In This Article:
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Revenue: CHF681 million, reflecting an organic growth of 11%.
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Core EBIT Margin: Expected improvement of 30 to 60 basis points at constant 2024 currency rates.
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Dividend: Increased by 12% compared to the previous year.
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Regional Performance: Strong double-digit growth in EMEA, APAC, and Latin America; positive growth in North America despite soft demand.
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Product Segments: Significant growth across implantology, orthodontics, and digital solutions.
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Market Share: Approximately 12.5% in the global market, with 35% in implantology.
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Manufacturing Expansion: 19 production facilities worldwide, with new sites in Shanghai and Curitiba under development.
Release Date: April 30, 2025
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Positive Points
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Straumann Holding AG (SAUHF) reported strong organic revenue growth of 11% in Q1 2025, reaching CHF681 million.
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The company saw significant performance in the EMEA and APAC regions, with double-digit growth in emerging markets like Thailand, India, and Malaysia.
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Straumann's collaboration with SprintRay and the launch of the Straumann Access platform mark significant advancements in digital dentistry.
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The company's multi-brand and multi-price strategy has been effective in gaining market share across different customer segments.
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Straumann is investing in expanding its manufacturing footprint, with new facilities in China and Brazil to support growth and supply chain resilience.
Negative Points
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The macroeconomic environment remains uncertain, impacting consumer sentiment and leading to soft demand in North America.
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Foreign exchange headwinds could pose challenges in the coming quarters due to the strengthening of the CHF.
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The orthodontics business in North America remains soft, affecting overall regional performance.
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Tariffs and geopolitical complexities could impact financials, although measures are in place to mitigate these effects.
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The company faces competitive pressures in the US market, with price competition remaining high.
Q & A Highlights
Q: Can you elaborate on the guidance for 2025, considering the strong start to the year and the macroeconomic uncertainties? A: Guillaume Daniellot, CEO: We are pleased with our first quarter performance. Despite the uncertainties, we believe that achieving high-single digit growth is a significant objective. The macroeconomic environment remains unpredictable, so we are cautious. If conditions remain favorable, we may revise our guidance later in the year.