ILM1 Share Price Performance
€0
-15.56 (-100.00%)
Price €0
Fair Value€18.00
Share Pricen/a
Market Still Lacking Some Conviction On Medios AG (ETR:ILM1)
Oct 08
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 13 Fair Values set on narratives written by author
ILM1 Community Narratives
AN
Fair Value €18 29.6% undervalued intrinsic discount
Integration Risks And Regulation Will Slow Progress Yet Yield Recovery
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
Fair Value €24.5 48.2% undervalued intrinsic discount
Advanced Therapies And European Integration Will Redefine Healthcare Delivery
0users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
AN
Fair Value €32 60.4% undervalued intrinsic discount
Aging European Populations And Advanced Therapies Will Energize Healthcare
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
Aging European Populations And Advanced Therapies Will Energize Healthcare
Key Takeaways Accelerated synergy realization from recent integration and advanced therapy focus positions Medios for stronger revenue, margin, and international growth than current forecasts suggest. Strategic investments and balance sheet strength enable Medios to pursue acquisitions and efficiency, capturing sustained growth opportunities in a rapidly consolidating specialty pharma market.Read more
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
€32
60.4% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
3.81% p.a.
Profit Margin
2.45%
Future PE
18.45x
Share price in 2028
€35.62
Advanced Therapies And European Integration Will Redefine Healthcare Delivery
Key Takeaways Expansion into advanced therapies and personalized medicine positions Medios for higher margins and sustained long-term growth through individualized treatments. Integration of Ceban and investment in digital tools enhance operational efficiency, supporting international expansion and scalable revenue opportunities.Read more
0users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
AN
€24.5
48.2% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
2.72% p.a.
Profit Margin
2.33%
Future PE
15.29x
Share price in 2028
€27.27
Integration Risks And Regulation Will Slow Progress Yet Yield Recovery
Key Takeaways Integration challenges and regulatory pressures may limit margin improvement and revenue growth, despite efforts to expand in higher-value specialty markets and enhance operational efficiency. Demographic trends and healthcare budget constraints could increase competition and pricing pressure, challenging Medios' ability to sustain top-line and earnings growth.Read more
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
€18
29.6% undervalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
2.57% p.a.
Profit Margin
1.91%
Future PE
13.75x
Share price in 2028
€20.03
Snowflake Analysis
Medios AG Key Details
About ILM1
- Founded
- n/a
- Employees
- 1006
- CEO
- WebsiteView website
Medios AG, together with its subsidiaries, supplies specialty pharmaceutical drugs primarily in Germany. The company operates through three segments: Patient-Specific Therapies; International Business; and Pharmaceutical Supply. The Patient-Specific Therapies segment manufactures medications for patients on behalf of pharmacies. This segment includes cytostatic preparations, antibody therapies, and parenteral nutrition solutions. The International Business International covers all activities in the international environment from the procurement of Active Pharmaceutical Ingredients, the sterile and non-sterile drugs and the supply of public and hospital pharmacies through homecare service. The Pharmaceutical Supply segment offers products on oncology, neurology, autoimmunology, ophthalmology, infectiology, and hemophilia diseases. Medios AG is headquartered in Berlin, Germany.
