Beating earnings estimates and providing a solution to NHS waiting lists with One Health Group

UK Investor Magazine sits down with Adam Binns, CEO, and Derek Bickerstaff, Chairman, of AIM-listed One Health Group, the independent provider riding the NHS Patient Choice tailwind with 140 consultants across 40 locations. FY26 delivered a 9% revenue beat at £32m, with EBITDA also ahead of consensus. Adam and Derek unpack where the upside came from, why consultations grew 20% while procedures grew 15%, and revenue 13%, and what that case-mix divergence means for the business going forward. We dig into the demand backdrop as NHS waiting lists remain stubbornly high, the early contribution from the Urology specialism launched at the end of FY25, and what’s next on the speciality roadmap. Adam and Derek also walk us through the new Scunthorpe hub and whether this signals a wider rollout of the hub model. We also look at why two of One Health’s largest commissioners have just shifted from one-year to five-year contracts and what that says about the visibility of future earnings. The podcast ends with what One Health Group investors should be watching over the months ahead. Hosted on Acast. See acast.com/privacy for more information.

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Beating earnings estimates and providing a solution to NHS waiting lists with One Health Group is an episode from UK Investor Magazine by Jonathan Roychoudhury.

This episode is 29:53 long.

This episode was published on May 1, 2026.

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