Siegfried 2025 revenue rises but slightly misses analyst expectations

Siegfried Holding AG

20/02/2026 05:31

Overview

Life sciences firm's 2025 revenue slightly missed analyst expectations

Core EBITDA increased by 9.3%, expanding margin to 23.5%

Company acquired US and Australia drug substance manufacturing capacity

Outlook

For the Drug Products cluster, Siegfried anticipates growth in the high-single-digit percentage range in local currencies.

Company anticipates low-single-digit growth in Drug Substances due to pending customer confirmation

Siegfried targets core EBITDA margin above 23% for 2026

Result Drivers

EVOLVE + STRATEGY - Siegfried's growth driven by disciplined execution of EVOLVE + strategy, enhancing capabilities and customer inquiries

STRATEGIC ACQUISITION - Acquisition of drug substance manufacturing capacity in US and Australia strengthens growth platform

OPERATIONAL EXCELLENCE - Improved profitability attributed to ongoing portfolio optimization and operational excellence

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
Slight Miss*
CHF 1.33 bln
CHF 1.34 bln (11 Analysts)
FY Adjusted Net Income
CHF 162.10 mln
FY Adjusted EBITDA
CHF 312.30 mln
FY Adjusted EBITDA Margin
23.00%
FY Adjusted Free Cash Flow
CHF 228.20 mln


*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 7 "strong buy" or "buy", 3 "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 Siegfried Holding AG is CHF113.70, about 26.3% above its February 19 closing price of CHF90.00

The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 19 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.)