Evotec SE Adjusts Revenue Guidance while Confirming Profit Guidance
Evotec SE (NASDAQ:EVO) has revised its revenue guidance for fiscal year 2025 while maintaining its profit outlook. The company now expects group revenues of €760-800 million, down from the previous guidance of €840-880 million. Despite lower revenue projections, Evotec maintains its adjusted EBITDA guidance of €30-50 million and R&D expenditure forecast of €40-50 million.
The guidance adjustment reflects a shift in revenue mix and successful cost-saving initiatives from the Priority Reset program. While technology licensing is showing stronger performance, the Shared R&D base business faces challenging market conditions. First-half 2025 revenues were below expectations, though adjusted EBITDA remained aligned with projections.
Evotec SE (NASDAQ:EVO) ha rivisto le previsioni di fatturato per l'anno fiscale 2025, mantenendo invariato il suo outlook sui profitti. L'azienda prevede ora ricavi di gruppo compresi tra 760 e 800 milioni di euro, in calo rispetto alla precedente stima di 840-880 milioni di euro. Nonostante una previsione di ricavi inferiore, Evotec conferma la sua guidance sull'EBITDA rettificato tra 30 e 50 milioni di euro e la previsione di spesa in R&S tra 40 e 50 milioni di euro.
La revisione delle previsioni riflette un cambiamento nella composizione dei ricavi e il successo delle iniziative di contenimento dei costi derivanti dal programma Priority Reset. Mentre la licenza tecnologica mostra una performance più solida, il business Shared R&D base affronta condizioni di mercato difficili. I ricavi del primo semestre 2025 sono stati inferiori alle aspettative, sebbene l'EBITDA rettificato sia rimasto in linea con le previsioni.
Evotec SE (NASDAQ:EVO) ha revisado su previsión de ingresos para el año fiscal 2025, manteniendo su perspectiva de beneficios. La compañía ahora espera ingresos grupales de 760-800 millones de euros, por debajo de la guía anterior de 840-880 millones de euros. A pesar de las menores proyecciones de ingresos, Evotec mantiene su guía de EBITDA ajustado de 30-50 millones de euros y el pronóstico de gastos en I+D de 40-50 millones de euros.
El ajuste en la guía refleja un cambio en la mezcla de ingresos y el éxito de las iniciativas de ahorro de costos del programa Priority Reset. Mientras que la concesión de licencias tecnológicas muestra un mejor desempeño, el negocio base de I+D compartida enfrenta condiciones de mercado desafiantes. Los ingresos del primer semestre de 2025 estuvieron por debajo de las expectativas, aunque el EBITDA ajustado se mantuvo alineado con las proyecciones.
Evotec SE (NASDAQ:EVO)는 2025 회계연도 매출 전망을 수정하면서도 이익 전망은 유지했습니다. 회사는 그룹 매출을 이전 가이드라인인 8억 4천만~8억 8천만 유로에서 7억 6천만~8억 유로로 하향 조정했습니다. 매출 전망이 낮아졌음에도 불구하고, Evotec은 조정 EBITDA 가이드라인 3천만~5천만 유로와 연구개발 지출 예상 4천만~5천만 유로를 유지하고 있습니다.
이번 가이드라인 조정은 매출 구성 변화와 Priority Reset 프로그램의 비용 절감 성공을 반영합니다. 기술 라이선싱 부문은 강한 실적을 보이고 있으나, Shared R&D 기본 사업은 시장 환경이 어려운 상황입니다. 2025년 상반기 매출은 기대에 못 미쳤으나, 조정 EBITDA는 예상과 일치했습니다.
Evotec SE (NASDAQ:EVO) a révisé ses prévisions de chiffre d'affaires pour l'exercice 2025 tout en maintenant ses perspectives de bénéfices. La société prévoit désormais un chiffre d'affaires groupe de 760 à 800 millions d'euros, en baisse par rapport à la fourchette précédente de 840 à 880 millions d'euros. Malgré des prévisions de revenus plus faibles, Evotec maintient ses prévisions d'EBITDA ajusté entre 30 et 50 millions d'euros ainsi que ses dépenses prévues en R&D entre 40 et 50 millions d'euros.
Cette révision reflète un changement dans la composition des revenus et le succès des initiatives de réduction des coûts du programme Priority Reset. Alors que la licence technologique affiche une meilleure performance, l'activité Shared R&D de base fait face à des conditions de marché difficiles. Les revenus du premier semestre 2025 ont été inférieurs aux attentes, bien que l'EBITDA ajusté soit resté conforme aux projections.
Evotec SE (NASDAQ:EVO) hat seine Umsatzprognose für das Geschäftsjahr 2025 angepasst, während die Gewinnprognose unverändert bleibt. Das Unternehmen erwartet nun einen Gruppenumsatz von 760-800 Millionen Euro, was unter der vorherigen Prognose von 840-880 Millionen Euro liegt. Trotz der geringeren Umsatzprognosen hält Evotec an seiner angepassten EBITDA-Prognose von 30-50 Millionen Euro und der F&E-Ausgabenprognose von 40-50 Millionen Euro fest.
Die Anpassung der Prognose spiegelt eine Verschiebung in der Umsatzstruktur und erfolgreiche Kosteneinsparungen durch das Priority Reset-Programm wider. Während die Technologie-Lizenzierung eine stärkere Leistung zeigt, sieht sich das Shared R&D Basisgeschäft herausfordernden Marktbedingungen gegenüber. Die Umsätze im ersten Halbjahr 2025 lagen unter den Erwartungen, das angepasste EBITDA entsprach jedoch den Prognosen.
- Maintained adjusted EBITDA guidance of €30-50m despite revenue challenges
- Successful cost savings exceeding initial targets
- Strong performance in technology licensing segment
- H1 2025 adjusted EBITDA in line with expectations
- Reduced revenue guidance by approximately €80m
- Group revenues below expectations in H1 2025
- Challenging market environment for Shared R&D base business
- Revenue forecast shows potential decline from 2024's €797.0m
HAMBURG, DE / ACCESS Newswire / July 21, 2025 / Evotec SE (Frankfurt Stock Exchange: EVT, MDAX/TecDAX, Prime Standard, ISIN: DE 000 566480 9, WKN 566480; NASDAQ:EVO) announces that it has updated its revenue guidance for the fiscal year 2025. Guidance on R&D expenses and adjusted EBITDA remains unchanged.
For the current fiscal year, the Company expects Group revenues in the range of
R&D expenditures are expected in a range of
Adjusted EBITDA is expected to reach
The primary reasons for the refined guidance are a change in the revenue mix and significant cost savings in excess of initial targets set during the Priority Reset. Technology licensing - a key pillar of Evotec's strategic repositioning - is expected to make a stronger contribution. At the same time, the Shared R&D base business is expected to continue to operate in a challenging market environment in the second half of 2025. Group revenues were below expectations in H1 2025, while adjusted EBITDA was broadly in line with expectations. Actions are underway to transform the business towards sustainable profitable growth.
- End of the ad hoc release -
Contact: Volker Braun, EVP Head of Global Investor Relations & ESG, Evotec SE, Manfred Eigen Campus, Essener Bogen 7, 22419 Hamburg, Germany, Phone: +49(0)151 1940 5058 (m), volker.braun@evotec.com
SOURCE: Evotec SE
View the original press release on ACCESS Newswire
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