Third Age Health Services (TAH) H2 2026 earnings summary

Executive summary

• Group revenue increased 17.9% year-over-year to $22,488k for FY26, with underlying NPATA up 25.9% to $3,634k and statutory NPAT up 24.7% to $3,091k.

• Services expanded to 121 aged residential care facilities, a 34.4% YoY increase, with total enrolled patient population up 3.1% to 26,521 including acquisitions.

Financial highlights

• Revenue from ARC-related business rose 27.0% YoY to $14,921k.

• Underlying EBIT grew 23.9% YoY to $5,291k, with EBIT margin up 1.1% to 23.5%.

• Diluted EPS increased 24.8% YoY to 28.38 cents.

• Ordinary dividends per share rose 8.8% YoY to 16.00 cents.

Outlook and guidance

• A fully imputed final dividend of 4.00 cents per share declared for FY26, consistent with dividend policy.