Sartorius Stedim Biotech S.A. (DIM) Earnings Call Transcripts

Sartorius Stedim Biotech S.A.'s Latest Earnings Call - Q1 FY2026

Sartorius Stedim Biotech S.A. reported its Q1 2026 earnings, showing a solid start with a 7.5% increase in sales revenue in constant currencies, reaching EUR 899 million. The company maintained its full-year 2026 guidance, expecting sales growth between 5% to 9% and an underlying EBITDA margin slightly above 30%. The Bioprocess Solutions division saw a 1% increase in sales, while Lab Products & Services grew by 5%. Management highlighted strong recurring business and innovations in cell therapy manufacturing as key drivers. Despite geopolitical and macroeconomic uncertainties, the company remains confident in its guidance, supported by a strong order book and market demand.

Reported metrics

Guidance from management

Management confirmed full-year 2026 guidance, expecting sales growth of 5% to 9% in constant currencies and an underlying EBITDA margin slightly above 30%.

What management said

Charles, first, let me talk to the question regarding FX. All that we are talking here, which is sales related is FX corrected. So it's in constant currencies. And what we have been saying is that we are expecting a higher H2 versus H1 absolute [ EUR 1 million ] currency adjusted.

We've said that we are expecting H1 sales currency adjusted to be at least on the level of prior year and still also for the full year, we've said that we are expecting full year Equipment sales to be at least on prior year level.

What analysts pressed on

Analysts expressed concerns about the sustainability of Equipment sales growth and the impact of geopolitical risks and energy prices. Questions focused on the visibility of Equipment order books and the potential for fluctuations in demand.

Main topics on the call

• Revenue Growth — Sales revenue increased by 7.5% in constant currencies, reaching EUR 899 million. Bioprocess Solutions sales increased by 8.1% in constant currencies, driven by high-margin consumables.
• Profitability — Underlying EBITDA increased slightly by 1.6% to EUR 267 million, with a resilient margin of 29.7%, absorbing negative tariff effects.
• Equipment Sales — Equipment sales were softer in Q1 but are expected to improve in Q2, with management anticipating stronger performance in the second half.
• Innovations — Introduced Eveo, a cell therapy manufacturing platform, and new cell line development technologies, enhancing manufacturing efficiency and reducing timelines.

Read the full Sartorius Stedim Biotech S.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 3 Sartorius Stedim Biotech S.A. earnings call transcripts on record, spanning March 17, 2026 to July 23, 2026. Based on this history, Sartorius Stedim Biotech S.A. reports quarterly. The most recent call on file is dated July 23, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

DIM

Exchange

ENXTPA

Country

FR

Sector

Health Care

Industry

Life Sciences Tools and Services

Calls on record

3

First call

March 17, 2026

Most recent

July 23, 2026

Reporting cadence

quarterly