Full Year 2025 DiaSorin SpA Earnings Call Transcript
Key Points
- Diasorin SpA (DSRLF) achieved a 7% growth in its immuno franchise, driven by the success of its hospital strategy in the US.
- The company launched specialty assays, including an FDA-approved hepatitis delta assay, in collaboration with Gilead.
- North America showed strong performance with a full-year growth of 15%, indicating a solid market presence.
- The company has completed investments in its Chicago and Cypress sites, enhancing capacity for new platform launches.
- Diasorin SpA (DSRLF) has signed major distribution agreements with Fisher Scientific and McKesson, expanding its reach in the US market.
- The molecular diagnostics segment remained flat year-on-year, impacted by a weak flu season.
- The macro environment in China remains challenging, leading to the closure of the Shanghai manufacturing site.
- The company experienced a EUR8 million revenue loss in China, with a 19% decline compared to the previous year.
- Tariffs impacted the P&L by EUR9 million, with expectations to recover these costs only in 2026.
- The Life Science segment saw a 9% decline, contributing to a flat overall LTG business performance.
Good afternoon. This is the Chorus Call conference operator. Welcome, and thank you for joining the DiaSorin Full Year 2025 Results Conference Call. (Operator Instructions).
At this time, I would like to turn the conference over to Mr. Carlo Rosa, CEO of DiaSorin. Please go ahead, sir.
Thank you, operator. Ladies and gentlemen, good afternoon, and welcome to the DiaSorin full year results. Today, we have a busy agenda. I'm going to make some business remarks. Then our current CFO, Mr. Pedron is going to take us through the 2025 financials our future CFO, Mr. Alberto is going to discuss about guidance 2026, and then collectively, we're going to take questions. So let me start from 2025 business comments. '25, I think I marked a year of good achievement for our company with success for our strategy in the different technologies with immuno delivering 7% growth, molecular diagnostic year-on-year flat -- and we'll see later primarily related to the fact that the flu
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