Added to YB: 2025-06-11
Pitch date: 2025-04-23
RDC.DE [bullish]
Redcare Pharmacy NV
-49.8%
current return
Author Info
No bio for this author
Company Info
Redcare Pharmacy NV operates the online pharmacy business in the Netherlands, Germany, Italy, Belgium, Switzerland, Austria, the Czech Republic, and France.
Market Cap
EUR 1.8B
Pitch Price
EUR 122.70
Price Target
600.00 (+858%)
Dividend
N/A
EV/EBITDA
-419.26
P/E
-50.10
EV/Sales
0.69
Sector
Consumer Staples Distribution and Retail
Category
growth
Redcare Pharmacy NV - $RDC.DE
RDC.DE: German online pharmacy duopoly poised for eRx revolution. 82bps market share Feb '25, targeting 120-150bps exit run-rate. 15% penetration goal (vs Sweden/Switzerland) = €10bn revenue pool. At 12x 2029E EBITDA, 5x upside (~€600/share). Profitable €500m int'l + €2bn German OTC growing high-teens. Risks: lower penetration, AMZN entry, margin disappointment, regulatory backtrack.
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