"Amid challenging conditions, the Group proved itself resilient by posting like-for-like 2020 revenues that were virtually stable relative to 2019. After the first lockdown, revenues rebounded by 1.9%2 in the third quarter and then accelerated to 2.3% LFL growth in the fourth quarter. This was made possible by our unique positioning within the healthcare ecosystem, which combines a highly recurring business model and robust investment in innovation. The fact that the French government decided to supply Covid-19 vaccination centers with our Maiia appointment scheduling solution will tremendously increase our name recognition. 2021 is looking like it will be a tricky year; however, we are confident that we will be able to top our 2020 performance.” Laurent Labrune, Cegedim Group Deputy Managing Director.
Positiv finde ich auch die neue Aufteilung des Umsatzes, wobei ich das schon gewusst habe. Recurring Operating Income erwartet man auf Höhe von 2019. Weniger prickelnd finde ich, dass man von 2% Umsatzwachstum in 2021 ausgeht. Da hätte ich mir etwas mehr erwartet. |