Update shared on01 Aug 2025
Fair value Increased 18%Driven by a substantial increase in net profit margin and a marked reduction in the forward P/E multiple, Galderma Group’s fair value estimate has notably risen to CHF134.24.
What's in the News
- Raised 2025 net sales growth guidance to 12-14% at constant currency, citing strong performance in Injectable Aesthetics and launch of Nemluvio in Therapeutic Dermatology; expects Neuromodulators segment to grow in low ‘teens’ percent for the year.
- Reported positive final phase IV data showing high nine-month patient satisfaction for Restylane Lyft/Contour and Sculptra in addressing medication-driven weight loss facial volume loss; advancing further research in this segment.
- Announced CFO Thomas Dittrich will depart after fiscal 2025 with a successor to be named, ensuring a seamless transition.
- Initiated new phase II clinical trials for nemolizumab in Systemic Sclerosis and Chronic Pruritus of Unknown Origin, targeting high unmet needs.
- Added to multiple S&P indices, including S&P Global 1200 and S&P EUROPE 350, enhancing market visibility.
Valuation Changes
Summary of Valuation Changes for Galderma Group
- The Consensus Analyst Price Target has significantly risen from CHF116.05 to CHF134.24.
- The Future P/E for Galderma Group has significantly fallen from 37.92x to 28.31x.
- The Net Profit Margin for Galderma Group has significantly risen from 15.64% to 17.72%.
Disclaimer
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