Full Year 2026 Ypsomed Holding AG Earnings Call Transcript
Key Points
- Ypsomed Holding AG (XSWX:YPSN) achieved a record number of new projects and innovations, marking a phenomenal year.
- The company successfully completed its transformation into a pure play company, focusing on self-care solutions.
- Ypsomed Holding AG reported a 20% growth in its core delivery systems business, reaching 601 million Swiss francs.
- The company doubled its EBIT compared to the previous year, achieving a 33% EBIT margin.
- Ypsomed Holding AG has a robust balance sheet with more than 55% equity and a low debt level, allowing it to fund organic growth internally.
- The company faces competition from emerging medtech companies in Asia, particularly in China.
- Ypsomed Holding AG's growth in the 2026-2027 fiscal year is expected to be slower compared to previous years.
- There are concerns about potential headwinds from selling more pens versus auto-injectors, which may impact margins.
- The company is phasing out contract manufacturing for pens, which is expected to result in a single-digit million loss.
- Ypsomed Holding AG faces geopolitical risks, such as potential tariffs on plastic molding tools imported into the US.
Good afternoon.
Welcome to EPSOMED full-year results presentation for the 2025-2026 financial year. We're delighted to have you all here with us in Zurich in person and for all of those online.
Before we begin, please note this presentation contains forward-looking statements that naturally.
Comes with a certainty.
Turning to today's agenda, our CEO, Simon Michel, will open with our strategic priorities, go over our business and operations updates, then followed by CFO, Samuel Kunzli, with a review of the financial results.
We will then open the floor to your questions. First to the people that are joining us here in person and then online.
If you'd like to ask a question, please raise your hand, state your name and the company you work for, and then we'll unmute your mic or bring you a mic if you're here in person. Also note the presentation is recorded and we'll make the recording available after the session online.
And without further ado, I will now pass on
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