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Quipt Home Medical Corp. Condensed Consolidated Interim Financial Statements 2023 Second Quarter For the three and six months ended

Key Takeaway: Quipt Home Medical Corp. Condensed Consolidated Interim Financial Statements For the three and six months ended March 31, 2023 and 2022 (Expressed in US Dollars) Condensed Consolidated Interim Statements of Financial Position Page 1 Condensed Consolidated Interim Statements

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Quipt Home Medical Corp.
Condensed Consolidated Interim Financial Statements
For the three and six months ended
March 31, 2023 and 2022
(Expressed in US Dollars)
Condensed Consolidated Interim Statements of Financial Position Page 1
Condensed Consolidated Interim Statements of Income (Loss) and Comprehensive Income (Loss) Page 2
Condensed Consolidated Interim Statements of Changes in Shareholders' Equity Page 3
Condensed Consolidated Interim Statements of Cash Flows Page 4
Notes to the Condensed Consolidated Interim Financial Statements Pages 5-16
Quipt Home Medical Corp.
CONDENSED CONSOLIDATED INTERIM STATEMENTS OF FINANCIAL POSITION
(Expressed in thousands of US Dollars, except per share amounts)
As at As at
March 31, September 30,
Notes 2023 2022
ASSETS
Current Assets
Cash $ 2,087 $ 8,516
Accounts receivable, net 4 25,166 16,383
Inventory 5 20,377 15,585
Prepaid and other current assets 1,862 1,052
Total current assets 49,492 41,536
Long-term assets
Property, equipment, and right of use assets, net 6 52,042 33,497
Goodwill 7 50,725 28,208
Intangible assets, net 7 73,042 28,887
Other assets 10 242 86
Total long-term assets 176,051 90,678
TOTAL ASSETS $ 225,543 $ 132,214
LIABILITIES
Current Liabilities
Accounts payable $ 23,433 $ 13,841
Accrued liabilities 5,708 3,451
Current portion of equipment loans 10 11,365 5,473
Current portion of lease liabilities 10 4,330 3,304
Current portion of senior credit facility 10 16,048 6,857
Deferred revenue 9 4,396 3,036
Purchase price payable 3 2,890 5,778
Total current liabilities 68,170 41,740
Long-term Liabilities
Equipment loans 10 138 234
Lease liabilities 10 12,386 7,195
Senior credit facility 10 63,047 3,378
SBA Loan 10 - 120
TOTAL LIABILITIES 143,741 52,667
SHAREHOLDERS' EQUITY
Capital stock 11 219,206 214,254
Contributed surplus 24,045 26,317
Accumulated deficit (161,449) (161,024)
TOTAL SHAREHOLDERS' EQUITY 81,802 79,547
TOTAL LIABILITIES AND EQUITY $ 225,543 $ 132,214
The accompanying notes are an integral part of these condensed consolidated interim financial statements.
Quipt Home Medical Corp.
CONDENSED CONSOLIDATED INTERIM STATEMENTS OF INCOME (LOSS) AND
COMPREHENSIVE INCOME (LOSS)
(Expressed in thousands of US Dollars, except per share amounts)
Three Months Three Months Six Months Six Months
Ended March 31, Ended March 31, Ended March 31, Ended March 31,
Notes 2023 2022 2023 2022
Revenue
Rentals of medical equipment $ 24,515 $ 17,866 $ 42,940 $ 32,847
Sales of medical equipment and supplies 33,605 15,687 55,995 30,230
Total revenues 58,120 33,553 98,935 63,077
Cost of inventory sold 14,909 7,354 24,983 15,013
Operating expenses 13 27,686 16,256 47,148 29,670
Bad debt expense 2,482 3,167 4,765 5,579
Depreciation 6 8,127 4,992 14,120 9,558
Amortization of intangible assets 7 1,454 467 2,256 915
Stock-based compensation 11 1,306 1,161 1,877 3,271
Acquisition-related costs 3 900 4 1,157 66
Gain on disposal of property and equipment (55) (38) (55) (3)
Other income from government grant - (4,254) - (4,254)
Operating income 1,311 4,444 2,684 3,262
Financing expenses
Interest expense, net 2,022 487 2,734 986
Loss on foreign currency transactions 8 85 12 126
Loss on extinguishment of debt 30 - 30 -
Change in fair value of debentures - (1,319) - (1,058)
Income (loss) before taxes (749) 5,191 (92) 3,208
Provision for income taxes 14 - 155 333 303
Net income (loss) $ (749) $ 5,036 $ (425) $ 2,905
Net income (loss) per share 15
Basic earnings (loss) per share $ (0.02) $ 0.15 $ (0.01) $ 0.09
Diluted earnings (loss) per share $ (0.02) $ 0.14 $ (0.01) $ 0.08
Weighted average number of common shares outstanding:
Basic 35,858 33,438 36,117 33,393
Diluted 35,858 35,577 36,117 35,700
The accompanying notes are an integral part of these condensed consolidated interim financial statements.
Quipt Home Medical Corp.
CONDENSED CONSOLIDATED INTERIM STATEMENTS OF CHANGES IN SHAREHOLDERS'
(Expressed in thousands of US Dollars, except per share amounts)
Number of Total
Shares Capital Contributed Shares to Accumulated shareholders'
Notes (000's) stock surplus be Issued Deficit equity
Balance September 30, 2021 33,350 $ 202,827 $ 21,001 $ 657 $ (165,863) $ 58,622
Net income - - - - 2,905 2,905
Conversion of debentures 160 887 - - - 887
Stock options exercised 11 21 49 (24) - - 25
Stock-based compensation 11 - - 3,271 - - 3,271
Balance March 31, 2022 33,531 $ 203,763 $ 24,248 $ 657 $ (162,958) $ 65,710
Balance September 30, 2022 35,605 $ 214,254 $ 26,317 $ - $ (161,024) $ 79,547
Net loss - - - - (425) (425)
Acquisition of Great Elm 3 432 2,060 - - - 2,060
Settlement of restricted stock units 11 526 2,791 (4,129) - - (1,338)
Exercise of options 11 50 101 (20) - - 81
Stock-based compensation 11 - - 1,877 - - 1,877
Balance March 31, 2023 36,613 $ 219,206 $ 24,045 $ - $ (161,449) $ 81,802
The accompanying notes are an integral part of these condensed consolidated interim financial statements.
Quipt Home Medical Corp.
CONDENSED CONSOLIDATED INTERIM STATEMENTS OF CASH FLOWS (UNAUDITED)
(Expressed in thousands of US Dollars, except per share amounts)
Six months Six months
ended March 31, ended March 31,
Notes 2023 2022
Operating activities
Net income (loss) $ (425) 2,905
Adjustments to reconcile net income (loss) to net cash provided by operating activities:
Depreciation and amortization 6, 7 16,376 10,473
Amortization of financing costs and accretion of purchase price payable 3, 10 266 93
Interest expense, net of amortization and accretion 10 2,468 893
Cash paid for interest (2,441) (914)
Loss on foreign currency transactions 12 126
Loss on fair value of convertible debentures 10 - (1,058)
(Gain) loss on disposal of property and equipment (55) (3)
Loss on extinguishment of debt 30 -
Stock-based compensation 11 1,877 3,271
Other income from government grant - (4,254)
Adjustment to purchase price payable 50 -
Provision for income taxes 333 303
Cash paid for income taxes (515) (466)
Change in working capital (net of acquisitions):
Net (increase) decrease in accounts receivable (3,252) 3
Net increase in inventory (2,987) (526)
Net (increase) decrease in prepaid and other current assets (1,257) 559
Net increase (decrease) in deferred revenue 337 (117)
Net increase in accounts payables and accrued liabilities 3,999 533
Net cash flow provided by operating activities 14,816 11,821
Investing activities
Purchase of property and equipment 6 (4,937) (3,683)
Cash proceeds from sale of property and equipment 26 227
Cash paid for acquisitions (72,689) (16,485)
Net cash flow used in investing activities (77,600) (19,941)
Financing activities
Repayments of loans 10 (6,623) (6,174)
Repayments of leases 10 (1,953) (1,689)
Issuance of debt under senior credit facility 10 70,000 -
Repayments of senior credit facility 10 (925) -
Issuance costs related to senior credit facility 10 (439) -
Payments of purchase price payable 3 (2,437) (1,182)
Settlement of restricted stock units 11 (1,338) -
Proceeds from exercise of options 11 81 24
Net cash flow provided by (used in) financing activities 56,366 (9,021)
Net decrease in cash (6,418) (17,141)
Effect of exchange rate changes on cash held in foreign currencies (11) (77)
Cash, beginning of period 8,516 34,612
Cash, end of period $ 2,087 $ 17,394
The accompanying notes are an integral part of these condensed consolidated interim financial statements.
Quipt Home Medical Corp.
NOTES TO THE CONDENSED CONSOLIDATED INTERIM FINANCIAL STATEMENTS
(UNAUDITED) MARCH 31, 2023 and 2022
(Tabular dollar amounts expressed in thousands of US Dollars, except per share amounts)
Quipt Home Medical Corp. ("Quipt" or the "Company") was incorporated under the Business Corporations Act (Alberta) on March 5, 1993. On December 30, 2013, the Company was continued into British Columbia, Canada. The address of the registered office is 666 Burrard St, Vancouver, British Columbia, V6C 2Z7. The head office is located at 1019 Town Drive, Wilder, Kentucky, United States. The Company is a participating Medicare provider that provides i) nebulizers, oxygen concentrators, and CPAP (continuous positive airway pressure) and BiPAP (bi level positive air pressure) units; ii) traditional and non-traditional durable medical respiratory equipment and services; and iii) non-invasive ventilation equipment, supplies and services.
Basis of measurement
These consolidated financial statements have been prepared on a going concern basis that assumes that the Company will continue its operations for the foreseeable future and be able to realize its assets and discharge its liabilities and commitments in the normal course of operations.
Statement of compliance
These unaudited condensed consolidated interim financial statements have been prepared in accordance with International Accounting Standard (IAS) 34, "Interim Financial Reporting", using accounting policies consistent with International Financial Reporting Standards (IFRS) as issued by the International Accounting Standards Board. These condensed consolidated interim financial statements do not include all the disclosures required in annual consolidated financial statements and should be read in conjunction with the Company's audited consolidated financial statements for the year ended September 30, 2022.
The Company has followed the same basis of presentation, accounting policies and method of computation for these condensed consolidated interim financial statements as disclosed in the annual audited consolidated financial statements for the year ended September 30, 2022.
The unaudited consolidated financial statements were approved and authorized for issue by the Board of Directors on May 15, 2023.
Acquisition of Great Elm Healthcare, LLC
On January 3, 2023, the Company, through one of its indirect wholly-owned subsidiaries, acquired Great Elm Healthcare, LLC ("Great Elm"). The purchase price was $74,749,000, which is comprised of approximately $72,689,000 in cash, and 431,996 Quipt common shares at a closing price per share of $4.77 for $2,060,000. The cash was obtained from the delayed draw term loan and revolving credit facility components of the Facility. The Company expensed $1,078,000 of professional fees in conjunction with the acquisition for the six months ended March 31, 2023.
Quipt Home Medical Corp.
NOTES TO THE CONDENSED CONSOLIDATED INTERIM FINANCIAL STATEMENTS
(UNAUDITED) MARCH 31, 2023 and 2022
(Tabular dollar amounts expressed in thousands of US Dollars, except per share amounts)
The pro forma revenues and net income for Great Elm for the six months ended March 31, 2023 as if the acquisition had occurred on October 1, 2022 was approximately $31,000,000 and $700,000, respectively, of which approximately $16,000,000 and $500,000 were recognized in the period from January 3, 2023 to March 31, 2023.
The fair value of the acquired assets and liabilities is provisional pending final valuations of the assets and liabilities and is as follows:
Cash $ 820
Accounts receivable 5,531
Inventory 925
Prepaid and other current assets 292
Property, equipment, and right of use assets 15,199
Goodwill 23,061
Intangible assets 46,410
Other assets 161
Accounts payable (5,650)
Accrued liabilities (3,918)
Deferred revenue (1,022)
Equipment loans (4,259)
Lease liabilities (2,801)
Net assets acquired $ 74,749
Cash paid at closing $ 72,689
Equity issued at closing 2,060
Consideration paid or payable $ 74,749
The goodwill is attributable to expected synergies from the combining operations. All of the goodwill is deductible for income tax purposes.
Purchase Price Payable
The purchase price payable included on the statements of financial position consists of amounts related to prior period acquisitions. Below is the movement in purchase price payable for the six months ended March 31, 2023 and 2022, respectively:
Amount
Balance September 30, 2021 (current $2,383, long-term $133) $ 2,516
Addition from acquisitions 2,082
Accretion of interest 23
Payments (1,182)
Balance March 31, 2022 (current $3,306, long-term $133) $ 3,439
Balance September 30, 2022 (current $5,778, long-term $0) $ 5,778
Adjustments on prior acquisitions (493)
Accretion of interest 42
Payments (2,437)
Balance March 31, 2023 (current $2,890, long-term $0) $ 2,890
Quipt Home Medical Corp.
NOTES TO THE CONDENSED CONSOLIDATED INTERIM FINANCIAL STATEMENTS
(UNAUDITED) MARCH 31, 2023 and 2022
(Tabular dollar amounts expressed in thousands of US Dollars, except per share amounts)
Of the adjustments on prior acquisitions for the six months ended March 31, 2023, $543,000 was adjusted through goodwill and $50,000 was included in "Acquisition-related costs" on the condensed consolidated interim statements of income (loss).
Accounts receivable represent amounts due from insurance companies and patients. As of March 31, 2023, the Company has approximately 12% of the Company's receivables due from Medicare:
As at As at
March 31, 2023 September 30, 2022
Gross receivable $ 34,818 $ 27,122
Reserve for expected credit losses (9,652) (10,739)
Total $ 25,166 $ 16,383
The expense for slow-moving inventory is included within cost of inventory sold in the condensed consolidated statement of income (loss) and comprehensive income (loss).
As at March 31, As at September 30,
2023 2022
Serialized $ 8,936 $ 5,814
Non-serialized 11,524 9,854
Reserve for slow-moving (83) (83)
Total Inventory $ 20,377 $ 15,585
The property and equipment and right of use assets was comprised of the following:
As at As at
Cost March 31, 2023 September 31, 2022
Property and equipment, net $ 34,769 $ 22,750
Right of use assets, net 17,273 10,747
Total $ 52,042 $ 33,497
Rental equipment transferred from inventory during the six months ended March 31, 2023 and 2022 was $12,518,000 and $8,063,000 respectively. For the six months ended March 31, 2023 and 2022, the Company obtained equipment loans (Note 10) of $8,010,000 and $4,381,000, respectively, with the balance of $4,508,000 and $3,682,000 paid in cash, respectively.
The following is the activity in goodwill and intangible assets for the six months ended March 31, 2023 and 2022:
Quipt Home Medical Corp.
NOTES TO THE CONDENSED CONSOLIDATED INTERIM FINANCIAL STATEMENTS
(UNAUDITED) MARCH 31, 2023 and 2022
(Tabular dollar amounts expressed in thousands of US Dollars, except per share amounts)
Sub-total
intangibles
Customer Other with finite
Cost Goodwill relationships Intangibles lives Total
Balance September 30, 2021 $ 12,456 $ 20,690 $ 8,109 $ 28,799 $ 41,255
Acquisitions 13,543 - - - 13,543
Disposals - - (2) (2) (2)
Balance March 31, 2022 $ 25,999 $ 20,690 $ 8,107 $ 28,797 $ 54,796
Balance September 30, 2022 $ 28,208 34,898 10,499 $ 45,397 $ 73,605
Acquisitions 23,061 40,590 5,820 46,410 69,471
Adjustments to prior year acquisitions (544) - - - (544)
Balance March 31, 2023 $ 50,725 $ 75,488 $ 16,319 $ 91,807 $ 142,532
Sub-total
intangibles
Customer Other with finite
Accumulation amortization Goodwill relationships Intangibles lives Total
Balance September 30, 2021 $ - $ 8,267 $ 5,658 $ 13,925 $ 13,925
Amortization - 729 186 915 915
Disposals - (2) - (2) (2)
Balance March 31, 2022 $ - $ 8,994 $ 5,844 $ 14,838 $ 14,838
Balance September 30, 2022 $ - $ 10,345 $ 6,165 $ 16,510 $ 16,510
Amortization - 1,797 458 2,256 2,256
Balance March 31, 2023 $ - $ 12,142 $ 6,623 $ 18,766 $ 18,766
Sub-total
intangibles
Customer Other with finite
Net carrying amount Goodwill relationships Intangibles lives Total
Balance September 30, 2021 $ 12,456 $ 12,423 $ 2,451 $ 14,874 $ 27,330
Balance March 31, 2022 $ 25,999 $ 11,696 $ 2,263 $ 13,959 $ 39,958
Balance September 30, 2022 $ 28,208 $ 24,553 $ 4,334 $ 28,887 $ 57,095
Balance March 31, 2023 $ 50,725 $ 63,346 $ 9,696 $ 73,042 $ 123,767
During the year ended September 30, 2020, the Company received payments related to the US CARES Act.
Payroll Protection Plan ("PPP')
During April 2020, the Company received $4,254,000 related to the PPP, which was to assist companies in maintaining their workforce. The loans and accrued interest were forgivable if the borrower uses the loan proceeds for eligible purposes. On March 23, 2022, the loan was forgiven, and "other income from government grant" was recorded in the condensed consolidated interim financial statements for the three and six months ended March 31, 2022. No balance remained on the balance sheet as of March 31, 2023 and September 30, 2022.
Quipt Home Medical Corp.
NOTES TO THE CONDENSED CONSOLIDATED INTERIM FINANCIAL STATEMENTS
(UNAUDITED) MARCH 31, 2023 and 2022
(Tabular dollar amounts expressed in thousands of US Dollars, except per share amounts)
Activity for deferred revenue for the six months ended March 31, 2023 and 2022 is as follows:
For the six For the six
months ended months ended
March 31, 2023 March 31, 2022
Beginning Balance $ 3,036 $ 2,452
Acquisitions 1,022 202
Net change 338 (118)
Ending Balance $ 4,396 $ 2,536
Senior Credit Facility
In September 2022, the Company entered into a five-year, $110,000,000 senior credit facility ("Facility") with a group of US banks. The facility consists of a.) a delayed draw term loan facility of $85,000,000, of which $64,000,000 was drawn on January 3, 2023, to partially fund the acquisition of Great Elm, b.) a term loan of $5,000,000 that was drawn at closing, and c.) a $20,000,000 revolving credit facility. The Facility amended the $20,000,000 revolving credit facility that was entered into in September 2020. The Facility is secured by substantially all assets of the Company and is subject to certain financial covenants.
The Facility bears interest at variable rates ranging in length from daily to three and six months and has fees for unused balances. As of March 31, 2023, the outstanding balances under the Facility totaled $81,075,000, comprised of $63,200,000 on the delayed draw term loan, $4,875,000 on the term loan, and $13,000,000 on the revolving credit facility.
As of March 31, 2023, the delayed draw term loan bears interest at 7.0% and is repayable in quarterly installments of $800,000, with the balance due at maturity. The term loan bears interest at an annual rate of 6.8% and is repayable in quarterly installments of $62,500, with the balance due at maturity. The revolving credit facility bears interest at an annual rate of 7.0% and is payable at maturity. It is classified as a current liability as it is expected to be repaid during the next twelve months.
Interest expense on the Facility was $1,407,000 and $1,620,000 for the three and six months ended March 31, 2023, respectively. The fair value of the facility approximates the carrying value as of March 31, 2023.
The Company has incurred $2,218,000 in financing costs to obtain the Facility, which is reflected as a reduction of the outstanding balance and will be amortized as interest expense using the effective interest method over the life of the Facility. During the three and six months ended March 31, 2023, $134,000 and $223,000 of amortization of deferred financing costs was recorded, respectively.
Quipt Home Medical Corp.
NOTES TO THE CONDENSED CONSOLIDATED INTERIM FINANCIAL STATEMENTS
(UNAUDITED) MARCH 31, 2023 and 2022
(Tabular dollar amounts expressed in thousands of US Dollars, except per share amounts)
A summary of the balances related to the Facility as of March 31, 2023 and September 30, 2022 is as follows:
As of As of
March 31, 2023 September 30, 2022
Delayed-draw term loan $ 63,200 $ -
Term loan 4,875 5,000
Revolving credit facility 13,000 7,000
Total principal 81,075 12,000
Deferred financing costs (1,980) (1,765)
Net carrying value $ 79,095 $ 10,235
Current portion 16,048 6,857
Long-term portion 63,047 3,378
Net carrying value $ 79,095 $ 10,235
The revolving credit facility that was replaced with the Facility incurred interest expense of $12,000 and $25,000 for the three and six months ended March 31, 2022, respectively. Issuance costs were being amortized on a straight-line over the four-year term of the facility for a total of $35,000 and $70,000 for the three and six months ended March 31, 2022, respectively.
On March 7, 2019, the Company issued C$15,000,000 in 8.0% Convertible Unsecured Debentures due March 7, 2024, with interest payable semi-annually on June 30 and March 31. Each C$1,000 (US$807) debenture was convertible at the option of the holder into 192.31 common shares. Beginning March 9, 2022, the Company could force conversion of the outstanding principal at a conversion price of C$5.20 per share, if the daily volume weighted average price of the common shares exceeds C$6.48 per share for twenty consecutive trading days. The Company exercised this option during the year ended September 30, 2022. No debentures remain outstanding as of March 31, 2023 or September 30, 2022.
The debentures contained multiple embedded derivatives including conversion right, forced conversion option and payment in lieu of common shares. Since the Company was unable to measure the fair value of embedded derivatives reliably, it had chosen to designate the convertible debentures in their entirety (including conversion right, forced conversion option and payment in lieu of common shares) to be subsequently measured at fair value through profit or loss (FVTPL). The debentures were valued at fair value using the current trading price, and a gain of $1,319,000 and $1,058,000 was recorded for the three and six months ended March 31, 2022, respectively.
The Company is offered financing arrangements from the Company's suppliers and the suppliers' designated financial institutions, under which payments for certain invoices or products can be financed and paid over an extended period. The financial institution pays the supplier when the original invoice becomes due, and the Company pays the third-party financial institution over a period of time. In most cases, the supplier accepts a discounted amount from the financial institution and the Company repays the financial institution the face amount of the invoice with no stated interest, in twelve equal monthly installments. The Company used an incremental borrowing rate of 6% - 7% to impute interest on these arrangements. There are no covenants with the loans and the carrying value of the equipment that is pledged as security against the loans is $20,318,000 and $14,949,000 as of March 31, 2023 and September 30, 2022, respectively.
Quipt Home Medical Corp.
NOTES TO THE CONDENSED CONSOLIDATED INTERIM FINANCIAL STATEMENTS
(UNAUDITED) MARCH 31, 2023 and 2022
(Tabular dollar amounts expressed in thousands of US Dollars, except per share amounts)
Last updated: May 16, 2023