EVT Evotec SE

DGAP-News: MUBADALA INVESTMENT COMPANY AND NOVO HOLDINGS A/S INVEST € 250 M IN EVOTEC SE

DGAP-News: MUBADALA INVESTMENT COMPANY AND NOVO HOLDINGS A/S INVEST € 250 M IN EVOTEC SE
EN
12/10/2020

Underlying

EVTEvotec SE

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Reports on Evotec SE

Thomas J. Schiessle
  • Thomas J. Schiessle
EUR 350.00
EVT EVOTEC SE

FY 25-Guidance Met – Weak Demand Forces Stricter Strategy Adjustment –...

According to KPIs, the FY 25 guidance was achieved with a Q4 final sprint – including extraordinary income from the SANDOZ deal– with €788m (-1.3% YoY) or €41m (adj. EBITDA margin: -0.7%) (details: 08.04.26). The persistently weak demand in the early drug discovery (D&PD) market could not be fully offset by the well-performing business of Just-Evotec Biologics (JEB). Evotec is struggling with undercapacity utilization. The business model must be adjusted more consistently. With clear cost contro...

22h / 8m 22h / 8m 4 EN
Oliver Metzger
  • Oliver Metzger
WCH WACKER CHEMIE AG
RNO RENAULT SA
BFIT BASIC-FIT NV
EVT EVOTEC SE
MMK MAYR-MELNHOF KARTON AG
ASY ASSYSTEM SA
GXI GERRESHEIMER AG
PIG HAULOTTE GROUP SA
BOSS HUGO BOSS AG
QDT QUADIENT SA
ELIS ELIS SA
TINC TINC COMM. VA
DUFN DUFRY AG
GALE GALENICA AG
CAN CANAL+
22h / 11m 22h / 11m 1 FR
Oliver Metzger
  • Oliver Metzger
WCH WACKER CHEMIE AG
RNO RENAULT SA
BFIT BASIC-FIT NV
EVT EVOTEC SE
MMK MAYR-MELNHOF KARTON AG
ASY ASSYSTEM SA
GXI GERRESHEIMER AG
PIG HAULOTTE GROUP SA
BOSS HUGO BOSS AG
QDT QUADIENT SA
ELIS ELIS SA
TINC TINC COMM. VA
DUFN DUFRY AG
GALE GALENICA AG
CAN CANAL+
22h / 11m 22h / 11m 1 EN
Thomas J. Schiessle
  • Thomas J. Schiessle
EUR 350.00
EVT EVOTEC SE

25er Guidance erfüllt – Nachfrageschwäche zwingt zu verschärfter Strat...

Das Geschäftsmodell muss konsequenter angepasst werden. Mit klarer Kostenkontrolle und stärkerer Fokussierung auf Technologieplattformen, sollen die bekannten KPI`s – mit 24 Monaten Verzögerung – ab 2030 erreicht werden. Die Guidance FY 25 wurde laut KPI`s mit einem Q4-Schlussspurt – inkl. a.o. Ertrag aus SANDOZ-Deal- mit € 788 Mio. (-1,3 %) bzw. € 41 Mio. (adj. EBITDA-Marge: -0,7 %) erreicht (Details: 08.04.26). Die anhaltend schwache Nachfrage im Markt für frühe Arzneimittelforschung (D&PD) k...

22h / 12m 22h / 12m 1 DE
Dominic Rose ... (+2)
  • Dominic Rose
  • Naresh Chouhan
EUR 4333.50
EVT EVOTEC SE
EVOTEC AG

Evotec - AI Impact Already Being Felt? (SELL, TP EUR2.00 [5.40], 10pgs...

We believe AI driven changes in pre-clinical research could already be hurting CRO’s following EVT’s updated guidance yesterday. Based on work from our AI thematic, we show that EVT is materially exposed. Moreover, we expect L-T growth trends to be materially lower. We find EVT’s L-T targets unachievable, the SDZ deal ending in 2028 is a big headwind & the BMS deal will end at some point. We estimate these 2 deals are >30% of group revs & most of group EBITDA. FCF barely turns positive in the ne...

EVT EVOTEC SE
EVOTEC AG
03/11/26 March 11, 2026 1 EN

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