REC Share Price Performance
€50.15
1.85 (3.83%)
31.3% undervalued intrinsic discount
€73.00
Fair Value
Price €50.15
AnalystHighTarget €73.00
AnalystConsensusTarget €60.60
AnalystLowTarget €50.00
Fair Value€73.00
Share Pricen/a
- 3 Narratives written by author
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- 11 Fair Values set on narratives written by author
REC Community Narratives
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Fair Value €73 31.3% undervalued intrinsic discount
Rare Disease Expansion And Geographic Diversification Will Drive Powerful Long Term Earnings Upside
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AN
Fair Value €60.6 17.2% undervalued intrinsic discount
Rare Disease Expansion Will Secure International Market Opportunities
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AN
Fair Value €50 0.3% overvalued intrinsic discount
Rare Disease Expansion And Aging Demographics Will Sustainably Support Long-Term Earnings Power
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Rare Disease Expansion Will Secure International Market Opportunities
Key Takeaways Expansion in rare disease treatments and international markets strengthens revenue diversity, supporting sustained growth and margin improvement amid aging populations and broader healthcare access. Strategic acquisitions, licensing agreements, and R&D investments enhance the product pipeline, driving innovation, offsetting competitive pressures, and supporting future earnings resilience.Read more
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AN
€60.6
17.2% undervalued intrinsic discount
Fair Value
Revenue
7.57% p.a.
Profit Margin
22.15%
Future PE
22.16x
Price in 2029
€78.23
Rare Disease Expansion And Geographic Diversification Will Drive Powerful Long Term Earnings Upside
Catalysts About Recordati Industria Chimica e Farmaceutica Recordati Industria Chimica e Farmaceutica is a global pharmaceutical group focused on specialty and primary care medicines and an expanding portfolio of treatments for rare diseases. What are the underlying business or industry changes driving this perspective?Read more
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AN
€73
31.3% undervalued intrinsic discount
Fair Value
Revenue
9.11% p.a.
Profit Margin
25.86%
Future PE
21.95x
Price in 2028
€94.45
Rare Disease Expansion And Aging Demographics Will Sustainably Support Long-Term Earnings Power
Catalysts About Recordati Industria Chimica e Farmaceutica Recordati Industria Chimica e Farmaceutica is a specialty and rare disease focused pharmaceutical company that develops, manufactures and commercializes therapies for patients worldwide. What are the underlying business or industry changes driving this perspective?Read more
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AN
€50
0.3% overvalued intrinsic discount
Fair Value
Revenue
6.29% p.a.
Profit Margin
21.98%
Future PE
19.14x
Price in 2028
€64.69
Trending Discussion
Recently Updated Narratives
AN
REC: Shareholder Returns Will Rise As Interim Dividend And Buyback Support Bullish Outlook
Fair Value: €60.6 17.2% undervalued intrinsic discount
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AN
Rare Disease Expansion And Geographic Diversification Will Drive Powerful Long Term Earnings Upside
Fair Value: €73 31.3% undervalued intrinsic discount
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Rare Disease Expansion And Aging Demographics Will Sustainably Support Long-Term Earnings Power
Fair Value: €50 0.3% overvalued intrinsic discount
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Snowflake Analysis
Recordati Industria Chimica e Farmaceutica S.p.A. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
May 12, 2026
- 2.17
- 70.82%
- 16.94%
- 126.2%
About REC
- Founded
- 1926
- Employees
- 4654
- CEO
- WebsiteView website
Recordati Industria Chimica e Farmaceutica S.p.A., together with its subsidiaries, researches, develops, produces, and sells pharmaceuticals in Italy, the United States, Spain, France, Germany, Russia, Ukraine, Turkey, Portugal, North Africa, and internationally. It operates through Specialty and Primary Care; and Rare Diseases segments. The company develops Maapliv for maple syrup urine disease; Isturia for endogenous Cushing’s syndrome; Cystadrops treatment of the ocular manifestations of cystinosis; Carbaglu for hyperammonemia due to n-acetyl glutamate synthase deficiency; Qarziba for neuroblastoma patients and patients with relapsed or refractory neuroblastoma; and Fotivda for renal cell carcinoma. It also develops Sylvant for idiopathic multicentric castleman diseases; Caphosol for oral mucositis; ENJAYMO for hemolysis in adults with cold agglutinin disease; Zanidip, Zanipress, Vazkepa, and Logimax for hypertension; Urorec and Avodart for symptoms of benign prostatic hyperplasia; and Livazo for dyslipidemia; Combodart/Duodart; Seloken for angina pectoris, myocardial infarction and cardiac rhythm disorders, as well as hypertension and functional heart disorders. In addition, the company offers Procto-Glyveno for internal and external hemorrhoids; Polydexa, Isofra, and Otofa for ear, nose and throat infections; Isturisa, for Cushing’s syndrome; Normosang, human hemin; Juxtapid, homozygous familial hypercholesterolemia;Ledaga, mycosis fungoides, T-cell cutaneous lymphoma;Tergynan, an anti-infective for gynecological infections; CitraFleet and Phosphosoda as bowel cleansers; Lomexin for gynecological and dermatological infections; Hexaspray, treatments for the oral cavity; Magnesio Supremo, a dietary supplement; Reaglia for schizophrenia; Eligard for hormone-dependent prostate cancer; and pasireotide in Phase II trial for patients with post-bariatric hypoglycemia, as well as other products. The company was founded in 1926 and is headquartered in Milan, Italy.
