DocMorris AG (CH:DOCM)
:DOCM
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Earnings Data
Report Date
Aug 19, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
-2.11Same Quarter Last Year
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a mixed but constructive picture: strong top-line growth (11.1%), exceptional digital services expansion (+110%) and clear operational progress (customer growth, improved gross margin, personnel cost discipline, AI adoption, and a CHF 160m liquidity buffer). At the same time, the company is managing sizeable FY2025 adjusted EBITDA losses (~CHF -48m), logistics and marketing cost pressures, working capital inefficiencies, and one-off restructuring costs. Management provided a detailed roadmap to reach EBITDA breakeven in 2026 and free cash flow breakeven in 2027, and highlighted strategic assets (TeleClinic scale, Retail Media, Google partnership) that support the recovery. Overall, the positive operational trends and credible path to profitability outweigh current financial and operational headwinds.Company Guidance
Revenue Growth
Group revenue grew 11.1% in FY2025 (local currency); reported revenues excluding Apotal grew 12.4% (local currency).
Strong Rx and Digital Services Momentum
Rx revenue grew ~33% year-over-year and non-Rx grew 7.1%; Digital Services delivered exceptional growth of 110% and already contribute strongly to profitability.
Digital Services Profitability and TeleClinic Scale
TeleClinic delivered ~2 million treatments in 2025 (+>50% YoY) and generated EUR 26 million in take-rate revenue; digital services (TeleClinic + Retail Media) are high-margin drivers contributing the majority of CM3.
Platform Reach and Customer Metrics
Platform now serves ~11.0 million active online pharmacy customers (up 700k from 10.3m) and TeleClinic customers grew from 0.9m to 1.2m (+300k); app downloads reached 2.1 million (up ~200k).
Higher Average Order Value and Retention Improvements
Rx average order value increased (Q4 eRx AOV ~EUR 128); average Rx basket rose by ~EUR 4 YoY. Customer order frequency improved from 3.9x to 4.0x and repeat order rate increased from 76% to 77%.
Gross Margin and Cost Efficiency Improvements
Group gross margin increased ~90 basis points to 22.2% despite reallocation of marketing into direct bonuses/co-payment; personnel cost ratio improved by ~50 basis points, reflecting early efficiency gains.
Balance Sheet and Liquidity Strength
Liquidity at year-end was CHF 160 million; net debt reduced to CHF 138 million and equity ratio improved to ~50%; remaining convertible debt maturities were clarified with CHF 22m '26 convertible redeemed in early March.
Clear Path to Profitability
Management provided a roadmap to EBITDA breakeven in the course of 2026 (FY2026 EBITDA guidance: -CHF 10m to -CHF 25m) and free cash flow breakeven targeted for 2027, driven by CM3 improvement and digital services scale.
AI Health Companion Adoption and Clinical Impact
AI Health Companion (beta launched Oct 2025) is being rapidly adopted (already used by ~1 in 3 app users) and facilitated early detection via a skin-check service (over 200 skin tumors/melanomas detected in 2 months).
Strategic Partnership with Google
Announced strategic partnership with Google to leverage AI capabilities while retaining full data sovereignty and privacy controls, expected to accelerate product development, engagement and platform value.
Retail Media Growth
Retail Media (launched ~3 years ago) generated double-digit million euro revenue with high margins (reported as higher margin than TeleClinic) and is positioned as a leading health-care retail media platform in Germany.
CH:DOCM 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
CH:DOCM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 19, 2026 | CHF4.12 | CHF4.01 | -2.57% |
Aug 19, 2025 | CHF7.67 | CHF6.78 | -11.61% |
Mar 13, 2025 | CHF10.40 | CHF7.42 | -28.70% |
Aug 20, 2024 | CHF23.53 | CHF20.60 | -12.43% |
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 DocMorris AG (CH:DOCM) report earnings?
DocMorris AG (CH:DOCM) is schdueled to report earning on Aug 19, 2026, TBA (Confirmed).
What is DocMorris AG (CH:DOCM) earnings time?
DocMorris AG (CH:DOCM) earnings time is at Aug 19, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of DocMorris AG stock?
The P/E ratio of DocMorris is N/A.
What is CH:DOCM EPS forecast?
Currently, no data Available