Added to YB: 2026-08-10
Pitch date: 2026-07-31
ALC [neutral]
Alcon Inc.
+2.47%
current return
Author Info
No bio for this author
Company Info
Alcon Inc. researches, develops, manufactures, distributes, and sells eye care products worldwide. The company operates through two segments, Surgical and Vision Care.
Market Cap
CHF 33.9B
Pitch Price
CHF 55.96
Price Target
N/A
Dividend
0.50%
EV/EBITDA
15.62
P/E
41.64
EV/Sales
3.52
Sector
Health Care Equipment and Supplies
Category
value
Troy Asset Management Global Equity Strategy Portfolio Holding: Alcon Inc.
ALC (holding update): Global ophthalmology leader down -14% YTD (GBP) on slowing growth. Implantables (17% sales) growth cut to low-single-digits on weak US procedure volumes & competition; contact lens growth down to mid-single-digits on softer EU pricing. Bull case: new launches stabilize IOL share, 10-yr equipment replacement cycle, Ocular Health +10%. Trades at historical lows; quality assets intact.
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