Switzerland · Delayed Price · Currency is CHF PolyPeptide Group AG Earnings Call Transcripts
Fiscal Year 2026
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Revenue grew 41.6% year-over-year in H1 2026, with EBITDA margin rising to 20.7% and metabolics driving 73% growth. Upgraded guidance targets 25%-30% revenue growth and high-teens EBITDA margin for 2026. Samsung Biologics' acquisition offer at a significant premium is supported by the board and anchor shareholder.
Fiscal Year 2025
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2025 saw 16% revenue growth and a sharp EBITDA margin improvement, driven by metabolic therapeutics and capacity expansions. 2026 guidance targets 20%-25% revenue growth and mid to high teens EBITDA margin, with strong customer prepayments and no equity raise planned.
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Revenue grew 24% year-over-year in H1 2025, driven by commercial metabolics and strong cash flow. Guidance for 2025 was raised, with EBITDA margin expected at 8–12% and CapEx increased to $100 million. Capacity expansions and market momentum support confidence in 2028 targets.
Fiscal Year 2024
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2024 saw strong revenue and EBITDA growth, driven by commercial demand and capacity expansion, with the metabolic segment leading. The company confirmed its 2028 outlook to double revenues and approach a 25% EBITDA margin, while maintaining robust cash flow and customer support.
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H1 2024 saw improved profitability, breakeven cash flow, and upgraded guidance to high single-digit revenue growth and mid-single digit EBITDA margin. The company targets doubling 2023 revenue and reaching a 25% EBITDA margin by 2028, supported by secured contracts and modular capacity expansion.