(Reuters) -Biomérieux adjusted its annual sales forecast on Thursday and noted its objective of operating income contributory (ROCC) for 2025, citing both a decline in the Chinese market and the improvement of the group’s operational lever.
The diagnostic solutions specialist now targets organic sales growth between 6% and 7.5% at constant exchange rate and perimeter for 2025, against “at least 7%” initially.
This “slightly downward” revision results from the uncertainty linked to the trends in the Chinese market, as well as in the respiratory infections, which generally extends between October and December, explained the director general Pierre Boulud in a press conference.
“In the case of a low respiratory season, indeed, there is a risk that we are rather on the 6%, but we could be above if the respiratory season is more intense,” he said.
The ROCC is however awaited up to 12% to 18% with comparable data, against “at least 10%” previously, the deployment of the actions to simplify and improve the productivity of the GO28 plan having “more than (compensated) the American customs duties”.
Biomérieux achieves 45% of its turnover in the United States, where 85% of the products sold are manufactured locally, which offers the group a form of “natural protection” on customs duties, said Pierre Boulud.
The impact of customs duties estimated between 5 and 10 million euros this year was integrated into the revision of the objectives.
The turnover in the first half is 2.04 billion euros, or +9.4% in organic but slightly below the expectations of analysts, which tab for 2.07 billion in a consensus provided by Biomérieux.
The ROCC of the first half of 2025 amounts to 372 million euros, +24% over one year in comparable.
On the Paris Stock Exchange, around 07:35, the title fell 2.12% to 115.4 euros.
According to Sarah Thirion, analyst at Midcap Partners, the “solid” turnover reflects “the seasonality of the Flu Season”, the situation in China “coming to penalize in particular microbiology & the immunosseans”.
“Operational realization is however far beyond our expectations when the effects of scale become more material in the context of Go-28,” she said in a note.
(Written by Elena Smirnova, edited by Augustin Turpin)
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