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Novartis Ag (DE:NOTA)
FRANKFURT:NOTA
Earnings Data
Report Date
Apr 29, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
1.96Last Year’s EPS
1.73Same Quarter Last Year
Based on 1 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Jan 31, 2025
|% Change Since: 5.67%
|Next Earnings Date:Apr 29, 2025
Earnings Call Sentiment|Positive
The earnings call presented a strong financial performance by Novartis with significant growth in key segments such as Entresto, Cosentyx, and Kisqali, along with robust pipeline advancements. However, there are concerns about potential generic entries impacting future performance and a delay in the OAV101 IT study. Overall, the positive achievements and growth in various segments outweigh the challenges highlighted.Company Guidance
During the Novartis Q4 2024 earnings call, several key metrics and guidance points were highlighted. Novartis reported a strong performance with Q4 sales growing 16% and core operating income increasing by 29% in constant currency. For the full year 2024, sales rose by 12% and core operating income grew by 22%, achieving a core margin of 38.7%. The company expressed confidence in continued growth, projecting a 5% plus sales guidance out to 2029 and mid-single-digit growth in the long term. Key products like Entresto, Cosentyx, Kesimpta, and Kisqali showed robust growth, contributing to these results. The call also addressed the expected impact of generic entries in 2025, with specific assumptions for Entresto's loss of exclusivity. Novartis anticipates mid to high single-digit sales growth and high single to low double-digit core operating income growth for 2025, despite potential generic impacts.Strong Overall Financial Performance
Novartis reported a 16% sales growth and a 29% core operating income growth in Q4 2024 in constant currency. The full year saw a 12% sales growth and a 22% core operating income growth, achieving a margin of 38.7%.
Entresto Achievements
Entresto achieved $7.8 billion in sales for the full year, up 31%. U.S. sales grew by 41% with significant performance in heart failure and hypertension in China and Japan.
Cosentyx Performance
Cosentyx sales topped $6 billion for the full year, growing 25%. U.S. sales increased by 36%, driven by new launches in HS and IV.
Kesimpta Growth
Kesimpta grew 49%, reaching $3.2 billion in full-year sales. The U.S. market grew by 42%, with strong performance outside the U.S. growing at 67% in constant currency.
Kisqali Sales Increase
Kisqali grew 49% for the full year, reaching $3 billion in sales, with a significant increase in metastatic and early breast cancer settings.
Pluvicto Expansion
Pluvicto delivered $1.4 billion in full-year sales, with a 42% growth in constant currencies, focusing on expanding the PSMAfore launch.
Leqvio and Scemblix Growth
Leqvio showed 114% constant currency full-year growth. Scemblix grew 68%, becoming a market leader in the third-line CML setting.
Pipeline and Innovation Progress
Novartis made significant progress in its pipeline with key approvals and ongoing developments, aiming to maintain growth momentum into the 2030s.
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DE:NOTA 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
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DE:NOTA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Jan 31, 2025 | €97.00 | €101.00 | +4.12% |
| Oct 29, 2024 | €103.50 | €101.50 | -1.93% |
| Jul 18, 2024 | €102.00 | €99.20 | -2.75% |
| Apr 23, 2024 | €89.00 | €91.80 | +3.15% |
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.
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FAQ
When does Novartis Ag (DE:NOTA) report earnings?
Novartis Ag (DE:NOTA) is schdueled to report earning on Apr 29, 2025, TBA Not Confirmed.
What is Novartis Ag (DE:NOTA) earnings time?
Novartis Ag (DE:NOTA) earnings time is at Apr 29, 2025, TBA Not 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 the P/E ratio of Novartis Ag stock?
The P/E ratio of Novartis is N/A.
What is DE:NOTA EPS forecast?
DE:NOTA EPS forecast for the fiscal quarter 2025 (Q1) is 1.96.
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