Novonesis (NVZMY)
OTHER OTC:NVZMY
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Earnings Data
Report Date
Aug 20, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.77Last Year’s EPS
0.42Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveys a positive operational and financial start to 2026: solid 7% organic growth, improved gross margin (+120 bps), strong cash flow and EPS (+8%), successful financing and ongoing integration synergies from the Feed Enzyme Alliance. Notable near-term headwinds include currency impacts, higher operating expenses and a temporary CapEx step-up, plus segment-specific softness in North American probiotics and timing-driven declines in tech/plant. Management maintains confident full-year guidance (5%–7% organic growth; 37%–38% adj. EBITDA margin) and reiterates medium-term targets, indicating that positives (growth, margins, cash, strategic M&A and product launches) materially outweigh the transitory negatives.Company Guidance
Strong Top-Line Growth
Group organic sales grew 7% in Q1 2026 (reported EUR sales +4%), driven by volume growth; sales synergies and pricing each contributed ~1 percentage point and M&A added +3%. The outlook for 2026 organic sales growth is maintained at 5%–7% (includes ~1 ppt effect from exiting certain countries).
Robust Divisional Performance — Food & Beverages
Food & Beverages delivered 11% organic growth in Q1, with pricing contributing ~1 ppt and broad geographic/industry penetration; dairy and fresh dairy were key drivers.
Food & Health and Planetary Health Momentum
Food & Health grew 9% organically; Planetary Health grew 5% organically (including ~2 ppt from inventory buildup at a key Animal customer). Business launched 5 new biosolutions in Q1 (3 in Food & Health, 2 in Planetary Health) including a yogurt culture, Bovacillus probiotic (up to +1 kg milk/cow/day) and ActiPhy enzyme (≈+3% corn yield).
Strong Profitability Metrics
Adjusted gross margin improved by 120 bps to 60.1% and adjusted EBITDA margin remained high at 37.8% (Q1 2025: 38.3%). Management maintains full-year adjusted EBITDA margin guidance of 37%–38% and expects margin expansion versus 2025.
Earnings, Cash Flow and Balance Sheet Progress
Adjusted EPS (ex PPA amortization) was EUR 0.57, +8% YoY. Operating cash flow was EUR 167.1m (+EUR 60.7m YoY). Free cash flow before acquisitions increased 9% to EUR 74m. Successfully issued EUR 1.7bn senior unsecured notes and received an S&P A- with stable outlook.
Acquisition Integration and Capacity Expansion
Feed Enzyme Alliance (acquired ~10 months ago) is performing in line with expectations and contributed ~50 bps to EBITDA via synergies. Novonesis acquired a production facility in Thailand (operational targeted 2027) to add optionality (incl. HMO scale-up) and CapEx plans through 2030 already include further investments.
Clear Growth Drivers and Market Positioning
Management highlights secular demand for biosolutions (higher yields, healthy nutrition, bioenergy) and cites strong customer dialogues—particularly in Southeast Asia and India—supporting long-term growth targets (2030 organic CAGR target reiterated at 6%–9%).
NVZMY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NVZMY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 05, 2026 | $62.50 | $62.47 | -0.05% |
Feb 25, 2026 | $60.29 | $57.77 | -4.19% |
Nov 06, 2025 | $59.20 | $63.66 | +7.54% |
Aug 21, 2025 | $64.81 | $60.06 | -7.33% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Novonesis (NVZMY) report earnings?
Novonesis (NVZMY) is schdueled to report earning on Aug 20, 2026, Before Open (Confirmed).
What is Novonesis (NVZMY) earnings time?
Novonesis (NVZMY) earnings time is at Aug 20, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NVZMY EPS forecast?
NVZMY EPS forecast for the fiscal quarter 2026 (Q2) is 0.77.