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    Ian from BTG Pactual

    Research Analyst at BTG Pactual

    Ian is an Analyst at BTG Pactual, specializing in financial services and equity research with a focus on coverage of major payment and fintech companies within Brazil. While detailed performance metrics and specific companies covered are not available from public sources, Ian is recognized for contributing to sector fundamental analysis and investment research that supports BTG Pactual's reputation in Latin American markets. His career includes tenure at BTG Pactual, with no public record of prior positions, and professional credentials or securities licenses remain undisclosed. Ian's expertise is positioned within the firm's strong local and global research collaboration, aiding investors seeking insights into diversified financials.

    Ian from BTG Pactual's questions to AUNA (AUNA) leadership

    Ian from BTG Pactual's questions to AUNA (AUNA) leadership • Q3 2024

    Question

    Ian from BTG Pactual asked for more detail on the short-to-midterm growth drivers in Mexico, questioning the mix between occupancy, procedures, pricing, and health plans. He also asked if the high profitability and improved MLR in Peru during Q3 should be considered a recurring level.

    Answer

    Jesús Zamora Leon, Executive Chairman and President, detailed Mexico's growth drivers, highlighting successful physician recruitment, loyalty programs, and a private sales strategy for bundled products. Gisele Ferrero, CFO and Executive Vice President, addressed Peru's performance, stating the company is comfortable with the current profitability levels (above 21% EBITDA margin) and expects them to be sustainable due to the mature integrated model.

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