Galderma Group AG (XSWX:GALD)

Full Year 2025 Galderma Group Ltd Earnings Call Transcript

Mar 5, 2026 / 01:00 PM GMT

Release Date Price: CHF154.9 (+6.98%)

Transcript

Key Points

Positve

Galderma Group AG (GDERF) reported record net sales surpassing $5 billion for the first time, with a year-on-year growth of 17.7% at constant currency.
The company achieved a core EBITDA of $1.2 billion, representing a margin of 23.3%, exceeding initial expectations.
Galderma's integrated dermatology strategy has driven broad-based growth across geographies and product categories, with all top 10 markets growing and 8 delivering double-digit growth.
The company has successfully launched differentiated innovations, including two products with blockbuster potential, and expanded its geographic reach.
Galderma's digital-first approach in dermatological skincare has resulted in e-commerce being the fastest-growing channel, with over 25% year-on-year net sales growth.

Negative

The fillers market faced softness and pricing pressure globally due to lower consumer demand and aggressive promotional activity from competitors.
Despite strong growth, the company anticipates continued pricing pressures and competitive launches in the US market.
Galderma's mature therapeutic dermatology portfolio is not expected to contribute to growth in the midterm.
The company faces uncertainties related to geopolitical factors, tariffs, and economic conditions, which could impact its performance.
There is a potential risk of delays in regulatory approvals, such as the US FDA approval for Ralph Fides, which could affect growth projections.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

GALD.S - Galderma Group Ltd
Full Year 2025 Galderma Group Ltd Earnings Call
Mar 05, 2026 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and thank you for standing by. Welcome to Calderma's conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation. There will be a question-and-answer session with financial analysts. To ask a question during the session. Analysts connected on the teleconference call will need to press 11 on the telephone. You'll then hear an automated message advising your hand is raised. To withdraw your question, please press one on one again. Please be advised that today's conference is being recorded. I would now like to hand the conference over to Emil Ivanov, head of the strategy, Investor relations, and ESG to introduce a call. Emil, please go ahead.

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