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© 2026 Annolyse.

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TAH · NZX

Third Age Health Services (TAH)

Healthcare / Primary healthcare•Covered: FY22 - FY26•4 published briefings

Third Age Health Services is an NZX-listed healthcare / primary healthcare company with FY22 - FY26 of published result briefings.

Latest briefing

FY26 · Released 29 May 2026

PBT up 25.7% on ARC scale, full-year dividend reset to 8.0c

Aged-care consolidation lifted earnings and revenue mix, but a halved dividend and weaker cash conversion signal a clear reinvestment pivot.

Market data

As at close
Close price
NZD 4.55
Market cap
$45.3m
Dividend yield
3.5%

as at close, 19 June 2026. Source: yfinance.

Sections⌄
  1. Snapshot
  2. Valuation
  3. Chat
  4. Longitudinal View
  5. Follow-through
  6. Archive
  7. Related Insights
  1. Snapshot
  2. Valuation
  3. Chat
  4. Longitudinal View
  5. Follow-through
  6. Archive
  7. Related Insights

Snapshot

Latest metrics

FY26, released 29 May 2026

← Swipe to view more
TAH latest metrics
MetricValueChange
Revenue$22.5m↑ +96.1%
EBITDA$5.7m↑ +269.1%
NPAT$2.8m↑ +600.0%
Operating cash flow$4m↑ +272.7%
OCF / EBITDA %70.1%↑ +0.7pp
Net debt-$1.8m↓ -283.5%
Net debt / EBITDA-0.31x↓ -149.2%
ROE %50.8%↑ +33.6pp
DPS4.0c↑ +55.2%
Payout ratio vs NPAT %28.2%↓ -94.2pp

Source: latest published briefing (FY26, released 29 May 2026). Change compares against the prior equivalent period: FY23, released 26 May 2023.

Valuation

Valuation

A compact read on what the market price implies next to the latest filing data. The numbers are a starting point for comparison, not a recommendation.

Prices as at close, 19 June 2026

Price and market cap

The latest close and share count context for the market price.

Market cap

$45.3m

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End-of-day close multiplied by current shares on issue.

Profitability multiples

How the market price compares with recent earnings and cash-flow inputs.

P/E

16.18x

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Recent market cap compared with trailing earnings.

EPS

0.28

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Recent filing-derived earnings per share.

PEG

0.75x

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P/E compared with recent earnings growth.

EV/EBITDA

7.57x

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Enterprise value compared with recent EBITDA.

P/FCF

11.48x

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Market cap compared with recent free cash flow.

P/B

8.22x

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Market value compared with latest reported equity.

Income and fund shape

Yield and fund-style valuation where the company shape supports it.

Dividend yield

3.5%

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Trailing dividends compared with the latest close.

Total return

Not available

i

Available once dividend and adjustment data are verified.

Price history

Daily closes use the full available width, with hover and touch readouts against real observations. Expand opens the chart at reading size.

Share price

Five years of daily closes, as at close, 5 June 2026. Weekends, suspensions, and listing gaps stay as natural gaps in the time scale.

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Price vs earnings

Indexed lines compare direction from the first positive comparable filing point. The axis is an index, not dollars or cents.

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Chat

Ask about TAH

Ask follow-up questions about Third Age Health Services's latest result and company history.

Informational only. No buy, sell, hold, price-target, or personal financial advice.

Ask about TAH

Informational only. No buy, sell, hold, price-target, or personal financial advice.

Sign in to chat

Sign in to ask company questions.

What changed in the latest result?What is unusual in the historical context?How has cash conversion changed over time?Compare this company with CNU.

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Longitudinal view

Performance over time

The latest period is shown first.

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TAH metric history
MetricFY2612 MONTHS29 May 2026FY2312 MONTHS26 May 2023HY236 MONTHS28 November 2022FY2212 MONTHS30 May 2022Trend
Revenue$22.5m$11.5m$4.6m$5.9m
Chart
Revenue growth %17.9%94.4%61.2%7.5%
Chart
EBITDA$5.7m$1.6m$0.7m—
Chart
EBITDA margin %25.6%13.6%15.2%—
Chart
PBT$4.4m$0.7m$0.5m$1.6m
Chart
PBT growth %25.7%-56.2%-99.9%-99.9%
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NPAT$2.8m$0.4m$0.3m$1.2m
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NPAT growth %21.7%-66.7%-100.0%-99.9%
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Operating cash flow$4m$1.1m$0.3m$1.1m
Chart
OCF / EBITDA %70.1%69.4%42.6%—
Chart
FCF pre-lease$3.9m$1m$0.28m$1.1m
Chart
FCF post-lease——$0.28m—
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DPS4.0c2.6c2.4c4.0c
Chart
Payout ratio vs NPAT %28.2%122.4%75.1%34.0%
Chart
Annual payout ratio vs EPS %28.2%122.4%—34.0%
Chart
ROE %50.8%17.2%12.3%50.2%
Chart
Net debt-$1.8m$0.99m-$0.34m—
Chart
Net debt / EBITDA-0.31x0.63x-0.49x—
Chart
Debtor days—361824
Chart
Total assets$13.2m$10m$5.6m$4.9m
Chart

Reference: annolyse.ai/companies/tah

Note: Figures are shown as reported. Half-year and full-year absolute values are not directly comparable. Growth rates and ratios are the meaningful comparison across mixed periods.

Filing-only history charts

These charts use verified published filing periods only. Gaps are not interpolated, and mixed half-year/full-year histories are split into separate series.

Revenue

Reported revenue across covered periods.

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Revenue growth

Like-period revenue growth where comparable.

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EBITDA-equivalent

Company-specific earnings measure where disclosed.

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EBITDA margin

EBITDA-equivalent margin where revenue and earnings are source-backed.

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NPAT

Statutory profit after tax.

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Operating cash flow

Cash generated from operations.

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Full chartable metric set

Additional verified filing metrics for this company. Each point links back to a published briefing period in the source data contract.

OCF / EBITDA

Cash conversion against earnings.

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FCF pre-lease

Operating cash flow less capex before leases.

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FCF post-lease

Free cash flow after lease payments where available.

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ROE

Return on equity.

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Net debt

Borrowings less cash; negative values indicate net cash.

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Net debt / EBITDA

Leverage ratio, suppressed where earnings are not meaningful.

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DPS

Dividend per share declared for the period.

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Payout ratio

Dividend payout against statutory NPAT.

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Debtor days

Receivables days where the working-capital inputs are source-backed.

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Operating working-capital movement

Per-period working-capital absorption or release, from the same published history. Positive values are working-capital build; negative values are release.

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The setup & the reality

FY23 → FY26 Follow-through

The latest result is checked against what the prior briefing said to watch.

Current result now available

FY26 · Released 29 May 2026

PBT up 25.7% on ARC scale, full-year dividend reset to 8.0c

Aged-care consolidation lifted earnings and revenue mix, but a halved dividend and weaker cash conversion signal a clear reinvestment pivot.

Read latest briefing→

Historical setup

What FY23 said to watch

From Revenue nearly doubled but PBT fell 56% as costs outpaced growth

No forward revenue, earnings, or dividend guidance is supplied in the released material, and no quantified targets are disclosed. The half-year split is therefore the only available shape reference: 1H23 contained roughly 39.9% of full-year revenue and 44.6% of full-year EBITDA, but 74% of reported NPAT, so 2H reported NPAT was materially weaker than 1H ($0.1m vs $0.3m). Management points to underlying second-half improvement and a $150k annualised cost reduction; that framing is not visible in reported NPAT. The release does not provide enough to judge whether FY24 will inherit a recovered or still-compressed margin from the second half, which is the key open shape question.

Open questions

Open questions from FY23

  • Why did the effective tax rate jump from 24.9% to 43.5%, and is the FY23 rate the right run-rate for FY24?
  • What is the underlying group margin once first-half integration costs are excluded, and is the 2H exit margin sustainable?
  • How quickly will receivable days revert toward the FY22 level of 21.2, and what is driving the extension?
  • Is a dividend representing 122.4% of FY23 NPAT sustainable if NPAT does not recover, given the FCF payout ratio is suppressed pending a suitable denominator basis?
  • What further integration spend, if any, is expected in FY24 before the larger group runs at a steady-state cost base?

This briefing cannot assess management's specific cost-reduction initiatives, segment-level margin trajectories, or FY24 trading momentum because the supplied material contains no forward financial guidance or post-period trading commentary.

Archive

Briefing archive

Every published Annolyse briefing for this company appears here in reverse chronological order.

FY26 · Released 29 May 2026

PBT up 25.7% on ARC scale, full-year dividend reset to 8.0c

Aged-care consolidation lifted earnings and revenue mix, but a halved dividend and weaker cash conversion signal a clear reinvestment pivot.

Read briefing→

FY23 · Released 26 May 2023

Revenue nearly doubled but PBT fell 56% as costs outpaced growth

Effective tax rate jumped from 24.9% to 43.5%, deepening the NPAT decline to 67% while operating cash flow held essentially flat at $1.1m.

Read briefing→

HY23 · Released 28 November 2022

Acquisition lifted revenue 61.2% but continuing NPAT fell 51.8%

Integration and consolidation costs for acquired GP practices absorbed the acquired revenue and roughly halved earnings to $0.3m.

Read briefing→

FY22 · Released 30 May 2022

Cash conversion fell to 90% as acquisitions drove 7.5% revenue growth

Gross margin expanded 300bps to 63% on the GP portfolio shift, but operating cash flow weakened and ROE eased from 73.4% to 50.2%.

Read briefing→

Related insights

Compare this company

The latest TAH metrics also appear in these cross-company views.

Insight

Cash conversion quality

This result converted 70.1% of EBITDA to operating cash flow, -9.0pp versus the prior comparable period.

Open insight→

Insight

Revenue growth context

Revenue growth was 17.9% for this reporting period.

Open insight→

Insight

Dividend coverage and payout pressure

Dividend payout versus NPAT is 28.2%.

Open insight→

Insight

Leverage and balance-sheet risk

Net debt / EBITDA is -0.32x, -0.01x versus the prior comparable period.

Open insight→

Get notified when TAH publishes

Get the next Third Age Health Services result briefing and five-year history updates by email.