Switzerland · Delayed Price · Currency is CHF Bachem Holding AG Earnings Call Transcripts
Fiscal Year 2026
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H1 2026 sales grew 4% (7.3% in local currency) to CHF 326.4 million, driven by CMC Development, while Commercial API sales declined but are expected to rebound in H2. Full-year sales growth is guided at 35%-40% with EBITDA margin in the low 30s, supported by major capacity expansions and strong market demand.
Fiscal Year 2025
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Sales grew 14.8% to CHF 695.1 million in 2025, with EBITDA margin at 30.9% and strong CapEx for expansion. 2026 guidance targets 35%-45% sales growth and low 30s% EBITDA margin, driven by Building K ramp-up and robust demand for complex peptides and oligonucleotides.
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Sales grew 30.2% to CHF 313M with EBITDA up 64% and margin at 29.1%. CapEx and workforce expanded to support future growth, and guidance was raised for 2024 with strong demand in peptides and oligonucleotides.
Fiscal Year 2024
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Revenue grew to CHF 605.3 million in 2024, with all segments expanding and EBITDA margin rising to 29.1%. CapEx surged, driven by major projects like Building K, and 2025 guidance targets 10–15% sales growth and high-20s EBITDA margin.
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Capacity expansion and innovation are central to growth, with Building K and Sisslerfeld set to address surging demand in peptides and oligonucleotides. Financial guidance targets CHF 1 billion revenue by 2026, supported by strong contracts, operational excellence, and advanced technologies.
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H1 2024 saw flat sales and a 5.6% EBITDA increase, with strong CMC development growth and major investments in capacity. Guidance for 2024 and 2026 is unchanged, with Building K ramp-up expected in H1 2025 and continued focus on innovation and operational excellence.<doc