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Fresenius (FRE) investor relations material
Fresenius Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary6 Aug, 2025
Executive summary
Delivered strong H1 and Q2 2025 results with 5–6% organic revenue growth and 8% core EPS growth in Q2, driven by Kabi and Helios performance and cost discipline.
Raised full-year 2025 organic revenue growth guidance to 5–7% (from 4–6%) on robust top-line momentum.
Transformation strategy led to a more focused, performance-driven organization with a strengthened balance sheet.
EBIT growth was flat in Q2 but up 8% for H1, with Kabi offsetting Helios softness due to the end of energy relief payments.
Continued progress in sustainability, reflected in an improved ISS ESG rating from B- to B.
Financial highlights
Q2 2025 revenue: €5.6bn (+5% organic); EBIT: €654m; EBIT margin: 11.7%; Net income: €492m (+8%); EPS: €0.73 (+8%).
H1 2025 revenue: €11.2bn (+6% organic); EBIT: €1,308m (+1%); Net income: €982m (+11%).
Operating cash flow in Q2: €433m; leverage ratio at 3.1x, slightly above target due to dividend payment.
Interest expense decreased to €85m in Q2 (from €108m YoY), supporting bottom-line growth.
Kabi achieved a 16.4% EBIT margin, up year-over-year, despite FX and China Nutrition headwinds.
Outlook and guidance
Full-year 2025 organic revenue growth guidance raised to 5–7%; EBIT growth expected at 3–7%.
EBIT guidance reaffirmed, with Q4 expected to benefit from German hospital funding and performance program ramp-up.
Kabi: mid- to high-single-digit organic revenue growth, EBIT margin 16–16.5%.
Helios: mid-single-digit organic revenue growth, EBIT margin ~10%.
Interest expense for FY 2025 expected at €350–390m, down from €433m in FY 2024.
How will FME share sale proceeds be used?
Assess Helios Germany's EBIT margin improvement.
Detail Kabi's vedolizumab biosimilar agreement.
Assess #FutureFresenius' impact on revenue CAGR.
What's the expected interest expense for 2025?
Detail Kabi's strategy for China nutrition in '26.
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Frequently asked questions
Fresenius SE & Co. KGaA operates as a health care group that provides products and services for dialysis, hospitals, and outpatient medical care worldwide. The company offers infusion therapies and clinical nutrition products; medical devices and services comprising renal, hospital, and surgical products; dialysis services through a network of independent subsidiary Fresenius Medical Care clinics; assistance with the promotion of healthy lifestyles, disease prevention services, and homecare services; hospital management and care management as well as hospital construction planning and financing services; and consulting, engineering, environmental, healthcare infrastructure development, project logistics/supply chain management/product testing, rail vehicle maintenance/IT security infrastructure support/e-learning platform operations in Germany.
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