Kamada Ltd.

NasdaqGS:KMDA Stock Report

Market Cap: US$426.5m

Kamada Management

Management criteria checks 4/4

We currently do not have sufficient information about the CEO.

Key information

Amir London

Chief executive officer

US$819.0k

Total compensation

CEO salary percentage54.09%
CEO tenure11yrs
CEO ownership0.1%
Management average tenure4.2yrs
Board average tenure6.6yrs

Recent management updates

Recent updates

Seeking Alpha • Jun 02

Kamada: Undervalued, Yet Execution Risks Keep It A Hold

Summary Kamada Ltd. maintains solid demand and profitability, but near-term margin pressures and execution risks justify a hold rating. FDA approval of the in-house RFFIT lab removes a key operational bottleneck, supporting vertical integration and future growth in the rabies franchise. 1Q26 results showed stable revenues ($45.2M, +3% YoY) and a robust 26% EBITDA margin, offset by gross margin compression and shipment timing effects. KMDA trades at a discount to the sector on FWD EV/EBITDA (7.4x vs. 11.6x), but the market discounts margin sustainability and execution risks despite strong forward growth prospects. Read the full article on Seeking Alpha
Seeking Alpha • Oct 19

Kamada secures $22M extension of Canadian supply tender

Kamada (NASDAQ:KMDA) was awarded an extension of an existing tender from the Canadian Blood Services (CBS) for the supply of four IgG products, CYTOGAM®, HEPAGAM®, VARIZIG® and WINRHO® SDF, for an additional three years for an approximate total value of $22M. The award secures the ongoing sales of those products in the Canadian market. The four commercial products, approved by Health Canada and the U.S. Food and Drug Administration were acquired by Kamada in November 2021. CBS manages the Canadian supply of blood products for all Canadian provinces and territories, excluding Quebec. The supply extension secures ongoing sales of approximately $7.5M per year for 2023-2025, with an option to extend for up to additional two years. Commercial manufacturing of CYTOGAM at Kamada’s Israeli manufacturing plant is expected to be initiated during 2023.
Seeking Alpha • Aug 16

Kamada Q2 2022 Earnings Preview

Kamada (NASDAQ:KMDA) is scheduled to announce Q2 earnings results on Wednesday, August 17th, before market open. The consensus EPS Estimate is -$0.02 (-200.0% Y/Y) and the consensus Revenue Estimate is $23.69M (-2.1% Y/Y). Over the last 1 year, KMDA has beaten EPS estimates 25% of the time and has beaten revenue estimates 25% of the time. Over the last 3 months, EPS estimates have seen 0 upward revisions and 1 downward. Revenue estimates have seen 0 upward revisions and 1 downward.

CEO Compensation Analysis

How has Amir London's remuneration changed compared to Kamada's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

US$20m

Dec 31 2025US$819kUS$443k

US$20m

Sep 30 2025n/an/a

US$20m

Jun 30 2025n/an/a

US$19m

Mar 31 2025n/an/a

US$16m

Dec 31 2024US$795kUS$421k

US$14m

Sep 30 2024n/an/a

US$16m

Jun 30 2024n/an/a

US$15m

Mar 31 2024n/an/a

US$12m

Dec 31 2023US$861kUS$409k

US$8m

Sep 30 2023n/an/a

US$6m

Jun 30 2023n/an/a

US$3m

Mar 31 2023n/an/a

-US$2m

Dec 31 2022US$684kUS$410k

-US$2m

Sep 30 2022n/an/a

-US$10m

Jun 30 2022n/an/a

-US$12m

Mar 31 2022n/an/a

-US$7m

Dec 31 2021US$663kUS$412k

-US$2m

Sep 30 2021n/an/a

US$4m

Jun 30 2021n/an/a

US$12m

Mar 31 2021n/an/a

US$15m

Dec 31 2020US$840kUS$406k

US$17m

Sep 30 2020n/an/a

US$21m

Jun 30 2020n/an/a

US$20m

Mar 31 2020n/an/a

US$23m

Dec 31 2019US$738kUS$333k

US$22m

Compensation vs Market: Amir's total compensation ($USD819.00K) is below average for companies of similar size in the US market ($USD2.47M).

Compensation vs Earnings: Amir's compensation has been consistent with company performance over the past year.

CEO

Amir London (57 yo)

11yrs
Tenure
US$819,000
Compensation

Mr. Amir London has been the Chief Executive Officer at Kamada Ltd. since July 1, 2015. Mr. London served as an Senior Vice President of Business Development at Kamada Ltd.from December 9, 2013 to July 1,...

Leadership Team

NamePositionTenureCompensationOwnership
Amir London
Chief Executive Officer11yrsUS$819.00k0.11%
$ 457.5k
Chaime Orlev
Chief Financial Officer3.2yrsUS$593.00k0.020%
$ 86.0k
Eran Nir
Chief Operating Officer9.7yrsUS$512.00k0.018%
$ 76.9k
Jon Knight
Vice President of US Commercial Operations4.3yrsUS$340.00k0%
$ 0
Boris Gorelik
Vice President of Business Development & Strategic Programs4.1yrsUS$457.00k0%
$ 0
David Tsur
Co-Founder & Independent Deputy Chairman of the Board11yrsUS$300.00k1.05%
$ 4.5m
Nir Livneh
VP, General Counsel & Corporate Secretary3.2yrsno data0%
$ 0
Hanni Neheman
Vice President of Marketing & Sales6.5yrsno data0.0059%
$ 25.2k
Liron Reshef
Vice President of Human Resources3.5yrsno data0%
$ 0
Shavit Beladev
Vice President of Kamada Plasma4.1yrsno data0.0059%
$ 25.3k
4.2yrs
Average Tenure
55.5yo
Average Age

Experienced Management: KMDA's management team is considered experienced (4.2 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
David Tsur
Co-Founder & Independent Deputy Chairman of the Board11yrsUS$300.00k1.05%
$ 4.5m
Leon Recanati
Independent Director21.2yrsno data3.43%
$ 14.6m
Ishay Davidi
Independent Director6.6yrsno data0%
$ 0
Lilach Asher-Topilsky
Independent Chairman of the Board6.6yrsno data0%
$ 0
Assaf Itshayek
Independent External Director2.9yrsno data0%
$ 0
Benjamin Dekel
Independent External Director2.9yrsno data0%
$ 0
Lilach Payorski
Independent Director4.6yrsno data0%
$ 0
Karnit Goldwasser
Independent Director6.6yrsno data0%
$ 0
Uri Botzer
Independent Director3.6yrsno data0%
$ 0
6.6yrs
Average Tenure
56yo
Average Age

Experienced Board: KMDA's board of directors are considered experienced (6.6 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/07 04:48
End of Day Share Price 2026/07/07 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Kamada Ltd. is covered by 8 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Robert WassermanBenchmark Company
Andrew FeinH.C. Wainwright & Co.
Anthony PetroneJefferies LLC