Overview
Germany life science group's preliminary 2025 revenue slightly missed analyst expectations
Underlying EBITDA margin rose by 1.7 percentage points to 29.7%
Company forecasts continued profitable growth for 2026
Outlook
Sartorius forecasts 2026 sales revenue growth of 5% to 9% in constant currencies
Company expects 2026 EBITDA margin slightly above 30%
Bioprocess Solutions Division sales growth expected between 6% and 10%; equipment business expected to remain at least stable
Result Drivers
CONSUMABLES DEMAND - Strong demand for high-margin, recurring business for consumables drove growth in Bioprocess Solutions Division
PROFITABILITY IMPROVEMENT - Profitability rose due to volume, product mix, and economies of scale, offsetting currency impacts and tariffs
INFRASTRUCTURE INVESTMENTS - Continued strategic investments in research and production infrastructure supported growth
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
Slight Miss*
EUR 3.54 bln
EUR 3.55 bln (14 Analysts)
FY Net Income
EUR 154.90 mln
FY Adjusted EBITDA
EUR 1.05 bln
FY Adjusted EBITDA Margin
29.70%
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the advanced medical equipment & technology peer group is "buy"
Wall Street's median 12-month price target for Sartorius AG is €261.00, about 40% above its February 2 closing price of €186.40
The stock recently traded at 31 times the next 12-month earnings vs. a P/E of 33 three months ago
Press Release: ID:nEQ2jZb3Ta
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(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.)