Proactive - Interviews for investors

Optima Health CEO: 'great demand' fuels 17% revenue growth and M&A push

Episode Summary

Optima Health PLC (AIM:OPT) chief executive Jonathan Thomas talked with Proactive's Stephen Gunnion about the company’s strong first half performance, posting 17% revenue growth. Thomas credited both organic expansion and recent M&A activity, including the acquisitions of Cognate Health in Ireland and Care first, as key contributors. “The market backdrop is really good. There's great demand for our services. We're winning new business, and we anticipate to continue to grow,” said Thomas. He outlined how Cognate Health has now been rebranded as Optima Health Ireland, with the company beginning to leverage revenue synergies across jurisdictions. Care first, which complements Optima’s existing EAP and mental health operations, is expected to complete its integration in Q4 of the current financial year. Thomas also discussed the company’s operational transformation programme, which is designed to improve margins and scale effectively as growth continues. This includes clinical enhancements, automating processes, and optimising central support functions. The interview also touched on Optima’s £210 million UK Armed Forces contract, now being mobilised, and £8.3 million of new business either signed or at preferred bidder stage—positioning the company for growth into FY27 and FY28. Looking ahead, Thomas reaffirmed the company’s target of reaching £200 million in revenue and £40 million EBITDA, driven by organic growth, operational efficiency, and further M&A. For more interviews like this, visit Proactive’s YouTube channel. Don’t forget to like this video, subscribe to the channel, and turn on notifications for future updates. #OptimaHealth #HealthcareStocks #EarningsUpdate #MergersAndAcquisitions #OperationalTransformation #MentalHealthServices #HealthcareUK #RevenueGrowth #EBITDA #ProactiveInvestors