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Guardian Pharmacy Services (GRDN) 2025 Earnings Call Presentation
2025-06-18 14:34
Market Position and Growth - Guardian Pharmacy Services is a market leader in the Assisted Living Facility (ALF) market with a 13% market share[12] - The company serves over 189,000 residents[12] - The company has 32 pharmacies with > 40% Market Share[16] - The company has 12 pharmacies as Market Share Leader[16] - The company has 11 states with > 25% Market Share[15] - The company's revenue has grown at a CAGR of 15.8% from 2012 to 2024[19] Financial Performance - Adjusted EBITDA in 2024 was $90.834 million[60] - The company's Insurance Optimizer program resulted in ~$41 million in savings, or ~$514 per resident, for ~79,000 residents with claims[52] Acquisition Strategy - The company targets acquisitions with ~$10 - $30 million in revenue and ~2,000 - 3,500 residents[23] - Acquired pharmacies demonstrate strong revenue and resident growth after integration with Guardian[30]