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Recordati Industria Chimica e Farmaceutica S.p.A. Stock Price

BIT:REC Community·€10.7b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 14 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

REC Share Price Performance

€52.00
-2.60 (-4.76%)
​
€60.10
Fair Value
€52.00
-2.60 (-4.76%)
13.5% undervalued intrinsic discount
€60.10
Fair Value
Price €52.00
AnalystConsensusTarget €60.10
AnalystLowTarget €50.00
AnalystHighTarget €71.00
Mon, 7 Sep 26
Fair Value€60.10
Share Pricen/a

REC Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value €60.1 13.5% undervalued intrinsic discount

Rare Disease Expansion Will Secure International Market Opportunities

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4users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value €50 4.0% overvalued intrinsic discount

Rare Disease Expansion And Aging Demographics Will Sustainably Support Long-Term Earnings Power

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value €71 26.8% undervalued intrinsic discount

Rare Disease Expansion And Geographic Diversification Will Drive Powerful Long Term Earnings Upside

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
REC logo
Recordati Industria Chimica e Farmaceutica
13.5% undervalued intrinsic discount
Updated

Rare Disease Expansion Will Secure International Market Opportunities

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 7 Sep
Read Narrative
REC logo
Recordati Industria Chimica e Farmaceutica
4.0% overvalued intrinsic discount

Rare Disease Expansion And Aging Demographics Will Sustainably Support Long-Term Earnings Power

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 29 Jul
Read Narrative
REC logo
Recordati Industria Chimica e Farmaceutica
26.8% undervalued intrinsic discount

Rare Disease Expansion And Geographic Diversification Will Drive Powerful Long Term Earnings Upside

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 1 Jul
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystConsensusTarget
REC logo

REC: Iberian Agreement And 2026 Revenue Guidance Will Support Bullish Upside

Fair Value: €60.1 13.5% undervalued intrinsic discount
4 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
REC logo

REC: Rare Disease Pipeline And 2027 Guidance Will Shape Fair Value

Fair Value: €50 4.0% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
REC logo

REC: Long-Term Earnings Guidance Will Support Bullish Thesis

Fair Value: €71 26.8% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Solid track record established dividend payer.

2 Risks
4 Rewards
View Full Analysis

Recordati Industria Chimica e Farmaceutica S.p.A. Key Details

€2.7b

Revenue

€771.6m

Cost of Revenue

€1.9b

Gross Profit

€1.4b

Other Expenses

€497.2m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Nov 10, 2026
2.43
71.48%
18.38%
106.3%
View Full Analysis

About REC

Founded
1926
Employees
4654
CEO
Robert Koremans
WebsiteView website
recordati.com

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.

Recent REC News & Updates

User avatar
Narrative Update • Sep 07

REC: Iberian Agreement And 2026 Revenue Guidance Will Support Bullish Upside

Analysts have revised their fair value estimate for Recordati Industria Chimica e Farmaceutica from €58.89 to €60.10, citing updated assumptions for revenue growth, profit margins, and future P/E levels. What's in the News BioGaia AB signed a new long term exclusive distribution agreement with Recordati Industria Chimica e Farmaceutica for Spain and Portugal, extending their existing collaboration in the Iberian market and partnership in Italy.

Recent updates

No updates

Recordati Industria Chimica e Farmaceutica S.p.A. Competitors

PHIL logo

Philogen

Symbol: BIT:PHIL
Market cap: €914.4m
View more competitors

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