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SOBI (SOBI) investor relations material
SOBI Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 revenue rose 16% at CER to SEK 9,124M; excluding seasonal RSV royalties, portfolio growth was 26%. Nine-month revenue increased 23% at CER to SEK 24,150M.
Strategic portfolio revenue grew 25% at CER to SEK 6,298M; launches and international markets supported momentum.
Financial highlights
Q3 revenue was SEK 9,124M versus SEK 7,776M, up 17% at actual exchange rates.
Adjusted gross profit was SEK 7,195M, up 16%; adjusted gross margin was 79% versus 80%.
Adjusted EBITA was SEK 4,087M, up 11%; margin was 45% versus 47%.
Profit for the period was SEK 2,349M versus a loss of SEK 2,895M; diluted EPS was SEK 6.69 versus negative SEK 8.32.
Operating cash flow was SEK 1,871M, up 2%.
Outlook and guidance
FY26 revenue growth guidance rose to high-teens to low-20s% at CER from mid- to high-teens; adjusted EBITA margin guidance remains mid- to high-30s%.
Tryngolza’s European launch is expected earlier in 2027 than planned, following a positive CHMP opinion; an EU decision was expected in Q4 2026.
Launch preparation and the Gamifant sepsis trial remain investment priorities; some NASP launch costs shifted to 2027, balanced by cost controls and resource reallocation.
- Once-weekly efanesoctocog alfa showed strong bleed control across ages and care settings.SOBI
Status Update - Upgraded guidance and robust growth reflect successful launches and expanding pipeline.SOBI
Morgan Stanley 24th Annual Global Healthcare Conference - Rapid growth, major launches, and global expansion set the stage for doubling revenue by 2030.SOBI
Investor presentation - Strong H1 growth, major launches, and pipeline advances set the stage for ambitious 2030 targets.SOBI
SEB Nordic Large Cap Seminar presentation - Q2 2026 revenue up 29% at CER, 35% EBITA margin, and outlook raised on strong pipeline and portfolio.SOBI
Q2 2026 - Strong 2025 revenue and margin growth driven by strategic launches and pipeline progress.SOBI
Q4 2025 - Q3 2025 saw 21% CER revenue growth, 47% margin, and upgraded 2025 guidance.SOBI
Q3 2025 - Strategic portfolio growth and robust margins drive strong Q1 2025 results and outlook.SOBI
Q1 2025 - Revenue grew 19% in 2024, with strong launches and pipeline driving 2025 growth outlook.SOBI
Q4 2024
Next SOBI earnings date
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