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Jun 30, 2025
Novartis Q2 2025 Earnings Report
Novartis reported strong Q2 2025 results with double-digit sales and net income growth.
Key Takeaways
Novartis delivered a robust Q2 2025 with $14.05 billion in revenue, driven by strong sales from Kisqali, Pluvicto, and Scemblix. Net income rose to $4.02 billion, and free cash flow increased significantly. The company raised its FY25 core operating income guidance.
Revenue grew to $14.05 billion, driven by key growth brands
Net income increased to $4.02 billion, supported by strong operating performance
Core EPS reached $2.42, reflecting improved margins
FY25 core operating income guidance raised to low-teens growth
Revenue by Segment
Forward Guidance
Novartis expects high single-digit sales growth and low-teens core operating income growth for FY25.
Positive Outlook
- Raised FY25 core operating income guidance to low-teens growth
- Strong momentum in key growth brands Kisqali, Pluvicto, and Scemblix
- Positive Phase III readout for Pluvicto in hormone-sensitive prostate cancer
- Initiation of up to $10 billion share buyback by year-end 2027
- Robust free cash flow supporting capital allocation flexibility
Challenges Ahead
- Entresto faces potential US generic entry mid-2025
- Higher investments behind priority brands may pressure margins
- Net debt increased to $23.8 billion due to buybacks and M&A
- Exposure to currency fluctuations impacting core operating income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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