Bernstein lifts Virbac to 'outperform', as Supercharge portfolio boosts margins
BUZZ-Bernstein lifts Virbac to 'outperform', as Supercharge portfolio boosts margins ** Bernstein upgrades French veterinary products maker Virbac VIRB.PA to "outperform", saying first-half results provide evidence that its "Supercharge" portfolio is becoming a meaningful driver of margin expansion
** Broker highlights robust and broad-based sales momentum across regions, with Europe up 6.5%, international sales up 7.5% and North America delivering 10% organic growth in H1 despite Q2 manufacturing disruption
** It flags that company's FY26 guidance has evolved toward the upper end of the 5.5%-7.5% organic growth range, with the EBIT margin target maintained at around 17%
** Bernstein raises EPS estimates by 6% to 11% for 2026-2029 and its PT to €426 ($489.01), implying 35% upside from the current price
** Out of 10 analysts that cover the company, seven rate the stock "strong buy" or "buy," and two rate "hold" — LSEG data
($1 = 0.8712 euros)
(Reporting by Jerome Terroy)
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