Replay available

Fagron Sa Ord (ARSUF) Q3 2025 Earnings Call

Fagron Sa Ord (OTC: ARSUF) Q3 2025 earnings conference call, held 2025-10-09. Replay captured from the company's public earnings webcast.

Thu, October 9, 2025 at 3:30 AMendedReplay
Fagron Sa Ord (ARSUF) Q3 2025 Earnings Call

Hosted by

Featured presenters

Ignacio Artola

Head of Investor Relations

Karin De Jong

CFO

Rafael Padilla

CEO

Osama Tariq

Analyst, AVN Umbro Auto VHS

Frank Klaassen

Analyst, Degroof.com

Michael Heider

Analyst, Berenberg

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:05.739 Hello and good morning, everyone. Welcome to Fagron's Third Quarter 2025 00:00:05.739 -- 00:00:11.246 Trading Statement Webcast. I'm joined today by our CEO, Rafael Padilla, 00:00:11.246 -- 00:00:14.769 and our CFO, Karin De Jong. 00:00:15.072 -- 00:00:18.877 We will open the floor for questions at the end of the session. 00:00:18.877 -- 00:00:22.900 And with that, I will hand over to Rafael. 00:00:22.922 -- 00:00:25.326 Thank you, Matthew, and good morning, all. 00:00:25.326 -- 00:00:30.389 We're pleased to report a solid quarter where we achieved normalized organic growth 00:00:30.389 -- 00:00:34.333 of 8.5% and a 5.7% organic 00:00:34.333 -- 00:00:38.677 growth at CR when including the phase-out of GLP-1s. 00:00:38.677 -- 00:00:43.943 This quarter, our Wichita facility underwent a routine inspection by the FDA 00:00:43.943 -- 00:00:49.008 wherein the agency verified the corrective and preventive actions we set in place and 00:00:49.008 -- 00:00:55.332 received no repeat observations which validates our remediation actions. 00:00:55.550 -- 00:01:00.577 The FDA also validated the previously announced capacity expansion that is 00:01:00.577 -- 00:01:05.104 expected to generate $25 million in revenue. 00:01:05.104 -- 00:01:10.492 We also continued to execute on our M&A strategy as we announced 00:01:10.492 -- 00:01:15.759 the acquisition of UCP in the U.S., while at the same time we have received competition 00:01:15.759 -- 00:01:18.944 clearance for Purifarma and Ingeplus in Brazil. 00:01:18.944 -- 00:01:24.171 In 2025, we have already welcomed eight companies showing our 00:01:24.171 -- 00:01:29.542 M&A discipline serial acquired profile. And to finalize, we confirm 00:01:29.542 -- 00:01:34.548 our full year guidance of 930 to 950...