Q4 2025 Aker Biomarine ASA Earnings Call Transcript
Key Points
- Aker BioMarine ASA (FRA:1PG) reported a strong quarter with a 6% increase in top-line growth and a 66% increase in EBITDA.
- The Human Health Ingredients segment showed impressive growth, with a 28% increase in revenue and a 59% increase in EBITDA compared to the same quarter last year.
- The company successfully launched a new brand with Costco, which exceeded sales expectations and is expected to be a key growth driver in 2026.
- Aker BioMarine ASA achieved cash neutrality for its Kori brand in the fourth quarter, marking an important milestone.
- The company has hired Jefferies and Houlihan Lokey to explore strategic alternatives for its Human Health Ingredient business, indicating potential future growth opportunities.
- The Consumer Health Products segment experienced an 8% decline in revenue compared to the same quarter last year.
- Emerging business, including Kori and Understory, reported a negative EBITDA of $0.5 million, indicating challenges in achieving profitability.
- The company faced a decline in gross margins compared to the third quarter due to a higher share of capsule sales versus bulk oil.
- The Consumer Health segment struggled with weak performance in the US drug channel, impacting overall sales.
- Aker BioMarine ASA's cash flow in the quarter was negative $0.5 million, and the ending cash balance was $17 million, indicating liquidity challenges.
Good morning, and welcome to Aker BioMarine's presentation for financials and highlights for the fourth quarter 2025. It will be presented by me, Matts Johansen, I'm the CEO; and our CFO, Katrine Klaveness.
We ended another strong quarter with growth for the Aker BioMarine Group as a whole, fueled by especially strong growth in Human Health Ingredients. On a total, delivering 6% top line growth and 66% EBITDA growth. $32.7 million of revenue for Human Health Ingredients, that is up 28% compared to the same quarter last year and delivering an EBITDA of $14.1 million, that is 59% growth over the same quarter last year. Consumer Health Products had a weak quarter, 8% down from the same quarter last year, especially driven by especially strong fourth quarter a year ago.
Delivering okay on the EBITDA, $2.5 million for the quarter, in line with previous quarters. Emerging business, which now consists of Kori, Understory and a few other items, delivered $0.5 million of negative EBITDA and a flat revenue compared to previous quarters.
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