Straumann Holding ((CH:STMN)) has held its Q3 earnings call. Read on for the main highlights of the call.
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The recent earnings call for Straumann Holding conveyed a generally positive sentiment, underscored by robust revenue growth, strategic alliances, and successful operational strides. However, the company acknowledged some challenges, particularly in China due to VBP 2.0, alongside currency exchange and tariff pressures that posed notable hurdles.
Strong Organic Revenue Growth
Straumann Group reported impressive revenue figures for Q3 2025, achieving CHF 602 million with an organic growth rate of 8.3%. Over the first nine months, the company reached CHF 2 billion, marking a 9.6% organic increase, highlighting the company’s robust financial health and market demand.
Strategic Orthodontic Partnerships
The company announced strategic partnerships with Smartee and Dental Monitoring, aimed at enhancing their ClearCorrect brand. These alliances are expected to accelerate innovation, boost profitability, and strengthen Straumann’s market position in the orthodontic sector.
Launch of SIRIOS X3 Intraoral Scanner
Straumann launched the SIRIOS X3 intraoral scanner, a move that strengthens their scanner portfolio and integrates seamlessly with their digital ecosystem, showcasing the company’s commitment to digital innovation.
Operational Success in China
Straumann’s new campus in Shanghai is now fully operational, delivering products to the Chinese market. This development is a significant step in strengthening the company’s supply chain resilience in the region.
Regional Performance in EMEA
The EMEA region achieved excellent organic revenue growth of 11.2%, driven by strong execution across all business segments and recent innovations, reflecting the region’s strategic importance to Straumann.
Remarkable Growth in Latin America
Latin America continued its strong performance with an 18% growth rate, propelled by the Neodent brand and contributions from orthodontics and digital businesses, underscoring the region’s growth potential.
Challenges in China Due to VBP 2.0
China faced a significant slowdown due to the initial effects of VBP 2.0, leading to postponed treatments by patients and reduced inventories by distributors, highlighting a key challenge for Straumann in the region.
Currency Exchange Rate Impact
The Franc exchange rate negatively impacted revenue by CHF 30 million. The full-year top-line impact is expected to be between 470 to 490 basis points, indicating a significant financial challenge.
Tariffs Adding Cost Pressure
New tariff regulations have added cost pressures, with an expected impact of CHF 20 to 25 million for 2025 and a similar impact anticipated in 2026, posing a financial burden on the company.
Orthodontic Business Losses
The orthodontic business faced operational losses due to a lack of scale. However, strategic partnerships are in place to improve future profitability, showing the company’s proactive approach to addressing these challenges.
Forward-Looking Guidance
CEO Guillaume Daniellot highlighted Straumann’s strong financial performance and provided forward-looking guidance, anticipating high single-digit organic revenue growth and a 30 to 60 basis point improvement in the core EBIT margin at constant 2024 currency rates. Key regional performances were noted, with EMEA showing strong growth and challenges persisting in Asia Pacific, particularly in China.
In summary, Straumann Holding’s earnings call reflected a positive outlook with strong revenue growth and strategic partnerships, despite facing challenges in China and financial pressures from currency and tariffs. The company’s forward-looking guidance remains optimistic, with expectations of continued growth and profitability improvements.