Drägerwerk

Stefan Dräger sees the German chemical sector in decline and speaks of a quiet crisis, because many production plants are shut down or not being restarted. As a supplier of measurement and safety equipment, Dräger is recording revenue declines in the chemical sector but can offset these through growth in other areas. Dräger cites energy prices and bureaucracy as the main reasons for the difficult situation. » Altro su finanzen.net

Drägerwerk has upgraded its full-year targets again in mid and late July, mainly thanks to customs refunds totaling around €22 million. The 2026 EBIT margin is now expected at 6–8% (previously 5.5–7.5%), while revenue growth remains unchanged at 1–5% (currency-adjusted 2–6%). In the first half, currency-adjusted revenue rose 7.7% to €1,603.2 million and EBIT increased to €63.8 million. Investors are speculating, due to the strong H1 figures, about a further target increase ahead of the Q3 results; the editorial team says the stock should be on the watchlist. » Altro su finanzen.net

Drägerwerk's preferred share rose by up to 10 percent to €106.40 after detailed first-half figures, bringing it close to the spring 2020 high of €108.50. The company raised its EBIT margin forecast because of further tariff refunds to 6.0–8.0 percent (previously 5.5–7.5) and confirmed a currency-adjusted sales increase of 2–6 percent. The share has gained more than half this year, giving the company a market value of around €1.7 billion, while the founding family holds three quarters of the ordinary shares. » Altro su de.investing.com