Kamada Q1 2026 Earnings Call: Complete Transcript

On Wednesday, Kamada (NASDAQ:KMDA) discussed first-quarter fiscal results during its net call. The afloat transcript is provided below.

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View the webcast astatine https://viavid.webcasts.com/starthere.jsp?ei=1760803&tp_key=7219e3b56c

Summary

Kamada reported first-quarter revenues and adjusted EBITDA successful enactment with expectations, contempt a impermanent shipment delay, and reiterated its 2026 guidance of $200-$205 cardinal successful revenues and $50-$53 cardinal successful adjusted EBITDA.

The company's strategical absorption includes expanding its commercialized merchandise portfolio, peculiarly successful FDA-approved specialty plasma-derived products, and enhancing its organisation conception with biosimilars successful Israel and the MENA region.

Operational highlights see FDA support for a plasma postulation halfway successful Texas, plans to motorboat further biosimilar products, and ongoing post-marketing probe for Cytogam to summation merchandise utilization.

Management emphasized beardown marketplace request for cardinal products similar Kedrab and Varizig, and noted efforts to unafraid caller concern improvement and M&A opportunities to heighten its portfolio.

The institution reported a flimsy summation successful nett income to $4.1 cardinal and maintained a beardown currency presumption of $73.1 million, portion readying continued investments successful maturation and shareholder dividends.

Full Transcript

OPERATOR

Greetings and invited to the Kamada Ltd archetypal 4th 2026 net league call. At this time, each participants are successful a perceive lone mode. A little question and reply league volition travel the ceremonial presentation. Should anyone necessitate relation assistance during the conference, delight property Star 0 connected your telephone keypad. As a reminder, this league is being recorded. It is present my pleasance to present your host, Brian Ritchie of LifeSci Advisors. Thank you. You whitethorn begin.

Brian Ritchie (Host)

Thank you, Operator. This is Brian Ritchie with Life Sci Advisors. Thank you each for participating successful today's call. Joining maine from Kamada are Amir London, Chief Executive Officer and Jaime Orlev, Chief Financial Officer. Earlier today, Kamada announced his fiscal results for the 3 months ended March 31, 2026. If you person not received this quality release, delight spell to the Investors leafage of the company's [email protected]. earlier we begin, I would similar to caution that comments made during this league telephone by absorption volition incorporate guardant looking statements that impact risks and uncertainties regarding the operations and aboriginal results of Kamada. I promote you to reappraisal the Company's filings with the securities and Exchange Commission, including without regulation the company's Forms 20F and 6K which place circumstantial factors that whitethorn origin existent results oregon events to disagree materially from those described successful the guardant looking statements. Furthermore, the contented of this league telephone contains clip delicate accusation that is close lone arsenic of the day of the unrecorded broadcast, Wednesday, May 13, 2026. Kamada undertakes nary work to revise oregon update immoderate statements to bespeak events oregon circumstances aft the day of this league call. With that said, it is my pleasance to crook the telephone implicit to Amir London CEO Amir,