Sweden · Delayed Price · Currency is SEK BioGaia AB Earnings Call Transcripts
Fiscal Year 2026
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Organic sales grew 12% year-over-year in Q2, with EBIT margin rising to 30% and adjusted EBIT at 33%. EMEA and Americas saw strong growth, while Asia Pacific declined due to order variability. Investments in capacity and direct markets continue, with China sales expected to rebound in H2.
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Organic growth reached 15% year-over-year, driven by strong direct market performance and new product launches. EBIT margin remained at 27%, with double-digit growth in both pediatric and adult segments. Currency effects weighed on reported growth and gross margin.
Fiscal Year 2025
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Q4 organic sales grew 32% and full-year 2025 organic growth reached 14%, with strong gains in direct markets and new product launches. EBIT margin was 27% for Q4, and a total dividend of SEK 4 per share is proposed.
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Q3 saw 7% sales growth (14% organic), with strong gains in the Americas and Asia Pacific, and direct markets now 36% of sales. EBIT margin rose to 26%, driven by improved mix and price, while new product launches and direct market expansion are set to fuel future growth.
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Q2 sales grew 5% to SEK 405 million, with strong organic growth in the Americas and Asia Pacific, but EBIT fell 20% due to higher marketing and expansion costs. Direct sales and new product launches drove growth, while cash flow and margins were impacted by increased investments.
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Q1 2025 sales were flat at SEK 366 million, with EBIT down 32% due to higher costs and currency effects. Americas grew 42% while EMEA and Asia-Pacific declined; direct sales initiatives in France and the Netherlands are expected to drive growth in the second half.
Fiscal Year 2024
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Q4 sales rose 23% to 365 million SEK, with EBIT up 28% and strong growth in the Americas and EMEA. Gross margin declined due to a one-time U.S. inventory write-down, but adjusted EBIT margin for the year was 34%. Dividend of 6.90 SEK per share proposed.
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Q3 saw a 4% sales decline, mainly from EMEA, while Asia Pacific and Americas grew. EBIT dropped 65% due to a SEK 51.2 million impairment, but adjusted EBIT margin was 31%. Direct markets and new product launches are driving future growth, with strong momentum in Asia and the U.S.
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Q2 sales rose 22% to SEK 384 million, with EBIT up 42% and strong growth in Asia-Pacific and Americas. Strategic investments in marketing, R&D, and direct markets are expected to drive future growth, though short-term margins may be impacted.