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Sandoz Group Ltd Sponsored ADR (SDZNY)
OTHER OTC:SDZNY
Earnings Data
Report Date
Aug 06, 2026Before Open (Not Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.88Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strongly positive operational and financial performance with multiple clear achievements: revenue exceeded $11 billion, biosimilars gained share and drove margin expansion, cash generation and EPS improved materially, and strategic investments (Just-Evotec acquisition and a Slovenian biosimilars hub) position the company for future growth. Notable near-term headwinds include penicillin B2B price disruption, ongoing low- to mid-single-digit price erosion, FX impacts on reported net debt, one-off integration and IT costs, and regulatory/IP uncertainties (especially in the U.S.) that could affect timing and scale of some opportunities. On balance, the highlights (broad-based sales growth, margin expansion, strong cash flow, successful launches, strengthened pipeline and manufacturing investments) outweigh the lowlights, which are significant but largely manageable and either transient or being mitigated through strategic actions.Company Guidance
Record Annual Net Sales Above $11 Billion
Net sales surpassed $11.0 billion for the first time, reported at $11.1 billion with growth of ~5% at constant currencies (Remco cited underlying growth of 6%). Q4 marked the 17th consecutive quarter of sales growth.
Strong Biosimilars Momentum and Mix Shift
Biosimilars grew strongly (Richard cited 13% growth; Remco noted 18% underlying biosimilars growth) and now represent ~30% of total net sales (31% in Q4). Biosimilars contributed meaningfully to mix, driving margin expansion.
Margin Expansion and Profitability
Core EBITDA margin expanded by 160 basis points to 21.7% (from 20.1%), with core EBITDA up ~14% year-on-year. Core gross profit reached $5.6 billion with a gross margin of 50.6%.
Strong EPS and Cash Generation
Core diluted EPS grew by 33%. Management free cash flow increased by $435 million to $1.5 billion, reflecting improved operating performance and working capital discipline.
Improved Return on Invested Capital and Leverage
Core ROIC improved to 14.5% (up ~2.0–2.2 percentage points). Net debt-to-core-EBITDA improved to ~1.5x; underlying net debt (ex-FX) fell by $200 million to ~$3.1 billion (reported net debt $3.6 billion affected by FX).
Successful New Product Launches
Multiple launches: Pyzchiva (U.S. and EU auto-injector), Tyruko (EU and U.S. roll-out), Wyost and Jubbonti (first denosumab biosimilars in the U.S. and launches in EU/Canada), Afqlir (entered Europe; U.S. launch expected Q4 2026), and Enzeevu label expansion by the FDA—all positioned to contribute meaningful growth.
Strategic Acquisition and Manufacturing Investment
Acquisition of Just-Evotec Biologics Europe completed end-2025 to strengthen biologics development and continuous manufacturing capability. Investing to build an end-to-end biosimilars hub in Slovenia; CapEx ~ $700 million in 2025 and expected ~ $1.1 billion in 2026 (peak year) primarily for biosimilar capabilities.
Broad Regional Performance and Diversification
Performance was broad-based: Europe 54% of net sales and grew ~6%; International ~24% (underlying +9% for year, +14% in Q4); North America ~22% (underlying +5% for year). Volumes contributed +8% to sales, FX +2% and price erosion moderate at -3%.
Sustainability and Access Impact
Served over 1 billion patients in >100 countries and delivered $26 billion in savings to health-care systems. Emissions reductions: Scope 1 down 18%, Scope 2 down 15%, Scope 3 down 1%. SBTi targets submitted for validation.
SDZNY 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
SDZNY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | $84.72 | $93.64 | +10.54% |
Aug 07, 2025 | $56.02 | $62.52 | +11.60% |
Mar 05, 2025 | $44.04 | $44.21 | +0.40% |
Aug 08, 2024 | $40.88 | $39.98 | -2.20% |
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 Sandoz Group Ltd Sponsored ADR (SDZNY) report earnings?
Sandoz Group Ltd Sponsored ADR (SDZNY) is schdueled to report earning on Aug 06, 2026, Before Open (Not Confirmed).
What is Sandoz Group Ltd Sponsored ADR (SDZNY) earnings time?
Sandoz Group Ltd Sponsored ADR (SDZNY) earnings time is at Aug 06, 2026, Before Open (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 SDZNY EPS forecast?
Currently, no data Available