Sigma Healthcare Ltd

SIG: XASX (AUS)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Sigma Healthcare: Strong Chemist Warehouse Trading Update

Shane Ponraj

Jan 28, 2025

We raise our fair value estimate for no-moat Sigma by 6% to AUD 1.65, given a strong Chemist Warehouse trading update. First-half fiscal 2025 CW EBIT grew by 35% to AUD 438 million on 10% like-for-like sales growth and EBIT margins expanding by 400 basis points to 22%. The group also added 21 stores in the half to have a total of 658 stores.

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Sigma Healthcare Ltd

Sigma Healthcare: Strong Chemist Warehouse Trading Update

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