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1. Company Snapshot

1.a. Company Description

Guerbet SA engages in the development and marketing of contrast media products, delivery systems, medical devices, and related solutions.The company offers Optiray and Xenetix, which are non-ionic monomeric and iodinated contrast agents; Telebrix Gastro, a meglumine ioxitalamate solution; Conray, an iothalamate meglumine injection; Micropaque/Microtrast, a diagnostic imaging interconnected solution; Dotarem, a gadoteric acid-gadoterate meglumine, and Artirem, a gadoteric acid that acts as a contrast agent for MRI, as well as prefilled syringes, injectors, accessories, and consumables for MRI, CT, and Cath Lab.It also provides digital solutions, such as Contrast&Care, an injection management solution; Dose&Care, an X-ray dose management solution; and icobrain, a cloud-based AI solution to quantify disease-specific brain structures for acute and chronic neurological conditions on MR and CT, as well as OptiProtect services.


In addition, the company provides products for interventional radiology, including Lipiodol ethyl esters of iodinated fatty acids of poppyseed oil; Vectorio, a mixing and injection system for conventional trans-arterial chemoembolization; Patent Blue V, a blue dye; Axessio, a peripheral micro guidewire; and SeQure and DraKon, which are microcatheters.Further, it offers Hydra Vision, a digital imaging system for urological, gastroenterological, and gynecological treatment, as well as planning and diagnostic procedures; and urology accessories and consumables.The company was founded in 1926 and is headquartered in Villepinte, France.

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1.b. Last Insights on GBT

Guerbet SA's recent performance was driven by solid growth momentum, with 2024 revenue reaching €841.1 million, up 9.0% on a like-for-like basis and at constant exchange rates. Strong sales in the Americas (+20.5%) and Asia (+10.1%) offset the contraction in France. The company's expected Restated EBITDA margin of close to 14.9% and significant improvement in financial leverage (net debt/EBITDA) also contributed to its positive outlook.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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GUERBET : Adjustment of 2025 financial targets.

Dec -02

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GUERBET : Financial agenda for 2026

Nov -19

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Guerbet : Revenue at September 30, 2025. Return to growth in Q3 2025. Confirmation of all financial targets for 2025.

Oct -23

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Guerbet : H1 2025 results : H1 revenue: €387.8 million, down 5.4% at CER and on a like-for-like basis, mainly due to the decline in activity in France

Sep -24

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Guerbet : Change in General Management

Sep -22

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Guerbet : Adjustment of 2025 full-year financial targets

Sep -15

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LVMH: Share transactions disclosure

Sep -09

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The BANK of Greenland issued and early redemption of Senior Non-Preferred capital

Sep -09

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (5.68%)

6. Segments

X-Rays

Expected Growth: 5%

Guerbet SA's X-Rays segment growth is driven by increasing demand for diagnostic imaging, advancements in digital X-Ray technology, and expanding healthcare infrastructure in emerging markets. Additionally, the company's strategic partnerships and investments in research and development are contributing to its growth.

Magnetic Resonance Imaging

Expected Growth: 6%

Guerbet SA's Magnetic Resonance Imaging segment growth is driven by increasing demand for diagnostic imaging, advancements in MRI technology, and growing adoption in emerging markets. Additionally, the rising prevalence of chronic diseases, such as cancer and neurological disorders, fuels the need for accurate diagnostic tools, contributing to the segment's 6% growth.

Interventional Imaging

Expected Growth: 8%

Guerbet SA's Interventional Imaging segment growth is driven by increasing demand for minimally invasive procedures, advancements in imaging technologies, and rising adoption of hybrid operating rooms. Additionally, growing incidence of chronic diseases, such as cancer and cardiovascular disease, fuels the need for precise diagnostic imaging, contributing to the segment's 8% growth.

7. Detailed Products

Diagnostic Imaging

Guerbet SA offers a range of diagnostic imaging products, including contrast agents and injectors, used in medical imaging procedures such as MRI and CT scans.

Interventional Imaging

Guerbet SA provides interventional imaging products, including microcatheters and guidewires, used in minimally invasive procedures.

Pharmaceuticals

Guerbet SA develops and manufactures pharmaceutical products, including contrast agents and other injectable medications.

Medical Devices

Guerbet SA offers a range of medical devices, including injectors and syringes, used in medical imaging and interventional procedures.

8. Guerbet SA's Porter Forces

Forces Ranking

Threat Of Substitutes

Guerbet SA operates in a niche market with limited substitutes, but the threat of substitutes is still present due to the increasing demand for eco-friendly products.

Bargaining Power Of Customers

Guerbet SA has a diverse customer base, which reduces the bargaining power of individual customers. Additionally, the company's products are specialized, making it difficult for customers to switch to alternative suppliers.

Bargaining Power Of Suppliers

Guerbet SA relies on a few key suppliers for its raw materials, which gives them some bargaining power. However, the company's long-term contracts and diversified supplier base mitigate this risk.

Threat Of New Entrants

The specialty chemicals industry has high barriers to entry, including significant capital requirements and regulatory hurdles. This makes it difficult for new entrants to compete with established players like Guerbet SA.

Intensity Of Rivalry

The specialty chemicals industry is highly competitive, with several established players competing for market share. Guerbet SA faces intense competition from companies like Croda International and Evonik Industries.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 49.47%
Debt Cost 3.95%
Equity Weight 50.53%
Equity Cost 7.51%
WACC 5.75%
Leverage 97.89%

11. Quality Control: Guerbet SA passed 2 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
EL.En

A-Score: 5.7/10

Value: 5.6

Growth: 6.1

Quality: 7.6

Yield: 6.2

Momentum: 5.0

Volatility: 3.7

1-Year Total Return ->

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Stock-Card
InMode

A-Score: 4.9/10

Value: 6.6

Growth: 7.0

Quality: 9.4

Yield: 0.0

Momentum: 3.5

Volatility: 2.7

1-Year Total Return ->

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Stock-Card
ChemoMetec

A-Score: 4.8/10

Value: 0.0

Growth: 7.8

Quality: 9.4

Yield: 0.6

Momentum: 9.5

Volatility: 1.7

1-Year Total Return ->

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Stock-Card
Eckert & Ziegler

A-Score: 4.7/10

Value: 2.0

Growth: 7.1

Quality: 7.5

Yield: 1.2

Momentum: 7.5

Volatility: 3.0

1-Year Total Return ->

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Stock-Card
CellaVision

A-Score: 3.5/10

Value: 1.3

Growth: 6.7

Quality: 8.0

Yield: 1.9

Momentum: 0.5

Volatility: 2.3

1-Year Total Return ->

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Stock-Card
Guerbet

A-Score: 2.7/10

Value: 7.8

Growth: 2.6

Quality: 2.0

Yield: 2.5

Momentum: 0.0

Volatility: 1.3

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

14.4$

Current Price

14.4$

Potential

-0.00%

Expected Cash-Flows