Fagron NV (FAGR) Earnings Call Transcripts

Fagron NV's Latest Earnings Call - Q1 FY2026

In the first quarter of 2026, Fagron NV reported revenues of EUR 263 million, reflecting a 10.3% year-over-year growth, driven by strong performance in Latin America and contributions from recent acquisitions. The company maintained its guidance for mid- to high single-digit organic growth and an EBITDA margin of approximately 20% for the year, despite the dilutive impact of the Pharmavit acquisition. Management indicated that they expect stronger performance in the second half of the year as integration synergies materialize.

Reported metrics

Guidance from management

Fagron maintains its revenue guidance for mid- to high single-digit organic growth and an EBITDA margin of approximately 20%, with expectations for stronger performance in the second half of the year as integration synergies are realized.

What management said

Hello. Good morning, everyone. Welcome to Fagron's First Quarter 2026 Trading Update. I'm joined today by our CEO, Rafael Padilla; and our CFO, Karin de Jong. We will open the floor for questions at the end of the session. With that, I will hand over to Rafael.

Yes. And Usama on your second question, you answered it perfectly while you were questioning the question. So we are not affected. And this is because when we look at each one of the 3 segments in the U.S. We have on the B&E side, raw materials on the brand, it's a 100% transactional cash-based business. The same goes for prevention and lifestyle that's Anazao, CareFirst and UCP now that we are bringing them togeth...

What analysts pressed on

Analysts expressed concerns regarding the impact of rising raw material and transportation costs, questioning the company's ability to pass these costs onto customers effectively. Additionally, there were inquiries about the potential for customer shifts away from Fresenius Kabi IV bags due to recent recalls.

Main topics on the call

• Revenue Growth — Fagron achieved revenues of EUR 263 million, representing a 10.3% growth compared to the previous year. CEO Rafael Padilla noted, 'Results were driven by outstanding performance in LatAm and strong contributions from our...
• Acquisition Integration — The integration of Pharmavit is progressing as planned, with expected synergies contributing to profitability in the second half of the year. CFO Karin de Jong stated, 'We are on track with the plan...most of them will b...
• Market Dynamics in North America — Despite the absence of GLP-1-related revenues, North America showed positive organic growth. Padilla mentioned, 'The underlying market remains strong, and we have good expectations for the rest of the year.'
• Profitability Guidance — Fagron maintained its profitability guidance at an EBITDA margin of circa 20%, reflecting the impact of acquisitions. De Jong noted, 'We expect a slight decrease due to that dilutive impact in the first year.'

Read the full Fagron NV 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 24 Fagron NV earnings call transcripts on record, spanning February 13, 2020 to July 30, 2026. Based on this history, Fagron NV reports quarterly. The most recent call on file is dated July 30, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

FAGR

Exchange

ENXTBR

Country

BE

Sector

Health Care

Industry

Health Care Providers and Services

Calls on record

24

First call

February 13, 2020

Most recent

July 30, 2026

Reporting cadence

quarterly