LNA Santé (EPA:LNA) in Palm Harbour Capital 2024 Q2

Resilient Growth in Healthcare Services

Apr 15, 2025

Summary

Investment rationale: Strong organic growth and market recognition.
Market positioning: Leading French nursing home and healthcare facilities operator.
Risks and challenges: Regulatory environment and tariff negotiations.
Recent performance: Share price increased by 16.1% in Q2 2024.
Future outlook: Continued growth in occupancy rates and healthcare services.

LNA Santé (EPA:LNA, Financial) was featured in Palm Harbour Capital's 2024 Q2 letter as a key performer, highlighting the fund's investment in resilient healthcare operators. The French nursing home and healthcare facilities operator reported 6.9% organic growth, driven by price increases and rising occupancy rates in underperforming establishments. Despite regulatory uncertainties, management reiterated full-year guidance, reflecting confidence in continued growth.

"Overall, we feel that LNA is slowly being recognised as an exceptional nursing home operator in France and we are willing to wait for further upside." — Palm Harbour Capital, 2024 Q2 Fund Letter

Read full letter at gurufocus Palm Harbour Capital 2024 Q2 page.

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