- Galderma maintains its fiscal year core EBITDA margin forecast at about 23%.
- Sales growth is expected to be between 10% to 12% at constant exchange rates.
- First-quarter net sales reached $1.13 billion, a 5.4% increase year-over-year, although slightly below the estimated $1.16 billion.
- Injectable Aesthetics sales grew by 7% year-over-year to $547 million, surpassing the estimated $518.8 million.
- Dermatological Skincare sales increased by 5.4% to $370 million, meeting estimates of $365 million.
- Sales growth in constant currency was 8.3% overall, with Injectable Aesthetics at 9.9% and Dermatological Skincare at 7.8%.
- Therapeutic Dermatology sales slightly increased by 1.4% to $212 million, below the estimated $219 million.
- Galderma confirms its full-year guidance and reports that US tariffs are fully factored into this guidance.
- Tariffs are mostly manageable, with US Fillers and Biostimulators being the primary exception, representing approximately 9% of total net sales.
- Key growth drivers for 2025 are identified as the ramp-up of Nemluvio and Relfydess, international market momentum, and further geographic and portfolio expansion.
- Growth expectations in the US remain modest, excluding Nemluvio.
- Analyst ratings include 9 buys, 4 holds, and no sells.
A look at Galderma Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 1 | |
| Growth | 5 | |
| Resilience | 3 | |
| Momentum | 2 | |
| OVERALL SMART SCORE | 2.8 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Galderma Group AG, a leading dermatology company, is positioned for strong long-term growth according to Smartkarma Smart Scores. While the company scores moderately on value and resilience, it excels in growth, indicating promising prospects for expansion in the future. With a focus on injectable aesthetics, dermatological skincare, and therapeutic dermatology, Galderma Group is set to capitalize on the full spectrum of the self-care dermatology market. However, the company’s low dividend and momentum scores suggest areas that may require attention to enhance overall performance.
Galderma Group AG, a global player in the dermatology sector, exhibits a solid foundation for future success based on the Smartkarma Smart Scores. Notably, the company shines in growth potential, offering a diverse range of science-based brands and services to customers worldwide. While maintaining a resilient stance in the market, Galderma is well-positioned to navigate challenges and capitalize on emerging opportunities. Despite displaying moderate value and momentum scores, the company’s commitment to innovation and customer service underscores its ability to thrive in the competitive dermatology landscape.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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