Ian from BTG Pactual's questions to Auna SA (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.