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DiaSorin S.p.A. (DSRLF) Q4 2025 Earnings Call Transcript

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DiaSorin reported strong 2025 results, with CEO Carlo Rosa highlighting 7% growth in its Immuno diagnostics division, driven by strategic execution across core technologies. Molecular Diagnostics remained flat year-over-year due to an unusually weak flu season, impacting demand for related testing products. The Life Science Technology Group (LTG) met expectations but stayed flat, reflecting broader industry challenges in 2025, particularly in life sciences. CFO Piergiorgio Pedron reviewed 2025 financials, while incoming CFO Alberto Donati provided 2026 guidance, signaling leadership transition in financial oversight. Analysts from Morgan Stanley, BNP Paribas, and others questioned executives on growth drivers, market trends, and operational strategies during the Q&A session.
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SA Transcripts159.07K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call DiaSorin S.p.A. (DSRLF) Q4 2025 Earnings Call March 20, 2026 1:00 PM EDT Company Participants Carlo Rosa - CEO, GM & Executive DirectorPiergiorgio Pedron - Senior Corporate VP, CFO & Corporate Accounting Documents OfficerAlberto Donati Conference Call Participants Aisyah Noor - Morgan Stanley, Research DivisionOdysseas Manesiotis - BNP Paribas, Research DivisionJan Koch - Deutsche Bank AG, Research DivisionKavya Deshpande - UBS Investment Bank, Research DivisionCharles Pitman - Barclays Bank PLC, Research DivisionNatalia Webster - RBC Capital Markets, Research Division Presentation Operator Good afternoon. This is the Chorus Call conference operator. Welcome, and thank you for joining the DiaSorin Full Year 2025 Results Conference Call. [Operator Instructions] At this time, I would like to turn the conference over to Mr. Carlo Rosa, CEO of DiaSorin. Please go ahead, sir. Carlo RosaCEO, GM & Executive Director Thank you, operator. Ladies and gentlemen, good afternoon, and welcome to the DiaSorin full year results. Today, we have a busy agenda. I'm going to make some business remarks. Then our current CFO, Mr. Pedron is going to take us through the 2025 financials, our future CFO, Mr. Alberto is going to discuss about guidance 2026, and then collectively, we're going to take questions. So let me start from 2025 business comments. 2025, I think, marked a year of good achievement for our company with success for our strategy in the different technologies with Immuno delivering 7% growth, Molecular Diagnostics year-on-year flat and we'll see later primarily related to the fact that the flu season this year is -- has been very weak. And then LTG delivering to expectation flattish compared to previous year. And again, we will discuss later, primarily due to the fact that on the Life Science segment, as I think is very well known by everybody, 2025 has not been an exciting year.

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