Q3 2025 SCHOTT Pharma AG & Co KgaA Earnings Call Transcript
Key Points
- Schott Pharma AG & CO KGaA (WBO:1SXP) reported a solid third quarter with group-wide revenues reaching EUR256 million, reflecting a year-on-year growth of 3% at constant currencies.
- The company's EBITDA increased by 11% year-on-year to EUR83 million, achieving a record margin of 31.7% at constant currencies.
- High-Value Solutions (HVS) revenue share increased by 5 percentage points to 60% year-on-year in Q3, aligning with the company's strategic goal.
- The company introduced innovative products, including the first large volume 5-milliliter ready-to-use cartridges and the SCHOTT TOPPAC polymers cartridge, enhancing their portfolio.
- Schott Pharma AG & CO KGaA received positive feedback in their customer survey, achieving a customer loyalty index of 90 percentage points, significantly above industry competitors.
- Earnings per share decreased marginally by 1% to EUR0.30 in the third quarter, reflecting higher depreciation and increased tax expenses.
- The Drug Delivery Systems segment showed a slight decline in revenues against a strong prior year quarter, despite sequential growth.
- The polymer syringe segment faced underutilization, impacting profitability despite strong performance in the glass syringe business.
- Operating cash flow decreased slightly to EUR55 million in Q3 2025, affected by higher working capital and increased tax payments.
- The company lowered its FY25 revenue guidance to 6% organic growth at constant currencies, citing increased uncertainty from global policy discussions impacting industry sentiment.
Good morning, ladies and gentlemen, and welcome to the SCHOTT Pharma's third quarter earnings call. (Operator Instructions) Let me now turn the floor over to your host, Tobias Erfurth.
Thank you, Anna. Thank you very much. Good morning, ladies, and gentlemen. Thanks for joining us for our third quarter earnings call for the fiscal year 2025. My name is Tobias Erfurth, I'm the Head of Investor Relations. It's my pleasure to guide you through today's call.
Joining me on the panel are our CEO, Andreas Reisse, and our new CFO, Reinhard Mayer, who joined our management Board only 12 days ago. In just a moment, you will have the opportunity to get to know him personally. Before that, on slide 2, please take a moment to review our disclaimer. Please note that we talk about the fiscal year 2025, we are referring to the period from October 1, 2024, to September 30, 2025. This third quarter relates to the period from April 1 to June 30, 2025.
And with that, over to you, Andreas.
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