Faes Farma Earnings Call Transcripts
Fiscal Year 2025
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2025 saw 23% revenue growth, major acquisitions, and strong international expansion, with adjusted EBITDA up 3.1% and net profit down due to one-offs. 2026 guidance targets 17%-19% revenue and 28%-31% EBITDA growth, with continued focus on integration, efficiency, and international markets.
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The acquisition of SIFI accelerates the 2030 growth strategy, expanding the ophthalmology portfolio, global reach, and R&D pipeline. The €270 million deal is expected to be EPS accretive from year one, with strong synergies, high-margin businesses, and limited competition in key areas.
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A new leadership team has set an ambitious plan to double sales and nearly double EBITDA by 2030, driven by international expansion, innovation, and targeted M&A. Key investments in R&D, operational excellence, and a new plant support growth, while a renewed culture and sustainability are central to the strategy.