UCB SA Earnings Call Transcripts
Fiscal Year 2026
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A decade of growth is anticipated, driven by five key products in immunology and neurology, robust R&D investment, and a strong pipeline. Market access for BIMZELX is expanding, with new indications and head-to-head studies expected to fuel further growth.
Fiscal Year 2025
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Net sales surged 35% year-over-year, led by Bimzelx and four other growth drivers, with strong pipeline progress and a robust financial position. 2026 guidance anticipates continued high single to low double-digit revenue growth and margin expansion, supported by strategic investments and portfolio differentiation.
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First-half 2025 saw 26% net sales growth, led by BIMZELX and strong pipeline progress. Upgraded full-year guidance reflects confidence in continued momentum, despite pricing and currency headwinds. BIMZELX's global expansion and new indications underpin robust financial and operational performance.
Fiscal Year 2024
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2024 saw a robust financial turnaround with 17% revenue growth, strong performance from key assets like BIMZELX and FINTEPLA, and a positive outlook for 2025 with double-digit revenue and margin expansion expected. Strategic divestments and pipeline progress further strengthened the growth platform.
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Net sales grew 11% year-over-year, driven by strong launches of five key assets and robust global uptake, especially for BIMZELX and RYSTIGGO. EBITDA margin was 23% amid increased investment, with 2024 revenue expected at the top end of guidance and ambitious 2025 targets reaffirmed.