APN Trading Statement Neutral

ASPEN PHARMACARE HOLDINGS LIMITED - Business Update and Trading Statement for the six months ended 31 December 2025

Aspen Pharmacare Holdings Limited
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What this filing means

Bull case

  • The core Commercial Pharmaceuticals segment achieved robust 4% revenue growth and double-digit constant exchange rate (CER) EBITDA growth, bolstered by strong demand for Mounjaro in SA.
  • Strong balance sheet management with free cash flows expected to exceed R1.7 billion and net debt reduced to R28.6 billion (leverage <3.5x).

Bear case

  • H1 2026 earnings face significant contraction, with HEPS expected to fall -33% to -38% and NHEPS down -19% to -24%.

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Category
Trading Statement
Published
Feb 11, 2026

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