Gabriele Berti, an analyst from Intesa Sanpaolo, reiterated the Buy rating on Orsero SpA. The associated price target was lowered to €25.50.
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Gabriele Berti has given his Buy rating due to a combination of factors tied to Orsero’s FY26 outlook, which indicates stable revenues, margin resilience in the core distribution business, and continued cash generation even as shipping normalizes. He emphasizes that the balance sheet remains robust, providing capacity for ongoing investments, dividend commitments, leverage reduction, and selective acquisitions, reinforcing confidence despite the tempered shipping expectations.
Also central to the rating is Berti’s view that the revised guidance still aligns with management’s strategy of prioritizing quality revenues and financial discipline, leaving the distribution assumptions intact and only modestly trimming earnings forecasts. This view underpins the new DCF-based target price of EUR 25.5, suggesting meaningful upside from current levels and justifying a reiterated Buy stance.