NYSE$STVN

Stevanato Group S.p.A. · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Stevanato Q2 2025: €280M revenue (+8%), margins expand on high-value syringe demand

Stevanato Group reported second-quarter 2025 results via its August 5 conference call, with revenue of €280 million, up 8% year over year (10% constant currency), driven by 10% growth in Biopharmaceutical & Diagnostic Solutions that offset a 2% decline in Engineering. High-value solutions grew 13% to €116.8 million, representing 42% of total revenue, led by high-value syringes. Consolidated gross margin expanded 210 bps to 28.1%. Net profit totaled €29.7 million (€0.11 diluted EPS); adjusted net profit was €31.3 million with adjusted diluted EPS of €0.11. Adjusted EBITDA rose to €65.1 million with margin of 23.2%, up 240 bps. Management said results keep the company on track for full-year 2025 guidance amid favorable biologics demand and capacity ramp at Latina and Fishers.

  • Q2 revenue €280M (+8% YoY, +10% constant currency); BDS up 10% to €243.5M
  • High-value solutions €116.8M (+13%), 42% of revenue; gross margin 28.1% (+210 bps)
  • Net profit €29.7M; adjusted EBITDA €65.1M (23.2% margin, +240 bps)
  • Engineering revenue down 2%; legacy project mix pressured segment margins
  • On track for FY25 guidance; vial destocking effects continue to ease

Headline financials

Total Revenue

€280M

Previous: €279M+0.2%
EPS (adj)

€0.11

Previous: €0.10+10.0%
Adjusted EBITDA

€65.1M

No prior period
Consolidated gross profit margin

28.1%

No prior period
High-value solutions revenue

€117M

No prior period
Net Income

€29.7M

Previous: €22.2M+33.9%

Revenue & EPS history

Stevanato Group · Revenue · Quarterly

€280M

Q2 2025+0.2%vs Q2 2024
Beat estimate in 6 of 14 quarters(43%)
ActualEstimate

Revenue by segment

Stevanato Group · €518M total across 3 segments · Q4 2025

  • Biopharmaceutical and Diagnostic Solutions
    €307M+9.9%
  • High-value solutions
    €171M+30.5%
  • Engineering
    €39.4M-23.0%

Forward guidance

Management reaffirmed full-year 2025 guidance and raised the high-value solutions mix assumption to 40%–42% of total revenue, while noting a €12–15 million FX headwind on the topline.

Tailwinds

  • BDS momentum and margin expansion support FY targets
  • Vial demand stabilizing as destocking eases; SAT completions up sharply in H1

Headwinds

  • Engineering segment orders forecasted in Q2 shifted to second half 2025
  • FX translation headwind of approximately €12–15 million

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

+1.4%

Avg return

Earnings day

+1.6%

Avg return

5 days after

+3.0%

Avg return

30 days after

58%

11 / 19 earnings

Positive

+22.3%

Q2 2021

Best reaction

-18.9%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025+10.0%+1.9%-10.3%
Q3 2025-1.7%-3.3%-11.6%
Q2 2025-9.6%-7.6%-9.9%
Q1 2025+2.9%+12.0%+8.9%
Q4 2024+8.6%+8.8%+10.5%
Q3 2024+16.4%+12.4%+3.9%
Q2 2024+4.4%+8.5%+13.8%
Q1 2024-18.9%-20.7%-30.8%
Q4 2023-11.3%-14.1%-12.4%
Q3 2023-5.9%-2.5%-3.5%
Q2 2023+2.5%+5.6%+6.3%
Q1 2023-3.3%-1.5%+2.6%
Q4 2022+13.7%+5.2%+16.0%
Q3 2022+0.4%+9.1%+18.0%
Q2 2022+4.6%-3.4%-5.9%
Q1 2022+0.7%+8.7%+11.2%
Q4 2021-1.4%-4.2%+21.9%
Q3 2021-8.7%-11.2%-4.8%
Q2 2021+22.3%+27.0%+33.8%
Q1 2021
Q4 2020
Q3 2020
Q2 2020
Q1 2020

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