Evotec SE ADR Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
4analysts covering
FY EPS (est.)
-$1.60next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Interim Statement Q3/9M 2026 and Webcast | 5 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Group Revenue Quarterly156.6MTarget: €700 million to €780 million for FY 2026
Adjusted Group EBITDA Quarterly-21.9MTarget: €0 million to €40 million for FY 2026
Project Horizon Structural Run-Rate Savings AnnuallyTarget: Approximately €75 million annually by the end of 2027
Watch Items
- Project Horizon Restructuring ExecutionTrigger: Failure to achieve the targeted 20-30% of structural savings in 2026 or delays in closing the four designated sites (Munich, Abingdon, Lyon, Framingham).Action: Re-evaluate the cost base, assess additional restructuring charges beyond the €75 million provisioned in Q1 2026, and adjust mid-term margin expectations.
- Discovery & Preclinical Development (D&PD) Segment RecoveryTrigger: Continued double-digit year-over-year revenue declines in D&PD beyond the 15% drop observed in Q1 2026.Action: Review commercial pipeline strategy, evaluate partner demand dynamics, and adjust capacity utilization across remaining centers of excellence.
- Just – Evotec Biologics Commercial MomentumTrigger: Failure to secure new high-value commercial manufacturing contracts or delays in milestone achievements under existing partnerships (e.g., Sandoz).Action: Assess the asset-light technology enablement model, review capacity utilization at the Toulouse and Redmond facilities, and adjust capital expenditure plans.
Research as of 19 Jun 2026