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EarningsQ2 2026 Earnings Report
AU:BOT Q2 2026 EPS Results
Actual EPS-AU$0.02
Consensus EPS-AU$0.01
Beat/MissMissed by -<AU$0.01
One Year Ago EPS-AU$0.02
AU:BOT Q2 2026 Revenue Results
Actual RevenueAU$16.51M
Expected RevenueAU$9.10M
Beat/MissBeat by +AU$7.41M
YoY Revenue Growth+4674.98%
Earnings Announcement Details
QuarterQ2 2026
Date02/27/2026
TimeBefore Open
Conference CallFriday, February 27, 2026
AU:BOT Upcoming Earnings
Botanix Pharmaceuticals Limited's next earnings date is estimated for March 3, 2027, based on past reporting schedules.
Q2 2026 Earnings Call Audio
No earnings call audio is available for this earnings event.
Q2 2026 Earnings Slide Deck
No slide deck is available for this earnings event.
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveyed strong commercial momentum — rapid prescription growth, meaningful revenue ramp, a high‑performing fulfillment platform (fill rates ~2.5x industry), positive physician adoption signals (90% expect to increase prescribing) and an attractive IP runway to 2040. Counterbalancing this progress are sizeable operating losses (adjusted EBITDA loss $26.1M; loss before tax $33.2M), material near‑term API purchase obligations and reliance on a partially‑completed capital raise and a single API supplier. Management has identified clear catalysts (alternate API supplier to cut COGS 25%–40%, platform scalability, and $45M committed raise) but execution and funding are key near‑term risks. Overall, the call was upbeat on commercial execution but sober about cash, supply and funding needs.Company Guidance
Rapid prescription and revenue growth
62,500 prescriptions shipped in the first 11 months post‑launch; 45,800 prescriptions in H1 FY2026 vs 16,800 in the prior half (171% increase). Net revenue rose from $5.1M in the second half of FY2025 to $16.2M in H1 FY2026 (219% increase). Total revenue for H1 FY2026 was $16.5M (versus $0.346M prior corresponding period).
Strong commercial adoption and physician sentiment
Sales force expanded to 50 specialists (completed Oct 2025) with high productivity. Market research: 90% of surveyed healthcare providers expect to increase Sofdra prescribing in the next 6 months. Refill and adherence rates substantially exceed industry norms.
High-performing fulfillment platform
Botanix's fulfillment platform (SendRx partnership) delivered a fill rate ~2.5x industry benchmarks, high rates of fully reimbursed prescriptions, improved insurance clearance and refill rates exceeding industry standards. Platform is scalable and can onboard additional products without incremental development costs, improving gross‑to‑net yields.
Meaningful commercial traction and IP runway
Sofdra is a new chemical entity (one of 46 NCEs approved in the U.S. in 2025) with patent protection through 2040. Addressable market ~10M patients (≈3.7M actively seeking treatment), positioning long product life and potential M&A/acquisition interest. Company reported ~ $100M gross revenue and $21.2M net revenue in the first 11 months post launch (company commentary).
Capital commitments to support growth
Firm commitments for a $45M capital raise; $14.9M received to date with the remainder subject to shareholder approval (meeting scheduled April 1, 2026). Management provided a detailed use‑of‑funds allocation (API/manufacturing, API supplier setup, marketing, operating expenses and working capital).
Planned COGS reduction via alternate API supplier
Selection of an alternate API supplier is underway and expected to reduce cost of goods sold by an estimated 25%–40%, which would materially improve gross margins and reduce single‑source supply risk.
AU:BOT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed