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Evotec outlines its 2025 business, risk profile, and strategic shift toward a more asset‑light, profitability‑focused model. The company operates under IFRS, is listed on Nasdaq via ADSs, and had 177,778,907 ordinary shares outstanding as of December 31, 2025.
Evotec runs two main segments: Just – Evotec Biologics, which provided 33% of 2025 third‑party revenues, and Discovery & Preclinical Development, which contributed 67%. As of December 31, 2025, it held €476.4 million in cash, cash equivalents and investments, supported by an upfront $350 million payment from the sale of Just – Evotec Biologics EU SAS to Sandoz and use of a €44 million EIB loan tranche.
The company highlights extensive risk factors, including macroeconomic pressures, customer concentration, execution risks from its “Project Horizon” transformation, regulatory and ESG compliance burdens, IP and litigation exposure, cyber and data protection risks, and identified material weaknesses in internal control over financial reporting as of December 31, 2025.
Evotec SE reported two key developments. The company expects to receive approximately $100 million in upfront consideration, plus up to about $58 million in contingent consideration, from the sale of its 3.14% equity stake in Tubulis GmbH as part of Tubulis’ acquisition by Gilead Sciences, with closing expected in the second quarter of 2026.
Evotec also announced that its Supervisory Board has proposed Dieter Weinand as Chairman of the Supervisory Board, to be elected at the Annual General Meeting on June 11, 2026, succeeding Prof. Dr. Iris Löw-Friedrich as part of a planned succession process.
Evotec SE received an amended ownership filing from investment entities affiliated with MAK Capital. MAK Capital Fund, MAK Capital One L.L.C. and Michael A. Kaufman report beneficial ownership of 12,503,512 Ordinary Shares, representing 7.0% of Evotec’s Ordinary Shares based on 177,877,782 shares outstanding as of March 30, 2026.
This Amendment No. 1 updates a prior Schedule 13D and notes that the reporting persons sent an April 2 letter to Evotec’s Supervisory and Management Board, filed as an exhibit, in furtherance of their stated purpose for holding the stake.
Evotec SE received an activist disclosure from MAK Capital, which reported beneficial ownership of 12,503,512 ordinary shares, or about 7.0% of Evotec’s outstanding shares as of March 30, 2026. MAK Fund acquired these shares in open-market purchases for approximately 72,334,719 euros, funded with working capital.
MAK has begun actively engaging Evotec’s leadership. It spoke with the Chairwoman of the Supervisory Board to advocate for strategic and governance changes aimed at enhancing long-term shareholder value. MAK asked Evotec to consider nominating Dr. Wolfgang Hofmann to the Supervisory Board and to pursue an IPO followed by a spin-out of the Just-Evotec Biologics US subsidiary. No agreements have been reached, but MAK intends to continue its engagement.
Evotec launched “Horizon”, the next phase of its multi‑year transformation, introducing a new operating model across operations, science and commercial execution. The company plans to streamline its global footprint to 10 sites and adjust its workforce by up to 800 positions over the next two years.
Structural Horizon measures are expected to deliver approximately €75 million run‑rate cost savings by the end of 2027, against total cash restructuring charges of about €100 million over 2026–2028, plus non‑cash impairments. Evotec enters 2026 with around €60 million annualized cost savings already realized in 2025.
Preliminary unaudited 2025 figures indicate group revenues of about €788 million and adjusted Group EBITDA of roughly €41 million, within prior guidance. For 2026, Evotec guides to group revenues of approximately €700–780 million and adjusted Group EBITDA of about €0–40 million.
The Just – Evotec Biologics segment is expected to post around €259 million revenues, up 40% year on year, and about €53 million adjusted EBITDA, while the Discovery & Preclinical Development segment is expected at roughly €529 million revenues, down 13%, with adjusted EBITDA of about -€12 million.
For 2026–2030, Evotec’s framework targets group revenues above €1 billion (8–12% CAGR) and an adjusted EBITDA margin reaching 20% by 2028 and exceeding that level by 2030.
Novo Holdings A/S now reports no ownership in Evotec SE. In this amended Schedule 13G/A, the Danish investment firm states it beneficially owns 0 ordinary shares of Evotec SE, representing 0.0% of the class, as of 12/31/2025.
The filing shows Novo Holdings has no sole or shared voting power and no sole or shared dispositive power over any Evotec shares. It confirms that Novo Holdings’ holdings are now 5 percent or less of the class, meaning it is no longer a significant beneficial owner under U.S. disclosure rules.
Evotec SE received a Schedule 13G filing from investment entities associated with MAK Capital, disclosing a significant passive ownership position. MAK Capital Fund LP, MAK Capital One L.L.C., and Michael A. Kaufman together report beneficial ownership of 9,386,434 Ordinary Shares, representing 5.3% of Evotec’s Ordinary Shares outstanding as of January 9, 2026, based on the issuer’s website disclosure of 177,778,907 shares. The reporting persons indicate they hold shared power to vote and dispose of these shares and certify that the securities were not acquired and are not held for the purpose of changing or influencing control of Evotec SE.
Evotec SE filed a Form 6-K noting that on January 16, 2026 it submitted several Notifications of Major Holdings to the German financial regulator, Bundesanstalt für Finanzdienstleistungsaufsicht. These notifications, which disclose significant shareholdings under German law, are attached as Exhibits 99.1, 99.2 and 99.3. Exhibit 99.1 and 99.2 relate to notifications identified with “GS” dated January 13, 2026 and January 9, 2026, respectively, and Exhibit 99.3 relates to a notification identified with “MAK” dated January 9, 2026. The report is signed on behalf of Evotec SE by Chief Executive Officer Christian Wojczewski.
Evotec SE filed a Form 6-K as a foreign private issuer to inform investors that it submitted two Notifications of Major Holdings to the German financial regulator Bundesanstalt für Finanzdienstleistungsaufsicht.
These notifications, dated January 13, 2026 (Exhibit 99.1, MAK) and January 12, 2026 (Exhibit 99.2, Triton), are attached as exhibits to the report.
Evotec SE reported that its Seattle-based subsidiary, Just – Evotec Biologics, has received a new grant from the Gates Foundation to support global access to biotherapeutics. The funding will use the company’s AI-driven J.MD™ molecular design service, part of its J.DESIGN™ platform, to improve the developability of monoclonal antibodies so they can be manufactured more efficiently and at lower cost for low- and middle-income countries.
The grant will fund 10 new J.MD™ projects over the next three years, targeting multiple global health disease indications and building on work since 2014 that has included cGMP manufacturing campaigns for RSV, malaria, and HIV antibodies. Evotec also notes that it submitted a Notification of Major Holdings to the German financial regulator, attached as a separate exhibit.