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1. Company Snapshot

1.a. Company Description

Fagron NV, a pharmaceutical compounding company, provides personalized medicine care to hospitals, pharmacies, clinics, and patients.The company also innovates concepts, vehicles, and formulations for pharmaceutical compounding.In addition, it supplies raw materials, utensils and equipment, semi-finished products, vehicles, and sterile and non-sterile compounded medicines.


Further, the company offers education and training program to prescribers and pharmacists through the Fagron Academy.It has operations in Latin America, North America, Europe, the Middle East, and Africa.The company was formerly known as Arseus NV and changed its name to Fagron NV in January 2015.


Fagron NV was founded in 1990 and is based in Nazareth, Belgium.

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1.b. Last Insights on FAGR

Fagron's recent performance was driven by exceptional topline growth of 14.3% and a 17% increase in REBITDA for FY 2024, demonstrating the company's ability to execute on its growth strategy. The acquisition of CareFirst in North America and Injeplast in Brazil, as well as the recent acquisition of Guinama in Spain, have strengthened Fagron's market positioning and expanded its presence in key markets. These strategic moves have likely contributed to the company's solid financial performance.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Fagron strengthens EMEA leadership with acquisitions in Poland and Hungary and announces key developments for its North American business

Nov -24

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Fagron completes share buy-back program

Nov -14

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Fagron’s share buy-back program: Weekly update

Nov -07

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Fagron’s share buy-back program: Weekly update

Oct -31

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Fagron’s share buy-back program: Weekly update

Oct -24

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Fagron’s share buy-back program: Weekly update

Oct -17

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Assessing Fagron (ENXTBR:FAGR) Valuation as Share Price Momentum Builds

Oct -12

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Fagron reports solid third quarter performance with 6.4% revenue growth and confirms full year outlook

Oct -09

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (6.85%)

6. Segments

Fagron North America

Expected Growth: 7%

Fagron North America's 7% growth is driven by increasing demand for personalized medicine, expansion of compounding services, and strategic partnerships. Additionally, investments in digitalization and operational efficiency have enhanced customer experience, contributing to revenue growth. The company's focus on quality and compliance has also led to increased market share in the North American pharmaceutical market.

Fagron EMEA

Expected Growth: 6%

Fagron EMEA's 6% growth is driven by increasing demand for personalized medicine, expansion into new markets, and strategic partnerships. The segment benefits from Fagron NV's strong brand reputation, innovative product offerings, and efficient supply chain management. Additionally, growing healthcare expenditure and an aging population in the EMEA region contribute to the segment's growth momentum.

Fagron Latin America

Expected Growth: 8%

Fagron Latin America's 8% growth is driven by increasing demand for personalized pharmaceuticals, expansion into new markets, and strategic partnerships. The region's growing middle class and aging population are fueling demand for high-quality healthcare products, while Fagron's investments in digitalization and logistics are enhancing operational efficiency and customer reach.

7. Detailed Products

Pharmaceutical Ingredients

Fagron NV provides a wide range of pharmaceutical ingredients, including active pharmaceutical ingredients (APIs), excipients, and other raw materials used in the manufacturing of pharmaceutical products.

Customized Pharmaceuticals

Fagron NV offers customized pharmaceutical products, including sterile and non-sterile preparations, tailored to meet the specific needs of patients and healthcare professionals.

Nutraceuticals

Fagron NV provides a range of nutraceutical products, including vitamins, minerals, and other dietary supplements, designed to promote health and wellness.

Cosmeceuticals

Fagron NV offers a range of cosmeceutical products, including skincare and haircare products, designed to promote beauty and wellness.

Medical Devices

Fagron NV provides a range of medical devices, including infusion systems, syringes, and other medical equipment, designed to support healthcare professionals and patients.

Pharmaceutical Services

Fagron NV offers a range of pharmaceutical services, including formulation development, manufacturing, and packaging, designed to support pharmaceutical companies and healthcare professionals.

8. Fagron NV's Porter Forces

Forces Ranking

Threat Of Substitutes

Fagron NV operates in a niche market with limited substitutes, but there are some alternatives available to customers.

Bargaining Power Of Customers

Fagron NV has a diverse customer base, which reduces the bargaining power of individual customers.

Bargaining Power Of Suppliers

Fagron NV relies on a few key suppliers for raw materials, which gives them some bargaining power.

Threat Of New Entrants

The pharmaceutical industry has high barriers to entry, making it difficult for new entrants to compete with Fagron NV.

Intensity Of Rivalry

The pharmaceutical industry is highly competitive, with many established players competing for market share.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 41.92%
Debt Cost 5.28%
Equity Weight 58.08%
Equity Cost 5.28%
WACC 5.28%
Leverage 72.18%

11. Quality Control: Fagron NV passed 4 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

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Faes Farma

A-Score: 7.4/10

Value: 5.2

Growth: 5.9

Quality: 8.2

Yield: 8.1

Momentum: 8.0

Volatility: 9.0

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Fagron

A-Score: 5.6/10

Value: 4.5

Growth: 5.0

Quality: 6.1

Yield: 1.9

Momentum: 6.5

Volatility: 9.3

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Reig Jofre

A-Score: 5.3/10

Value: 6.8

Growth: 7.9

Quality: 5.1

Yield: 1.9

Momentum: 4.0

Volatility: 6.3

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Vetoquinol

A-Score: 4.5/10

Value: 5.6

Growth: 4.8

Quality: 7.0

Yield: 1.2

Momentum: 3.0

Volatility: 5.7

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Boiron

A-Score: 4.5/10

Value: 5.7

Growth: 2.1

Quality: 6.2

Yield: 8.8

Momentum: 1.0

Volatility: 3.0

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Swedencare

A-Score: 3.5/10

Value: 3.1

Growth: 8.9

Quality: 4.7

Yield: 0.6

Momentum: 2.0

Volatility: 1.3

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

20.9$

Current Price

20.9$

Potential

-0.00%

Expected Cash-Flows