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PharmaNutra SpA: Strong Performance and Strategic Growth Drive Buy Rating

In a report released on March 17, Giorgio Tavolini from Intermonte maintained a Buy rating on PharmaNutra SpA (PHNResearch Report), with a price target of €87.00.

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Giorgio Tavolini has given his Buy rating due to a combination of factors that highlight PharmaNutra SpA’s strong performance and potential for future growth. The company’s FY24 results were in line with expectations, showing robust growth in foreign markets and a solid performance in Italy, despite a challenging competitive environment. This consistent performance is supported by strong cash flow generation and a return to a stronger net cash position, which enhances the company’s financial stability.
Furthermore, Tavolini notes that PharmaNutra’s strategic initiatives, including international expansion and potential M&A opportunities, are poised to drive long-term growth. The company’s leadership in the oral iron supplements market, coupled with high entry barriers due to intellectual property protection and a commitment to research and development, positions it well for sustained success. Despite short-term margin pressures from investments in new ventures, the long-term growth story and the potential for significant upside in share value justify the Buy rating.

In another report released on March 17, Stifel Nicolaus also reiterated a Buy rating on the stock with a €88.00 price target.

PHN’s price has also changed moderately for the past six months – from EUR59.200 to EUR49.750, which is a -15.96% drop .

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