Replay available

Redcare Phamacy Unsp/Adr (SAEYY) Q2 2025 Earnings Call

Redcare Phamacy Unsp/Adr (OTC: SAEYY) Q2 2025 earnings conference call, held 2025-07-29. Replay captured from the company's public earnings webcast.

Tue, July 29, 2025 at 5:00 AMendedReplay
Redcare Phamacy  Unsp/Adr (SAEYY) Q2 2025 Earnings Call

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Featured presenters

Olivier Calvet

Analyst, UBS

Jan Koch

Analyst, Deutsche Bank

Paul Carbosse

Analyst, Baader Bank

Ramon Huber

Analyst, Limit Capital

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Replay transcript excerpt

WEBVTT 00:00:00.352 -- 00:00:06.396 Thank you very much and good morning to everybody and a very warm welcome from our side. 00:00:06.396 -- 00:00:11.640 Let's have a look into today's agenda. So first of all, we would like to talk about 00:00:11.640 -- 00:00:17.164 financial performance, then an update on Rx regulatory landscape, 00:00:17.164 -- 00:00:20.706 then an Rx update on our Rx development, 00:00:20.706 -- 00:00:25.910 and then by the end, an outlook and guidance for the remaining part of the year. 00:00:25.910 -- 00:00:30.572 If we go to the next slide, you can start with the financial performance. 00:00:32.600 -- 00:00:37.701 Group sales are up 27% year over year. So we are showing 00:00:37.701 -- 00:00:43.223 a continued strong growth. It's fully organic and it's in both areas, 00:00:43.223 -- 00:00:46.244 non-RX and RX. 00:00:46.244 -- 00:00:50.464 Also in non-RX, we are showing a growth of 18%, 00:00:50.625 -- 00:00:57.047 60% in the DACH region and 26% in the international segment. 00:00:57.047 -- 00:01:01.743 Overall and particularly in Germany with strong market share gains. 00:01:01.743 -- 00:01:07.725 So if we look into the German market and we can see, especially in Q2 of this year, 00:01:07.725 -- 00:01:11.827 that our competition and also brick and mortar is almost flat in sales. 00:01:11.827 -- 00:01:17.049 So we are really lucky to report a continued growth and showing our strength 00:01:17.049 -- 00:01:19.870 in that region and in that market. 00:01:19.870 -- 00:01:24.993 Also fast year over year growth on RX sales in Germany, 155% compared to the first 00:01:24.993 -- 00:01:27.453 half of last year. 00:01:29.636 -- 00:01:35.082 And looking into the EBITDA, we now draw an adjusted EBITDA of 1.9%. 00:01:35.082 -- 00:01:41.987 It's a doubling f...