Navamedic ASA Earnings Call Transcripts
Fiscal Year 2026
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Q3 revenue fell 13.2%, but gross margin improved to 39.5% and reported EBITDA rose to NOK 10.6m. FY2026 revenue is expected to be somewhat lower, with improved gross margins and EBITDA targeted through mix and cost discipline.
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Q2 2026 delivered strong adjusted EBITDA growth of 57% year-over-year, with revenue up 2.2% and improved gross margins despite inventory write-offs. Prescription drugs led segment growth, while consumer health faced challenges from competition and market shifts.
Fiscal Year 2025
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The acquisition of dne Pharma's business for up to NOK 225 million expands product ownership in addiction treatment, with significant synergies and an expected EBITDA boost to NOK 25 million. Integration is straightforward, with most cost savings realized quickly.