Valuation Update With 7 Day Price Move • Apr 24
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €23.80, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 18x in the Life Sciences industry in Europe. Total loss to shareholders of 56% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €29.72 per share. Tillkännagivande • Apr 11
Gerresheimer AG(XTRA:GXI) dropped from Germany SDAX (Total Return) Index Gerresheimer AG has been dropped from the Germany SDAX (Total Return) Index Valuation Update With 7 Day Price Move • Feb 23
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €21.12, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 17x in the Life Sciences industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €30.50 per share. Valuation Update With 7 Day Price Move • Dec 17
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €29.80, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 17x in the Life Sciences industry in Europe. New Risk • Dec 16
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 7.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.5x net interest cover). Share price has been highly volatile over the past 3 months (7.4% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin). Tillkännagivande • Nov 22
Gerresheimer AG Announces Supervisory Board Changes Klaus Röhrig, co-founder and Co-Chief Investment Officer of the Active Ownership Group, has been appointed to the Supervisory Board of Gerresheimer AG until the next Annual General Meeting in June 2026. He succeeds Dr. Dorothea Wenzel, who made her position available to reflect the changed shareholder structure of the company in the composition of the Supervisory Board. With his appointment, Klaus Röhrig also assumes the duties of Dr. Dorothea Wenzel on the Audit Committee of Gerresheimer AG. Klaus Röhrig will stand for election to the Supervisory Board at the next Annual General Meeting on June 3, 2026. In total, four shareholder representatives will be up for election at the next Annual General Meeting of Gerresheimer AG’s co-determined Supervisory Board. Tillkännagivande • Oct 14
Gerresheimer Ag Announces Fda Grants Approval of Sq Innovation's Lasix®? Onyu Gerresheimer announced that the US Food and Drug Administration (FDA) granted SQ Innovation approval for Lasix ONYU for treatment of edema in congestive heart failure. Lasix ONYU is a combination product consisting of a novel high-concentration formulation of the diuretic furosemide and the Gerresheimer on-body drug delivery device (infusor). It was developed to enable subcutaneous infusion of furosemide at home for selected patients, as prescribed by a clinician without the need for a healthcare professional to administer the drug. The cartridge-based infusor was designed and developed by Gerresheimer based on its proprietary infusor platform for subcutaneous drug delivery. Gerresheimer also manages production of the device as a full-service solution provider. First products of Lasix ONYU are expected to be available on the market already in 2025. The FDA's approval of the combination product demonstrates Gerresheimer's innovative strength and its strong partnership with customers, from product design to large-scale manufacturing. Device based on Gerresheimer's innovative micropump technology: The cartridge-based infus or was designed and developed by Ger Resheimer based on its proprietary infUSor platform for subcutaneous Drug delivery. The core technology is an innovative micropump which enables controlled, precise administration of a drug product according to a defined therapy regimen. Designed with patient comfort and the environment in mind The lightweight, compact device is patched onto the patient's body, making it comfortable for the patient to wear while the drug is gently infused. The reusable component, which is rated for delivery of 48 treatments with diuretic furosemides, is recyclable. Because only the disposable unit requires sterilization, radiation can be used instead of chemical sterilization, and no electronic components end up in medical waste. This two-component concept was developed in line with Gerresheimer's EcoDesign principles, which aim to increase product lifespan and reduce waste. Reducing total cost of care and improving patients' quality of life. The combination product Lasix ONYU also opens up possibilities to reduce the total cost of care. The two-component design results in a lower cost per treatment, because only the disposable part of the device needs to be replaced. Most importantly, the infusor allows for home treatment, reducing the length of hospital stay or avoiding the need for hospitalization for intravenous diuretic administration altogether. First products expected to be available already in 2025 In addition to Gerresheimer's role in design and development, Gerresheimer also manages production the device as a full- service solution provider. The disposable unit for the infusor is, for example, produced at the Gerresheimer facility in Wackersdorf, Germany, on a high-capacity semi-automated line. Production commenced earlier this year in anticipation of approval and first products are expected to be available before the end of the year. Reported Earnings • Oct 10
Second quarter 2025 earnings released: EPS: €0.49 (vs €0.94 in 2Q 2024) Second quarter 2025 results: EPS: €0.49 (down from €0.94 in 2Q 2024). Revenue: €600.7m (up 20% from 2Q 2024). Net income: €17.0m (down 48% from 2Q 2024). Profit margin: 2.8% (down from 6.5% in 2Q 2024). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Life Sciences industry in Europe. Valuation Update With 7 Day Price Move • Oct 10
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to €30.30, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 18x in the Life Sciences industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €60.49 per share. Tillkännagivande • Aug 22
Active Ownership Wants Review at Gerresheimer After Taking Stake On August 21, 2025, Active Ownership announced that it saw major potential for value creation at Gerresheimer AG and called for a strategic review. Active Ownership expressly welcomes the planned sale process for the moulded glass division and calls for a swift settlement in order to strengthen the Company's cash flow and reduce debt. Active Ownership also stated that further key measures should include additional portfolio optimization and the implementation of an efficiency programme, particularly through cost reductions in administration and business units. Active Ownership added that this would improve the return on the Company's sales by five percentage points, while also calling for the creation of a strategy committee to review all of the Company's ongoing projects. Tillkännagivande • Jul 11
Gerresheimer AG Provides Revenue Guidance for the Second Half of 2025 Gerresheimer AG provided revenue guidance for the second half of 2025. In the second half of 2025, Gerresheimer expects stronger growth again based on production ramp-ups and a good order intake, and anticipates organic revenue growth of 0 – 2% compared to the previous year. Tillkännagivande • Jun 06
Asset Value Investors Calls for Changes at Gerresheimer AG On June 5, 2025, Asset Value Investors Limited called upon Gerresheimer AG to take steps to restore its market value, a move partially supported by another top 30 investor. Asset Value Investors expressed its views that new financial leadership is needed to restore the Company's relationship and credibility with investors, it said in an open letter to the Company. Asset Value Investors also urged the Company to establish a capital allocation committee and exit its moulded glass business as soon as possible. Union Investment, which holds a 0.9% stake in the Company, said it backed the calls for new leadership and a sale of the moulded glass business but did not see a need for a capital allocation committee. Tillkännagivande • Apr 24
Gerresheimer AG, Annual General Meeting, Jun 05, 2025 Gerresheimer AG, Annual General Meeting, Jun 05, 2025, at 10:00 W. Europe Standard Time. Tillkännagivande • Apr 11
Gerresheimer AG Confirms Earnings Guidance for the Mid-Term of the Fiscal Year 2025 Gerresheimer AG confirmed earnings guidance for the mid-term of the fiscal year 2025. For the mid-term, the company expects organic revenue growth 8% - 10% CAGR. Tillkännagivande • Mar 13
Warburg Pincus, KKR Consortium Reportedly in Talks to Buy Gerresheimer A consortium consisting of Warburg Pincus LLC and KKR & Co. Inc. (NYSE:KKR) are in talks to acquire Gerresheimer AG (ETR:GXI), the German maker of packaging for drugs and cosmetics, according to people familiar with the matter. The private equity firms emerged as the frontrunner after they teamed up and other potential bidders including Bain Capital dropped, the people said, asking not to be identified discussing confidential information. The Warburg Pincus-KKR consortium is unlikely to offer a significant premium to Gerresheimer’s current price and there are still major hurdles to a deal, some of the people said. While the talks are advanced, any final agreement could take weeks and a deal could still fall apart, they added. Representatives for Gerresheimer, Warburg Pincus, KKR and Bain declined to comment. Tillkännagivande • Feb 27
Gerresheimer AG announces Annual dividend, payable on June 10, 2025 Gerresheimer AG announced Annual dividend of EUR 1.2500 per share payable on June 10, 2025, ex-date on June 06, 2025 and record date on June 09, 2025.