Laboratorios Farmaceuticos Rovi, SA (ES:ROVI)
BME:ROVI
Want to see ES:ROVI full AI Analyst Report?
Earnings Data
Report Date
Jul 29, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.42Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: meaningful margin and profitability improvements, strong product-level growth (notably Okedi), CDMO momentum and important R&D/clinical milestones provide positive long-term catalysts. Offsetting this were soft top-line dynamics, a material decline and pricing pressure in the heparin business, higher operating and R&D costs, and near-term uncertainty around a key prefilled syringe contract that prompted a more moderate 2026 revenue outlook. Overall, the company appears to be navigating near-term headwinds while investing for medium- to long-term growth.Company Guidance
Improved profitability and margins
Gross profit increased 5% to EUR 95.0m in Q1 2026, with gross margin improving by 3.8 percentage points to 62.3%. Excluding other income, gross margin rose 2.5 percentage points to 60.8%, driven by higher contribution from Okedi, lower heparin raw material costs and higher-margin CDMO revenue.
CDMO revenue growth and U.S. footprint expansion
Contract manufacturing (CDMO) revenue grew 5% to EUR 37.4m in Q1 2026. The Phoenix facility was fully integrated as of April 1, strengthening the U.S. manufacturing footprint and sterile fill-and-finish capabilities; a new filling line is expected to be ready next year. Management maintains long-term CDMO ambitions (targeting ~EUR 700m by 2030) despite near-term moderation.
Strong performance and outlook for Okedi
Okedi sales reached EUR 17.2m in Q1, up 37% year-on-year and 10% quarter-on-quarter. Management highlights Okedi as a key growth driver with potential to reach EUR 100m–200m in coming years based on its differentiated clinical profile and continued uptake.
R&D and ISM pipeline progress
Key ISM milestones: Letrozole SIE received FDA IND approval enabling U.S. clinical development and Phase III recruitment expected in Q3 2026; Risperidone QUAR reported strong Phase I results and is advancing into Phase II. Two Phase III clinical trials are underway, reinforcing long-term innovation potential.
Solid balance sheet and shareholder returns
As of March 31, 2026, total debt was EUR 114.4m with gross cash of EUR 99.6m, resulting in net debt of EUR 14.9m. Operating cash flow was EUR 13.0m and free cash flow EUR 5.6m in Q1. Company targets a 35% payout ratio and will propose a EUR 0.9594 per share dividend charged to 2025 results.
Laboratorios Farmaceuticos Rovi (ES:ROVI) Earnings, Revenues Date & History
ES:ROVI 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
ES:ROVI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | €79.90 | €67.10 | -16.02% |
Feb 25, 2026 | €78.20 | €82.05 | +4.92% |
Nov 06, 2025 | €57.65 | €55.00 | -4.60% |
Jul 24, 2025 | €54.40 | €57.15 | +5.06% |
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 Laboratorios Farmaceuticos Rovi, SA (ES:ROVI) report earnings?
Laboratorios Farmaceuticos Rovi, SA (ES:ROVI) is schdueled to report earning on Jul 29, 2026, TBA (Confirmed).
What is Laboratorios Farmaceuticos Rovi, SA (ES:ROVI) earnings time?
Laboratorios Farmaceuticos Rovi, SA (ES:ROVI) earnings time is at Jul 29, 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?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Laboratorios Farmaceuticos Rovi, SA stock?
The P/E ratio of Laboratorios Farmaceuticos Rovi is N/A.
What is ES:ROVI EPS forecast?
Currently, no data Available