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Austco Healthcare (ASX:AHC) is a healthcare communications company that small-cap managers expect to grow through software. In August 2026, Merewether Capital reported FY26 revenue of $94.2 million and profit of $8.1 million, both at the upper end of guidance, highlighting 19% growth in higher-margin software revenue, now 12% of the group. DMX Asset Management said Austco delivered solid numbers despite second-half operating challenges, after a June trading update flagged supply chain disruption, semiconductor shortages and hospital construction delays. Austco Healthcare operates in the Healthcare sector within the Healthcare Equipment and Supplies industry, and Thesis Tracker has captured 22 comments from 4 fund managers, including Merewether and DMX. Founded in 2004 and headquartered in Port Melbourne, Austco develops and supplies nurse call, clinical communications and workflow software and hardware for hospitals and aged care facilities across Australia, North America, Europe and Asia.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Mereweather Capital, DMX Asset Management, Tamim Funds Management and Merewether Capital have invested in Austco Healthcare Ltd (ASX:AHC).
Merewether highlights strong growth in higher-margin software revenue, results at the top end of guidance and a valuation that looked attractive relative to its earnings. Earlier strong first-half growth points to solid underlying demand for its nurse call and clinical communications systems.
DMX and Merewether note a weaker-than-expected second half due to supply chain disruption, semiconductor shortages and hospital construction delays that affect the timing of system sales, causing an 18% share price fall.
Austco Healthcare Ltd., founded in 2004 by Robert Edward Grey, develops, manufactures, and supplies healthcare hardware and electronic communication systems. Headquartered in Port Melbourne, Australia, the company provides mission-critical solutions to the medical industry. Austco Healthcare operates globally through four key geographical segments: Australia/New Zealand, Asia, Europe, and North America. The firm specializes in advanced clinical communication technology designed to improve patient care and operational efficiency in healthcare facilities worldwide.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.