EVO
Evotec SE3.0100
+0.0300+1.01%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
FY Q3 '25
Q&A cautious on growth, margin upbeat
Q&A nudged mid-term revenue CAGR toward the lower end of 8-12% but lifted EBITDA margin prospects above 20%, crediting Sandoz's capital-light licensing swap for higher-quality revenues versus prior CDMO expectations. Management demurred on calling 2026 D&PD growth at 5%, citing thin visibility despite Q3 green shoots like 20% more proposals. NAMs gained pharma traction for earlier integration, eyeing revenue ramps in 12-24 months. Q3 D&PD profitability sagged without H1 milestone repeats; Q4 holds rebound potential. Analysts grilled recovery timelines and Sandoz math—met with straight talk. Watch D&PD demand durability.
Key Stats
Market Cap
1.08BP/E (TTM)
-Basic EPS (TTM)
-0.53Dividend Yield
0%IPO
Website
Employees
Sector
Industry
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