Daetwyler Holding: Strategic Positioning and Growth Prospects in Pharmaceutical Elastomer Components

Daetwyler Holding (0QNJ – Research Report), the Industrials sector company, was revisited by a Wall Street analyst yesterday. Analyst Nico Chen from DBS maintained a Buy rating on the stock and has a CHF140.00 price target.

Nico Chen’s rating is based on Daetwyler Holding’s strategic positioning as a leading supplier of elastomer components, particularly benefiting from an increased demand for second suppliers in the pharmaceutical industry. The company’s significant involvement in the production of critical components for blockbuster drugs, including vial stoppers and syringe plungers, positions it favorably in the market. This is further bolstered by its strategic partnerships and contracts, such as the recent engagement with a GLP-1 leader, which is expected to drive sales growth starting in 2026.
Moreover, Daetwyler’s management changes, including the appointment of a new CEO and CFO, are anticipated to stabilize the company after a period of uncertainty. The market’s recovery in GLP-1 packaging demand is expected to contribute positively to Daetwyler’s growth prospects. Chen’s Buy rating, with a target price of CHF140, reflects confidence in Daetwyler’s ability to capitalize on these opportunities, despite potential challenges such as drug efficacy improvements reducing the need for packaging materials.

0QNJ’s price has also changed moderately for the past six months – from CHF151.000 to CHF114.838, which is a -23.95% drop .