Auna SAA
NYSE:AUNA
Auna SAA
Auna SAA is a Peru-based private healthcare provider. It offers oncology healthcare plans in Peru and operates hospitals and clinics in Peru and Colombia, providing medical services at all levels of complexity. It operates through three segments Oncosalud Peru, Healthcare Services in Peru and Healthcare Services in Colombia. The Oncosalud Peru segment includes the prepaid oncology plans and related services provided at the facilities in Peru, as well as services provided under its prepaid plans and third-party healthcare plans, among others. The Healthcare Services segments in Peru and Colombia consist of healthcare services provided at any of its facilities, in Peru other than those in the Oncosalud network. The Company's network is horizontally integrated, meaning that patients can access all their treatment, diagnostic imaging, laboratory and pharmaceutical needs at one of its facilities instead of having to go to different providers for each service.
Auna SAA is a Peru-based private healthcare provider. It offers oncology healthcare plans in Peru and operates hospitals and clinics in Peru and Colombia, providing medical services at all levels of complexity. It operates through three segments Oncosalud Peru, Healthcare Services in Peru and Healthcare Services in Colombia. The Oncosalud Peru segment includes the prepaid oncology plans and related services provided at the facilities in Peru, as well as services provided under its prepaid plans and third-party healthcare plans, among others. The Healthcare Services segments in Peru and Colombia consist of healthcare services provided at any of its facilities, in Peru other than those in the Oncosalud network. The Company's network is horizontally integrated, meaning that patients can access all their treatment, diagnostic imaging, laboratory and pharmaceutical needs at one of its facilities instead of having to go to different providers for each service.
Flat Quarter: Auna reported a flat third quarter, with weaker overall financial results mainly due to underperformance in Mexico.
Segment Strength: Strong growth in Peru and Colombia helped offset Mexico's challenges, with Peru and Colombia delivering 9% and 4% revenue growth in local currency, respectively.
Mexico Recovery: Management expects 2026 to be a recovery year for Mexico, with operational improvements and new leadership in place.
Debt Refinancing: Auna completed a $765 million refinancing, reducing interest by 125 basis points and extending maturities, improving financial flexibility.
Growth Initiatives: Significant progress in Mexico includes growing surgery volumes and launching new oncology and cardiology services, as well as a planned $500 million co-investment with Sojitz.
Share Price Pressure: The share price has dropped sharply in recent weeks, which management attributes to a major shareholder exit rather than business fundamentals.
Future Outlook: Management reiterated confidence in long-term growth across all markets and emphasized new opportunities such as the Treka public-private partnership in Peru.
