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| Titel | Ex-Datum | Zahldatum | Bruttobetrag |
Gerresheimer AG |
06.06.25 |
10.06.25 |
0.0400 € |
Gerresheimer AG |
06.06.24 |
10.06.24 |
1.2500 € |
Gerresheimer AG |
09.06.23 |
1.2500 € |
|
Gerresheimer AG |
08.06.23 |
12.06.23 |
1.2500 € |
Gerresheimer AG |
10.06.22 |
1.2500 € |
|
Gerresheimer AG |
09.06.22 |
13.06.22 |
1.2500 € |
Gerresheimer AG |
11.06.21 |
1.2500 € |
|
Gerresheimer AG |
10.06.21 |
14.06.21 |
1.2500 € |
Gerresheimer AG |
26.06.20 |
1.2000 € |
|
Gerresheimer AG |
25.06.20 |
1.2000 € |
|
Nachrichten |
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| Datum / Uhrzeit | Titel | Bewertung |
| 18.07.25 04:48:14 | There May Be Reason For Hope In Gerresheimer's (ETR:GXI) Disappointing Earnings |  |
| The market for Gerresheimer AG's (ETR:GXI) shares didn't move much after it posted weak earnings recently. We did some digging, and we believe the earnings are stronger than they seem. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.XTRA:GXI Earnings and Revenue History July 18th 2025 How Do Unusual Items Influence Profit? Importantly, our data indicates that Gerresheimer's profit was reduced by €22m, due to unusual items, over the last year. While deductions due to unusual items are disappointing in the first instance, there is a silver lining. We looked at thousands of listed companies and found that unusual items are very often one-off in nature. And, after all, that's exactly what the accounting terminology implies. If Gerresheimer doesn't see those unusual expenses repeat, then all else being equal we'd expect its profit to increase over the coming year. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. Our Take On Gerresheimer's Profit Performance Because unusual items detracted from Gerresheimer's earnings over the last year, you could argue that we can expect an improved result in the current quarter. Because of this, we think Gerresheimer's earnings potential is at least as good as it seems, and maybe even better! Unfortunately, though, its earnings per share actually fell back over the last year. Of course, we've only just scratched the surface when it comes to analysing its earnings; one could also consider margins, forecast growth, and return on investment, among other factors. If you want to do dive deeper into Gerresheimer, you'd also look into what risks it is currently facing. To help with this, we've discovered 4 warning signs (1 is potentially serious!) that you ought to be aware of before buying any shares in Gerresheimer. Today we've zoomed in on a single data point to better understand the nature of Gerresheimer's profit. But there are plenty of other ways to inform your opinion of a company. For example, many people consider a high return on equity as an indication of favorable business economics, while others like to 'follow the money' and search out stocks that insiders are buying. While it might take a little research on your behalf, you may find this free collection of companies boasting high return on equity, or this list of stocks with significant insider holdings to be useful. Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. View comments |
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| 30.06.25 11:13:09 | A Look At The Intrinsic Value Of Gerresheimer AG (ETR:GXI) |  |
| Key Insights The projected fair value for Gerresheimer is €53.81 based on 2 Stage Free Cash Flow to Equity With €48.08 share price, Gerresheimer appears to be trading close to its estimated fair value Analyst price target for GXI is €70.50, which is 31% above our fair value estimate Today we will run through one way of estimating the intrinsic value of Gerresheimer AG (ETR:GXI) by taking the expected future cash flows and discounting them to today's value. This will be done using the Discounted Cash Flow (DCF) model. Don't get put off by the jargon, the math behind it is actually quite straightforward. Remember though, that there are many ways to estimate a company's value, and a DCF is just one method. Anyone interested in learning a bit more about intrinsic value should have a read of the Simply Wall St analysis model. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. Step By Step Through The Calculation We are going to use a two-stage DCF model, which, as the name states, takes into account two stages of growth. The first stage is generally a higher growth period which levels off heading towards the terminal value, captured in the second 'steady growth' period. To begin with, we have to get estimates of the next ten years of cash flows. Where possible we use analyst estimates, but when these aren't available we extrapolate the previous free cash flow (FCF) from the last estimate or reported value. We assume companies with shrinking free cash flow will slow their rate of shrinkage, and that companies with growing free cash flow will see their growth rate slow, over this period. We do this to reflect that growth tends to slow more in the early years than it does in later years. A DCF is all about the idea that a dollar in the future is less valuable than a dollar today, and so the sum of these future cash flows is then discounted to today's value: 10-year free cash flow (FCF) forecast 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 Levered FCF (€, Millions) -€77.4m €48.9m €86.9m €132.0m €137.0m €140.8m €144.1m €147.0m €149.6m €152.0m Growth Rate Estimate Source Analyst x6 Analyst x5 Analyst x4 Analyst x2 Analyst x1 Est @ 2.78% Est @ 2.32% Est @ 2.01% Est @ 1.79% Est @ 1.63% Present Value (€, Millions) Discounted @ 7.5% -€72.0 €42.3 €70.0 €99.0 €95.6 €91.4 €87.0 €82.6 €78.3 €74.0 ("Est" = FCF growth rate estimated by Simply Wall St) Present Value of 10-year Cash Flow (PVCF) = €648m We now need to calculate the Terminal Value, which accounts for all the future cash flows after this ten year period. The Gordon Growth formula is used to calculate Terminal Value at a future annual growth rate equal to the 5-year average of the 10-year government bond yield of 1.3%. We discount the terminal cash flows to today's value at a cost of equity of 7.5%. Story Continues Terminal Value (TV)= FCF2034 × (1 + g) ÷ (r – g) = €152m× (1 + 1.3%) ÷ (7.5%– 1.3%) = €2.5b Present Value of Terminal Value (PVTV)= TV / (1 + r)10= €2.5b÷ ( 1 + 7.5%)10= €1.2b The total value, or equity value, is then the sum of the present value of the future cash flows, which in this case is €1.9b. In the final step we divide the equity value by the number of shares outstanding. Relative to the current share price of €48.1, the company appears about fair value at a 11% discount to where the stock price trades currently. Valuations are imprecise instruments though, rather like a telescope - move a few degrees and end up in a different galaxy. Do keep this in mind.XTRA:GXI Discounted Cash Flow June 30th 2025 The Assumptions The calculation above is very dependent on two assumptions. The first is the discount rate and the other is the cash flows. If you don't agree with these result, have a go at the calculation yourself and play with the assumptions. The DCF also does not consider the possible cyclicality of an industry, or a company's future capital requirements, so it does not give a full picture of a company's potential performance. Given that we are looking at Gerresheimer as potential shareholders, the cost of equity is used as the discount rate, rather than the cost of capital (or weighted average cost of capital, WACC) which accounts for debt. In this calculation we've used 7.5%, which is based on a levered beta of 1.430. Beta is a measure of a stock's volatility, compared to the market as a whole. We get our beta from the industry average beta of globally comparable companies, with an imposed limit between 0.8 and 2.0, which is a reasonable range for a stable business. See our latest analysis for Gerresheimer SWOT Analysis for Gerresheimer Strength No major strengths identified for GXI. Weakness Earnings declined over the past year. Interest payments on debt are not well covered. Dividend is low compared to the top 25% of dividend payers in the Life Sciences market. Opportunity Annual earnings are forecast to grow faster than the German market. Current share price is below our estimate of fair value. Threat Debt is not well covered by operating cash flow. Revenue is forecast to grow slower than 20% per year. Next Steps: Although the valuation of a company is important, it is only one of many factors that you need to assess for a company. The DCF model is not a perfect stock valuation tool. Instead the best use for a DCF model is to test certain assumptions and theories to see if they would lead to the company being undervalued or overvalued. For example, changes in the company's cost of equity or the risk free rate can significantly impact the valuation. For Gerresheimer, we've compiled three pertinent aspects you should further examine: Risks: For example, we've discovered 4 warning signs for Gerresheimer (2 are potentially serious!) that you should be aware of before investing here. Future Earnings: How does GXI's growth rate compare to its peers and the wider market? Dig deeper into the analyst consensus number for the upcoming years by interacting with our free analyst growth expectation chart. Other Solid Businesses: Low debt, high returns on equity and good past performance are fundamental to a strong business. Why not explore our interactive list of stocks with solid business fundamentals to see if there are other companies you may not have considered! PS. Simply Wall St updates its DCF calculation for every German stock every day, so if you want to find the intrinsic value of any other stock just search here. Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. View Comments |
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| 12.04.25 07:00:27 | Gerresheimer AG (GRRMF) Q1 2025 Earnings Call Highlights: Revenue Surge Amidst Organic Challenges | |
| Revenue: Increased by 11.6% from EUR466 million in Q1 2024 to EUR520 million in Q1 2025. Adjusted EBITDA: Grew by 13.1% from EUR81 million to nearly EUR92 million. Organic Revenue Decline: Down by 6.5% on a pro forma basis. Organic Adjusted EBITDA Decline: Decreased by 9.3% on a pro forma basis. Adjusted EBITDA Margin: Declined by 50 basis points to 17.6% organically. Adjusted EPS: Decreased from EUR0.65 to EUR0.46, a decline of 36.6% FX neutral. Free Cash Flow: Declined from minus EUR79 million to minus EUR141 million before M&A. Net Financial Debt: Increased from EUR948 million to EUR1.930 million. Leverage Ratio: Increased from 2.32 times to 3.97 times. Liquidity: Stands at EUR764 million, including cash position of EUR151 million and undrawn revolving credit facility of EUR613 million. Warning! GuruFocus has detected 3 Warning Signs with GRRMF. Release Date: April 11, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Gerresheimer AG (GRRMF) reported a significant revenue increase due to the acquisition of Bormioli Pharma, marking the largest acquisition in the company's history. The integration of Bormioli Pharma is expected to create a global moulded glass powerhouse, enhancing Gerresheimer's position in the pharma and biotech industry. The company projects sustainable profitable growth of 8% to 10% in the midterm, supported by new product lines and a shift to high-value products. Gerresheimer AG (GRRMF) is making significant investments in eco-friendly technology, such as the new hybrid furnace in Lohr, Germany, which reduces carbon emissions by 40%. The company has a strong order book and expects to return to organic growth from Q2 onwards, supporting its 2025 guidance. Negative Points Gerresheimer AG (GRRMF) experienced an organic revenue decline of 6.5% and an EBITDA decline of 9.3% in Q1 2025. The company faced softer demand in its moulded glass business, particularly in the cosmetics market. The Morganton facility in the US is still recovering from flooding, impacting production capacity. The adjusted EPS declined by 36.6% on an FX-neutral basis, reflecting challenges in the current financial environment. Free cash flow was negative in Q1, and the company expects to end the year with a free cash flow figure between minus EUR50 million and 0. Q & A Highlights Q: Can you provide an indication of Bormioli's profitability in Q1 and its contribution to your full-year margin of around 22%? A: Bernd Metzner, CFO: We don't comment on subsegment performance, but Bormioli's profitability slightly increased in Q1. We expect a positive contribution to margin accretion in the coming quarters. Story Continues Q: How should we think about potential tariffs with your global production network? A: Dietmar Siemssen, CEO: Our strategy to produce and source in-region mitigates tariff impacts. Products shipped from Mexico to the US are covered by USMCA, so tariffs have no real negative impact on us. Q: Could you update us on the ongoing strategic review and any potential private equity interest? A: Dietmar Siemssen, CEO: We are working on the strategic review and integration of Bormioli. Talks are ongoing, but there's no change to the information previously provided to the market. Q: What is the outlook for organic growth phasing in Q2 to Q4, and any updates on GLP-1 contracts? A: Bernd Metzner, CFO: We expect strong growth in the second half of the year, with positive growth in Q2. For GLP-1 contracts, we anticipate EUR300 million in related revenues this year, with a significant step-up next year. Q: Can you confirm if you expect double-digit growth in Q2, and quantify the order growth in Q1? A: Dietmar Siemssen, CEO: We expect positive growth in Q2, with stronger growth in the second half. We don't disclose specific order intake figures, but it was much higher compared to the previous year. Q: Could you provide more color on the order strength supporting Q2 sales and any pre-tariff-related stocking? A: Dietmar Siemssen, CEO: Order intake is strong, especially for high-value products like vials and cartridges. We haven't seen significant pre-tariff-related stocking. Q: How is the moulded glass business expected to perform in the second half of 2025? A: Dietmar Siemssen, CEO: The pharma segment is stable, and the new furnace in Lohr will positively impact the second half. The cosmetic market remains soft, and we remain prudent in our outlook. Q: Can you discuss the impact of Bormioli's integration on operating efficiency and costs for this year? A: Dietmar Siemssen, CEO: Integration is ongoing, focusing on high-value plastic solutions and moulded glass. We are progressing well with cost synergies in headquarters and functions. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. View Comments |
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| 11.04.25 12:31:28 | Gerresheimer (ETR:GXI) Has Affirmed Its Dividend Of €1.25 | |
| The board of Gerresheimer AG (ETR:GXI) has announced that it will pay a dividend on the 10th of June, with investors receiving €1.25 per share. Based on this payment, the dividend yield on the company's stock will be 2.3%, which is an attractive boost to shareholder returns. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. Gerresheimer's Payment Could Potentially Have Solid Earnings Coverage If the payments aren't sustainable, a high yield for a few years won't matter that much. Prior to this announcement, Gerresheimer's earnings easily covered the dividend, but free cash flows were negative. We think that cash flows should take priority over earnings, so this is definitely a worry for the dividend going forward. Looking forward, earnings per share is forecast to rise by 106.2% over the next year. If the dividend continues on this path, the payout ratio could be 20% by next year, which we think can be pretty sustainable going forward.XTRA:GXI Historic Dividend April 11th 2025 See our latest analysis for Gerresheimer Gerresheimer Has A Solid Track Record Even over a long history of paying dividends, the company's distributions have been remarkably stable. Since 2015, the annual payment back then was €0.75, compared to the most recent full-year payment of €1.25. This means that it has been growing its distributions at 5.2% per annum over that time. The growth of the dividend has been pretty reliable, so we think this can offer investors some nice additional income in their portfolio. Dividend Growth May Be Hard To Achieve Some investors will be chomping at the bit to buy some of the company's stock based on its dividend history. Earnings per share has been crawling upwards at 4.3% per year. If Gerresheimer is struggling to find viable investments, it always has the option to increase its payout ratio to pay more to shareholders. In Summary Overall, we don't think this company makes a great dividend stock, even though the dividend wasn't cut this year. While the low payout ratio is a redeeming feature, this is offset by the minimal cash to cover the payments. We would be a touch cautious of relying on this stock primarily for the dividend income. Investors generally tend to favour companies with a consistent, stable dividend policy as opposed to those operating an irregular one. At the same time, there are other factors our readers should be conscious of before pouring capital into a stock. For example, we've identified 2 warning signs for Gerresheimer (1 doesn't sit too well with us!) that you should be aware of before investing. Looking for more high-yielding dividend ideas? Try our collection of strong dividend payers. Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. View Comments |
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| 03.04.25 19:54:40 | KKR drops out of consortium seeking Gerresheimer takeover, Bloomberg News reports | |
| (Reuters) -KKR has abandoned a private equity consortium discussing a takeover of Gerresheimer AG, Bloomberg News reported on Thursday, citing people familiar with the matter. Warburg Pincus, which was also a part of the consortium, is still working to see if it can reach a deal, the report said. Earlier this month, Reuters reported that a consortium including KKR and Warburg Pincus had submitted a non-binding bid for Gerresheimer. Gerresheimer, which makes pens used to inject weight-loss drugs such as Novo Nordisk's Wegovy, has a market capitalization of about 2.22 billion euros, according to LSEG data. The consortium had submitted a bid at about 90 euros a share, which would value the company at nearly 3.1 billion euros ($3.42 billion). KKR and Gerresheimer did not immediately respond to Reuters' requests for comment, while Warburg Pincus declined to comment. In February, the German company said it was in early-stage discussions with private equity investors over a potential sale of the company. Gerresheimer said at that time that the interest was informal and on a non-binding basis. ($1 = 0.9065 euros) (Reporting by Pretish M J in Bengaluru; Editing by Alan Barona and Maju Samuel) View Comments |
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| 26.03.25 04:16:07 | Gerresheimer AG's (ETR:GXI) Fundamentals Look Pretty Strong: Could The Market Be Wrong About The Stock? | |
| With its stock down 7.1% over the past month, it is easy to disregard Gerresheimer (ETR:GXI). However, the company's fundamentals look pretty decent, and long-term financials are usually aligned with future market price movements. Particularly, we will be paying attention to Gerresheimer's ROE today. Return on Equity or ROE is a test of how effectively a company is growing its value and managing investors’ money. Simply put, it is used to assess the profitability of a company in relation to its equity capital. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. How Is ROE Calculated? The formula for return on equity is: Return on Equity = Net Profit (from continuing operations) ÷ Shareholders' Equity So, based on the above formula, the ROE for Gerresheimer is: 7.3% = €112m ÷ €1.5b (Based on the trailing twelve months to November 2024). The 'return' is the yearly profit. Another way to think of that is that for every €1 worth of equity, the company was able to earn €0.07 in profit. Check out our latest analysis for Gerresheimer What Has ROE Got To Do With Earnings Growth? Thus far, we have learned that ROE measures how efficiently a company is generating its profits. Based on how much of its profits the company chooses to reinvest or "retain", we are then able to evaluate a company's future ability to generate profits. Assuming everything else remains unchanged, the higher the ROE and profit retention, the higher the growth rate of a company compared to companies that don't necessarily bear these characteristics. Gerresheimer's Earnings Growth And 7.3% ROE At first glance, Gerresheimer's ROE doesn't look very promising. However, its ROE is similar to the industry average of 8.1%, so we won't completely dismiss the company. Moreover, we are quite pleased to see that Gerresheimer's net income grew significantly at a rate of 24% over the last five years. Taking into consideration that the ROE is not particularly high, we reckon that there could also be other factors at play which could be influencing the company's growth. For instance, the company has a low payout ratio or is being managed efficiently. Next, on comparing with the industry net income growth, we found that Gerresheimer's growth is quite high when compared to the industry average growth of 11% in the same period, which is great to see.XTRA:GXI Past Earnings Growth March 26th 2025 Earnings growth is a huge factor in stock valuation. It’s important for an investor to know whether the market has priced in the company's expected earnings growth (or decline). By doing so, they will have an idea if the stock is headed into clear blue waters or if swampy waters await. Is Gerresheimer fairly valued compared to other companies? These 3 valuation measures might help you decide. Story Continues Is Gerresheimer Using Its Retained Earnings Effectively? Gerresheimer has a three-year median payout ratio of 39% (where it is retaining 61% of its income) which is not too low or not too high. This suggests that its dividend is well covered, and given the high growth we discussed above, it looks like Gerresheimer is reinvesting its earnings efficiently. Additionally, Gerresheimer has paid dividends over a period of at least ten years which means that the company is pretty serious about sharing its profits with shareholders. Existing analyst estimates suggest that the company's future payout ratio is expected to drop to 25% over the next three years. As a result, the expected drop in Gerresheimer's payout ratio explains the anticipated rise in the company's future ROE to 12%, over the same period. Summary In total, it does look like Gerresheimer has some positive aspects to its business. With a high rate of reinvestment, albeit at a low ROE, the company has managed to see a considerable growth in its earnings. Having said that, the company's earnings growth is expected to slow down, as forecasted in the current analyst estimates. Are these analysts expectations based on the broad expectations for the industry, or on the company's fundamentals? Click here to be taken to our analyst's forecasts page for the company. Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. View Comments |
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| 17.03.25 13:12:11 | Exclusive-KKR-Warburg Pincus group submit non-binding bid for Gerresheimer, sources say | |
| By Emma-Victoria Farr and Anirban Sen FRANKFURT/NEW YORK (Reuters) -A consortium including KKR and Warburg Pincus has submitted a non-binding bid for Gerresheimer AG, which makes pens used to inject weight loss drugs like Wegovy, two people with knowledge of the matter said. The group has submitted a bid at close to 90 euros a share, one of the people said, which would value the company at nearly 3.1 billion euros ($3.37 billion), according to LSEG data, against 2.65 billion euros as of Friday's close. A takeover is not guaranteed, with a second person adding that any deal is still likely to take several more weeks. The two people spoke on condition of anonymity because the process is private. Spokespeople for KKR and Warburg Pincus declined to comment. Gerresheimer did not respond to requests for comment. Its shares rose as much as 5.5% after Reuters reported on the bid Monday. Last month the German medical packaging maker said it was in early-stage discussions with private equity investors over a potential sale of the company. Gerresheimer said at that time that the interest was informal and on a non-binding basis. "Such discussions are still in a very preliminary stage. It is not foreseeable at this point in time whether a public takeover offer will actually be made," the company said in a February statement. The bid interest follows activist investor Ricky Chad Sandler taking a 5.43% stake in Gerresheimer in October 2024. Last month, Gerresheimer halved its revenue guidance for 2025 on subdued demand in its cosmetics and food and beverage segments. The company now expects organic revenue growth in the range of 3% to 5% in 2025, down from the previous range of 7% to 10%. It confirmed the guidance for adjusted core profit margin of around 22%. Bloomberg first reported last week that a consortium of KKR and Warburg Pincus were in talks to acquire Gerresheimer. (Reporting by Emma-Victoria Farr and Anirban Sen. Editing by Anousha Sakoui and Jan Harvey) View Comments |
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| 12.03.25 18:19:22 | Warburg Pincus, KKR Consortium in Talks to Buy Gerresheimer | |
| (Bloomberg) -- A consortium consisting of Warburg Pincus and KKR & Co. are in talks to acquire Gerresheimer AG, the German maker of packaging for drugs and cosmetics, according to people familiar with the matter. Most Read from Bloomberg Trump DEI Purge Hits Affordable Housing Groups NYC Congestion Pricing Toll Gains Support Among City Residents Electric Construction Equipment Promises a Quiet Revolution Open Philanthropy Launches $120 Million Fund To Support YIMBY Reforms Prospect Medical’s Pennsylvania Hospitals at Risk of Closure The private equity firms emerged as the frontrunner after they teamed up and other potential bidders including Bain Capital dropped, the people said, asking not to be identified discussing confidential information. Shares of Gerresheimer have risen about 12% this year, giving the company a market value of about €2.74 billion ($3 billion). The Warburg Pincus-KKR consortium is unlikely to offer a significant premium to Gerresheimer’s current price and there are still major hurdles to a deal, some of the people said. While the talks are advanced, any final agreement could take weeks and a deal could still fall apart, they added. Representatives for Gerresheimer, Warburg Pincus, KKR and Bain declined to comment. Dusseldorf-based Gerresheimer has already attracted interest from a number of private equity firms, Bloomberg News has reported. In February, Gerresheimer confirmed early-stage discussions with private equity investors that have made informal, non-binding expressions of interest about a potential takeover. The company has been in the crosshairs for a takeover by buyout firms for years. It’s been seen as a prime breakup candidate due to the different nature of its two businesses. Its cosmetics arm makes plastic bottles and glass jars for perfume and skincare products, while its drug unit manufactures more complex packaging from syringes and glass vials to advanced products like injectors, inhalers and wearable infusors. Gerresheimer has separately been exploring strategic options for its molded glass business since last year. Interest from some suitors for Gerresheimer declined after Novo Nordisk A/S earlier this week reported another disappointment for the drugmaker’s next-generation shot CagriSema, according to the people. Activist investor Ricky Sandler, the founder of Eminence Capital, built a stake of 5.4% in Gerresheimer as of late last year. New York-based activist shareholder Sachem Head Capital Management disclosed a position of over 5% last month. --With assistance from Swetha Gopinath. Story Continues (Adds more details from third paragraph.) Most Read from Bloomberg Businessweek How America Got Hooked on H Mart How Natural Gas Became America’s Most Important Export Germany Is Suffering an Identity Crisis 80 Years in the Making Disney’s Parks Chief Sees Fortnite as Key to Its Future The Mysterious Billionaire Behind the World’s Most Popular Vapes ©2025 Bloomberg L.P. View Comments |
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| 12.03.25 18:11:07 | Warburg Pincus, KKR in talks to buy medical packaging maker Gerresheimer, Bloomberg News reports | |
| (Reuters) -A consortium consisting of Warburg Pincus and KKR is in talks to acquire German packaging and medical equipment maker Gerresheimer AG, Bloomberg News reported on Wednesday, citing people familiar with the matter. The private equity firms have emerged as the frontrunner after they teamed up and other potential bidders including Bain Capital dropped out, Bloomberg News said. Gerresheimer, which makes pens used to inject weight loss drugs such as Novo Nordisk's Wegovy, has a market capitalization of about 2.74 billion euros ($2.99 billion), according to LSEG data. Warburg Pincus, KKR and Gerresheimer declined to comment on the report. In February, the company confirmed it was in early-stage discussions with private equity investors over a potential sale of the company. Gerresheimer also halved its revenue guidance for 2025 over weakness in its cosmetics and food and beverage segments and now expects organic revenue growth in the range of 3% to 5% in 2025, down from the previous range of 7% to 10%. ($1 = 0.9173 euros) (Reporting by Pretish M J in Bengaluru; Editing by Krishna Chandra Eluri and Tasim Zahid) View Comments |
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| 05.03.25 06:37:58 | Gerresheimer (ETR:GXI) Is Paying Out A Dividend Of €1.25 | |
| Gerresheimer AG's (ETR:GXI) investors are due to receive a payment of €1.25 per share on 10th of June. This makes the dividend yield 1.6%, which will augment investor returns quite nicely. Check out our latest analysis for Gerresheimer Gerresheimer's Projected Earnings Seem Likely To Cover Future Distributions Impressive dividend yields are good, but this doesn't matter much if the payments can't be sustained. Prior to this announcement, Gerresheimer's earnings easily covered the dividend, but free cash flows were negative. With the company not bringing in any cash, paying out to shareholders is bound to become difficult at some point. Looking forward, earnings per share is forecast to rise by 115.5% over the next year. If the dividend continues along recent trends, we estimate the payout ratio will be 19%, which is in the range that makes us comfortable with the sustainability of the dividend.XTRA:GXI Historic Dividend March 5th 2025 Gerresheimer Has A Solid Track Record The company has a sustained record of paying dividends with very little fluctuation. The dividend has gone from an annual total of €0.75 in 2015 to the most recent total annual payment of €1.25. This means that it has been growing its distributions at 5.2% per annum over that time. The growth of the dividend has been pretty reliable, so we think this can offer investors some nice additional income in their portfolio. The Dividend's Growth Prospects Are Limited Some investors will be chomping at the bit to buy some of the company's stock based on its dividend history. However, Gerresheimer has only grown its earnings per share at 4.3% per annum over the past five years. If Gerresheimer is struggling to find viable investments, it always has the option to increase its payout ratio to pay more to shareholders. In Summary Overall, we don't think this company makes a great dividend stock, even though the dividend wasn't cut this year. While the low payout ratio is a redeeming feature, this is offset by the minimal cash to cover the payments. We would be a touch cautious of relying on this stock primarily for the dividend income. Companies possessing a stable dividend policy will likely enjoy greater investor interest than those suffering from a more inconsistent approach. At the same time, there are other factors our readers should be conscious of before pouring capital into a stock. To that end, Gerresheimer has 2 warning signs (and 1 which shouldn't be ignored) we think you should know about. Is Gerresheimer not quite the opportunity you were looking for? Why not check out our selection of top dividend stocks. Have feedback on this article? Concerned about the content?Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. View Comments |
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