Fagron NV (ARSUF) Q3 2025 Sales Call Transcript

Core Insights - The company reported a normalized organic growth of 8.5% and a 5.7% organic growth at constant exchange rates (CER) for the quarter, despite the phaseout of GLP-1s [2] - The FDA conducted a routine inspection of the Wichita facility, confirming the effectiveness of the corrective and preventive actions taken, with no repeat observations noted [2] - The FDA also validated a capacity expansion expected to generate $25 million in revenue [2] - The company continues to pursue its M&A strategy, announcing the acquisition of UCP in the U.S. and receiving competition clearance for Purifarma and Injeplast in Brazil [2] - In 2025, the company has welcomed eight companies, demonstrating a disciplined approach to serial acquisitions [3] - The company confirmed its full-year revenue guidance of EUR 930 million to EUR 950 million, along with a slight increase in profitability year-on-year [3] Regional Dynamics - Revenue growth in the EMEA region was noted, although specific figures were not provided in the excerpt [3]