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Guy Sips ... (+4)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Wim Lewi
Jacob Mekhael
  • Jacob Mekhael

Hyloris XTRAZA license and supply agreement with Huons in South Korea

Hyloris announced that an exclusive license and supply agreement has been signed with Huons for XTRAZA in South Korea. Under the terms, Hyloris will exclusively supply XTRAZA to Huons though further financial terms were not disclosed. This deal follows previously announced agreements in selected APAC regions and Canada with AFT, and in the UK with Colonis Pharma. A phase 3 trial for XTRAZA is ongoing in the US and EU, with data expected by YE25, and we note that a deal for XTRAZA in the larger U...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Ackermans & van Haaren: Expect buoyed contribution from Private Banking. ASR: 1H: strong solvency, buyouts at 12% IRR. Deceuninck: Weak set of results, as expected following the change in CEO. EVS: Very weak 1H25, but guidance unchanged; convincing bolt-on deal in the US. IBA: IBA to install one P1 system at university campus in Heidelberg, Germany. NEPI Rockcastle: Robust performance, small upward revision to guidance

Guy Sips ... (+7)
  • Guy Sips
  • Kristof Samoy
  • Livio Luyten
  • Michiel Declercq
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi
 PRESS RELEASE

Heidelberg University Hospital expands its particle therapy program wi...

Heidelberg University Hospital expands its particle therapy program with IBA’s Proteus®ONE solution Louvain-La-Neuve, Belgium, August 20, 2025 – (Ion Beam Applications S.A., EURONEXT), the world leader in particle accelerator technology and the world’s leading provider of proton therapy solutions for the treatment of cancer and Heidelberg University Hospital (Universitätsklinikum Heidelberg AöR, UKHD) announce today that they have signed a contract to install a Proteus®ONE1 compact proton therapy solution to be located on the University campus in Heidelberg, Germany. The first payment ...

 PRESS RELEASE

L'hôpital universitaire de Heidelberg élargit son programme de thérapi...

L'hôpital universitaire de Heidelberg élargit son programme de thérapie par particules avec une solution Proteus®ONE Louvain-la-Neuve, Belgique, le 20 août 2025 - IBA (Ion Beam Applications S.A., EURONEXT), le leader mondial des technologies d’accélération de particules et principal fournisseur de solutions de protonthérapie pour le traitement du cancer, et l'hôpital universitaire de Heidelberg (Universitätsklinikum Heidelberg AöR, UKHD) annoncent aujourd'hui la signature d'un contrat pour l'installation d'une solution compacte de protonthérapie Proteus®ONE1  sur le campus universitaire...

 PRESS RELEASE

IBA Notice of Half Year 2025 Results and Conference Call

IBA Notice of Half Year 2025 Results and Conference Call HY25 results webcast to take place on Thursday, 28 August 2025 at 3pm CEST Louvain-la-Neuve, Belgium, 07 August 2025 - IBA (Ion Beam Applications S.A., EURONEXT), the world leader in particle accelerator technology, announces today that it will publish its consolidated results for the half year 2025 on Thursday, 28 August 2025 at 7am CEST. Conference Call Information IBA’s management team will host team will host a conference call and webcast conducted in English to present the half year results, followed by a Q&A session. The con...

 PRESS RELEASE

IBA : Publication des résultats du premier semestre 2025 et conférence...

IBA : Publication des résultats du premier semestre 2025 et conférence web La conférence sur les résultats des six premiers mois de 2025 aura lieu le jeudi 28 août 2025 à 15h00, heure de Bruxelles Louvain-la-Neuve, Belgique, le 7 août 2025 - IBA (Ion Beam Applications S.A le leader mondial des technologies d’accélération de particules, annonce qu’elle publiera ses résultats financiers consolidés du premier semestre le jeudi 28 août 2025 à 7h00, heure de Bruxelles. Informations relatives à la conférence La direction du Groupe IBA présentera les résultats des six premiers mois de l’année ...

Hilde Van Boxstael ... (+4)
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Wim Lewi
Kristof Samoy
  • Kristof Samoy

Arcadis Guidance for moderate 2H25 growth prompts model revision

Arcadis released its 1H25 results last week. As anticipated, the Places segment continued to experience weakness due to ongoing uncertainty around capital expenditure programs. Resilience delivered strong margin performance, though topline growth and order intake decelerated. The UK segment declined 8%, impacted by the completion of HS2, the conclusion of the spending review in June, and the onset of the AMP8 cycle. On the analyst call, management guided for moderate growth in 2H25, diverging fr...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

ABN AMRO: Preview reminder 2Q25. Arcadis: New CFO

Guy Sips ... (+3)
  • Guy Sips
  • Kristof Samoy
  • Michiel Declercq
 PRESS RELEASE

Arcadis nominates Simon Crowe as new CFO and member of the Executive B...

Arcadis nominates Simon Crowe as new CFO and member of the Executive Board Arcadis nominates Simon Crowe as new CFO and member of the Executive Board Amsterdam, 5 August 2025 – Arcadis (EURONEXT: ARCAD), a global leader in sustainable design, engineering, and consultancy solutions, today announces that its Supervisory Board has nominated Simon Crowe for the position of Chief Financial Officer (CFO) and member of the Executive Board, succeeding Virginie Duperat-Vergne, who left Arcadis on 31 May 2025. The Supervisory Board will propose Simon’s appointment as CFO and member of the Executive...

Guy Sips ... (+8)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Livio Luyten
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi

Morning Notes : ARCAD NA, ENX FP, FUR NA, GBLB BB, QFG BB, SEQUA BB, U...

: ARCAD NA, ENX FP, FUR NA, GBLB BB, QFG BB, SEQUA BB, UMI BB, XFAB FP

Louis Boujard ... (+4)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
  • Thomas Zlowodzki
Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
Martijn Den Drijver
  • Martijn Den Drijver
Kristof Samoy
  • Kristof Samoy

Arcadis 1H25 results overall in line, growth decelerating in Resilienc...

1H25 net revs were flat (-0.1% organically) at €1937m (vs. our €1960m and css of €1957m). Operating EBITA landed at €215m below our €222m but inline with css of €215m. Sequentially the backlog fell slightly over 2Q to €976m (still +2.6% organically ytd), with 2Q book-to-bill ratio of 1.0x (vs. 1.1x in 1Q25). Overall results were in line but both revenue and order intake dynamics at Resilience are somewhat subdue, in spite of the solid margin performance of the GBA. Mobility remains on track for ...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

AB InBev: 2Q25 results. Air France-KLM: Nice beat, let's see how FY25 finishes. AMG: Uptrend continues in 2Q25 with 23% EBITDA beat and guidance up to +US$200m. Aperam: Slight 2Q25 EBITDA beat, 3Q25 seen down QoQ. Arcadis: EBITA margin held up well in 2Q25, order intake mixed. Ayvens: 2Q25 results. Azelis: Soft but largely in-line 2Q25 with EMEA offsetting weaker APAC. Bekaert: 1H25 miss and lowered outlook to result in c.5% consensus downside. Corbion: Taking it to the wire. dsm...

 PRESS RELEASE

Arcadis Q2 and Half Year 2025 Results: Strong margin, well positioned ...

Arcadis Q2 and Half Year 2025 Results: Strong margin, well positioned for growth PRESS RELEASE Arcadis Second Quarter and Half Year Results 2025 Strong margin, well positioned for growth KEY HIGHLIGHTS Net revenues were €1,937 million: stable year-on-year on an organic basisIncreased Key Client order intake further improving backlog quality (3% ytd organic growth) Strong operating EBITA margin of 11.3% in the quarter, with substantial strategic investments to accelerate future growth and further cost efficienciesIntegration of recently acquired WSP Rail and KUA Data Centers unlocking new...

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