France's Ipsen FY 2025 revenue misses expectations

Ipsen SA

12/02/2026 06:07

Overview

France-based biopharma's FY 2025 revenue grew 8.1% but missed analyst expectations

Adjusted EPS for FY 2025 beat analyst expectations

Company achieved significant pipeline expansion and regulatory milestones in 2025

Outlook

Ipsen expects FY 2026 total sales growth greater than 13% at constant currency

Company anticipates core operating margin greater than 35% of total sales in 2026

Ipsen anticipates five major regulatory and clinical milestones in 2026

Result Drivers

THERAPEUTIC AREAS - Ipsen's sales growth was driven by Oncology, Rare Disease, and Neuroscience, with Rare Disease showing a significant increase of 102.5%

PIPELINE EXPANSION - Co expanded its pipeline with regulatory and clinical milestones, including the acquisition of ImCheck Therapeutics

SOMATULINE GROWTH - Somatuline sales grew by 4.3%, with other products achieving double-digit growth of 14.2%

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
Miss
EUR 3.68 bln
EUR 3.78 bln (15 Analysts)
FY Adjusted EPS
Beat
EUR 12.09
EUR 11.15 (14 Analysts)
FY EPS
EUR 5.32
FY Adjusted EBIT
Beat
EUR 1.29 bln
EUR 1.18 bln (14 Analysts)
FY Adjusted EBIT Margin
35.20%
FY EBIT
EUR 625.90 mln
FY EBIT Margin
17.00%


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 5 "strong buy" or "buy", 8 "hold" and 2 "sell" or "strong sell"

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

Wall Street's median 12-month price target for Ipsen SA is €132.00, about 4.9% below its February 11 closing price of €138.80

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

Press Release: ID:nGNEb7yqqS

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.)