Professional
Added to YB: 2025-07-07
Pitch date: 2025-06-12
GXI.DE [neutral]
Gerresheimer AG
-39.96%
current return
Author Info
No bio for this author
Company Info
Gerresheimer AG, together with its subsidiaries, provides medicine packaging, drug delivery devices, and solutions in Germany and internationally.
Market Cap
EUR 856.6M
Pitch Price
EUR 46.70
Price Target
N/A
Dividend
0.16%
EV/EBITDA
7.56
P/E
36.68
EV/Sales
1.35
Sector
Life Sciences Tools and Services
Category
value
AVI Global Trust Portfolio Holding: Gerresheimer AG
GXI.DE (holding update): Leading pharma packaging firm with oligopoly position, trading 47% below NAV at ~€55 (10x earnings). Strategic review of Moulded Glass (22% of NAV) could unlock value. PE takeout talks at €90/share ongoing despite KKR exit. Recent profit warning (-23%) prompted activist letter from 3% stakeholder seeking board action.
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