Germany · Delayed Price · Currency is EUR Eckert & Ziegler SE Earnings Call Transcripts
Fiscal Year 2026
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The company is expanding its global footprint and investing in capacity to meet rising demand for radioligand therapies, with strong growth in the medical segment and a robust financial position. Strategic partnerships, CDMO expansion, and selective M&A are key to future growth.
Fiscal Year 2025
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Revenue and EBIT adjusted grew strongly in 2025, driven by medical segment expansion and new market entries. 2026 guidance anticipates continued growth, with high CapEx for global facility expansion and normalization in oil well logging.
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The company is experiencing strong growth in radiopharmaceuticals, driven by market leadership in gallium generators and expanding global demand, especially in North America and China. Financial performance remains robust, with double-digit growth in the Medical segment and new facilities supporting future expansion.
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Revenue grew 4% and adjusted EBIT 9% year-over-year, led by strong medical segment performance and recovery from early-year disruptions. Guidance for €320 million sales and €78 million EBIT remains, contingent on Q4 license income. Asia, especially China and Japan, is a key growth driver.
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H1 2025 saw modest sales growth and improved profitability, led by the medical segment, while industry isotope sales declined. Full-year guidance is reaffirmed, with expectations for stronger H2 performance from license deals and segment recovery.
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Q1 results matched last year’s sales despite a cyber attack and delivery delays, with adjusted EBIT and net income both increasing. Management remains confident in meeting 2024 guidance, supported by strong cash flow, new license deals, and a recovering shipment pipeline.
Fiscal Year 2024
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Revenue rose 20% to nearly EUR 300 million, with EBIT adjusted up 40% to EUR 65 million and strong growth in radiopharma and medical segments. 2024 guidance targets EUR 320 million revenue and 24% EBIT margin, supported by license deals and robust demand.
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Q3 delivered robust double-digit growth in sales and EBIT, with both Medical and Isotope Products segments surpassing €100 million in sales. Guidance remains unchanged, and strong demand for generators, especially in North America, is expected to continue driving growth.
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Sales rose 23% year-over-year in H1 2024, with Medical up 32% and EBIT margin reaching 22%. Net income grew 65%, and guidance for 2024 profitability was raised by 10% to EUR 55 million. Strong cash flow and a net cash position of EUR 50 million were reported.