Overview
Veterinary pharma firm's 2025 revenue rose 7.9% at constant rates and scope
Company's companion animal segment grew 10.9%, driving overall revenue growth
Company expects 2026 revenue growth of 5.5% to 7.5% at constant rates and scope
Outlook
Virbac expects 2026 revenue growth between 5.5% and 7.5% at constant rates
Company anticipates 2026 adjusted operating income ratio around 17%
Thyronorm acquisition to contribute ~1 pt to 2026 revenue growth
Result Drivers
COMPANION ANIMAL GROWTH - Co reported 10.9% growth in companion animal segment, driven by new product launches and strong market demand
FARM ANIMAL SEGMENT - Farm animal segment saw 6.1% growth, supported by high sales of vaccines and parasiticides
U.S. MARKET PERFORMANCE - U.S. market contributed significantly with a 14.7% growth at CERS, driven by new product launches and existing product strength
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
EUR 362 mln
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 2 "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 Virbac SA is €407.00, about 14% above its January 16 closing price of €357.00
The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 15 three months ago
Press Release: ID:nGNE2fhX75
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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.)