Fresenius SE & Co. KGaA Sponsored ADR (FSNUY)
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Fresenius SE & Co. KGaA (FSNUY) Analyst/Investor Day Transcript
Fresenius SE & Co. KGaA (FSNUY) Analyst/Investor Day Transcript
Fresenius SE & Co. KGaA (FSNUY) Q3 2025 Earnings Call Transcript
Fresenius SE & Co. KGaA (OTCPK:FSNUY) Q3 2025 Earnings Call November 5, 2025 7:30 AM EST Company Participants Nick Stone - Senior VP of Investor Relations & Head of Investor Relations - Fresenius Management SE Michael Sen - CEO, President & Chairman of Management Board of Fresenius Management SE Sara Hennicken - CFO & Member of the Management Board - Fresenius Management SE Conference Call Participants Oliver Metzger - ODDO BHF Corporate & Markets, Research Division Hassan Al-Wakeel - Barclays Bank PLC, Research Division Oliver Reinberg - Kepler Cheuvreux, Research Division Hugo Solvet - BNP Paribas, Research Division Veronika Dubajova - Citigroup Inc., Research Division Graham Doyle - UBS Investment Bank, Research Division Falko Friedrichs - Deutsche Bank AG, Research Division David Adlington - JPMorgan Chase & Co, Research Division Presentation Operator Good afternoon, and welcome to the conference call of Fresenius Investor Relations, which is now starting. May I hand you over to Nick Stone, Head of Investor Relations.
Fresenius: Healthy Portfolio Add
International stocks are essential for portfolio diversification and can provide access to more attractive valuations. Fresenius is a leading global healthcare company with a strong presence and €21.5 billion in annual revenue for 2024. The company specializes in system-critical products and services for critically and chronically ill patients, supporting long-term healthcare trends.
Fresenius: Turnaround For Company, Stock Price
Fresenius SE has shown significant improvement, with a 50% stock price increase and strong financial results, including a 50.6% rise in operating income. The company's restructuring into two segments, Helios and Kabi, has driven growth, particularly in the high-potential biosimilar market. Fresenius has reduced its debt levels and reinstated its dividend, signaling financial health and commitment to shareholder returns.
Fresenius: The Signs Of A Significant Turnaround Are Getting Clearer And Clearer
Fresenius is showing significant upside, with a 25% RoR since early 2024, driven by strong earnings growth and strategic execution. The company's turnaround is evident with improved EPS, reduced leverage, and strong performance in key segments like Kabi and Helios. With a conservative price target of €35/share, I expect a 60% RoR in the next 3 years, with potential for even higher returns.
Are Investors Undervaluing Fresenius SE & Co. (FSNUY) Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Is Fresenius SE & Co. (FSNUY) Stock Undervalued Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Fresenius: Showing Signs Of Recovery, We Have Dawn
Fresenius is showing early signs of recovery, with improved profitability and a simplified structure, making it a promising investment despite past delays. The company's divestments and deleveraging efforts have strengthened its financials, with a forecasted 60-70% RoR over the next three years. Fresenius is expected to resume dividend payments and achieve double-digit EPS growth, supported by strong performance in its Kabi and Helios segments.
