Sisram Medical Earnings Call Transcripts
Fiscal Year 2025
-
Revenue grew 4.7% to $365M in 2025, led by APAC and injectables, while North America declined. Gross margin fell to 58.9% due to tariffs and mix, but adjusted net profit rose 7.9%. Strategic focus remains on expanding the ecosystem and AI, with strong growth expected in APAC.
-
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
-
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.
-
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, while new product launches and expanded direct sales are expected to drive H2 momentum.