Report
Eric Wilmer

Fagron N.V. : 1Q23 preview: EMEA to continue to be the best performer

>EMEA to continue its recovery, helped by drug shortages - Fagron is set to report its 1Q23 trading update on 13 April. We anticipate the post-COVID recovery to have continued in EMEA, with the effects of previous pricing actions finally coming through and some easing regarding transportation and energy costs. We foresee medicine shortages to help Fagron Compounding Services (both EMEA and North America), where we anticipate c. € 23m 1Q23 EMEA Compounding Services sal...
Underlying
Fagron SA

Fagron supplies products, services to professionals and institutions in the healthcare sector in Europe, the U.S.A. and Brazil. Co.'s activities are subdivided into four divisions. Through Fagron, Co. offers products and concepts for pharmaceutical compounding. Through Arseus Dental, Co. supplies dental products and concepts to dentists and dental laboratories in Belgium, the Netherlands, France, Germany and Switzerland. Through Arseus Medical, Co. supplies medical and surgical products to specialists, elderly homes, homecare nurses and hospitals in Belgium and the Netherlands. Through Corilus, Co. supplies ICT total solutions for medical specialists in Belgium, the Netherlands and France.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Eric Wilmer

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