Orion Oyj (ORNBV) Earnings Call Transcripts
Orion Oyj's Latest Earnings Call - Q1 FY2026
Orion Oyj reported strong Q1 2026 results with net sales increasing by 18% YoY to EUR 480 million and operating profit rising by 47% to EUR 150 million, resulting in an operating margin of 27.5%. Earnings per share also grew by 47%. The company upgraded its guidance, raising the lower limit of its net sales and operating profit outlook by EUR 50 million. Key drivers included growth in Innovative Medicines, particularly Nubeqa royalties and tablet sales. The stock could be positively influenced by the robust financial performance and guidance upgrade.
Reported metrics
| Metric | Value |
|---|---|
| Net Sales | EUR 480 million (beat) |
| Operating Profit | EUR 150 million (beat) |
| EPS | Not specified (beat) |
| Nubeqa Royalties and Tablet Sales | EUR 145 million (beat) |
Guidance from management
Orion raised its net sales guidance to EUR 1.95 billion to EUR 2.1 billion and operating profit to EUR 600 million to EUR 750 million, citing solid Q1 performance and reduced downside risk from U.S. tariffs.
What management said
Yes. Thank you, Lisa, for the presentation and set up for today. And now let's turn on to the question. We will first start with questions on the conference call line. So at this point, I would like to hand over to the operator.
Perhaps I can continue here a little bit that we do expect for the full year that we will have higher tablet deliveries than what we had in Q1. So it wasn't yet I think, representative of the average level.
What analysts pressed on
Analysts questioned the sustainability of Nubeqa's growth and the impact of inventory levels at Bayer. Concerns were also raised about the timing and impact of upcoming clinical trial results.
Main topics on the call
- Innovative Medicines Growth — Innovative Medicines division grew by 54%, driven by Nubeqa royalties and tablet sales, which totaled close to EUR 145 million. "Nubeqa revenue compared to the previous year's quarter 1" was significantly higher.
- Guidance Upgrade — Orion increased the lower limit of its net sales and operating profit guidance by EUR 50 million, citing solid Q1 performance and reduced downside risk from U.S. pharma tariffs. "We are able to increase the lower limit o...
- Pipeline Developments — ODM-212 received orphan drug designation for mesothelioma, and a new Phase Ib/II study was initiated. Management expects results from these studies by 2028.
- Sustainability Efforts — Orion reduced greenhouse gas emissions by 13% and achieved high compliance with its code of conduct among employees and suppliers.
Read the full Orion Oyj transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Orion Oyj
Orion Oyj (ORNBV) is a publicly listed company in the Pharmaceuticals industry, within the Health Care sector. It trades on HLSE and is based in FI. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 34 calls on record spanning February 5, 2020 to July 17, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 34 Orion Oyj earnings call transcripts on record, spanning February 5, 2020 to July 17, 2026. Based on this history, Orion Oyj reports quarterly. The most recent call on file is dated July 17, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- ORNBV
- Exchange
- HLSE
- Country
- FI
- Sector
- Health Care
- Industry
- Pharmaceuticals
- Calls on record
- 34
- First call
- February 5, 2020
- Most recent
- July 17, 2026
- Reporting cadence
- quarterly