-0.21%
14.08%
2.91%
-1.44%
14.83%
23.35%
-8.95%
AI Spotlight on FAGR
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.
Market Data
| Last Price | 19.12 |
| Change Percentage | -0.21% |
| Open | 19.2 |
| Previous Close | 19.16 |
| Market Cap ( Millions) | 1396 |
| Volume | 40468 |
| Year High | 20.05 |
| Year Low | 15.14 |
| M A 50 | 17.84 |
| M A 200 | 18.41 |
Financial Ratios
| FCF Yield | 5.34% |
| Dividend Yield | 1.57% |
| ROE | 16.64% |
| Debt / Equity | 76.68% |
| Net Debt / EBIDTA | 174.84% |
| Price To Book | 2.97 |
| Price Earnings Ratio | 18.03 |
| Price To FCF | 18.72 |
| Price To sales | 1.7 |
| EV / EBITDA | 10.92 |
News
- Jan -07 - Fagron acquires Brazilian plastic packaging producer Injeplast
- Jan -07 - Fagron strengthens its market positioning with the acquisitions of CareFirst in North America and Injeplast in Brazil
- Dec -23 - Fagron updates on FDA communication regarding the June 2024 inspection at Wichita
- Nov -26 - Disclosure of notification received from FMR LLC
- Oct -10 - Fagron reports outstanding third quarter 2024 performance with 12.1% revenue growth and reaffirms full-year outlook
- Oct -09 - Fagron SA (ARSUF) Q2 2024 Earnings Call Highlights: Strong Growth and Upgraded Revenue Guidance
- Oct -08 - Disclosure of notification received from AOC Pharma S.à r.l.
- Sep -13 - Fagron completes share buy-back program
- Sep -06 - Fagron’s share buy-back program: Weekly update
- Aug -30 - Fagron’s share buy-back program: Weekly update
- Aug -23 - Fagron’s share buy-back program: Weekly update
- Aug -01 - Fagron delivers strong performance with 16% topline growth and 17% increase in REBITDA for the first half of 2024
- May -13 - Fagron shareholders approve all voting items at AGM and EGM
- Apr -12 - Fagron publishes agenda for 2024 annual shareholders meeting and extraordinary general meeting
- Apr -11 - Record revenue of €209 million in first quarter reflecting 15% topline growth
- Mar -19 - Disclosure notification from Mawer Investment Management Ltd.
- Mar -14 - Fagron publishes annual report 2023
- Feb -15 - Fagron delivers strong performance with 12% topline growth and 14% increase in REBITDA for FY 2023
- Jan -08 - Disclosure notification from AOC Pharma S.à r.l. – passing 10% threshold
- Dec -11 - Disclosure of notification received from BNP Paribas Asset Management SA
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Fagron North America
Expected Growth : 7 %
What the company do ?
Fagron North America is a leading pharmaceutical company, part of Fagron NV, providing pharmaceutical compounding and manufacturing services to healthcare professionals.
Why we expect these perspectives ?
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.
Segment n°2 -> Fagron EMEA
Expected Growth : 6 %
What the company do ?
Fagron EMEA is a leading pharmaceutical company, part of Fagron NV, providing pharmaceutical compounding services and products in Europe, Middle East, and Africa.
Why we expect these perspectives ?
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.
Segment n°3 -> Fagron Latin America
Expected Growth : 8 %
What the company do ?
Fagron Latin America is a leading pharmaceutical company, part of Fagron NV, providing pharmaceutical compounding services and products in Latin America.
Why we expect these perspectives ?
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.
Fagron Nv Products
| Product Range | What is it ? |
|---|---|
| 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. |
Fagron NV's Porter Forces
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.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 41.92% |
| Debt Cost | 5.28% |
| Equity Weight | 58.08% |
| Equity Cost | 5.28% |
| WACC | 5.28% |
| Leverage | 72.18% |
Fagron NV : Quality Control
Fagron NV passed 4 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| VETO.PA | Vetoquinol SA, a veterinary pharmaceutical company, designs, develops, and sells veterinary drugs and non-medicinal products in Europe, the Americas, and the Asia Pacific region. It provides products in the areas … |
| FAE.MC | Faes Farma, S.A., a pharmaceutical company, researches, develops, produces, and commercializes pharmaceutical products and raw materials in Spain and internationally. The company's product portfolio includes prescription drugs, generic drugs, over-the-counter … |
| SECARE.ST | Swedencare AB (publ), together with its subsidiaries, develops, manufactures, markets, and sells pet healthcare products. It offers ProDen PlaqueOff powder, a food supplement for cats and dogs, which reduce the … |
| RJF.MC | Laboratorio Reig Jofre, S.A., a pharmaceutical company, researches, develops, manufactures, and markets pharmaceutical products and food supplements. The company offers prescription medicines, OTCs, medical devices, and cosmetics. Its products include … |
| BOI.PA | Boiron SA manufactures and sells homeopathic medicines in France, rest of Europe, North America, and internationally. The company offers non-proprietary, proprietary, branded homeopathic medicines. Its branded homeopathic medicines include Oscillococcinum … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Faes Farma
A-Score
1-Year Total Return ->
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Reig Jofre
A-Score
1-Year Total Return ->
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Fagron
A-Score
1-Year Total Return ->
4
Boiron
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1-Year Total Return ->
5
Vetoquinol
A-Score
1-Year Total Return ->
6
