Education
About Us
Working with TipRanks
Follow Us
Novonesis (NVZMY)
OTHER OTC:NVZMY
Earnings Data
Report Date
May 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.9Last Year’s EPS
0.47Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a predominantly positive operational and financial story: solid organic growth (7% FY), strong margins (adjusted EBITDA 37.1%), excellent cash generation and EPS growth, successful M&A integration and a powerful innovation engine with large R&D and IP backing. Balanced against these positives are meaningful but manageable headwinds — chiefly currency impacts, effects from exiting certain countries, one-off integration and restructuring costs, timing variability in Agriculture/Tech, and a temporary step-up in CapEx. Management provided a constructive 2026 outlook (organic growth 5%–7%, EBITDA margin 37%–38%) that already incorporates the noted risks. On balance, highlights materially outweigh the lowlights.Company Guidance
Robust Cash Generation and EPS Growth
Operating cash flow of EUR 1.22bn (+EUR 189m YoY). Free cash flow before acquisitions EUR 770m (+15%), equaling 19% of sales. Diluted adjusted EPS EUR 1.49 (+16% YoY); EPS ex-PPA EUR 1.99 (+15%).
Successful Integration and M&A Contribution
Feed Enzyme Alliance acquisition (closed June 2025) contributed ~1% to sales and ~0.25–0.5 ppt to margin as expected; integration progressing and synergies realized ahead of plan (100% run rate of cost synergies a year early).
Innovation and R&D Strength
Launched 33 new biosolutions in 2025 (14 in Q4); ~25% of 2025 sales from products launched in last 5 years. R&D spend >EUR 400m, ~10,000 patents, 85% of 2025 launches IP-protected; AI adoption shortened lead discovery timelines from years to months.
Sustainability and ESG Progress
80% of sales aligned with at least one Sustainable Development Goal; achieved all six 2025 sustainability targets including 100% electricity from renewable sources.
Divisional Outperformance — Human Health & Food & Beverages
Human Health organic sales +10% (FY and Q4) driven by Dietary Supplements and Advanced Health & Nutrition. Food & Beverages organic sales +8% for year and +7% in Q4, driven by dairy, baking, meat and plant-based innovations (e.g., Galaya Smooth, Javora Enhance).
Improved Return Metrics and Capital Allocation
Adjusted return on invested capital (ex-goodwill) 10.1% (+>20% vs prior pro forma). Proposed total dividend payout DKK 6.5 per share (EUR 0.87 total), payout ratio 58.4% (within 40%–60% policy).
Solid Organic Sales Growth
Organic sales grew 7% for FY2025 (4% in Q4) despite exiting certain countries (~1ppt negative for the year). Reported sales grew 5% in EUR for the year.
Strong Profitability and Margin Expansion
Adjusted EBITDA margin of 37.1% for FY2025 (in line with guidance 37%–38%) — +100 bps vs prior year; adjusted gross margin at 59.1% (+240 bps YoY). Q4 adjusted EBITDA margin improved to 36.6% (+40 bps).
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 |
|---|---|---|---|
Feb 25, 2026 | $60.75 | $58.21 | -4.19% |
Nov 06, 2025 | $59.65 | $64.14 | +7.54% |
Aug 21, 2025 | $65.30 | $60.51 | -7.33% |
May 08, 2025 | $64.67 | $66.96 | +3.55% |
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 May 05, 2026, Before Open (Confirmed).
What is Novonesis (NVZMY) earnings time?
Novonesis (NVZMY) earnings time is at May 05, 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 (Q1) is 0.9.