Fagron Sa · EURONEXT:FAGR
Fagron Sa — Fagron Sa Ord — 9M 2026 Earnings Presentation
9 slides from Fagron Sa's earnings presentation, Oct 8, 2026
Slide 1: 9M 2026 Trading Update
9M 2026 Trading Update Rafael Padilla Karin de Jong CEO CFO 8 October 2026 1
Slide 2: Disclaimer
Disclaimer The contents of this document, including all statements made therein, are based on estimates, assumptions and other information currently available to the management of Fagron. Certain statements in this presentation may be deemed to be forward-looking. Such forward-looking statements are
Slide 3: 23.2% revenue growth in Q3, supported by diversified business model and M&A
23.2% revenue growth in Q3, supported by diversified business model and M&A Revenue Reported growth Organic growth at CER Q3 2026 €281.3m Q3 2026 23.2% Q3 2026 3.4% 9M 2026 €833.7m 9M 2026 18.4% 9M 2026 3.2% Revenue up 23.2%, Organic growth at CER of IV bag supply stabilized; Injeplast acquisition F
Slide 4: EMEA and Latin America lead organic growth; B&E strong in North America–Pacific
EMEA and Latin America lead organic growth; B&E strong in North America– Pacific EMEA Latin America North America–Pacific Broad-based growth, led by CS and Momentum maintained, with Strong B&E growth; CS impacted by supported by M&A Essentials and M&A in Brazil temporary, industry-wide IV bag contri
Slide 5: FY 2026 outlook confirmed
FY 2026 outlook confirmed Revenue Adj. EBITDA margin Capex €1,125 – €1,150 19.5% – 20.0% ~3.5% million of revenue1 1 Excludes one-off projects. Guidance assumes no significant changes in market conditions 5
Slide 6: Well positioned for a strong 2027
Well positioned for a strong 2027 North America– IV bag supply stabilized; CS volumes to recover Pacific progressively through Q4 Expansion >$500m cumulative capacity added 2025–2028, including projects Wichita and Las Vegas All announced acquisitions Acquisitions closed, contributing fully in 2027
Slide 7: Capital Markets Day 2027
Capital Markets Day 2027 Fagron will hold a Capital Markets Day in October 2027 at the FSS Wichita facility in Kansas, US Wichita, Kansas We will discuss the latest business developments, market trends and provide an update on our strategic priorities and objectives Further details will be announced
Slide 8: Together we create the future of personalized medicine
The global leader in pharmaceutical compounding Together we create the future of personalized medicine Defensive Disciplined Business Model M&A Strong Cash Sustainability Generation Focus Operational Unique Market Excellence Positioning 8
Slide 9: Questions
Questions 9