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Aevis Victoria SA (AEVIF) Q4 2025 Earnings Call Transcript

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Aevis Victoria SA reported its 2025 annual results, highlighting a 59% portfolio concentration in healthcare via Swiss Medical Network and VIVA insurance, alongside 19% in hospitality and 22% in infrastructure investments. Swiss Medical Network expanded significantly in 2025 after acquiring Spital Zofingen in December 2024, its fourth public hospital takeover since 2012, reinforcing its public-sector collaboration model. CFO Michel Keusch emphasized the acquisition’s role in driving growth, though specific financial impacts were deferred to detailed reports, signaling strategic focus on healthcare consolidation. The company’s diversified portfolio includes stakes in Infracore (30%) and Swiss Hotel Properties, balancing high-growth healthcare with stable infrastructure and hospitality assets. Executive leadership, including CEO Fabrice Zumbrunnen, underscored long-term service-sector investments, positioning Aevis Victoria as a hybrid public-private healthcare and infrastructure player.
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SA Transcripts159.19K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Aevis Victoria SA (AEVIF) Q4 2025 Earnings Call April 2, 2026 3:30 AM EDT Company Participants Antoine Hubert - Executive ChairmanMichel Keusch - CFO & Chief Investment OfficerFabrice Zumbrunnen - Chief Executive Officer Presentation Operator Good morning, ladies and gentlemen, and welcome to the Aevis Victoria SA publication of the 2025 annual results. [Operator Instructions] Let me now turn the floor over to your host, Antoine Hubert. Antoine HubertExecutive Chairman Thank you very much. Welcome to the presentation of 2025 annual results. We just published our annual report this morning. And I'm here with Fabrice Zumbrunnen, CEO of Aevis Victoria; and Michel Keusch, CFO of Aevis Victoria. As you know, Aevis Victoria is an investment company and focusing on service to people. Our investments, if you take a look at this slide, our main investments, Swiss Medical Network and VIVA, our insurance product that we have with Visana. They represent 59% of the investment. MRH Switzerland, our hospitality, and Batmaid represents 19% of our investment. And infrastructure, so our 30% shareholding into Infracore, and Swiss Hotel Properties represents 22% of our investment. This year 2025, if we can highlight some event, it was the takeover in December 2024 of Spital Zofingen. This was the fourth public hospital that Swiss Medical Network has acquired. The first one was in 2012, Hôpital de La Providence in Neuchâtel, and then with Hôpital Générale Beaulieu, the 2 hospitals of Saint-Imier and Moutier, and now in 2024, Spital Zofingen. This has triggered important growth within Swiss Medical Network. Michel Keusch will go into detail. But this also confirms that Swiss Medical Network has the ability to work together with the public sector. I will hand over to Michel Keusch for the fiscal year 2025 performance. Michel? Michel KeuschCFO & Chief Investment Officer

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