Description

Recordati: Initiation of Coverage-Dual Engine Strategy Powers Rare Disease Dominance & SPC Stability!

Recordati has reported positive momentum in its first quarter of 2025 results, showing an 11.9% increase in net revenue compared to the previous year, reaching EUR 680 million. This growth is attributed to continued progress in both its specialty and primary care (SPC) and rare diseases segments. SPC recorded a 5% increase on a like-for-like constant exchange rate basis, while rare diseases grew by 11.5% under similar conditions. The company’s EBITDA margin stood at 39.7%, reflecting a robust performance, albeit impacted by strategic investments related to expanding their U.S. label for Isturisa.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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