Alk-abello A/s Class B · OMXCOP:ALK_B
Alk-abello A/s Class B — Alk-Abello As B Shs New — Q3 2025 Earnings Presentation
10 slides from Alk-abello A/s Class B's earnings presentation, Nov 13, 2025
Slide 1: Q3 2025 presentation
Q3 2025 presentation Webcast 13 November 2025
Slide 2: Agenda and presenters
2 Webcast 13 November 2025 Agenda and presenters • Q3 highlights • Market trends • Product trends • 9M results • Strategy highlights President & CEO EVP, Group CFO VP, Head of IR • 2025 outlook Peter Halling Claus Steensen Sølje Per Plotnikof • Q&A session This presentation contains forward-looking
Slide 3: Q3 highlights
3 Webcast 13 November 2025 Q3 highlights Strong results and focus on execution of key strategic initiatives Execution of growth strategy Revenue DKKm • ACARIZAX® roll-out for children progresses well 2,000 +18% 20% • Encouraging early uptake of ITULAZAX® for children and 1,500 15% adolescents 1,000
Slide 4: Double-digit growth across regions
4 Webcast 13 November 2025 Double-digit growth across regions Europe key driver of total global growth Europe North America International markets 69% 16% 15% Growth driven by sales of tablets Progress driven by other life science Sales influenced by phasing of and anaphylaxis products and tablets sh
Slide 5: Tablets and AAIs main sources of growth
5 Webcast 13 November 2025 Tablets and AAIs* main sources of growth Continued momentum in Europe for both product groups Tablets SCIT/SLIT-drops Other products 48% 36% 16% Solid volume-driven growth Performance improved by higher Growth driven by Jext® sales and mainly from Europe and North America
Slide 6: Strong margins and cash-flow
6 Webcast 13 November 2025 Strong margins and cash-flow Profitability driven by higher sales, improved gross margin, and lower capacity costs to revenue ratio DKK million 9M 2025 9M 2024 Change Gross profit DKKm 1.500 70% Revenue 4,579 4,038 +14% 1.000 65% Gross profit 3,054 2,598 60% 500 Gross marg
Slide 7: Allergy+ progress
7 Webcast 13 November 2025 Allergy+ progress Focus on high-potential growth levers Respiratory allergy • Paediatric launches in 21 countries for house dust mite and in 11 for tree tablets - initial market response exceeded expectations with 3,000+ active prescribers • New partnership in China with G
Slide 8: New 2025 outlook
8 Webcast 13 November 2025 New 2025 outlook Outlook adjusted on 12 November, 2025 Revenue Key assumptions • Volume-driven growth across all sales regions DKKm Revenue Growth in l.c. 13-15% • Double-digit growth in tablet sales 7.000 6.000 15% 5.000 10% Growth in local currencies • Single-digit growt
Slide 9: Q&A session
Q&A session
Slide 10: Upcoming events
10 Webcast 13 November 2025 Upcoming events • 14 Nov Q3 roadshow, Copenhagen • 18 Nov Jefferies Healthcare Conference, London • 19 Nov Roadshow, Montréal & Toronto • 25 Nov DNB-Carnegie Healthcare Conference, Oslo • 27 Nov Danske Bank Winter Seminar, Copenhagen • 20 Feb Q4 Annual report Investor Rel
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