Q4 2025 Embecta Corp Earnings Call Transcript

Nov 25, 2025 / 01:00 PM GMT

Release Date Price: MXN497.96

Transcript 10-K8-K

Key Points

Positve

Embecta Corp (EMBC) successfully completed the implementation of its own ERP system and operationalized a new distribution network in Latin America and India.
The company advanced its GLP-1 strategy by collaborating with over 30 pharmaceutical partners, with several agreements already signed.
Embecta Corp (EMBC) generated approximately $182 million in free cash flow and paid down $184 million of debt, exceeding its original target.
The company achieved adjusted operating income and margin improvements due to lower R&D and SG&A expenses.
Embecta Corp (EMBC) exceeded its fiscal year 2025 adjusted gross margin, adjusted operating margin, and adjusted EBITDA margin ranges.

Negative

Embecta Corp (EMBC) experienced a 7.7% decline in revenue year over year for the fourth quarter on an as-reported basis.
The company faced a 15.2% year-over-year decline in US revenue due to unfavorable comparisons and milestone payments to a large US pharmacy customer.
International revenue declined by 4% on an adjusted constant currency basis, primarily due to lower volumes and pricing headwinds in China.
The company is facing increased cannula costs and is working to source alternative suppliers to mitigate this issue.
Embecta Corp (EMBC) anticipates a decline in adjusted operating margin for fiscal year 2026 due to increased cannula costs and higher R&D expenses.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

EMBC.OQ - Embecta Corp
Q4 2025 Embecta Corp Earnings Call
Nov 25, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Please stand by. Welcome, ladies and gentlemen, to Inveta Corp's fiscal fourth quarter 2025 earnings conference call. At this time, all participants are on the listen-only mode. Please note that this conference call is being recorded and a replay will be available on the company's website following the call. I would now like to hand the conference call over to your host today, Mr. Pravesh Kendallwal, Vice President of Investor relations. Mr. Kendallwll, please go ahead.

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Unidentified_2 [2]
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Thank you, operator. Good morning, everyone, and welcome to MBA's fiscal 4th

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