Q2 2026 EQL Pharma AB Earnings Call Transcript

Nov 5, 2025 / 09:00 AM GMT

Release Date Price: kr55 (-10.28%)

Transcript

Key Points

Positve

EQL Pharma AB (OSTO:EQL) has a strong cash position of 78 million krona, bolstered by a recent 31 million cash addition from a warrant program exercise.
The company has launched Melosa in the UK and received approval for Meloon in Turkey, with plans to launch in Turkey and Kazakhstan in the near future.
EQL Pharma AB (OSTO:EQL) is expanding its market presence in Germany and the Netherlands, with new leadership onboarded to identify niche products.
The company is progressing well with its special generics initiative, aiming to launch significant products in the next fiscal year.
EQL Pharma AB (OSTO:EQL) is implementing a new ERP system to improve forecasting and supply chain management, moving away from complex Excel models.

Negative

EQL Pharma AB (OSTO:EQL) experienced a weak quarter with only 1% sales growth, primarily due to unexpected delivery disturbances affecting key high-margin products.
The company's gross margin dropped to 38% due to stockouts of high-performing products, impacting EBITDA and overall financial performance.
Supply chain issues have led to delays in product launches, affecting the company's ability to meet its financial targets for the quarter.
The leverage ratio is at the internal limit of 4.0, requiring careful monitoring to avoid exceeding external covenants.
EQL Pharma AB (OSTO:EQL) faces challenges in maintaining safety stock levels and managing supply deviations, impacting its ability to meet market demand.

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

EQL.ST - EQL Pharma AB
Q2 2026 EQL Pharma AB Earnings Call
Nov 05, 2025 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Okay.

So warmly welcome to the presentation of the second quarter.

As you can imagine, it's been a few busy months here for us at at EQL trying to work out our different challenges. Right now, me and I am a supplier. So I hope the network connection is But so we will do like like normally, I will go through some financial parts and mainly focusing around of course the challenges that we've had in the second quarter and focusing on how we are working to resolve those, also giving an update on business development and portfolio development to give you a feeling for a little more how we are working long-term to secure our growth.

So let us start with looking at the quarter 2.

So I think that most of it was a very

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