ILM1 Share Price Performance
€13.80
2.46 (21.69%)
43.7% undervalued intrinsic discount
€24.50
Fair Value
Price €13.80
AnalystConsensusTarget €24.50
AnalystHighTarget €26.00
AnalystLowTarget €18.00
Fair Value€24.50
Share Pricen/a
- 3 Narratives written by author
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- 14 Fair Values set on narratives written by author
ILM1 Community Narratives
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Fair Value €24.5 43.7% undervalued intrinsic discount
Advanced Therapies And European Integration Will Redefine Healthcare Delivery
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Fair Value €26 46.9% undervalued intrinsic discount
Aging European Populations And Advanced Therapies Will Energize Healthcare
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Fair Value €18 23.3% undervalued intrinsic discount
Integration Risks And Regulation Will Slow Progress Yet Yield Recovery
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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
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AN
€26
46.9% undervalued intrinsic discount
Fair Value
Revenue
2.61% p.a.
Profit Margin
2.27%
Future PE
12.42x
Price in 2029
€29.28
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
13
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AN
€18
23.3% undervalued intrinsic discount
Fair Value
Revenue
2.57% p.a.
Profit Margin
1.91%
Future PE
13.75x
Price in 2028
€20.03
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
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AN
€24.5
43.7% undervalued intrinsic discount
Fair Value
Revenue
2.72% p.a.
Profit Margin
2.33%
Future PE
15.29x
Price in 2028
€27.27
Trending Discussion
Recently Updated Narratives
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ILM1: CFO Transition And Revenue Outlook Will Support Future Upside Potential
Fair Value: €26 46.9% undervalued intrinsic discount
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AN
Integration Risks And Regulation Will Slow Progress Yet Yield Recovery
Fair Value: €18 23.3% undervalued intrinsic discount
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AN
Advanced Therapies And European Integration Will Redefine Healthcare Delivery
Fair Value: €24.5 43.7% undervalued intrinsic discount
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Snowflake Analysis
Medios AG Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
May 12, 2026
- 0.63
- 9.50%
- 0.74%
- 32.2%
About ILM1
- Founded
- n/a
- Employees
- 868
- CEO
- WebsiteView website
Medios AG, together with its subsidiaries, supplies specialty pharmaceutical drugs primarily in Germany. It 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 also 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 founded in 2015 and was headquartered in Berlin, Germany.
