Alk-abello A/s Class B · OMXCOP:ALK_B
Alk-abello A/s Class B — Alk-Abello As B Shs New — Q2 2025 Earnings Presentation
12 slides from Alk-abello A/s Class B's earnings presentation, Aug 21, 2025
Slide 1: Q2 2025 presentation
Q2 2025 presentation Webcast 21 August 2025
Slide 2: Agenda and presenters
2 Webcast 21 August 2025 Agenda and presenters • Q2 highlights • Market trends • Product trends • Half-year 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-loo
Slide 3: Q2 highlights
3 Webcast 21 August 2025 Q2 highlights Commercial execution and accelerated sales momentum Execution of growth strategy Revenue DKKm • ACARIZAX® roll-out for children exceeds expectations +12% 24% 1,600 18% • First launches of ITULAZAX® for children and adolescents 1,200 12% • First launch of EURnef
Slide 4: Double-digit growth in Europe and North America
4 Webcast 21 August 2025 Double-digit growth in Europe and North America Flattish revenue growth in International markets due to phasing of product shipments Europe North America International markets 67% 18% 15% Growth driven by sales of tablets Progress driven by tablets and Sales influenced by ph
Slide 5: Tablets and AAIs main sources of growth
5 Webcast 21 August 2025 Tablets and AAIs* main sources of growth European sales of both product groups exceeded expectations Tablets SCIT/SLIT-drops Other products 54% 32% 14% Solid volume-driven growth Performance impacted by lower Growth driven by Jext® sales and in all sales regions SCIT shipmen
Slide 6: Strong margins and cash-flow
6 Webcast 21 August 2025 Strong margins and cash-flow Profitability driven by higher sales, improved gross margin, and lower capacity costs DKK million H1 2025 H1 2024 Change Gross profit DKKm 68% Revenue 3,049 2,725 +12% 1,200 800 62% Gross profit 2,011 1,756 400 Gross margin 66% 64% 0 56% Q2-24 Q3
Slide 7: Unlocking the paediatric potential
7 Webcast 21 August 2025 Unlocking the paediatric potential Expanding reach and market uptake of tablets for children ACARIZAX® / ODACTRA® for children aged 5-11 • Available in 12 ALK markets and 3 partner markets • Additional market entries planned for 2nd half-year ITULAZAX® / ITULATEK® for childr
Slide 8: Expanding in anaphylaxis
8 Webcast 21 August 2025 Expanding in anaphylaxis EURneffy® roll-out is gaining momentum Ongoing commercialisation in ALK’s territories • First market launch in Germany end-June • 2nd half-year launches in the UK and other markets • Price premium secured in Germany and Slovenia US co-promotion agree
Slide 9: Market expansion and pipeline progress
9 Webcast 21 August 2025 Market expansion and pipeline progress Efforts to support Allergy+ strategic priorities Market expansion – respiratory tablets • Japan: Doubling of API capacity; Shionogi to focus on ALK’s tablets following acquisition of Torii • UK: Tablets becoming accessible through publi
Slide 10: New 2025 outlook
10 Webcast 21 August 2025 New 2025 outlook Outlook upgraded on August 12, 2025 Revenue Key assumptions • Volume-driven growth across all sales regions DKKm Revenue Growth in l.c. 12-14% • Double-digit growth in tablet sales 7.000 6.000 15% (previously 9-13%) 5.000 10% • Single-digit growth in SCIT/S
Slide 11: Q&A session
Q&A session
Slide 12: Upcoming events
12 Webcast 21 August 2025 Upcoming events • 22 Aug Q2 roadshow, Copenhagen • 27 Aug Roadshow, Paris • 28 Aug Roadshow, London • 16 Sept SEB Autumn seminar, Copenhagen • 18 Sept HCA conference, Copenhagen • 13 Nov Q3 Interim report Investor Relations: Per Plotnikof, Vice President, Head of Investor R
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