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Investor Relations14 Oct 2025
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Novonesis (NSIS) investor relations material
Novonesis Q2 2025 & Strategy Update earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 & Strategy Update earnings summary21 Aug, 2025
Executive summary
Achieved 9% organic sales growth in H1 2025, with volumes up 8% and prices up 1%, driven by strong performance across all divisions and geographies.
Adjusted EBITDA margin improved to 37.4%, up 210 bps year-over-year, with full realization of cost synergies despite currency headwinds.
Completed acquisition of dsm-firmenich's share of the Feed Enzyme Alliance in June 2025; integration ongoing.
2030 strategy targets 6–9% organic sales CAGR, ~39% adjusted EBITDA margin, and 16% adjusted ROIC (excl. goodwill), with significant investments in innovation and market expansion.
15 new products launched in H1 2025, with strong innovation pipeline and leadership changes to support growth.
Financial highlights
H1 2025 sales grew 9% organically and 8% in reported euro; Q2 sales up 8% organically, 4% in euro due to currency headwinds.
Adjusted gross margin improved by 300 bps to 58.7% year-over-year, driven by lower input costs, productivity, and synergies.
Adjusted EBITDA margin at 37.4%, up 210 bps; adjusted EPS €1 (+22% YoY); adjusted net profit up 23% to €365.9M.
Operating cash flow €426.5M; free cash flow before acquisitions €307.1M, down from prior year due to one-off payments.
Interim dividend of DKK 2.25/share (€0.30) approved for H1 2025.
Outlook and guidance
Full-year 2025 organic sales growth guidance narrowed to 6–8% (previously 5–8%), or 7–9% excluding country exits.
Adjusted EBITDA margin guidance maintained at 37–38% despite significant currency headwinds.
Sales synergies expected to contribute ~1 percentage point to organic growth; volume growth 5–7%, price ~1%.
Capex/sales expected at 10–12% through 2028, then high single digit; NIBD/EBITDA around 2x for 2025.
Confident in delivering full-year outlook and long-term 2030 targets.
How will exiting certain countries impact growth?
What drove the increase in NIBD/EBITDA?
What are the key assumptions for fair value?
How will new explorative areas drive 2030 ROIC?
Key regulatory changes needed for biosolutions growth?
Quantify impact of emerging market penetration.
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Next Novonesis earnings date
Q3 20256 Nov, 2025
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Frequently asked questions
Novonesis develops, produces and sells industrial enzymes, microorganisms and probiotics. The products convert raw materials into food, beverages and biofuels; they also improve the production of crops and plant products, as well as animal feed. Manufacturing microorganisms, enzymes and probiotics for the industrial, biotech and food markets, Novonesis creates innovative solutions that improve their customers' fermentation processes. Their development centres in Europe, USA and Asia help the company to develop consistent and cost-efficient solutions for their partners worldwide.
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