Replay available

Fagron Sa Ord (ARSUF) Q2 2025 Earnings Call

Fagron Sa Ord (OTC: ARSUF) Q2 2025 earnings conference call, held 2025-07-31. Replay captured from the company's public earnings webcast.

Thu, July 31, 2025 at 3:30 AMendedReplay
Fagron Sa Ord (ARSUF) Q2 2025 Earnings Call

Hosted by

Featured presenters

Rafael Padilla

CEO

Karin De Jong

CFO

Unknown Participant

Caller

Frank Klaassen

Analyst at Petercam

Matthias Mann

Analyst

Eric Wilmer

Analyst at Kenton

Investor webinar replay

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:05.657 Hello and good morning, everyone. Welcome to Fagron's H1 2025 00:00:05.657 -- 00:00:11.142 results webcast. I'm joined today by our CEO, Rafael Padilla, 00:00:11.142 -- 00:00:16.788 and our CFO, Karin De Jong. Rafael will start by discussing the company's performance 00:00:16.788 -- 00:00:20.251 and a closer look at the regional development. 00:00:20.251 -- 00:00:24.556 Karin, well done walking you through the financial results. 00:00:24.556 -- 00:00:28.381 We will open the floor for questions at the end of the session. 00:00:28.381 -- 00:00:31.824 With that, I will hand over to Rafael. 00:00:31.824 -- 00:00:36.449 Thank you, Ignacio, and good morning all. We're pleased to report strong first half with 00:00:36.449 -- 00:00:41.674 revenue reaching 476 million. This reflects 11.3% 00:00:41.674 -- 00:00:45.298 organic growth at constant exchange rates. 00:00:45.298 -- 00:00:50.463 Growth came from all the regions and segments led by LATAM, BRANZ, North 00:00:50.463 -- 00:00:53.146 America, and compounding services. 00:00:53.146 -- 00:00:57.473 Profitability grew by 12.3% to 95 million. 00:00:57.473 -- 00:01:02.918 and our margin improved to 20% support by operational excellence and synergies 00:01:02.918 -- 00:01:04.940 from acquisitions. 00:01:04.940 -- 00:01:11.085 We also continue to execute on our M&A strategy with four new acquisitions completed, 00:01:11.085 -- 00:01:16.450 Bella Corp in Australia, Unicam and Edge Trade in Serbia, and Active 00:01:16.450 -- 00:01:21.654 Pharma in the UK. Integration of our earlier acquisitions, 00:01:21.654 -- 00:01:27.140 including LSP, Pharma Product, Curfers, EuropetSafe, 00:01:27.140 -- 00:01:32.504 and GINAMA is progressing well and in line with expectations. 00:01:32.546 -- 00:01:37.672 A...