Replay available

Redcare Phamacy Unsp/Adr (SAEYY) Q4 2025 Earnings Call

Redcare Phamacy Unsp/Adr (OTC: SAEYY) Q4 2025 earnings conference call, held 2026-03-04. Replay captured from the company's public earnings webcast.

Wed, March 4, 2026 at 5:00 AMendedReplay
Redcare Phamacy  Unsp/Adr (SAEYY) Q4 2025 Earnings Call

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Featured presenters

Olivier Calvé

Analyst, UBS

Volker Bosse

Analyst, Baader Bank

Olaf Heyrich

CEO

Jan Koch

Analyst, Deutsche Bank

Christian Salis

Analyst, Cantor Fitzgerald

Sarah Roberts

Analyst, Barclays

Investor webinar replay

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Replay transcript excerpt

WEBVTT 00:00:01.027 -- 00:00:05.769 Hello and a very warm welcome also to everybody from my side. 00:00:05.769 -- 00:00:11.211 Before we start with the presentation, I would like to welcome our new CFO, Hendrik, 00:00:11.211 -- 00:00:13.071 to this round. 00:00:13.071 -- 00:00:18.073 We are happy to have Hendrik with us in the management team to further scale Redcarpharmacy. 00:00:18.073 -- 00:00:18.953 Welcome, Hendrik. 00:00:18.953 -- 00:00:19.353 Thank you. 00:00:19.254 -- 00:00:21.674 Happy to be here. 00:00:21.955 -- 00:00:24.475 Okay, let's look into the agenda of today. 00:00:24.475 -- 00:00:28.988 So first of all, we would like to start with the highlights of 2025. 00:00:28.988 -- 00:00:34.150 followed up by the financial performance 2025, an update on strategy, 00:00:34.150 -- 00:00:38.431 and then later, an update on guidance. 00:00:39.011 -- 00:00:42.572 So let's start with the highlights of 2025. 00:00:44.333 -- 00:00:47.694 The first three highlights are focused on Rx. 00:00:47.694 -- 00:00:52.616 2025 has been a very successful year for RedCare on Rx. 00:00:52.616 -- 00:00:58.897 We almost doubled our Rx revenues in Germany, reaching 503 million euros. 00:00:59.325 -- 00:01:02.127 If we look into the relevant competition, 00:01:02.127 -- 00:01:05.630 our share of 67% demonstrates 00:01:05.630 -- 00:01:08.912 our clear market leadership position. 00:01:08.912 -- 00:01:13.736 From a group perspective, RX revenues are now exceeding €1 billion, 00:01:13.736 -- 00:01:17.538 more than 33% of total sales. 00:01:18.020 -- 00:01:23.524 The RX bonus for EE1 reformed pharmacies was confirmed not only at the ECJ 00:01:23.524 -- 00:01:28.628 again, but for the first time in history also at the highest German federal 00:01:28.628 -- 00:01:33.764 court. As a consequen...