Added to YB: 2025-08-13
Pitch date: 2025-08-10
NVO [neutral]
Novo Nordisk A/S
-6.04%
current return
Author Info
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Company Info
Novo Nordisk A/S, together with its subsidiaries, engages in the research and development, manufacture, and distribution of pharmaceutical products.
Market Cap
DKK 1.4T
Pitch Price
DKK 327.17
Price Target
N/A
Dividend
3.76%
EV/EBITDA
9.60
P/E
13.52
EV/Sales
4.81
Sector
Pharmaceuticals
Category
turnaround
Novo Nordisk - H1 2025 Earnings Review
NVO (earnings overview): Despite -36% drop on FY25 guidance cut (8-14% CER sales growth, 10-16% EBIT growth), H1 shows solid 16% revenue growth, 25% EBIT growth. Wegovy adoption strong (+36% US, +298% intl), now in 35 markets. Threats: compounding competition, Rybelsus deprioritized. Likely near CapEx peak, FCF boom coming. Management appears conservative.
Read full article (9 min)