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Added to YB: 2025-09-16

Pitch date: 2025-09-12

NOVO-B.CO [neutral]

Novo Nordisk A/S

-8.24%

current return

Author Info

No bio for this author

Company Info

Novo Nordisk A/S, together with its subsidiaries, engages in the research and development, manufacture, and distribution of pharmaceutical products in Europe, the Middle East, Africa, Mainland China, Hong Kong, Taiwan, North America, and internationally.

Market Cap

DKK 1.4T

Pitch Price

DKK 350.00

Price Target

N/A

Dividend

3.64%

EV/EBITDA

8.92

P/E

13.70

EV/Sales

4.72

Sector

Pharmaceuticals

Category

turnaround

Show full summary:
Theodosian Capital | NOVOB – Restructuring

NOVO-B.CO (update): Restructuring cuts 9,000 jobs (11.5% of workforce) to save DKK8bn annually by end-2026; DKK8bn one-off charge. FY op profit growth 4-10% post-charge. Headcount grew 70% since 2020, costs too fast. Trading 13.1x 2026 consensus earnings, 3.9% yield. Quality entry point.

Read full article (1 min)