Q2 2025 Sartorius AG and Sartorius Stedim Biotech SA Earnings Call Transcript
Key Points
- Sartorius AG (SARTF) reported a 6% growth in group revenue in constant currencies, driven by strong growth in consumables.
- The underlying EBITDA increased by 12% year-over-year, with a margin close to 30%, indicating significant margin expansion.
- Bioprocessing solutions sales revenue grew by nearly 9% year-over-year on a constant currency basis, driven by the growth in consumer business.
- The company launched several new products to enhance efficiency and productivity in drug development and manufacturing processes.
- Sartorius AG (SARTF) confirmed its full-year 2025 guidance, reflecting confidence in its business performance and order pipeline.
- The Equipment business remained soft, with continued hesitation around larger capital investments by customers.
- Sales revenue in the Lab Products & Services division declined by 4% in constant currency due to a challenging market situation.
- The company faces potential tariff impacts, with expected effects to increase over the second half of the year.
- There is a higher level of ambition and leeway required for the Lab Products & Services division to meet its guidance.
- The company is operating in a 10% blanket tariff environment, which could lead to a 1-percentage-point impact on sales and a potential dilution effect on the EBITDA margin.
Ladies and gentlemen, welcome to the Sartorius and Sartorius Stedim Biotech H1 2025 conference call and live webcast. I'm Matilda, the chorus call operator. (Operator Instructions) And the conference is being recorded. This call is scheduled for 60 minutes. The presentation will be followed by a Q&A session.
(Operator Instructions) The conference must not be recorded for publication or broadcast.
At this time, it's my pleasure to hand over to Michael Grosse, CEO. Please go ahead.
Thank you, Matilda, and good afternoon, everyone, and thank you for joining today's call on our H1 results of the Sartorius AG as well as Sartorius Stedim Biotech. Today, I'm together with Florian Funck, our CFO, with Rene Faber, our Head of Bioprocessing division and CEO of Sartorius Stedim Biotech; and also Alexandra Gatzemeyer, our Head of the Lab division.
But before I walk you through our financials and the full year outlook of the Sartorius AG, I would like to
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
