Stevanato Group (STVN) 2025 Conference June 05, 2025 10:30 AM ET Speaker0 Jeff there we go. Hi. Good morning. Dave Windley with Jefferies Healthcare Equity Research. Appreciate your attendance and and interest in our conference twenty twenty five. We are on kind of the homestretch here on Thursday. Our presenting company for this session is Stevanato Group. Here to present for them is the company's CEO, Franco Sveinato. So he has just a few slides and is going to give some prepared remarks to kick off and t ...

Stevanato Group (STVN) FY Conference June 04, 2025 02:20 PM ET Speaker0 Good morning, everyone. Afternoon now, actually. It was a slash. Good morning slash afternoon. So afternoon. Thanks for joining us here for, the Stepanado management presentation. My name is Matt Larue. I cover tools, cover Stefano here at William Blair, and, very pleased to once again be joined by the company's CEO, Franco Stefano, as well as Giacomo from investor relations. I wanna make two quick notes. The first is that the the break ...

FORM 6-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the month of May 2025 Commission File Number: 001-40618 Stevanato Group S.p.A. (Translation of registrant's name into English) Via Molinella 17 35017 Piombino Dese – Padua Italy (Address of principal executive office) Indicate by check mark whether the registrant files or will file annual reports under cover of Form ...

Stevanato Group (STVN) Q1 2025 Earnings Call May 08, 2025 08:30 AM ET Company Participants Lisa Miles - Senior Vice President, Investor RelationsFranco Stevanato - CEO & Chairman of BoardMarco Dal Lago - Chief Financial OfficerPaul Knight - Managing DirectorMichael Ryskin - Managing DirectorDave Windley - Managing DirectorMac Etoch - Senior Research AssociateDoug Schenkel - Managing Director Conference Call Participants Matt Larew - Research Analyst - HealthcareTejas Savant - Executive Director & Senior Hea ...

Stevanato Group (STVN) Q1 2025 Earnings Call May 08, 2025 08:30 AM ET Speaker0 Good afternoon. This is the Chorus Call conference operator. Welcome and thank you for joining the Stevanato Group First Quarter twenty twenty five Results Conference Call. As a reminder, all participants are in listen only mode. After the presentation, there will be an opportunity to ask questions. At this time, I would like to turn the conference over to Ms. Lisa Miles, Senior Vice President, Investor Relations. Please go ahead ...

Stevanato Group (STVN) came out with quarterly earnings of $0.11 per share, beating the Zacks Consensus Estimate of $0.10 per share. This compares to earnings of $0.09 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 10%. A quarter ago, it was expected that this maker of glass vials for COVID-19 vaccines would post earnings of $0.20 per share when it actually produced earnings of $0.20, delivering no surprise.Over the last four ...

Stevanato Group Q1 2025 Financial Results May 8, 2025 Safe Harbor Statement Forward-Looking Statements This presentation contains certain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 that reflect the current views of Stevanato Group S.p.A. ("we", "our", "us", "Stevanato Group" or the "Company") and which involve known and unknown risks, uncertainties and assumptions because they relate to events and depend on circumstances that will occur in the futur ...

Group 1 - The article emphasizes the importance of fundamental, income-oriented, long-term analysis conducted by buy-side hedge professionals across various sectors in developed markets globally [1] - It invites readers to engage in discussions regarding investment ideas, highlighting a collaborative approach to investment analysis [1] Group 2 - The article does not provide specific company or industry insights, focusing instead on the general practices of hedge fund professionals [2][3]

Risks and Challenges - The company faces significant risks related to product quality, which could lead to lost sales, delayed market acceptance, and increased costs[57]. - The company is highly dependent on maintaining relationships with suppliers and service providers, which impacts its financial condition and results[58]. - The company is exposed to international market risks, including geopolitical tensions, which could materially affect its liquidity and financial condition[58]. - The company may face challenges in attracting and retaining skilled employees due to intense competition in the labor market[58]. - The company’s financial performance could be adversely affected by fluctuations in currency exchange rates and interest rates[58]. - The ongoing conflict between Russia and Ukraine has caused significant fluctuations in energy prices, impacting the company's ability to source materials at reasonable terms[81]. - The company is subject to tax laws and potential audits across multiple jurisdictions, which could materially affect financial results[88]. - The company faces risks related to supplier relationships, including potential disruptions that could adversely affect financial results and operations[79]. - The ongoing military conflict in Israel and Gaza may impact the company's ability to receive materials and distribute products[156]. - The company is subject to various laws and regulations, including those related to environmental protection, which could require significant compliance costs[132]. - The company may face unexpected liabilities from acquisition agreements due to limited indemnification provisions[167]. - The company is exposed to credit risk on accounts receivable and certain prepayments made in the normal course of business[153]. - The company may face increased compliance costs due to new data protection regulations in China, which could impact operations[127]. - The company is vulnerable to data breaches and regulatory enforcement actions, which could result in significant fines and reputational damage[190]. Market and Competitive Landscape - The company must continuously develop and acquire new products and services to remain competitive in a rapidly changing technological landscape[66]. - Significant competition exists in the market, with competitors potentially having greater resources to respond to customer needs and emerging technologies[91]. - The company’s ability to innovate and respond to customer needs is crucial, as failure to do so may result in loss of market share to competitors[67]. - The company emphasizes the importance of maintaining and enhancing its brand and reputation to ensure business success, which is crucial for customer retention and acquisition[73]. - The demand for COVID-19 related products is expected to decrease as the transition from pandemic to endemic status continues[193]. - There is uncertainty regarding the long-term impact of COVID-19 on product demand, with contributions expected to decrease and potentially integrate into traditional vaccination business[194]. Financial Performance and Revenue - The company's backlog may not accurately predict future revenue, as contracts can be terminated or delayed, affecting revenue timing[70]. - The backlog as of December 31, 2024, was approximately €853 million, down from €945 million at December 31, 2023, indicating a decrease of about 9.7%[72]. - Fluctuations in backlog levels may not be indicative of future direct revenue due to factors such as project size, complexity, and customer ordering patterns[72]. - 51.4% of the company's revenues derive from its top ten customers, with one individual customer representing 10.3% of revenues in 2024[98]. - The average day sales outstanding for 2024 has increased to approximately 75 days, compared to approximately 67 days for 2023[153]. - A significant majority of outstanding trade receivables are not covered by collateral or credit insurance[153]. - The company has historically paid dividends over the last three years, but future declarations are uncertain and depend on various factors including financial performance and board decisions[245]. Strategic Initiatives and Growth - The company is pursuing various strategies to maintain and improve revenue growth, although success is not guaranteed[93]. - The company plans to expand its global market position in primary drug containment systems and increase its investments in R&D to address unmet market needs[96]. - The company aims to selectively pursue acquisitions and technology collaborations to augment its product and service portfolio[96]. - The company has delayed its investment in China to focus on new manufacturing facilities in the U.S. and Italy[103]. - The establishment of new production plants for EZ-Fill® products is a priority to mitigate risks associated with current manufacturing facilities[107]. - The company is expanding its manufacturing capacity for high-value solutions primarily in North America and Europe[96]. Regulatory and Compliance Issues - The company’s operations are subject to various regulatory requirements, and failure to comply could result in significant penalties[62]. - The Golden Power Decree in Italy may restrict foreign investments and acquisitions in the healthcare sector, potentially impacting the company's strategic decisions[139]. - The evolving regulatory landscape may require additional investments in compliance programs, impacting business strategies and operational costs[187]. - Compliance with evolving data protection regulations, such as GDPR and UK GDPR, could result in fines up to €20 million or 4% of total worldwide annual turnover[180]. - Climate change legislation could lead to increased operational costs and business interruptions, affecting financial decisions and capital expenditures[191]. Intellectual Property and Legal Risks - The company relies on trade secrets and confidential know-how to protect its technology, which may be difficult to safeguard[196]. - The patent prosecution process is complex and costly, potentially hindering the ability to secure necessary patent protections[200]. - The company may face challenges in maintaining and enforcing its intellectual property rights, which could impact its competitive position[203]. - Third-party claims of patent infringement could result in substantial costs and delays in product development and commercialization[210]. - The company may need to redesign products to avoid infringement, which could lead to significant costs or delays[214]. - Public announcements related to litigation could negatively affect the company's stock price and market perception[216]. - The company may face expensive and time-consuming lawsuits to protect its intellectual property, which could adversely affect its business success[217]. - Loss of patent protection due to successful invalidity claims could allow third parties to commercialize the company's technology without compensation, impacting its competitive position[219]. Governance and Shareholder Matters - The concentrated voting control held by Stevanato Holding S.r.l. (93.11% of voting rights) may impact shareholder decisions and the company's governance[237]. - Future sales of a substantial number of shares could adversely affect the market price of the company's ordinary shares[239]. - The company may issue additional securities to raise capital for investments, which could constitute a material portion of its outstanding shares[241]. - Claims of U.S. civil liabilities may not be enforceable against the company due to its incorporation under Italian law and the location of its assets[244]. - As a foreign private issuer, the company is exempt from certain SEC rules, resulting in potentially less publicly available information compared to U.S. domestic issuers[246]. - The company follows home country practices for corporate governance, which may lead to a board composition that lacks a majority of independent directors, differing from NYSE standards[247].

Exhibit 99.1 Stevanato Group Q4 and FY 2024 Financial Results March 6, 2025 Safe Harbor Statement Forward-Looking Statements This presentation contains certain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 that reflect the current views of Stevanato Group S.p.A. ("we", "our", "us", "Stevanato Group" or the "Company") and which involve known and unknown risks, uncertainties and assumptions because they relate to events and depend on circumstances that w ...