Mauricio Cepeda, an analyst from Morgan Stanley, maintained the Buy rating on Raia Drogasil S.A.. The associated price target is BRL24.00.
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Mauricio Cepeda has given his Buy rating due to a combination of factors influencing Raia Drogasil S.A.’s recent performance and future prospects. The company demonstrated strong growth in its same-store sales, achieving a 7.8% increase, which significantly outpaced the CMED price adjustment of 3.1%. This robust performance translated into a 15.5% year-over-year growth in Retail Gross Revenue, slightly exceeding expectations.
Raia Drogasil’s Branded Rx segment, particularly GLP-1 therapies, showed impressive growth, with a 21% year-over-year increase. The momentum from the launch of Mounjaro and ongoing demand for Semaglutide-based products are expected to sustain this outperformance. Additionally, the anticipated margin expansion following Semaglutide’s loss of exclusivity in March 2026 presents a significant upside for earnings, further supporting the Buy rating.
According to TipRanks, Cepeda is ranked #8019 out of 10072 analysts.