AlphaValue upgrades Novonesis to 'add' citing growth acceleration

Novozymes A/S

27/08/2026 10:49

** AlphaValue upgrades bioscience company Novonesis NSISb.CO to "add" from "reduce", saying recent results mark a "clear inflection point" with broad organic growth
** The broker says the company raised its full-year 2026 guidance on "genuine demand strength rather than one-off effects"
** The announcement of an inaugural EUR 1 billion ($1.16 billion) share buyback program signals management confidence in cash generation and the balance sheet
** The analyst highlights the core business is accelerating led by sustained strength in the food and beverage division along with continued innovation
** Improving bioenergy dynamics, including elevated oil prices and tighter Asian biofuel mandates, mean the risk and reward balance "remains compelling"

     
($1 = 0.8587 euros)

 (Reporting by Agnieszka Olenska)
 ((Agnieszka.Olenska@thomsonreuters.com;))