Q2 2025 SCHOTT Pharma AG & Co KgaA Earnings Call Transcript
Key Points
- Revenues increased by 10% at constant currencies to EUR252 million, driven by strong demand for high-value solutions.
- EBITDA margin improved to 28.2% at constant currencies, supported by a favorable product mix and efficiency measures.
- The company is on track to achieve its midterm target of generating over 60% of revenues through high-value solutions (HVS).
- Significant growth in the Americas, with no significant pull-forward effects, indicating strong organic demand.
- Expansion of global production capabilities, including a new facility in Serbia, expected to contribute to revenue growth in the second half of fiscal year 2025.
- Temporary lower demand for polymer syringes in the DDS segment, offset by high demand for glass syringes.
- Market volatility and uncertainties have led to a slight reduction in CapEx by EUR20 million for the year.
- Ongoing ramp-up costs in Hungary and Serbia are impacting profitability.
- The company is cautious about raising full-year guidance due to market uncertainties.
- Summer shutdowns in Europe may impact production and revenue growth in the upcoming quarters.
(Operator Instructions). Hello and a warm welcome to the SCHOTT Pharma earnings call. At this time, all participants are on a listen-only mode. The floor will be open for your questions following the presentation. Let me now hand over to Tobias Erfurth.
Thank you very much, Beatriz, and hello everyone. Thank you for joining SCHOTT Pharma's earnings call for the second quarter of the fiscal year 2025. I'm Tobias Erfurth, head of investor relations, and it's my pleasure to host today's call.
I'm joined by our CEO Andreas Reisse and our CFO, Dr. Almuth Steinkühler will start the call by providing an overview of our business and strategic developments followed by Almuth who will take us through the financial performance for the quarter in detail. Andreas will then conclude with our outlook before we open the floor for your questions.
Before we begin, I would like to draw your attention to our disclaimer, which we encourage you to read. Additionally, please note that when we talk
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