Straumann Holding AG (STMN) Earnings Call Transcripts

Straumann Holding AG's Latest Earnings Call - Q1 FY2026

Straumann Holding AG reported its Q1 2026 results, showcasing a strong start to the year with revenue of CHF 673 million, reflecting an organic growth of 7.1%. The company highlighted robust performance across all regions, particularly in North America and Latin America. Despite a reported decline of 1.2% in Swiss francs due to foreign exchange impacts, the underlying business remains strong. Management maintained its guidance for 2026, expecting high single-digit organic revenue growth and a core EBIT margin improvement of 30 to 60 basis points. The company's strategic focus on innovation and market share gains, particularly in implantology and orthodontics, was emphasized as key drivers for future growth.

Reported metrics

Guidance from management

Straumann maintained its guidance for 2026, expecting high single-digit organic revenue growth and a core EBIT margin improvement of 30 to 60 basis points at constant 2025 exchange rates.

What management said

Yes, thank you, Julien, for helping us to precise this. I was mentioning China. China will be low single digit to flat in the second quarter based on the very high comparison base and the normalization of the patient flow on the rather low side then, which means that it will help Asia Pacific to come up with then better contribution to the overall group growth in the rest of the year.

I think we are in line with, yes, what we have planned, and then we don't need any additional investment to be able to deliver what we have in our plan. Yes, that's correct. Yes. Then thank you also. Thank you for joining us today and for your continued interest in the Straumann Group. So we are looking forward to see you again soon, and wishing you a nice day. Goodbye from Basel and from all of us.

What analysts pressed on

Analysts expressed concerns about the timing and impact of the volume-based procurement (VBP) process in China, potential inflationary pressures, and the sustainability of growth in North America given tougher comps in the second half of the year.

Main topics on the call

• Regional Performance — Straumann saw strong growth across all regions, with EMEA achieving 7.8% organic growth and North America at 7.7%. Latin America excelled with 19.5% growth, driven by demand for challenger implants and digital solutions....
• Foreign Exchange Impact — The company faced a negative foreign exchange impact of CHF 53 million, primarily due to the depreciation of the U.S. dollar and euro against the Swiss franc. Management expects this impact to moderate over the year.
• Manufacturing and Cost Efficiency — Straumann's new Shanghai campus is fully operational, enhancing cost efficiency and reducing foreign exchange exposure. The transition to Smartee manufacturing in orthodontics is complete, expected to improve scalability...
• Innovation in Implantology — iEXCEL is a major growth driver, attracting new customers and converting existing ones. The platform will be the foundation for all new premium innovations, reinforcing Straumann's leadership in implantology.

Read the full Straumann Holding AG transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 27 Straumann Holding AG earnings call transcripts on record, spanning February 18, 2020 to April 29, 2026. Based on this history, Straumann Holding AG reports quarterly. The most recent call on file is dated April 29, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

STMN

Exchange

SWX

Country

CH

Sector

Health Care

Industry

Health Care Equipment and Supplies

Calls on record

27

First call

February 18, 2020

Most recent

April 29, 2026

Reporting cadence

quarterly