Gefran SPA: Strong Q1 2025 Performance and Strategic Growth Initiatives Underpin Buy Rating

Analyst Marco Vitale of Mediobanca maintained a Buy rating on Gefran SPA (0EKI – Research Report), retaining the price target of €12.00.

Marco Vitale has given his Buy rating due to a combination of factors that highlight Gefran SPA’s strong performance and growth potential. The company reported impressive first-quarter results for 2025, showing a significant acceleration in organic growth, particularly in the Sensors segment and the European market. This growth was achieved despite a challenging macroeconomic environment, indicating robust operational capabilities.
Furthermore, Gefran’s management is focused on advancing its M&A strategy and increasing capital expenditures to secure future growth opportunities. The company’s valuation remains attractive, with a forecasted mid-single-digit sales growth and a stable EBITDA for the fiscal year 2025. These elements, along with a strong balance sheet and continued business recovery, underpin the Outperform rating and a target price of €12.00 per share.