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Investing.com -- Shares of Medartis climbed 3.7% as investors weighed the company’s conservative fiscal year 2025 (FY25) guidance against the potential insights from the new CEO’s strategy presentation.
Medartis’s guidance for core sales growth by FY25 is projected to be 13-15%, which is slightly below the consensus estimate of 16.4%. Despite this, the company’s EBITDA margin guidance is in line with expectations, suggesting stability in profit despite lower growth forecasts.
The Swiss medical device company’s stock movement reflects a mix of investor reactions to the latest guidance and expectations for the company’s future under new leadership. Medartis’s guidance indicates a more modest growth outlook than analysts anticipated, with sales growth estimates for FY25 coming in lower than the consensus.
However, the company’s guidance for a high-teen EBITDA margin for the same period suggests that profitability may not be as adversely affected.
Stifel analysts commented on the importance of the new CEO Matthias Schupp’s public market debut, stating, "Today also marks the first public markets touch point for new CEO Matthias Schupp, and the reset of US expectation pertaining to the NSI acquisition ($80m by FY25E) was expected though not reflected in consensus.
We believe of greater consequence than FY25 is the more medium-term picture that should emerge at today’s event and Swiss and London roadshows, which is still largely unknown at present."
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