KMDA Raises Profitability Guidance After Strong H1 — 11% Revenue Rise

Rhea-AI Filing Summary

Kamada Ltd (KMDA) reported stronger operating results in a Form 6-K filing that includes a company presentation and unaudited consolidated financial statements as of June 30, 2025. The company disclosed 11% year-over-year top-line growth for the first six months and a 35% increase in profitability over the same period. Management also raised full-year profitability guidance. The filing attaches the presentation and the Inline XBRL financial documents for more detail.

Positive

• 11% year-over-year top-line growth for the first six months, indicating revenue momentum
• 35% increase in profitability year-over-year for the six-month period, showing improved margins or operating leverage
• Management raised full-year profitability guidance, signaling increased confidence in near-term performance
• Unaudited consolidated financial statements as of June 30, 2025 and company presentation are attached for investor review

Negative

• None.

Insights

Securities Analyst

TL;DR: Strong H1 revenue and profit growth with guidance uplift suggests improving operating leverage.

The disclosed 11% H1 revenue growth and 35% profitability increase are material positive signals for a specialized biopharma like Kamada, indicating accelerating demand or improved margins. The filing includes unaudited June 30, 2025 consolidated financials and a company presentation, enabling verification of line-item trends. Raising full-year profitability guidance is a forward-looking management signal, though the 6-K itself does not provide underlying drivers, regional breakdowns, or exact guidance figures. Impact on valuation depends on absolute revenue base and sustainability of margin improvements.

Industry Specialist

TL;DR: Reported growth and profitability gain are meaningful; details in attached financials are needed to assess sustainability.

The announcement of 11% Y/Y top-line growth for six months and a 35% rise in profitability is noteworthy for assessing product demand and cost structure efficiency. Inclusion of unaudited consolidated statements allows inspection of product segments, R&D spend, and one-time items that could explain the profitability swing. The raised full-year profitability guidance reflects management confidence, but the 6-K does not quantify the revised guidance within the extracted text, so further review of the exhibits is required for a full assessment.

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 6-K

Report of Foreign Private Issuer

Pursuant to Rule 13a-16 or 15d-16

of the Securities Exchange Act of 1934

For the Month of August 2025

Commission File Number 001-35948

Kamada Ltd.

(Translation of registrant’s name into English)

2 Holzman Street
Science Park, P.O. Box 4081
Rehovot 7670402
Israel
(Address of principal executive offices)

Indicate by check mark whether the registrant files or will file annual reports under cover Form 20-F or Form 40-F.

Form 20-F ☒          Form 40-F ☐

This Form 6-K is being incorporated by reference into the Registrant’s Form S-8 Registration Statements, File Nos. 333-192720, 333-207933, 333-215983, 333-222891, 333-233267 and 333-265866.

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The following exhibits are attached:

99.1		Kamada Reports Strong Second Quarter and First Half 2025 Financial Results with 11% Year-Over-Year 6-Month Top Line Growth and a 35% Increase in Profitability; Raises Full-Year Profitability Guidance
99.2		Company’s Presentation – August 2025
99.3		Kamada Ltd’s Consolidated Financial Statements as of June 30, 2025 (Unaudited)
101.INS		Inline XBRL Instance Document
101.SCH		Inline XBRL Taxonomy Extension Schema Document
101.CAL		Inline XBRL Taxonomy Extension Calculation Linkbase Document
101.DEF		Inline XBRL Taxonomy Extension Definition Linkbase Document
101.LAB		Inline XBRL Taxonomy Extension Label Linkbase Document
101.PRE		Inline XBRL Taxonomy Extension Presentation Linkbase Document
104		Cover Page Interactive Data File (formatted as Inline XBRL and contained in Exhibit 101)

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SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: August 13, 2025	KAMADA LTD.
	By:	/s/ Nir Livneh
		Nir Livneh Vice President General Counsel and Corporate Secretary

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EXHIBIT INDEX

EXHIBIT NO.		DESCRIPTION
99.1		Kamada Reports Strong Second Quarter and First Half 2025 Financial Results with 11% Year-Over-Year 6-Month Top Line Growth and a 35% Increase in Profitability; Raises Full-Year Profitability Guidance
99.2		Company’s Presentation – August 2025
99.3		Kamada Ltd’s Consolidated Financial Statements as of June 30, 2025 (Unaudited)
101.INS		Inline XBRL Instance Document
101.SCH		Inline XBRL Taxonomy Extension Schema Document
101.CAL		Inline XBRL Taxonomy Extension Calculation Linkbase Document
101.DEF		Inline XBRL Taxonomy Extension Definition Linkbase Document
101.LAB		Inline XBRL Taxonomy Extension Label Linkbase Document
101.PRE		Inline XBRL Taxonomy Extension Presentation Linkbase Document
104		Cover Page Interactive Data File (formatted as Inline XBRL and contained in Exhibit 101)

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FAQ

What growth did Kamada (KMDA) report for the first half of 2025?

The filing states 11% year-over-year top-line growth for the first six months of 2025.

How much did Kamada's profitability change in H1 2025?

Kamada reported a 35% increase in profitability compared with the same period last year.

Did Kamada change its full-year outlook in this 6-K?

Yes. The company raised full-year profitability guidance according to the filing.

What supporting documents were included with the 6-K?

The 6-K attaches a company presentation and unaudited consolidated financial statements as of June 30, 2025, plus Inline XBRL exhibits.

Are exact revised guidance numbers provided in the extracted content?

No. The extracted text states guidance was raised but does not include the specific revised figures.