Schott Pharma maintains full-year guidance despite strong 2Q results

Published 15/05/2025, 09:22
Updated 16/05/2025, 09:56
Schott Pharma maintains full-year guidance despite strong 2Q results

Investing.com -- Schott Pharma (ETR:1SXP) announced its full second quarter results for 2025. In line with its positive warning issued on April 10, the company reported a 10% increase in revenues to €252 million. This figure is 5% above the pre-quarter consensus. Its EBITDA margin stood at 28.6%, equating to €72 million, marking a 3 percentage point and 16.5% beat versus the pre-quarter consensus.

The company’s net income results were 19% higher than the pre-quarter consensus. This is particularly noteworthy as the second quarter results had significantly fewer one-time items compared to the previous year, which had seen a strong foreign exchange-related one-off in the comparisons.

Schott Pharma has a history of a second half-loaded year, and in keeping with this trend, it has maintained its full year 2025 guidance. The company expects its FY OSG to be in the high single digits, following a 7% increase in the first half of the year. It also anticipates an EBITDA margin of around last year’s level at 26.9%, after achieving 27.3% in the first half of this year.

However, Schott Pharma has also announced a reduction in its capital expenditure guidance for the year. It now expects to spend between €140-160 million, down from the previous estimate of €160-190 million.

UBS analysts have stated that they expect the market to react positively to these results, particularly given the lack of one-off items driving the beat. However, they also anticipate questions regarding why the company has chosen not to update its margin guidance. The company has cited macroeconomic uncertainty as a potential reason for this cautious stance.

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