Sweden's Sobi Q4 revenue misses estimates

Swedish Orphan Biovitrum AB (publ)

05/02/2026 07:09

Overview

Swedish biopharma firm's Q4 revenue rose 5% but missed analyst expectations

Adjusted EPS for Q4 was SEK 5.39

Haematology revenue grew 25% at CER, driven by Altuvoct and Doptelet sales

Outlook

SOBI anticipates 2026 revenue growth at low double-digit percentage at CER

Adjusted EBITA margin expected in mid-30s percentage of revenue for 2026

Result Drivers

HAEMATOLOGY GROWTH - Haematology revenue increased 25% at CER, driven by strong sales of Altuvoct and Doptelet

IMMUNOLOGY PERFORMANCE - Immunology revenue rose 2% at CER, with Gamifant sales up, offset by lower Beyfortus royalties

STRATEGIC PORTFOLIO - Revenue from the strategic portfolio grew by 37% at CER

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Miss
SEK 7.82 bln
SEK 8.04 bln (6 Analysts)
Q4 Adjusted EPS
SEK 5.39
Q4 Adjusted Free Cash Flow
SEK 2.98 bln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 10 "strong buy" or "buy", 2 "hold" and 1 "sell" or "strong sell"

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

Wall Street's median 12-month price target for Swedish Orphan Biovitrum AB (publ) is SEK388.00, about 8.3% above its February 4 closing price of SEK358.40

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 18 three months ago

Press Release: ID:nWkr348yjP

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.)