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bioMérieux (BIM) investor relations material
bioMérieux Q3 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 2025 organic sales grew 3%, reaching nearly EUR 950 million, with 7.6% growth excluding China and respiratory panel; YTD organic sales up 7.3% to €2,992m, driven by key product lines and regions.
Spotfire installations expanded by over 900 in Q3, with the install base up 160% YoY to 5,500; Spotfire sales more than doubled YTD (+114%).
BioFire non-respiratory panels grew 9% organically in Q3 and 10% YTD, with strong EMEA and Latin America performance.
Profitability remains solid over nine months, supported by GOSSIMPLE initiatives in automation, headcount, purchasing, and supply chain.
Q3 growth was impacted by declines in China and BioFire respiratory panels.
Financial highlights
Q3 organic sales growth was 3%, with reported sales down 2% due to a EUR 51 million negative FX impact; YTD consolidated sales were €2,992m, up 4.2% as reported and 7.3% organically.
Spotfire sales in Q3 were EUR 32 million (+66% organic), with a 2025 target of EUR 170 million.
BioFire respiratory panel sales declined 8% in Q3, but rose 6% organically over nine months.
Immunoassay sales declined, driven by a 17% drop in procalcitonin and continued weakness in China.
Currency effects negatively impacted sales by €85m over nine months, mainly due to euro appreciation.
Outlook and guidance
Full-year 2025 sales growth guidance revised to 5.5-6.5% at constant exchange rates, down from 6-7.5%.
Spotfire 2025 sales target revised to EUR 170 million (~90% organic growth), with 2028 target of EUR 450 million reaffirmed.
CBIT/CEBIT growth guidance for 2025 confirmed at 12-18% at constant exchange rates, with a -€30m currency effect expected.
Tariffs expected to have a EUR 35 million gross impact in 2026, with EUR 5-10 million net impact in 2025; mitigation actions underway.
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