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IRCE SpA: Buy Rating Affirmed Amid Stable Margins and Strategic Growth Investments

IRCE SpA: Buy Rating Affirmed Amid Stable Margins and Strategic Growth Investments

In a report released yesterday, Arianna Terazzi from Intesa Sanpaolo maintained a Buy rating on IRCE SpA (0EVSResearch Report), with a price target of €3.20.

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Arianna Terazzi has given her Buy rating due to a combination of factors including IRCE SpA’s ability to maintain stable margins despite a decline in sales volumes. The company experienced a slight increase in revenues, primarily driven by higher copper prices, which helped offset the reduced demand in the first quarter of 2025.
Furthermore, the ongoing investments in the Czech Republic and China are expected to bolster IRCE’s focus on specialized and high-growth sectors, enhancing its medium-term prospects. Although the short-term outlook remains uncertain, the management anticipates a potential recovery in demand in the second half of 2025, supporting the positive long-term growth potential. The Buy rating is also supported by the company’s strategic measures to sustain profitability and the expected benefits from new production facilities.

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