Added to YB: 2026-03-06
Pitch date: 2026-03-05
STVN [neutral]
Stevanato Group S.p.A.
Author Info
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Company Info
Stevanato Group S.p.A. engages in the design, production, and distribution of products and processes to provide solutions for biopharma and healthcare industries in Europe, the Middle East, Africa, North America, South America, and the Asia Pacific.
Market Cap
$3.5B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.77
P/E
24.81
EV/Sales
N/A
Sector
Life Sciences Tools and Services
Category
growth
More than a GLP-1 company - Stevanato Group S.p.A.
STVN (earnings): Q4 rev +5% vs +0.8% est, organic +7% vs LSD est. GLP-1 ~19-20% of rev (+50% YoY), guiding mid-teens GLP-1 growth 2026. Non-GLP-1 biz (80% of co) growing 7% despite weak engineering. HVS +31% YoY. 2026 guide: 9% organic growth (midpoint), €280M capex (21% of sales) supporting future HVS ramp. Fishers/Latina still dilutive to margins but improving. Steady-state FCF ~€293M = 6% yield after maintenance capex. Risks: engineering weakness, capex intensity, GLP-1 oral competition.
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