Medacta stock rises as H1 earnings beat forecasts, FY25 outlook reaffirmed

Published 08/09/2025, 10:12

Investing.com -- Shares of Medacta Group SA (SIX:MOVE) traded higher on Monday after the Swiss medical device maker reported first-half earnings ahead of market expectations, with adjusted EBITDA 8% and adjusted EBIT 13% above consensus.

The company posted adjusted EBITDA of €98.8 million, compared with consensus estimates of €91 million. 

The adjusted EBITDA margin reached 28.7%, an increase from 26.9% in the first half of 2024. Gross margin was 68.3%, little changed from 68.5% a year earlier, with gains offset by foreign exchange headwinds.

Free cash flow to equity improved to €3.6 million, up from a negative €18.3 million in the same period of 2024, though the figure remained modest due to continued growth investments.

UBS analysts in a note said, “this was another strong print from Medacta and hence should be well received,” while noting that guidance had already been raised earlier in the year. 

The company reiterated its full-year 2025 outlook of 16% to 18% revenue growth and an adjusted EBITDA margin of around 28%, both in constant currencies. 

The company said it remains unaffected by U.S. tariffs but will continue to monitor developments.

For 2024, Medacta reported revenue of €591 million and net earnings of €76 million. UBS forecasts revenue to rise to €692 million in 2025 and €781 million in 2026. 

Net earnings are projected at €87 million in 2025 and €104 million in 2026. Diluted earnings per share are expected to increase from €3.84 in 2024 to €4.34 in 2025 and €5.19 in 2026. The dividend per share is forecast to climb from €0.72 in 2024 to €0.86 in 2025.

UBS maintained a “neutral” rating on the stock with a 12-month price target of CHF151.

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