May. 20 at 10:37 PM
$AUNA Auna reported results below expectations, primarily due to external FX pressures—specifically, a 22% depreciation of the PEN/MXN and 9% against the COP. In Mexico, the company is recalibrating the rollout of its AunaWay model with a more gradual, physician-centric approach, which is expected to restore patient volumes in the coming quarters. Auna is also deepening partnerships with insurers to drive patient referrals and align incentives across stakeholders, unlocking operational efficiencies. In Colombia, the focus remains on cash flow preservation, payor diversification, and improved collections, setting a more stable foundation. Meanwhile, Peru continues to outperform, driving growth and profitability through efficiency and vertical integration. While the +20% FXN EBITDA growth target may be harder to reach in the short term, Auna’s fundamentals remain solid. With shares under pressure and trading at a discount, this could be a strategic opportunity for LT investors...
