Sartorius

Sartorius shares jumped after the quarterly report, reaching a new year high, driven by strong performance in the lab business and the bioprocess solutions division. Several analysts raised price targets and confirmed or tightened ratings: RBC moved to Outperform and lifted its target from €220 to €330, Jefferies set €307, JPMorgan €295, Barclays €320 and LBBW €305. Analysts attribute the re-ratings to better business, positive currency effects and an expected acceleration of growth through 2027. » Mere på deraktionaer.de

The German stock market came under pressure due to doubts about the profitability of large AI investments and rising oil prices; the DAX fell 1.07 percent. Sartorius stood out in the MDAX, rising 4.75 percent after nine-month figures that exceeded expectations and a more optimistic outlook for its lab division. At the same time, SAP and Qiagen benefited from quarterly data and takeover rumors, respectively, while technology and industrial stocks performed particularly weakly. » Mere på finanzen.net

Sartorius recorded lab-division sales of €524 million in the first nine months, supported by a stable consumables business, accelerated customer projects and strong demand for bioanalytics instruments. Currency-adjusted sales before US tariff refunds rose 8.3%; including customer compensations they grew 7.5% on a currency-adjusted basis and 5.9% nominally. The integration of microtissue developer Mattek, acquired in 2025/26, contributed 1.9 percentage points to the growth. » Mere på finanzen.net

Sartorius increased sales in the first nine months by 5% to €2.737bn, thereby beating the consensus expectation. Adjusted EBITDA rose 7% to €828m, with the margin improving to 30.2%; adjusted profit after tax was €260m and adjusted earnings per preferred share were €3.77. The management board reaffirmed the group forecast, raised the target range for the Lab Products & Services division to the upper end, and expects currency-adjusted revenue growth in the middle of the previous ranges as well as group margins slightly above 30%. » Mere på finanzen.net

After three strong quarters Sartorius sees itself on track to meet its annual targets: group revenue rose in the first nine months on a currency-adjusted basis, driven by consumables, a recovery in bioprocess equipment and growth in Asia-Pacific and North America. Adjusted EBITDA climbed to around €828 million with a margin of 30.2 percent, and profit attributable to shareholders increased to €188.3 million. Sartorius also reports refunds of US tariffs, which it accounts for as revenue-reducing in the forecast, expects an operating margin of just over 30 percent in 2026 and plans a reorganisation with a new segment structure and leadership lineup at the start of 2027. » Mere på finanzen.net