Valsoia SpA: Strong Market Position and Growth Potential Justify Buy Rating with EUR 14.3 Target

Intesa Sanpaolo analyst Gabriele Berti reiterated a Buy rating on Valsoia SpA (0GEJ – Research Report) yesterday and set a price target of €14.30.

Gabriele Berti has given his Buy rating due to a combination of factors that highlight Valsoia SpA’s strong market position and growth potential. Despite a slight dip in first-quarter sales attributed to calendar effects, the company has shown resilience with a quick recovery in orders and a stable domestic market performance. The management’s focus on maintaining a robust product portfolio and prudent financial management further supports the positive outlook.
Valsoia’s commitment to marketing investments, expansion of production facilities, and cost management strategies are seen as pivotal in controlling input inflation and driving future growth. The ongoing expansion of the Serravalle Sesia plant is expected to enhance profitability from 2027, while the company’s solid net cash position underscores its financial health. These elements collectively underpin the reiterated Buy rating and the target price of EUR 14.3.