Report
Oliver Metzger

SARTORIUS AG : The cycle becomes more interesting again

>Revisiting our model - Following recent results, the takeover of Polyplus and change in coverage, we revise our model. We continue to expect Sartorius to profit from high underlying demand for bioprocess solutions. However, the decline of COVID-related revenues has been a burden on the order book as well as on revenues over recent quarters. That said, we expect the negative momentum of the top line and the order intake to ease after Q2 2023. For 2024 and beyond, we e...
Underlying
Sartorius AG Pref

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
Oliver Metzger

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