Advanced Bitcoin Technologies AG Q4 FY2022 Earnings Call
· Earnings call transcript and AI-powered summary
- Quarterly Revenue: Organic sales decreased 6.1%, driven by a $1.1B decline in COVID-19 testing versus Q4 2021. However, excluding COVID testing and impacted infant formula sales, organic growth was 7.1% in Q4 and 7.4% for FY 2022.
- Ongoing EPS: $5.34 for full-year 2022, exceeding original guidance.
- COVID Testing: Fourth quarter sales of $1.1B. FY 2023 COVID testing revenue projected at approximately $2B, down from prior years as the virus moves to endemic levels.
- 2023 Guidance:
- Ongoing EPS guidance: $4.30 to $4.50.
- Organic sales growth (excluding COVID testing): High single digits.
- FX is expected to be a 1% headwind on FY 2023 revenue and over $0.30 impact on EPS.
- Q1 EPS projected at approximately $1.00.
- 2023 adjusted gross margin forecast: ~56%, flat to slightly up versus 2022.
- Business Unit Highlights:
- Nutrition: Sales declined 6% in Q4 and FY22 due to infant formula manufacturing disruptions. Facility operations have resumed with improving production. Growth expected to resume to pre-pandemic levels (4–6%) in 2023 as market share and shelves replenish.
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