Germany · Delayed Price · Currency is EUR Eckert & Ziegler SE Earnings Call Transcripts
Fiscal Year 2026
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Q1 2026 saw 7% sales growth and strong medical segment performance, offsetting a slow start in the IP segment. Full-year guidance is reaffirmed, with robust cash reserves and a focus on organic growth and targeted M&A. Competitive and market conditions remain stable.
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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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Sales exceeded €300 million in 2025, driven by medical segment growth and global expansion, with EBIT margin at 25% and strong cash flow. 2026 guidance targets €320 million sales and €80 million EBIT adjusted, with continued CapEx and cautious outlook on license income and FX impacts.
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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% year-over-year, with adjusted EBIT up 9% and net income up 28%, driven by strong medical segment performance and radiopharmaceutical demand. Guidance for €320 million in sales and €78 million EBIT remains, with Q4 license income timing a key variable.
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Sales and profitability improved, led by strong medical segment growth and higher margins, despite currency and tariff headwinds. Guidance for 2025 is confirmed, with further acceleration expected in H2 from license deals and CDMO/CMO activities.
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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, with revenue up 17% and Adjusted EBIT up 24% year-over-year. Medical and Isotope segments both exceeded EUR 100 million in sales, and the outlook remains positive with full order books and ongoing expansion in radiopharmaceuticals.
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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.