Virbac: Stifel analysts see 25% potential for the action of the veterinary laboratory whose growth is accelerating
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Every week, Le Figaro Patrimoine et Bourse relays confidential information identified in analyst notes to help you in your investment decisions.
A quality quarter. This is the opinion of Valentin-Paul Jahan, who follows the veterinary laboratory for Stifel, after a solid 3rd quarter and confirmed annual objectives.
Thus, he underlines that turnover of 400 million euros came out above expectations by 3.6% and is growing strongly in all regions. Above all, the analyst underlines that North America grew by 9.5% after a 2nd quarter down 0.8%, “mainly thanks to the resumption in July of a major third-party manufacturing contract which had been temporarily suspended for regulatory reasons”.
Better yet, this performance is achieved despite a high basis of comparison: “the United States recorded organic growth of 48.5% in the 3rd quarter of 2025, supported by the reconstitution of distributors’ stocks”.
Management is targeting the top of its growth range (+7.5%) with an adjusted operating margin of around 17% at constant exchange rates. Finally…
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- Le Figaro4 Nov, 15:00
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