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Jun 30, 2024

Royalty Pharma Q2 2024 Earnings Report

Royalty Pharma reported second quarter 2024 financial results with portfolio receipts growth and raised full year guidance.

Key Takeaways

Royalty Pharma reported a 12% increase in Portfolio Receipts, reaching $608 million, and an 11% increase in Royalty Receipts. The company also raised its full-year 2024 guidance for Portfolio Receipts to $2,700 to $2,775 million. Capital deployment was approximately $2 billion in 2024.

Portfolio Receipts grew by 12% to $608 million.

Royalty Receipts increased by 11%.

Net cash provided by operating activities was $658 million.

Full year 2024 guidance for Portfolio Receipts was raised to $2,700 to $2,775 million.

Total Revenue
$537M
Previous year: $538M
-0.2%
EPS
$0.96
Previous year: $0.84
+14.3%
Gross Profit
$531M
Previous year: $297M
+78.9%
Cash and Equivalents
$1.77B
Previous year: $2.17B
-18.8%
Free Cash Flow
$584M
Total Assets
$17.7B
Previous year: $17.1B
+3.1%

Royalty Pharma

Royalty Pharma

Forward Guidance

Royalty Pharma expects 2024 Portfolio Receipts to be between $2,700 million and $2,775 million, which includes expected Royalty Receipts growth of 9% to 12%.

Positive Outlook

  • Portfolio Receipts are expected to be between $2,700 million and $2,775 million.
  • Royalty Receipts are expected to grow 9% to 12% in 2024.
  • Guidance excludes contributions from future transactions.
  • Guidance assumes no major unforeseen adverse events.
  • Guidance reflects a negligible estimated foreign exchange impact.

Challenges Ahead

  • Guidance excludes transactions and borrowings announced after the date of the release.
  • Guidance may be amended in the event of new royalty transactions with a material near-term financial impact.
  • Total interest paid is anticipated to be approximately $160 million in 2024.
  • Interest paid is anticipated to be approximately $79 million in the third quarter of 2024 with a de minimis amount being recorded in the fourth quarter of 2024.
  • Projection assumes no additional debt financing in 2024, including no drawdown on the revolving credit facility.