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Earnings Data
Report Date
Sep 02, 2026TBA (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
―Last Year’s EPS
-0.43Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveys a balanced picture: strong operational cash generation, clear commercial pharma momentum (notably GLP‑1 traction), and a material APAC divestment that should materially strengthen the balance sheet and unlock shareholder value. Offsetting these positives are significant near‑term manufacturing and sterile segment setbacks (large EBITDA and revenue hits from lost contracts), a meaningful short‑term decline in group earnings, and ongoing macro/regulatory and currency risk. Management presented a defined recovery plan (cost reshaping, contract commercialization, insulin ramp, French site wins and sterile restructuring) and targets FY27 restoration of prior EBITDA levels, but execution is required to convert the improvements signaled into sustainable results.Company Guidance
Strong free cash flow generation
Cash from operations ZAR 3.6bn (up from ZAR 1.8bn prior half); CapEx reduced to ZAR 1.6bn (from ZAR 2.6bn), producing ~ZAR 2bn of free cash flow for the half. Cash generation aided by lower working capital, lower cash finance costs and tax timing optimization.
Commercial Pharma growth and margin expansion
Commercial Pharma revenue +4% constant exchange rate (CER) and EBITDA +11% CER; EBITDA margin improved to 29.2% from 28.3%. All sub‑segments positive (Injectables +7% CER, Prescription +2% CER, OTC growth).
GLP‑1 momentum (Mounjaro & semaglutide opportunity)
South African GLP‑1 market ~ZAR 2.2bn (tripled in ~18 months); Mounjaro share rose from 21% to 52%. Management expects Mounjaro sales >ZAR 1.3bn in the period and continued rollout in Sub‑Saharan Africa; semaglutide generic entry targeted as early as calendar Q2 (Canada) with broader emerging‑market opportunity through 2026–2027.
APAC divestment to unlock material value and reduce debt
Transaction consideration AUD 237m (previously guided ~ZAR 26.5bn at AUD/ZAR ~11.05); assets held for sale NBV ZAR 21.8bn. Expected net proceeds >ZAR 25bn to be used primarily to reduce or extinguish net debt; anticipated after‑tax profit on sale ~ZAR 1.8–2.0bn to be recognized in H2 and interest savings ~ZAR 1.2bn pretax (c. ZAR 0.9bn after tax).
Operational recovery actions and commercial opportunities
Reshape largely complete (~90%); insulin contract started (ramp into FY27) and French facility RFQs increased from 1 to 6 with incremental secured volumes expected to add ~ZAR 300m EBITDA in FY27. Management target: recover lost EBITDA and reach positive sterile EBITDA by FY27.
ESG and access progress
Critical medicines volumes +8% vs FY24; women in top leadership 32% (from 19% in FY20); Scope 1 & 2 emissions down ~24% vs FY20 baseline; renewable energy usage ~19% across facilities; vaccine regulatory progress with two products registered with SAHPRA and expected further registrations in the next 9–12 months.
APNHY 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
APNHY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 03, 2026 | $8.31 | $8.13 | -2.19% |
Sep 03, 2025 | $5.75 | $5.68 | -1.22% |
Mar 03, 2025 | $8.68 | $9.69 | +11.64% |
Oct 02, 2024 | $11.09 | $11.12 | +0.27% |
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 Aspen Pharmacare (APNHY) report earnings?
Aspen Pharmacare (APNHY) is schdueled to report earning on Sep 02, 2026, TBA (Confirmed).
What is Aspen Pharmacare (APNHY) earnings time?
Aspen Pharmacare (APNHY) earnings time is at Sep 02, 2026, TBA (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?
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What is APNHY EPS forecast?
Currently, no data Available