Q2 2025 Aker Biomarine ASA Earnings Call Transcript
Key Points
- Aker BioMarine ASA (FRA:1PG) reported a 12% growth in revenue for the second quarter of 2025, reaching $55.3 million.
- The company achieved a 41% increase in EBITDA, amounting to $13.6 million.
- Human Health Ingredients segment showed strong performance with a 15% revenue growth to $29.2 million and a 28% increase in EBITDA.
- Consumer Health Products segment also performed well, with a 9% increase in revenue to $27.1 million.
- Operational leverage and improved cost of goods contributed to significant margin improvements.
- The Emerging Business segment, primarily the Kori business, remained unprofitable with a negative EBITDA of $0.4 million.
- The Algae business faced production challenges in Houston, leading to quality issues and requiring a $50 million investment for improvements.
- The protein plant in Ski faced an impairment of $15 million due to uncertainties related to tariffs and the macroeconomic environment.
- Corporate SG&A expenses increased significantly, partly due to restructuring costs and IT migration expenses.
- The sale of the protein business was delayed due to uncertainties in the tariff environment, impacting potential transactions.
Good morning and welcome to the presentation of Aker BioMarine's highlights and financials for the second-quarter 2025 where, myself, Matts Johansen, the CEO; and the CFO, Katrine Klaveness, will take you through today's presentation. After we are presented, we will host a Q&A session, and you can already now start to send in questions to IR at akerbiomarine.com.
The second quarter now is the ninth quarter in the row where I can stand here and say that we are delivering growth for the company as a whole. We delivered 12% growth over the same quarter last year at $55.3 million and improved the EBITDA 41%, up to $13.6 million EBITDA.
It was driven by good performance in our main two segments, Human Health Ingredients that delivered 15% growth to $29.2 million of revenue and $13.9 million of EBITDA, up 28% from the same quarter last year. Also, Consumer Health Products delivered well in the quarter. $27.1 million of revenue, 9% up compared to the same quarter last year, and $1.6 million of EBITDA.
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