Q2 2025 Fresenius SE & Co KGaA Earnings Call Transcript
Key Points
- Fresenius SE & Co KGaA (FSNUF) reported an 8% growth in core EPS, reflecting strong operational progress and execution of their strategy.
- The company raised its full-year organic revenue guidance from 4%-6% to 5%-7%, driven by strong top-line growth.
- Kabi's EBIT margin reached 16.4%, within the upper half of the full-year range, despite challenges in the Nutrition business in China.
- The Cell and Gene Therapy segment delivered 40% organic year-over-year growth in Q2, showcasing strong market adoption.
- Fresenius SE & Co KGaA (FSNUF) achieved EU regulatory approval for the denosumab biosimilar, with plans to launch in Europe and the US, indicating strong momentum in the biopharma sector.
- Persistent macroeconomic volatility and geopolitical tensions have created a challenging operational environment.
- The Nutrition business in China faced adverse impacts due to the Keto tender loss as part of volume-based procurement (VBP).
- Currency translation had a negative impact of around 2 percentage points on revenue and around 1 percentage point on EBIT.
- The company anticipates continued FX volatility impacting reported numbers in the second half of the year.
- There is uncertainty regarding US tariffs, which could impact the company's EBIT in the second half of the year.
Good afternoon, and welcome to the conference call of Fresenius Investor Relations, which is now starting. May I hand you over to Nick Stone, Head of Investor Relations.
Thank you, Valentina. Hello, everyone. Welcome to our half-year and Q2 2025 earnings call and webcast. The presentation was e-mailed to our distribution list earlier today and is available on fresenius.com.
On slide 2 of the presentation, you'll find the usual Safe Harbor statements. Unless stated otherwise, we'll comment on our performance using constant exchange rates, or CER. Today, I'm delighted to be joined by Michael and Sara, who will take you through the guidance raise and another resilient business performance in these uncertain and volatile times. As usual, the call will last approximately one hour with the presentation taking around 35 minutes and the remaining time for your questions. (Event Instructions)
And with that, I will now hand the call over to
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