Hong Kong · Delayed Price · Currency is HKD Sisram Medical Earnings Call Transcripts
Fiscal Year 2026
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Revenue grew 3.6% year-over-year to $171.4M, led by APAC and injectables, while profitability was impacted by North America softness and strategic investments in China. DAXXIFY's rollout in China and new product launches support a positive H2 outlook.
Fiscal Year 2025
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Revenue grew 4.7% to $365.3M in 2025, led by APAC and injectables, while North America declined 19.2% amid macro headwinds. Gross margin fell to 58.9% due to tariffs and mix, but adjusted net profit rose 7.9%. Strategic focus remains on ecosystem integration, AI, and new product launches.
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Revenue for H1 2025 declined 1.9% to $165.5 million, with strong growth in Asia-Pacific offsetting North American weakness. Injectables revenue surged 218%, and new launches like Daxxify and Universe Skin are expected to drive H2 growth.
Fiscal Year 2024
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Revenue declined 2.8% to $349.1M in 2024, but gross margin improved to 62.1% and direct sales rose to 87% of revenue. New launches and injectables commercialization in China are expected to drive growth in 2025, despite ongoing macroeconomic and regional risks.
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Revenue for H1 2024 declined 1.7% year-over-year to $168.7 million, with gross margin rising to 62.4%. Growth in Asia Pacific, Europe, and Middle East & Africa offset North American weakness due to high interest rates. Management remains optimistic for H2, driven by new product launches and direct sales expansion.