Recordati stock rises following 1Q earnings beat

Published 08/05/2025, 12:40
© Reuters.

Investing.com -- Shares of Recordati (BIT:RECI) climbed 2% as the pharmaceutical company reported first-quarter revenues that slightly exceeded consensus expectations and reaffirmed its 2025 outlook.

The company’s earnings before interest, taxes, depreciation, and amortization (EBITDA) also surpassed analyst projections, despite facing increased foreign exchange headwinds.

In the first quarter, Recordati posted net revenues of €680 million, marginally higher than the FactSet consensus of €679 million. This figure included €31.9 million in revenue from Enjaymo, which was previously known.

The company’s EBITDA reached €270 million, representing a 39.7% margin, which is above the consensus estimate of €264 million and a 38.8% margin.

Adjusted net income was in line with expectations at €176 million, maintaining a 25.8% margin.

Recordati’s net debt stood at €2,021 million, slightly below the consensus estimate of €2,060 million, and within the company’s targeted range of 1.7x-2.0x EBITDA.

The company’s reiterated outlook for 2025 includes net revenues between €2,600-2,670 million, EBITDA of €970-1,000 million, and adjusted net income of €640-670 million.

These projections are roughly in line with consensus at the midpoint and take into account more than €150 million in top-line contribution from Enjaymo, as well as EBITDA accretion above the Rare Diseases average of approximately 42%.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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