Switzerland · Delayed Price · Currency is CHF Cosmo Earnings Call Transcripts
Fiscal Year 2026
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Delivered 38% year-over-year net revenue growth in H1 2026, driven by strong performance across dermatology, Medtech AI, and CDMO segments, with recurring revenues up 18%. Maintained a debt-free balance sheet with over EUR 200 million in cash, reaffirming full-year guidance and anticipating accelerated growth in H2.
Fiscal Year 2025
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Structural transformation delivered, with 2025 revenue of EUR 104.2 million (85% recurring), EBITDA of EUR 9.5 million, and strong growth in GI Genius and Winlevi. 2026 guidance targets double-digit recurring revenue growth, expanding EBITDA, and a robust cash position.
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H1 2025 saw strong revenue and EBITDA growth, driven by GI Genius and Winlevi, with raised full-year guidance. Strategic focus remains on clinical pipeline advancement, AI medtech expansion, and regulatory milestones, supported by a robust cash position.
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A new 2030 vision targets 39% CAGR in recurring revenue and a 40% EBITDA margin, driven by global expansion of Winlevi, the launch of clascoterone for hair loss, and MedTechAI pipeline growth. Strategic partnerships, digital health innovation, and a disciplined capital allocation support sustainable, high-margin growth.
Fiscal Year 2024
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Record 2024 revenues and profit were driven by strong growth in WINLEVI and GI Genius, with robust cash flow, zero debt, and major pipeline progress. 2025 guidance projects continued double-digit recurring revenue growth, heavy R&D investment, and a strong balance sheet.
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Revenue surged to EUR 136.2 million in H1 2024, driven by a major Medtronic payment and strong growth in health tech and dermatology. Guidance for full-year revenue and profit was reaffirmed, with key product launches and regulatory milestones expected by year-end.