Report
Eric Wilmer

Fagron N.V. : Wichita as key growth driver, continued

>Overall targets: ~10% FY22-26 sales CAGR including M&A - Fagron held its CMD yesterday. Concluding, a convincing story on North America and Latam, where it is clear that Fagron is better positioned now to tackle EMEA challenges but no real substantial near term improvement is likely (transportation cost inflation, no full elective care recovery yet etc.). As part of one of Fagron’s CMD ambitions, the company targets 8% lfl sales CAGR target for FY22-26, with an addit...
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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