SCHOTT Pharma AG & Co. KGaA (1SXP) Earnings Call Transcripts

SCHOTT Pharma AG & Co. KGaA's Latest Earnings Call - May 13, 2026

SCHOTT Pharma AG & Co. KGaA reported its H1 2026 earnings, showing resilience with revenues reaching EUR 488 million, a 2.3% increase at constant currencies. EBITDA was EUR 130 million, maintaining a margin of 26.6%. The Drug Containment Solutions (DCS) segment drove growth, while Drug Delivery Systems (DDS) faced temporary challenges. Management reaffirmed full-year guidance, expecting 2% to 5% revenue growth and an EBITDA margin around 27%. The introduction of new CEO Christian Mias and strategic focus on high-value solutions were highlighted as potential catalysts for future performance.

Reported metrics

Guidance from management

Management reaffirmed guidance for FY 2026, expecting 2% to 5% revenue growth and an EBITDA margin around 27%. CapEx is projected between EUR 140 million and EUR 160 million.

What management said

Thank you, Giang, for questions. Maybe I'll start with the last part of your question first. Yes, it is a contained impact in Q2, taking from impairments as there's not yet, let's say, clarification with this one single customer. Other than that, we really have seen a good financial performance in which is, as I said, on prior year's level. And as I said as well, we see growth momentum in both glass and polymers [ ...

Yes. Thank you, Reinhard. And regarding your third question, with that specific glass syringe customer. As said before, we are in very constructive negotiations with that customer. We, as a matter of fact, do not see a significant downside risk. On the contrary, I see more chances than risk in the future, especially when it comes to 2027.

What analysts pressed on

Analysts expressed concerns over the DDS segment's performance, particularly the impact of the one-off inventory impairment and the outlook for polymer syringes. Questions were raised about the potential downside risk from a major glass syringe customer.

Main topics on the call

• Revenue Performance — Revenues reached EUR 488 million, a 2.3% increase at constant currencies. Growth was driven by the DCS segment, while DDS faced headwinds. Management noted, 'Revenues for the first half reached EUR 488 million, represent...
• Segment Dynamics — DCS revenues grew 8.3% at constant currencies, driven by high-value solutions, while DDS revenues declined by 5.4% due to polymer syringes and glass syringe issues. Reinhard Mayer stated, 'DCS was the driver of our reven...
• Profitability — EBITDA was EUR 130 million with a margin of 26.6%. DCS saw a margin improvement to 25.1%, while DDS faced a margin decline due to a one-off inventory impairment. Mayer noted, 'Group EBITDA amounted to EUR 129.8 million, ...
• New Product Launch — The launch of cartriQ Biopure is planned for late 2026, targeting complex biologics and self-injection systems. Mias highlighted, 'We are planning to bring cartriQ Biopure to market by the end of 2026.'

Read the full SCHOTT Pharma AG & Co. KGaA transcript (May 13, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 8 SCHOTT Pharma AG & Co. KGaA earnings call transcripts on record, spanning December 12, 2024 to August 12, 2026. Based on this history, SCHOTT Pharma AG & Co. KGaA reports quarterly. The most recent call on file is dated August 12, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

1SXP

Exchange

XTRA

Country

DE

Sector

Health Care

Industry

Life Sciences Tools and Services

Calls on record

8

First call

December 12, 2024

Most recent

August 12, 2026

Reporting cadence

quarterly