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Galderma Group (GALD) investor relations material
Galderma Group Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic transformation and growth trajectory
Transitioned from a PE-owned standalone entity to a publicly listed company with a diversified, long-term shareholder base, completing a major transformation between 2020 and 2026.
Refocused on dermatologists, reset commercial fundamentals, and reignited growth across all three product categories.
Strengthened portfolio, expanded innovation pipeline, and scaled up U.S. and international footprint.
Achieved a capital structure reset and broadened market leadership ambitions.
Financial performance and outlook
Net sales grew from $2.7B in 2019 to $4.4B in 2024, with a projected low to mid-teens CAGR (2023-2027E) and core EBITDA margin expansion of 300-500 bps.
Company valuation increased from CHF 10.2B in 2019 to ~CHF 38B by January 2026.
Focus on organic growth, deleveraging, targeted M&A, and shareholder returns, with a dividend payout target of up to 20%.
Attractive EPS growth profile, consistently outperforming self-care peers.
Portfolio, innovation, and market expansion
Maintains the broadest dermatology portfolio, including flagship brands in injectables, skincare, and therapeutic dermatology.
Significant launches in 2025-26: Nemluvio, Relfydess, Sculptra (China), Restylane SHAYPE (Brazil), and new Restylane indications in the U.S.
Strong momentum in underpenetrated international markets and continued growth in the U.S.
Ongoing innovation in dermatological skincare, with Cetaphil achieving record e-commerce growth in China and successful new product launches in the U.S.
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- 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
Targets 7–8% EPS growth, $37.5B capex, and coal exit by 2032 amid surging data center demand. - 6 FebBR
Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%. - 6 FebFFWM
Merger vote includes new non-voting stock class with limited conversion and no voting rights. - 6 FebKKR
Charter amendments seek to modernize governance and establish one share, one vote by 2026. - 6 FebARI
Proposed $9B real estate loan portfolio acquisition highlights disciplined, long-term strategy. - 6 FebSMCI
Q2 revenue jumped 123% to $12.7B, with FY26 guidance raised to at least $40B. - 6 FebRJF
Record revenues and assets, higher dividend, and acquisitions despite lower net income. - 6 FebFFIE
Raising capital for global EV and AI expansion, with regulatory and dilution risks highlighted.
Next Galderma Group earnings date
Next Galderma Group earnings date
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