DiaSorin S.p.A. (DIA) Earnings Call Transcripts

DiaSorin S.p.A.'s Latest Earnings Call - Q1 FY2026

In Q1 2026, DiaSorin S.p.A. reported total revenues of EUR 287 million, reflecting a decline of 3% year-over-year at constant exchange rates, primarily due to a weak flu season and destocking in the QuantiFERON TB testing segment. Adjusted net income fell 25% to EUR 49 million, with management maintaining full-year guidance for revenue growth of 5-6% and adjusted EBITDA margins of 32-33%. The company anticipates recovery in the second half of the year, driven by improved testing volumes and the launch of new products, particularly the LIAISON NES platform.

Reported metrics

Guidance from management

Management maintained full-year guidance for 2026, expecting revenue growth of 5-6% and adjusted EBITDA margins of 32-33%. They indicated that this guidance does not account for potential negative impacts from geopolitical tensions.

What management said

So in terms of disclosure of data, we're going to be consistent with what we have disclosed so far. So you're going to receive the same level of information and data that we've been providing.

So I'll start from the guidance. We are -- so when we disclosed the guidance last month, we already showed the progression. And so we showed the progression quarter-on-quarter. And you can see that while we were expecting for Q1 to be slightly negative. We also expect Q2 to be slightly positive. We're going to be within guidance by the end of the year, thanks to the contribution of the second half. So by the time we ...

What analysts pressed on

Analysts expressed concerns regarding the impact of the soft flu season on future revenues and the ongoing challenges in the Chinese market. There were also questions about the sustainability of margins given the tariff impacts and the competitive landscape for QuantiFERON testing.

Main topics on the call

• Revenue Decline — DiaSorin's Q1 2026 revenues decreased by 3% year-over-year, attributed to a 'softness of the flu season with declining volume by roughly 25%'. Management noted that the QuantiFERON TB performance was negatively impacted ...
• QuantiFERON Performance — The QuantiFERON franchise grew globally by 6%, but this was overshadowed by a decline in the U.S. due to destocking. Management expects recovery in Q2, stating, 'we see that there is a normalization in QuantiFERON volume...
• Launch of LIAISON NES — The launch of the LIAISON NES platform is expected to drive future growth, with management noting that the launch has been 'very successful' and installations are anticipated to begin shortly. This platform is expected t...
• Guidance Confirmation — Management confirmed the full-year guidance for 2026, expecting revenue growth of 5-6% and adjusted EBITDA margins of 32-33%. They indicated that this guidance does not account for potential negative impacts from ongoing...

Read the full DiaSorin S.p.A. 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 42 DiaSorin S.p.A. earnings call transcripts on record, spanning February 27, 2020 to July 31, 2026. Based on this history, DiaSorin S.p.A. reports quarterly. The most recent call on file is dated July 31, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

DIA

Exchange

BIT

Country

IT

Sector

Health Care

Industry

Health Care Equipment and Supplies

Calls on record

42

First call

February 27, 2020

Most recent

July 31, 2026

Reporting cadence

quarterly