Amneal (AMRX) Q4 2025 Earnings Call Transcript

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Fri, February 27, 2026 astatine 8:59 AM CST 29 min read

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Friday, Feb. 27, 2026 astatine 8:30 a.m. ET

• Co-Chief Executive Officer — Chirag K. Patel

• Co-Chief Executive Officer — Chintu Patel

• Chief Financial Officer — Anastasios G. Konidaris

• Chief Commercial Officer, Specialty — Joe Renda

Chirag K. Patel: Thank you, Anthony. And bully morning, everyone. 2025 was a defining twelvemonth of fantabulous execution and portfolio enlargement astatine Amneal Pharmaceuticals, Inc. As a diversified biopharmaceutical institution crossed specialty, analyzable products, injectables, and biosimilars, we are gathering class enactment positions successful ample and increasing markets. In 2025, gross grew 8%, adjusted EBITDA accrued 10%, and adjusted EPS roseate 43%. 2025 marks our sixth consecutive twelvemonth of maturation successful our industry. That consistency of maturation stands out. What is astir breathtaking is not lone what we person achieved truthful far, which we are genuinely arrogant of, but the adjacent greater accidental that lies ahead. We entered 2026 with a beardown instauration and breathtaking strategical maturation opportunities.

Whether we are advancing the modular of attraction with innovative therapies similar Trexon oregon expanding entree to affordable analyzable medicines, our ngo is clear: to go America’s fig 1 affordable medicines company. Since our founding implicit 20 years ago, Amneal Pharmaceuticals, Inc. has ever been driven by the heavy passionateness and work to service the millions of patients who trust connected our medicines each day. And we are conscionable getting started. Let maine statesman with our largest segment, Affordable Medicines. The concern continues to turn twelvemonth aft year, driven by an expanding portfolio of complex, differentiated, and durable products. 2025 was an exceptional twelvemonth for approvals and launches, peculiarly successful analyzable generics and injectables.

These launches are not one-time events; they are multi-year worth drivers. As a result, we expect meaningful acceleration successful our Affordable Medicines conception gross maturation successful 2026 and 2027. In injectables, we are executing with a wide ambition to go a apical 5 subordinate successful the U.S. organization market. Over the years, we person importantly expanded our R&D and manufacturing capabilities, adding the method capabilities required for semipermanent leadership. Our strategy focuses connected providing differentiated offerings for hospitals, including ready-to-use specialty injectables. With implicit 40 products and a pipeline of differentiated launches, we expect this concern to standard substantially implicit time. In biosimilars, we are gathering a semipermanent maturation engine. We began with in-licensing and creating a beardown commercialized platform.