Straumann Holding ((CH:STMN)) has held its Q2 earnings call. Read on for the main highlights of the call.
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During Straumann Holding’s latest earnings call, the company conveyed a positive sentiment, underscoring strong revenue growth, successful product launches, and strategic investments. Despite facing challenges from currency fluctuations and tariffs, the company expressed confidence in its strategic outlook and growth potential, driven by recent product innovations and market expansions.
Strong Revenue Growth
Straumann reported impressive revenue figures, reaching CHF 1.3 billion in the first half of 2025. The second quarter alone contributed CHF 667.5 million, showcasing solid momentum across all business segments.
Organic Growth
The company achieved organic growth of 10.2% in the first half and 9.3% in the second quarter, highlighting its ability to expand its market presence and capitalize on new opportunities.
Core EBIT Margin
Despite facing significant currency headwinds, Straumann maintained a robust core EBIT margin of 26.6%, demonstrating effective cost management and operational efficiency.
Successful Product Launches
The launch of iEXCEL has been well-received, with positive feedback from clinicians. Additionally, regulatory approval for premium implant production in China marks a strategic advancement for the company.
Regional Performance
Strong performances were noted across EMEA, North America, Asia Pacific, and Latin America, with significant achievements in China and Brazil contributing to overall growth.
Digital and Manufacturing Investments
Straumann continues to invest in digital solutions and manufacturing expansions, including a new campus in Shanghai, reinforcing its commitment to innovation and market leadership.
Net Profit Increase
The company’s core net profit increased by 16% year-over-year at constant currency, amounting to CHF 265 million, reflecting its strong financial health.
Currency Headwinds
Currency effects negatively impacted revenue by CHF 44 million at 2025 exchange rates, with notable depreciation in the euro, Chinese RMB, and various emerging market currencies.
Gross Margin Impact
The gross margin experienced a decrease of 50 basis points due to adverse currency effects compared to the previous year.
Tariffs and Inflation Concerns
Newly imposed U.S. tariffs and inflation pose challenges, particularly impacting the U.S. market, which the company is closely monitoring.
Orthodontics Challenges
The orthodontics segment continues to face challenges, affecting overall growth in North America, which remains a focus area for improvement.
Forward-Looking Guidance
Straumann maintains a positive outlook for 2025, projecting high single-digit organic revenue growth and a 30 to 60 basis point improvement in the core EBIT margin at constant 2024 currency rates. The company emphasizes its strategic investments in digital transformation and operational efficiencies as key drivers for sustained growth and resilience amid external challenges.
In conclusion, Straumann Holding’s earnings call reflected a strong performance and strategic resilience, with significant revenue growth and successful product launches. Despite external challenges such as currency headwinds and tariffs, the company remains optimistic about its future prospects, supported by strategic investments and market expansions.