ALK-Abelló A/S (ALKB) Earnings Call Transcripts

ALK-Abelló A/S's Latest Earnings Call - Q1 FY2026

ALK-Abelló A/S reported a strong Q1 2026, with revenue and earnings exceeding the upper end of their guidance. Revenue grew by 18% to DKK 1.8 billion, and EBIT increased by 22% to DKK 570 million, resulting in a 32% EBIT margin. The company achieved a milestone with tablet sales surpassing DKK 1 billion in a single quarter. Management upgraded the full-year revenue growth outlook to 13%-16% from 11%-15% and the EBIT margin to around 26%.

Reported metrics

Guidance from management

ALK upgraded its full-year revenue growth guidance to 13%-16% and EBIT margin to around 26%, citing strong tablet sales momentum and an improved risk picture.

What management said

Hello, everyone, and welcome to this presentation of ALK's Q1 results. Thank you all for joining us. Let's turn to Slide #2 with an introduction to the speakers and the agenda. My name is Per Plotnikof, I'm Head of Investor Relations. And with me are CEO, Peter Halling; and CFO, Claus Steensen Solje. Peter and Claus will walk you through the highlights, markets, product trends and financial. And after a strategic u...

Yes. So this is Peter. So we are looking at going lower. So basically all the way down to 1 year to answer your question. Obviously, again, it depends on the interactions with FDA. But ideally, we would. So that would be an expansion of the program. Then you have the second part, and you just -- could you repeat, Sushila, on the second part of the question?

What analysts pressed on

Analysts questioned the potential for higher dosing in the peanut allergy Phase III trial and the impact of German pricing reforms. Concerns were also raised about the timeline for neffy market penetration and the strategic direction for ALK-014.

Main topics on the call

• Revenue and Earnings Performance — ALK reported an 18% increase in revenue to DKK 1.8 billion and a 22% increase in EBIT, achieving a 32% margin. This performance was driven by strong tablet sales and an improved gross margin.
• Tablet Sales Milestone — For the first time, ALK's tablet sales exceeded DKK 1 billion in a quarter, with significant growth in Europe and North America. Management noted, 'tablet sales grew by 26% in North America.'
• Peanut Allergy Program — ALK announced positive Phase II results for their peanut allergy tablet, marking the first proof of concept for their tablet technology in food allergies. They plan to advance to Phase III in late 2026.
• Neffy Rollout — Neffy sales are still modest, but regulatory approvals in Canada and the EU are expected to drive growth in H2 2026. Management is focused on market access and expects increasing contributions.

Read the full ALK-Abelló A/S transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 33 ALK-Abelló A/S earnings call transcripts on record, spanning February 5, 2020 to May 4, 2026. Based on this history, ALK-Abelló A/S reports quarterly. The most recent call on file is dated May 4, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

ALKB

Exchange

CPSE

Country

DK

Sector

Health Care

Industry

Pharmaceuticals

Calls on record

33

First call

February 5, 2020

Most recent

May 4, 2026

Reporting cadence

quarterly