Added to YB: 2026-10-13
Pitch date: 2026-10-09
SRT.DE [bullish]
Sartorius Aktiengesellschaft
+2.2%
current return
Author Info
No bio for this author
Company Info
Sartorius Aktiengesellschaft provides bioprocess solutions, and lab products and services worldwide. The company offers analytical solutions, such as biolayer interferometry systems, high-throughput screening by cytometry systems, process analytical technology and data analytics, cell selection and retrieval, live-cell imaging and analysis systems, and surface plasmon resonance systems; cell culture solutions, including bioreactors and fermenters, cell culture reagents, supplements and matrices, nucleic acid and delivery solutions, cell culture media, and cell lines and buffers; and fluid management products.
Market Cap
EUR 15.8B
Pitch Price
EUR 204.50
Price Target
N/A
Dividend
0.29%
EV/EBITDA
21.30
P/E
N/A
EV/Sales
5.79
Sector
Life Sciences Tools and Services
Category
turnaround
Sartorius: German Compounder That Fell 80% After the Covid Party. Buy the Dip?
SRT.DE (overview): Sartorius generates ~80% recurring revenue because its bioprocess bags and filters are repurchased each batch and costly to switch after regulatory validation. Post-Covid destocking is easing: H1 2026 operational sales grew 7.7%, the underlying EBITDA margin recovered above 30%, and management guides to 5-9% growth this year. The bullish recovery case remains expensive at ~61x forward earnings and depends on lifting 2025 ROIC from just ~4.5%.
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