Q1: 2025-11-05 Earnings Summary

EPS of $0.42 misses by $0.00

| Revenue of $286.56M (-1.00% Y/Y) misses by $4.79M

Bio-Techne Corporation (TECH) UBS Global Healthcare Conference 2025 November 10, 2025 10:15 AM EST

Company Participants

Kim Kelderman - CEO, President & Director James Hippel - Executive VP of Finance & CFO

Conference Call Participants

Daniel Leonard - UBS Investment Bank, Research Division

Presentation

Daniel Leonard UBS Investment Bank, Research Division

Our next session here is the management team from Bio-Techne. We’re lucky to be joined by Kim Kelderman, Jim Hippel and Dave Clair. I’ll kick things off.

Question-and-Answer Session

Daniel Leonard UBS Investment Bank, Research Division

I believe this is your first public venue since earnings a week ago. And I’d like to reflect back. What were the highlights, what points do you think needed clarification?

Kim Kelderman CEO, President & Director

Well, first of all, we are honored for being with you, and thanks for inviting us to your great conference, Dan. It’s always an honor.

And I don’t think anything needed clarification. It was a fantastically done earnings call. But I think the question is the highlights of the quarter. Yes, the quarter had a negative 1% organic growth in the top line, which was mainly a result of larger orders in the GMP proteins, not repeating year-over-year. And it was a negative $7 million impact, and there, we are kind of driving that red number. However, not really reflective of what we feel the overall performance of the business was and not reflective of the trends in the markets.

And I’ll start with these end markets. We feel that in pharma, we had 3 or – 2 or so quarters in the double digits. We were a little worried earlier this year, calendar year about that may be slowing down with the MFN kind of rhetoric. However, we were very pleased to see that pharma continue to be in the double digits. Biotech continued to

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