Saicat Majumder

Saikat Majumder inquired about the status of preferred payer networks and bundled packages for corporates in Mexico, asking if they have been launched or if these are different initiatives, and how Auna plans to increase its out-of-pocket sales mix in Mexico.

Answer

Suso Zamora, Executive Chairman and President, Auna, confirmed that the preferred payer network has been launched and is subject to continuous dialogue, with positive results expected soon for Monterrey operations. He stated that bundled packages for corporates are part of ongoing initiatives. To increase the out-of-pocket sales mix, Auna is aggressively packaging services from diagnosis to post-surgery for preventive and orthopedic procedures, offering competitive pricing with high margins. Additionally, an agile internal process has been implemented to quickly respond to and capture out-of-pocket patient quotes. Gisele Remy, CFO and Executive Vice President, Auna, added that these are concrete initiatives, some new and some evolving, aimed at resuming growth in Mexico.

Saikat Majumder asked if the preferred payer network and bundled packages for corporates in Mexico, discussed last year, have been launched or if these are different initiatives. He also inquired about Auna's plan to increase the out-of-pocket sales mix in Mexico.

Answer

Suso Zamora, Executive Chairman and President, confirmed that the preferred payer network has been launched and is subject to continuous negotiation, with positive results expected soon for inclusion in major Mexican insurance companies' preferred networks in Monterrey. He stated that Auna is aggressively working to more than double the penetration of out-of-pocket sales by packaging services (e.g., preventive procedures, orthopedic surgeries) from diagnosis to post-surgery with good margins, and by implementing an agile, urgent internal process to capture out-of-pocket patients seeking quotes. Gisele Remy, CFO and Executive Vice President, added that the six concrete initiatives presented for Mexico, some new and some evolving, are aimed at resuming growth in 2026.

Saicat Majumder of HSBC asked for details on Auna's market share in the Monterrey region of Mexico.

Answer

Executive Chairman and President Suso Zamora clarified that while Auna holds over 30% of private sector hospital beds in Monterrey, the company's strategic focus is on high-complexity services. He estimated their market share in high-complexity areas like oncology is currently below 10% and stated the key strategic goal is to more than double this share over the next five years.