reports
- Oliver Metzger
- Ghada Ben Sedrine
- Nicolas David
- Robert Jan Vos
- Usama Tariq
- Oliver Metzger
- Ghada Ben Sedrine
- Nicolas David
- Stephane Beyazian
- Stephane Beyazian
- ING Helpdesk
Benelux Morning Notes
Ahold Delhaize: 3Q25 preview - USD headwind to take centre stage. Basic-Fit: 3Q25 results preview, new consensus, we expect strong membership ingrowth. Fagron: 3Q25 growth hiccup in N America, strong organic performance in EMEA, Latam. Lotus Bakeries: UK VAT conflict for Näkd negatively impacts 2024 profitability. Ontex: 3Q25 preview: consensus implies a second profit warning for FY25F. Randstad: Preview 3Q25F results due 22 October; consensus released. Staffing: French revenue impro...
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Thibault Leneeuw
- Wim Lewi
- Stephane Beyazian
- Stephane Beyazian
Fagron reports solid third quarter performance with 6.4% revenue growt...
Fagron reports solid third quarter performance with 6.4% revenue growth and confirms full year outlook Regulated information - inside informationNazareth (Belgium)/Rotterdam (The Netherlands), 9 October 2025 – 7:00 AM CET Fagron reports solid third quarter performance with 6.4% revenue growth and confirms full year outlook Fagron, the leading global player in pharmaceutical compounding today publishes its quarterly results for the period ending 30 September 2025. Key Highlights Q3 2025 organic growth at CER1 of 8.5% on a normalized basis2 and 5.7% including the GLP-1 impactRevenue for ...
Fagron rapporteert een solide resultaat in het derde kwartaal met een ...
Fagron rapporteert een solide resultaat in het derde kwartaal met een omzetgroei van 6,4% en bevestigt voor het hele jaar de verwachtingen Gereglementeerde informatie - voorkennisNazareth (België)/Rotterdam (Nederland), 9 oktober 2025 - 07:00 uur CET Fagron rapporteert een solide resultaat in het derde kwartaal met een omzetgroei van 6,4% en bevestigt voor het hele jaar de verwachtingen. Fagron, de toonaangevende wereldwijde speler op het gebied van farmaceutische bereidingen, publiceert vandaag haar kwartaalresultaten voor de periode eindigend op 30 september 2025. Belangrijkste hoogte...
- Fatma Agnès Hamdani
Emmi AG : Quality assurance with a less demanding valuation
As the leading Swiss dairy company with a stronger presence in the Americas, Emmi is expected to deliver more profitable growth than in the past: 2025-2027e EPS up by an average of 6.5% per year vs 2.5% per year for 2020-2024. Steady cash generation should help to reduce debt while M&A continues. After the stock’s 18% drop over 12 months, the valuation is more affordable (average discount to historical average of 25%). We are initiating coverage on Outperform with a target price of CHF 930.
- Fatma Agnès Hamdani
Emmi AG : Une assurance qualité avec une valorisation moins gourmande
Leader suisse des produits laitiers avec une présence renforcée aux Amériques, Emmi devrait générer une croissance plus rentable que par le passé : BPA 25/27e en hausse moyenne de 6.5%/an vs 2.5% sur 20/24. La génération de cash régulière devrait permettre de réduire l’endettement tout en poursuivant le M&A. Après la baisse de 18% du titre sur 12 mois, la valorisation est plus abordable (décote moyenne vs historique de 25%). Nous initions à Surperformance avec un objectif de cours de 930 CHF
- ING Helpdesk
Benelux Morning Notes
Acomo: Acquires Manuzzi, expanding footprint in Southern Europe ASR: Ingrid de Swart to succeed Jos Baeten as CEO of ASR in May 2026 Fagron: Antitrust clearance for Brazilian Purifarma and Injeplast deals PostNL: Relaxation USO D+3 brought forward, pre-earnings analyst call 3Q25 Sofina: Over €0.5bn of additional firepower
- Hilde Van Boxstael
- Livio Luyten
- Mathijs Geerts Danau
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Fagron receives Brazilian antitrust clearance for Purifarma and Injepl...
Fagron receives Brazilian antitrust clearance for Purifarma and Injeplast acquisitions Regulated information - inside informationNazareth (Belgium)/Rotterdam (The Netherlands), 6 October 2025 – 7:00 AM CET Fagron receives Brazilian antitrust clearance for Purifarma and Injeplast acquisitions Fagron, the leading global player in pharmaceutical compounding, announces that the Brazilian competition authority, CADE, has granted clearance for the previously announced acquisitions of Purifarma and Injeplast in Brazil. The clearances represent an important step forward in executing Fagron’s di...
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