Q3 2025 Evotec SE Earnings Call Transcript

Nov 5, 2025 / 01:00 PM GMT

Transcript

Key Points

Positve

Evotec SE (EVOTF) is committed to cost reduction, with $60 million already achieved and an additional $50 million planned.
Strategic partnerships remain strong, ensuring mid-term revenue streams and progression of the asset portfolio.
Up to four models from the partnered asset pipeline are expected to enter phase 2 clinical studies in 2026, showcasing scientific strength.
A transformational deal with Sundos is expected to unlock payments of more than $650 million, highlighting Evotec's cutting-edge technology.
The company is diversifying its customer portfolio, with non-Sandoz and non-DoD business growing by 105% in the first nine months of 2025.

Negative

Revenues declined by 7% in the first nine months of 2025 compared to the same period in 2024, with RDMPD revenues down by 12%.
The early drug discovery market remains soft, impacting sales performance and contributing to a weaker DMPD segment.
Higher than expected cancellation volumes in the first half of 2025 affected the balance of change orders negatively.
The venture capital funding environment for biotech customers has not shown material growth, affecting approximately 30-40% of Evotec's revenue base.
Net debt levels increased due to higher lease obligations, and the company is facing a challenging cash flow situation.

Refinitiv StreetEvents Event Transcript
P R E L I M I N A R Y V E R S I O N

EVTG.DE - Evotec SE
Q3 2025 Evotec SE Earnings Call
Nov 05, 2025 / 01:00PM GMT

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THIS TRANSCRIPT IS THE INITIAL PRELIMINARY VERSION WHICH LEVERAGES MACHINE LEARNING TECHNOLOGY. AS SUCH, PLEASE BE AWARE THERE MAY BE INACCURACIES IN THE TEXT DISPLAYED. FUTURE EDITED VERSIONS WILL BE REVIEWED FOR GREATER ACCURACY.

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