -24.0%-0.8%.
  • HY24 OCA HY: Outside range low revenue growth. -24%; 3-period range -0.7% to 7.2%. Revenue growth: -24.0%, below normal range; 3-period mean 2.4%, range -0.7%-7.2%.

EBITDA-equivalent

Company-specific earnings measure where disclosed.

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EBITDA margin

EBITDA-equivalent margin where revenue and earnings are source-backed.

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  • HY24 OCA HY: Outside range low ebitda margin. 28.6%; 3-period range 29.1% to 31.7%. EBITDA margin: 28.6%, below normal range; 3-period mean 30.8%, range 29.1%-31.7%.

NPAT

Statutory profit after tax.

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Operating cash flow

Cash generated from operations.

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Full chartable metric set

Additional verified filing metrics for this company. Each point links back to a published briefing period in the source data contract.

OCF / EBITDA

Cash conversion against earnings.

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  • HY26 OCA HY: Outside range high ocf / ebitda cash conversion. 190.3%; 3-period range 81.2% to 182%. OCF / EBITDA cash conversion: 190.3%, above normal range; 3-period mean 130.3%, range 81.2%-182.0%.

FCF pre-lease

Operating cash flow less capex before leases.

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FCF post-lease

Free cash flow after lease payments where available.

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ROE

Return on equity.

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Net debt

Borrowings less cash; negative values indicate net cash.

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Net debt / EBITDA

Leverage ratio, suppressed where earnings are not meaningful.

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  • HY25 OCA HY: Outside range high net debt / ebitda. 16.27x; 3-period range 12.9x to 16.2x. Net debt / EBITDA: 16.27x, above normal range; 3-period mean 14.60x, range 12.90x-16.20x.

DPS

Dividend per share declared for the period.

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Payout ratio

Dividend payout against statutory NPAT.

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Debtor days

Receivables days where the working-capital inputs are source-backed.

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  • HY24 OCA HY: Outside range high debtor days. 169d; 3-period range 28d to 130d. Debtor days: 168.5 days, above normal range; 3-period mean 62.1 days, range 28.0 days-129.6 days.
  • HY25 OCA HY: Outside range low debtor days. 28d; 3-period range 29d to 169d. Debtor days: 28.0 days, below normal range; 3-period mean 108.9 days, range 28.6 days-168.5 days.

Operating working-capital movement

Per-period working-capital absorption or release, from the same published history. Positive values are working-capital build; negative values are release.

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The setup & the reality

FY25 → HY26 Follow-through

The latest result is checked against what the prior briefing said to watch.

Current result now available

HY26 · Released 21 November 2025

OCA swung to PBT positive but capex jumped 82% to 40.4% of revenue

EBITDA rose 7.4% on flat revenue and PBT turned positive at $1.0m, but a doubled investment cycle kept free cash flow at -$8.4m.

Read latest briefing→

Historical setup

What FY25 said to watch

From Capex jumped 354% to $132.4m, pushing FCF to -$22.1m

No FY26 targets or forward-work disclosures are supplied. The half-year shape is unusual: HY25 reported a $17.1m NPAT loss, which means essentially all of the FY $30.4m profit was earned in H2 (an implied $47.5m). Revenue split roughly 51%/49% H1/H2 and EBITDA 45%/55%, so the H2 step-up is real at the earnings line but is not large at the revenue line.

The release does not explain when the elevated capex translates to EBITDA. Without that bridge, the investor cannot judge whether FY26 EBITDA growth will be sufficient to bring leverage and free cash flow back into a more conventional range for the sector.

Open questions

Open questions from FY25

  • What share of the $132.4m capex was growth/development versus maintenance, and what new-unit settlement profile does it support in FY26 and FY27?
  • Why was the effective tax rate -17.8% in FY25, and is the tax credit recurring or one-off?
  • What is the path back to positive free cash flow and the conditions for reinstating dividends?
  • How much covenant headroom exists at 7.2x net debt/EBITDA, and what assumptions underpin that headroom?
  • Why did implied H2 operating cash inflow of around $40m run well below the H1 $70.4m, and is that a timing or a structural shift?

This briefing cannot assess the unit economics of the development pipeline or the settlement timing that would determine when the FY25 capex starts generating returns.

Archive

Briefing archive

Every published Annolyse briefing for this company appears here in reverse chronological order.

HY26 · Released 21 November 2025

OCA swung to PBT positive but capex jumped 82% to 40.4% of revenue

EBITDA rose 7.4% on flat revenue and PBT turned positive at $1.0m, but a doubled investment cycle kept free cash flow at -$8.4m.

Read briefing→

FY25 · Released 22 May 2025

Capex jumped 354% to $132.4m, pushing FCF to -$22.1m

EBITDA rose 4.1% and a tax credit held NPAT, but a major capex step-up consumed operating cash and net debt sits at 7.2x EBITDA.

Read briefing→

HY25 · Released 22 November 2024

Underlying EBITDA up 2.7% but reported result swung to NZ$17.1m NPAT loss

Operating cash flow surged on a NZ$101m receivables collection while items below EBITDA pushed PBT down 160.3% to a NZ$19.5m loss.

Read briefing→

FY24 · Released 24 May 2024

Capex cut 68% to manage 7.7x leverage; tax benefit inflated NPAT

EBITDA rose just 3.2% on 7.4% revenue growth, while a -10.9% effective tax rate drove NPAT up 104.5% and development capex was paused.

Read briefing→

HY24 · Released 22 November 2023

NPAT swung to NZ$35.2m but trade debtors expanded NZ$110.5m

Underlying EBITDA held near NZ$37.6m, but receivables expanded NZ$110.5m and debtor days hit 168.5 against a historical mean of 22.7 days.

Read briefing→

FY23 · Released 24 May 2023

Net debt/EBITDA jumped to 6.9x as operating cash fell 33%

Revenue grew 6.9% and care swung to profit, but borrowings rose $177.9m and a $86.9m receivables build absorbed underlying cash generation.

Read briefing→

HY23 · Released 7 November 2022

PBT fell 74.3% on lower Village revaluations as cash conversion slid

Realised sales gains rose 12%, but cash conversion dropped to 81.2% and the 1.9c dividend exceeds NPAT cover.

Read briefing→

Related insights

Compare this company

The latest OCA metrics also appear in these cross-company views.

Insight

Earnings quality and statutory distortions

PBT and NPAT growth diverged by 23.8pp, with a distortion flag in the result.

Open insight→

Insight

Leverage and balance-sheet risk

Net debt / EBITDA is 14.70x, -1.50x versus the prior comparable period.

Open insight→

Insight

Cash conversion quality

This result converted 190.3% of EBITDA to operating cash flow, +8.2pp versus the prior comparable period.

Open insight→

Insight

ROE and capital efficiency

ROE was 0.4%, +2.0pp versus the prior comparable period.

Open insight→

Get notified when OCA publishes

Get the next Oceania Healthcare result briefing and five-year history updates by email.