Latest news with #Synbio
Yahoo
6 days ago
- Business
- Yahoo
Twist Bioscience Corp (TWST) Q3 2025 Earnings Call Highlights: Record Revenue and Strategic ...
Revenue: $96.1 million, an increase of 18% year-over-year. Gross Margin: 53.4%, up from 43.3% in the third quarter of fiscal 2024. Synbio Revenue: $35.2 million, reflecting 7% year-over-year growth. NGS Revenue: $55.3 million, an increase of 27% year-over-year. Biopharma Revenue: $5.6 million, growth of 10% year-over-year. Adjusted EBITDA: Loss of approximately $8 million, an improvement of about $14 million versus the third quarter of fiscal 2024. Net Income: $20.4 million for the third quarter, aided by a one-time accounting gain of $48.8 million from the Atlas transaction. Cash and Investments: Approximately $250.8 million at the end of the quarter. Guidance for Fiscal 2025: Total revenue of $374 million to $376 million, indicating growth of approximately 19.7% at the midpoint year-over-year. Full-Year Gross Margin Guidance: Approximately 50.5% to 51%. Warning! GuruFocus has detected 3 Warning Signs with TWST. Release Date: August 04, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Twist Bioscience Corp (NASDAQ:TWST) reported record revenue of $96.1 million for the third quarter of fiscal 2025, marking an 18% increase year-over-year. The company's gross margin improved significantly to 53.4%, up from 43.3% in the same quarter of fiscal 2024. Revenue from the Next-Generation Sequencing (NGS) segment increased by 27% year-over-year, driven by strong demand from commercial diagnostic tests and smaller accounts. Twist Bioscience Corp (NASDAQ:TWST) added hundreds of net new customers, expanding its reach in the academic market for synthetic biology products and NGS tools. The company is on track to achieve adjusted EBITDA breakeven, with a significant improvement in adjusted EBITDA loss by approximately $14 million compared to the third quarter of fiscal 2024. Negative Points The Synbio segment experienced a growth of only 7% year-over-year, partly due to a tough comparison with a large order from the previous year that did not recur. Revenue from the Biopharma Services segment grew by only 10% year-over-year, indicating slower growth compared to other segments. The company anticipates a $5 million revenue normalization in Q4 due to a key account transitioning from validation to commercial deployment, which may impact short-term revenue. APAC revenue decreased to $5.9 million in the third quarter, down from $6.5 million in the same period of fiscal 2024, with China contributing only 1.5% of total revenue. Operating expenses, excluding cost of revenues, were approximately $81.4 million, showing a slight increase compared to the same period in 2024, which could impact profitability. Q & A Highlights Q: Could you provide insights into the Synbio growth and customer trends, especially with new products and academic market engagement? A: Emily Leproust, CEO, explained that existing Synbio products resonate well with customers, and there is significant potential in reaching smaller accounts. The company is leveraging marketing and sales to expand its customer base. Additionally, a rich roadmap of new product introductions is expected to drive growth, with AI serving as a catalyst for increased demand. Q: How have clinical diagnostic product launches in the NGS segment played out in 2025, and what is the outlook for 2026? A: Adam Laponis, CFO, noted that while the company remains cautious with guidance, the NGS segment has seen meaningful transitions towards commercialization. Although MRD is a small part of the NGS business, it is expected to ramp significantly in 2026, with several customers finalizing tests for commercial launch. Q: Can you clarify the $5 million revenue impact from a customer transition in Q4 and its effect on NGS growth? A: Adam Laponis, CFO, stated that the $5 million impact is expected in Q4, with some additional effects in Q1 of the next fiscal year. Despite this, the company anticipates continued sequential growth in 2026, driven by clinical adoption and diversification into other markets. Q: What factors contributed to the US academic market's 10% growth, and how is the company gaining share? A: Patrick Finn, COO, attributed the growth to Twist's core value proposition, offering more research opportunities for the same budget. The company's technology advantage and broad product portfolio are resonating with customers, driving share gains in a challenging market. Q: How does the company plan to balance reinvestment and adjusted EBITDA improvements over the next 12 months? A: Adam Laponis, CFO, emphasized that while revenue growth remains the primary driver of profitability, the company will continue to invest efficiently to accelerate growth. The focus will be on modest OpEx investments to support sequential growth and achieve adjusted EBITDA breakeven by Q4 2026. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus.
Korea Herald
08-07-2025
- Business
- Korea Herald
Hi & Fi Asia-China 2025 Shatters Records: Global Engagement Soars
SHANGHAI, July 8, 2025 /PRNewswire/ -- The 2025 edition of Hi & Fi Asia-China, held from24-26 June at NECC, Shanghai, concluded as its most impactful event to date, drawing unprecedented global participation and showcasing China's pivotal role in the future of food and health ingredients."* Unprecedented Scale & Global Reach This year's 4 co-located events attracted 93,080 industry professionals visits, marking a 21% increase over 2024. Hi & Fi Asia-China's visitor number also broke an all-time record, with 2431 Internationals from more than 90 countries demonstrating cutting-edge innovations. The atmosphere was electric, driven by intense networking and robust deal-making. Exhibitors included ingredient leaders and health & nutrition pioneers such as Synbio, Amicogen, Alliance Nutrition Group, Golden Omega, HSF, and Givaudan. "Key attending companies spanned manufacturers, retail, and food service, including Suntory, Unilever, CJ CheilJedang, Nissin Foods, PROXIMA, and dmk. Five live bilingual forums emerged as major highlights dynamic bilingual forums took center stage, tackling critical topics such as sustainable sourcing, regulatory evolution, EPA and DHA Omega-3s, and sports nutrition enthusiasm of attendees underscored the event's value as Asia's premier cross-border F&B ingredients platform. Record-Breaking Matchmaking Drives Global Business Connections This year's matchmaking program proved highly successful, facilitating over 150 one-on-one meetings between exhibitors and 21 international buyers from key markets, including Europe, North America, and Southeast Asia. The curated sessions enabled targeted discussions on sourcing, partnerships, and market expansion, further solidifying Hi & Fi Asia-China's role as a bridge for global business opportunities in the F&B ingredients sector. Fi Innovation Awards 2025 Honors Industry Pioneers The prestigious Fi Innovation Awards ceremony recognized breakthrough achievements across three key categories: These winners exemplify the transformative innovation driving the food Ingredients industry forward, their work addresses pressing global needs in sustainability, health, and consumer experience. Future Focus: Deepening Global Support Driven by record international attendance, we're doubling down on services for our global community. For 2026, we will expand multilingual digital resources, enhance on-site English support, and tailor content to address evolving cross-market challenges identified this year. Save the Date for 2026 Mark your calendars for the next edition: Hi & Fi Asia-China 2026 June 15-17, 2026| Shanghai, China About Hi & Fi Asia-China: Part of Informa Markets' global food ingredients & nutrition network, Hi & Fi Asia-China is the leading trade fair and conference for food ingredients, health ingredients, and natural extracts in Asia.
