Fagron Sa · EURONEXT:FAGR
Fagron Sa — Fagron Sa Ord — Q3 2025 Earnings Presentation
9 slides from Fagron Sa's earnings presentation, Oct 9, 2025
Slide 1: 9M 2025 Trading Update
9M 2025 Trading Update Rafael Padilla CEO | Karin de Jong CFO 9 October 2025 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: Solid Q3 2025 performance supported by organic growth across all regions
Solid Q3 2025 performance supported by organic growth across all regions Q3 2025 9M 2025 Organic growth (CER) of 8.5% normalized*; 5.7% including GLP-1 impact. Reported revenue growth of 6.4% Total €228.2m €704.4m revenue FDA Wichita: CAPAs verified, no repeat observation; Additional capacity valida
Slide 4: Strong execution and commercial focus across regions
Strong execution and commercial focus across regions EMEA Latin America North America Broad-based growth Continued momentum Strong underlying across all segments driven by strong market demand offset by phase- leadership out of GLP-1 drug shortages +17.3% +9.2% -3.1% 86.3 96.9 93.8 73.6 29.1 48.1 44
Slide 5: Strong quality culture across the Group
Strong quality culture across the Group FDA verified corrective and Validated capacity expansion preventive actions at at Wichita; Additional $25 Wichita with no repeat million observations versus 2024 Routine inspections Quality remains key focus concluded at Wichita (6 and significant competitive
Slide 6: Continued M&A momentum across all segments
Continued M&A momentum across all segments Acquisitions to 8 date, consistent with disciplined buy-and-build approach EuroOTC (B&E) CADE Active Pharma (B&E) Clearance granted for Uni-Chem (B&E) & SB Trade (B&E) CareFirst (CS) Purifarma and Injeplast UCP (CS) Guinama (B&E) ALL integrations on track S
Slide 7: FY 2025 outlook
FY 2025 outlook Revenue €930m – €950m REBITDA Slight increase in margin profitability y-o-y Capex ~3.5% of revenue* Guidance assumes no significant changes in market conditions. Also excludes signed acquisitions that are not closed. * Excludes one-off capex projects 7
Slide 8: Global leader in the niche pharmaceutical compounding market
Global leader in the niche pharmaceutical compounding market Together we enable our people to become the best version of themselves Solid execution Highest quality will drive Strong operational and capabilities long-term success commercial strategies Optimized capital Right people, values and Only t
Slide 9: Questions
Personalizing medicine teense