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UPCOMING EVENTS
Biogroup Global Investor Call April 2026
Biogroup 26Q1 Q&A
sarria live model
sarria analysis
corporate filings

- for speed listening, go to the settings wheel on the bottom right of the video and choose playback speed - after one minute video becomes high-resolution.

 

Intro and Cap Structure - 2 Jul 25

Company & Industry - 2 Jul 25

Model - 2 Jul 25

Legal & Ownership Structure - 2 Jul 25

Investment Discussion - 2 Jul 25

 
SARRIA News -INTU
BioGroup - Just Not Enough - Model Update
Tomás Mannion
BioGroup - Just Not Enough - Model Update
Tomás Mannion

Please find our updated analysis on BioGroup post its Q1 numbers here.

BioGroup no longer has a senior–subordinated capital structure following the amend-and-extend (A&E) executed in May. The transaction created a predominantly

Tomás Mannion
Biogroup - comment
Tomás Mannion
Biogroup - comment
Tomás Mannion

BioGroup completed its refinancing and debt extension on May 22nd, elevating the sub bonds at 97.5% to senior secured status and extending

Tomás Mannion
Tomás Mannion
Biogroup - comment
Tomás Mannion

BioGroup has launched an A&E for its capital structure, transitioning to an all-senior structure maturing in 2031. The existing

Tomás Mannion
BioGroup - Changing Risk Reward - Model Update
Tomás Mannion
BioGroup - Changing Risk Reward - Model Update
Tomás Mannion

Please find our updated analysis on BioGroup here.

Following the investor day in January, the reported numbers are not, in isolation, credit-relevant. That said, revenue and EBITDA came in

Tomás Mannion
Tomás Mannion
BioGroup - comment
Tomás Mannion

Ahead of its FY25 conference call tomorrow at 1:00 pm, BioGroup released its Q4 and FY25 results. The figures came in

Tomás Mannion