ANI Pharma Q4 profit beats on rare disease, generics growth; reaffims forecast

ANI Pharmaceuticals

27/02/2026 11:59

Overview

Biopharmaceutical firm's Q4 revenue grew 29.6% yr/yr, driven by Rare Disease and Generics

Adjusted EPS for Q4 beat analyst expectations

Company plans expansion of Rare Disease organization by ~90 people in 2026

Outlook

ANI Pharmaceuticals reaffirms full-year 2026 revenue guidance of $1.055 bln to $1.115 bln

Company expects Cortrophin Gel revenue of $540 mln to $575 mln in 2026

ANI Pharmaceuticals anticipates 2026 adjusted non-GAAP EBITDA of $275 mln to $290 mln

Result Drivers

CORTROPHIN GEL GROWTH - Driven by record new patient starts, expanded sales force, and synergies from combined ophthalmology sales force

GENERIC PRODUCT LAUNCHES - Generics revenue increased due to new product launches and a strong partnered launch

BRANDS REVENUE DECLINE - Brands revenue decreased due to normalization in demand for certain products

Company press release: ID:nGNX2fhWjH

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Adjusted EPS
Beat
$2.33
$2 (8 Analysts)
Q4 EPS
$1.18
Q4 Net Income
$27.50 mln
Q4 Adjusted EBITDA
$65.40 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the pharmaceuticals peer group is "buy"

Wall Street's median 12-month price target for ANI Pharmaceuticals Inc is $110.00, about 42.6% above its February 26 closing price of $77.15

The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 11 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)