Grifols (NasdaqGS:GRFS) Q4 2025 Earnings call February 26, 2026 12:30 PM ET Company ParticipantsDani Segarra - Head of Investor Relations and SustainabilityJaime Escribano - Head of Iberian Small and Mid Caps EquitiesNacho Abia - CEORahul Srinivasan - CFORoland Wandeler - President of BiopharmaConference Call ParticipantsJustin Smith - Biopharma Equity Research AnalystNone - AnalystNone - AnalystÁlvaro Lenze - Healthcare and SMC Equity AnalystDani SegarraHello, everyone, and thank you for joining us today f ...

Grifols (NasdaqGS:GRFS) Q4 2025 Earnings call February 26, 2026 12:30 PM ET Company ParticipantsDani Segarra - Head of Investor Relations and SustainabilityJaime Escribano - Head of Iberian Small and Mid Caps EquitiesNacho Abia - CEORahul Srinivasan - CFORoland Wandeler - President of BiopharmaConference Call ParticipantsJustin Smith - Biopharma Equity Research AnalystNone - AnalystNone - AnalystÁlvaro Lenze - Healthcare and SMC Equity AnalystDani SegarraHello, everyone, and thank you for joining us today f ...

Grifols (NasdaqGS:GRFS) Q4 2025 Earnings call February 26, 2026 12:30 PM ET Speaker1Hello, everyone, and thank you for joining us today for Grifols' fourth quarter and full year 2025 earnings call. My name is Dani Segarra, and I serve as the Head of Investor Relations and Sustainability. Today, I'm joined by Grifols' Chief Executive Officer, Nacho Abia, President of Biopharma, Roland Wandeler, and Chief Financial Officer, Rahul Srinivasan. As usual, is our usual practice, today's call will last about an hou ...

FY 2025 Results February 26, 2026 FY 2025 Results - 1 - Legal Disclaimer Important Information This presentation does not constitute an offer or invitation to purchase or subscribe shares, in accordance with the provisions of the Regulation (EU) 2017/1129 of the European Parliament and of the Council of 14 June 2017 on the prospectus to be published when securities are offered to the public or admitted to trading on a regulated market, and repealing Directive 2003/71/EC (as amended and restated from time to ...

Grifols doubles net profit in 2025, driven by revenues | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]The logo of the Spanish pharmaceuticals company Grifols is pictured on theirs facilities in Parets del Valles, north of Barcelona, Spain, January 9, 2024. REUTERS/Albert Gea [Purchase Licensing Rights, opens new tab]- Companies[Grifols SA]FollowBARCELONA, Feb 26 (Reuters) - Spanish drugmaker Grifols [(GRLS.MC), opens new tab] repo ...

Core Viewpoint - The article discusses the investment potential and performance of GRFS, highlighting the author's long position in the shares and personal opinions on the stock's future prospects [1]. Group 1 - The author has a beneficial long position in GRFS shares, indicating confidence in the company's future performance [1]. - The article emphasizes the importance of conducting due diligence and research before making investment decisions, particularly in the context of GRFS [2]. - It is noted that past performance is not indicative of future results, suggesting a cautious approach to investment in GRFS [3].

Core Viewpoint - Grifols (GRFS) has faced significant selling pressure, resulting in a 10.4% decline over the past four weeks, but analysts anticipate improved earnings in the near future [1] Group 1: Technical Indicators - The Relative Strength Index (RSI) is utilized to determine if a stock is oversold, with a reading below 30 indicating oversold conditions [2] - GRFS has an RSI reading of 28.86, suggesting that the heavy selling may be nearing exhaustion, potentially leading to a price rebound [5] Group 2: Fundamental Indicators - Analysts have raised earnings estimates for GRFS by 0.5% over the last 30 days, indicating a positive trend that typically correlates with price appreciation [7] - GRFS holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks, further supporting the potential for a turnaround [8]

Core Insights - Grifols is a significant player in the medical sector, focusing on plasma-derived medicines and healthcare products, operating among 954 peers and ranked 5 in the Zacks Sector Rank [1] Financial Performance - On November 4, 2025, Grifols reported an earnings per share (EPS) of $0.24, meeting market expectations, with revenue of approximately $2.14 billion, slightly below the estimated $2.15 billion [2][6] - The company holds a Zacks Rank of 2 (Buy), indicating potential to outperform the broader market [2][6] Financial Metrics - Grifols has a price-to-earnings (P/E) ratio of 18.58, a price-to-sales ratio of 0.91, and an enterprise value to sales ratio of 2.02, suggesting attractive pricing relative to sales [3] - The enterprise value to operating cash flow ratio is 13.62, and the earnings yield is 5.38%, indicating strong cash flow generation and return on investment [4] - The debt-to-equity ratio stands at 1.71, reflecting financial leverage, while the current ratio is 2.64, demonstrating the ability to cover short-term liabilities [4] Competitive Positioning - Grifols' year-to-date performance is noteworthy compared to peers like Arcutis Biotherapeutics, Inc. (ARQT), suggesting strong potential for growth and stability in the competitive medical sector [5]

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Financial Data and Key Metrics Changes - Year-to-date revenue reached €5.5 billion, reflecting a year-over-year increase of 7.7% and 10.5% like-for-like after adjustments [5][26] - Adjusted EBITDA for Q3 was €482 million, contributing to a year-to-date adjusted EBITDA of €1.358 billion, up 11.2% and 17.3% like-for-like [6][29] - Free cash flow pre-M&A and pre-dividends improved to €188 million year-to-date, marking a significant €257 million year-over-year improvement [7][35] - The leverage ratio at the end of Q3 was 4.2 times, showing nearly one-time improvement over the prior year [7][27] Business Line Data and Key Metrics Changes - The biopharma portfolio grew by 10.9% in Q3, with Immunoglobulins franchise leading at 18% growth for the quarter [11][12] - Albumin volumes contracted by 4.5% in Q3 due to pricing pressure in China, with a year-to-date contraction of 3.9% [12] - Alpha-1 and specialty proteins franchises saw revenue growth of 3.3% in Q3, bringing year-to-date growth to 4.3% [13] Market Data and Key Metrics Changes - The U.S. market for Immunoglobulins showed strong growth, with Xembify growing over 60% in the last 12 months [16] - The market for albumin in China faced challenges due to government-imposed cost controls, impacting pricing and demand [12][52] Company Strategy and Development Direction - The Value Creation Plan focuses on commercial growth, margin expansion, and pipeline execution, with a strong emphasis on operational leverage and optimized plasma sourcing [8][10] - The company aims to launch fibrinogen in Europe by the end of 2025, with a U.S. launch planned for the first half of 2026 [9][21] - Innovation remains a cornerstone, with ongoing advancements in product formulations and new therapeutic areas [20][24] Management's Comments on Operating Environment and Future Outlook - The management acknowledged a complex external environment but expressed confidence in the company's ability to navigate challenges [4][5] - The company reaffirmed its full-year 2025 revenue and adjusted EBITDA guidance, despite external pressures [43][42] Other Important Information - The company is actively managing the impact of the Inflation Reduction Act and foreign exchange headwinds, with a focus on maintaining financial discipline [3][30] - The company is committed to strengthening its balance sheet and capital allocation priorities to create long-term value [8][43] Q&A Session Questions and Answers Question: Clarification on the delay of fibrinogen and AFD in the U.S. - Management indicated that the delay is due to the need for more solid clinical data to support the standard of care change in the U.S. market [46][47] Question: Dynamics of albumin in China - The pricing pressure in China is primarily driven by government-imposed cost controls affecting both prices and demand [51][52] Question: Clarification on EBITDA guidance for the year - Management explained that the guidance reflects a robust Q4 expectation, despite a tough comparison to Q4 2024 due to phasing [54][56]