Q3 2025 Sartorius AG and Sartorius Stedim Biotech SA Earnings Call Transcript
Key Points
- Sartorius AG (SARTF) reported a 7.5% growth in sales revenue in constant currencies for the first nine months of 2025.
- The company achieved a significant expansion of its underlying EBITDA margin by 2 percentage points to 29.7%, despite facing FX headwinds.
- The bioprocess solutions division delivered double-digit growth in the recurring business, offsetting softness in the equipment business.
- Sartorius AG (SARTF) reduced its leverage ratio, demonstrating a commitment to financial discipline and a stronger balance sheet.
- The company specified its full-year 2025 guidance, expecting sales revenue to increase by around 7% and an underlying EBITDA margin slightly above 29.5%.
- The equipment business remains subdued, although it is showing signs of stabilization.
- FX headwinds negatively impacted the reported growth by around 200 basis points for the nine-month period.
- The lab products and services division experienced a modest decline of 1.3% in constant currencies year-to-date.
- The company faced a technical margin dilution due to tariff surcharges, impacting the EBITDA margin by around 20 basis points.
- The order intake growth momentum is expected to slow in Q4 due to high prior comparable effects.
Welcome to the presentation of Sertoios and Sertorio Stadium Biotech's 9 months 2025 results. Please note that the call is being recorded and streamed on Sartorio's website.
Your participation in this implies your consent with this. A replay will be available shortly after the call. I would now like to turn the conference over to Peter Miller, head of investor relations of Sartarius.
Hello.
Thank you, Matilda and a warm welcome from my side. I'm joined today by our CEO Microso, Florian Funk, our CFO, by Renee Faber, head of our bioprocessing division and CEO of Biotech, and by Alexandra Gattenmeyer, head of our lab products and services division. As always, we will start with prepared remarks followed by a Q&A session. As the call is scheduled for 1 hour, please limit your questions to 2 so that as many participants as possible can take part.
Please note that management comments during this call will include forward-looking statements that involve risks and uncertainties
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