Switzerland · Delayed Price · Currency is CHF SKAN Group AG Earnings Call Transcripts
Fiscal Year 2026
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H1 2026 saw robust growth with order intake up 16.3% and net sales up 22.2% year-over-year, driven by strong U.S. momentum and significant contributions from Services & Consumables. EBITDA margin improved to 9.3%, and guidance for high-teen sales growth and 13–15% EBITDA margin is confirmed.
Fiscal Year 2025
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Order intake grew 3.1% to CHF 370.6 million, but net sales fell 7.7% due to project postponements, with profitability rebounding in H2. Strategic acquisitions and robust Services and Consumables growth support a positive outlook, with 2026 sales expected to rise in the upper teens and EBITDA margin to reach 13%-15%.
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Order intake rose 20% year-over-year, but net sales fell 17.8% due to project delays, impacting EBITDA. Record backlog and strong cash flow support a positive outlook, with guidance reaffirmed for mid-teens sales growth and 14%-16% EBITDA margin.
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Digital integration and pre-approved services are central to future growth, with a focus on ramping up new facilities and leveraging first-mover advantages. Market demand is driven by ADCs and GLP-1s, while organizational strengths and a stable regulatory environment support long-term strategy.
Fiscal Year 2024
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Order intake surged 21.8% year-over-year, with net sales up 13% to CHF 361 million and EBITDA margin at 15.8%. Strong order backlog and investments support a positive outlook, though project delays shift some growth into 2025. Dividend rises 14% to CHF 0.40 per share.
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Order intake and net sales grew solidly, with EBITDA and margins in line with guidance. Strong order backlog and pipeline support a positive outlook, with investments in Pre-Approved Services and Aseptic Technologies driving future growth.