Recordati Industria Chimica e Farmaceutica

Rare Disease Expansion Will Secure International Market Opportunities

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

18 Nov 24

Updated

13 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-2.2%

7D

0.7%

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1Y

-2.2%

7D

0.7%

You can edit this narrative until Nov 14 11:15 PM. Then, changes will post as Updates.

Author's Valuation

€60.3216.2% undervalued

AnalystConsensusTarget Fair Value

Shared on 13 Nov 25

Fair value Increased 1.17%

REC: Margins Will Improve With Interim Dividend And Share Buyback Momentum

Analysts have raised their price target for Recordati Industria Chimica e Farmaceutica from €59.62 to €60.32. They cite slight improvements in projected profit margins, despite marginally lower expected revenue growth and an increased discount rate.

Shared on 05 Sep 25

Analysts have increased confidence in Recordati’s operational performance and margin visibility, supporting an unchanged consensus price target of €59.62. Analyst Commentary Bullish analysts highlight improving margin visibility as a key driver for the price target increase.

Shared on 01 May 25

Fair value Increased 0.034%

Shared on 23 Apr 25

Fair value Decreased 0.68%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 6.14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.30%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 0.34%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 4.73%

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to 0.0%.

AnalystConsensusTarget Fair Value

€60.32

16.2% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

7.02%

Pharma revenue growth rate

0.67%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.97%

Calculation

€694.97m

Earnings '28

x

22.69x

PE Ratio '28

=

€15.77b

Market Cap '28

€15.77b

Market Cap '28

/

202.09m

No. shares '28

=

€78.01

Share Price '28

€78.01 Share Price '28

Discounted to 2025 @ 8.97% p.a.

=

€60.29

Fair Value '25