Recordati Industria Chimica e Farmaceutica S.p.A. (BIT:REC)
Italy · Delayed Price · Currency is EUR | Market Cap | 10.84B +1.6% |
| Revenue (ttm) | 2.71B +9.1% |
| Net Income | 497.18M +22.1% |
| EPS | 2.38 +22.2% |
| Shares Out | 204.81M |
| PE Ratio | 22.27 |
| Forward PE | 19.30 |
| Dividend | 1.34 (2.53%) |
| Ex-Dividend Date | May 18, 2026 |
| Volume | 373,193 |
| Open | 52.95 |
| Previous Close | 53.00 |
| Day's Range | 52.95 - 53.10 |
| 52-Week Range | 43.76 - 54.45 |
| Beta | 0.50 |
| Analysts | Buy |
| Price Target | 60.10 (+13.5%) |
| Earnings Date | Nov 10, 2026 |
About BIT:REC
Recordati Industria Chimica e Farmaceutica S.p.A., together with its subsidiaries, researches, develops, produces, and sells pharmaceuticals in Italy, the United States, Spain, France, Germany, Russia, Ukraine, Turkey, Portugal, North Africa, and internationally. It operates through Specialty and Primary Care; and Rare Diseases segments. The company develops Maapliv for maple syrup urine disease; Isturia for endogenous Cushing’s syndrome; Cystadrops treatment of the ocular manifestations of cystinosis; Carbaglu for hyperammonemia due to n-acety... [Read more]
Financial Performance
In 2025, BIT:REC's revenue was 2.62 billion, an increase of 11.82% compared to the previous year's 2.34 billion. Earnings were 443.62 million, an increase of 6.51%.
Financial StatementsAnalyst Summary
According to 8 analysts, the average rating for REC stock is "Buy." The 12-month stock price target is €60.10, which is an increase of 13.50% from the latest price.
News
CVC, GBL sweeten bid for Italian drugmaker Recordati
CVC Capital Partners and Belgian investment firm Groupe Bruxelles Lambert raised on Tuesday their takeover bid for Italian drugmaker Recordati to €53 per share and extended the offer period.
Palliser Capital urges Recordati's board to withdraw support for CVC-GBL offer
Activist investor Palliser Capital said on Monday it had urged Recordati's board to withdraw support for a €51.29 per share takeover offer from CVC Capital Partners and Belgian investment group Groupe...
Recordati Industria Chimica e Farmaceutica Earnings Call Transcript: Q2 2026
Revenue grew 6.6% to EUR 1.4 billion in H1 2026, led by Rare Disease and U.S. market strength. EBITDA margin reached 38.3%, with robust cash flow and net debt below 1.9x EBITDA. Full-year guidance is reaffirmed, with high-teen growth expected in Rare Disease.
Recordati Industria Chimica e Farmaceutica Earnings release: Q2 2026
Recordati Industria Chimica e Farmaceutica released its Q2 2026 earnings on July 29, 2026, summarizing the period's financial results.
Recordati Industria Chimica e Farmaceutica Slides: Q2 2026
Recordati Industria Chimica e Farmaceutica has posted slides in relation to its Q2 2026 quarterly earnings report, which was published on July 29, 2026.
Recordati Industria Chimica e Farmaceutica Quarterly report: Q2 2026
Recordati Industria Chimica e Farmaceutica has published its Q2 2026 quarterly earnings report on July 29, 2026.
Recordati first-half core profit rises 8.8% on rare diseases
Italian drug maker Recordati on Tuesday posted an 8.8% rise in its first-half core profit (EBITDA) to €540.2 million ($615.6 million) boosted by its rare diseases segment.
CVC, Groupe Bruxelles Lambert Make $12.5 Billion Bid to Take Recordati Private
The consortium said the offer is aimed at delisting Recordati from Euronext Milan and supporting the drugmaker's expansion in rare diseases.
CVC, GBL launch 10.7 bln euro full takeover offer for Italy's Recordati
Private equity firm CVC Capital Partners and Belgian investment group GBL said on Friday they had launched a 10.7 billion euro ($12.43 billion) full voluntary cash bid on Italian pharmaceutical gro...
Recordati Industria Chimica e Farmaceutica Earnings Call Transcript: Q1 2026
Q1 2026 saw strong revenue and profit growth, led by rare disease, especially ISTURISA and Enjaymo, despite FX headwinds. Guidance for 2026 is reaffirmed, with high-teen growth in rare disease and sector-leading margins expected.
Recordati Industria Chimica e Farmaceutica Earnings release: Q1 2026
Recordati Industria Chimica e Farmaceutica released its Q1 2026 earnings on May 13, 2026, summarizing the period's financial results.
Recordati Industria Chimica e Farmaceutica Slides: Q1 2026
Recordati Industria Chimica e Farmaceutica has posted slides in relation to its Q1 2026 quarterly earnings report, which was published on May 13, 2026.
Recordati Industria Chimica e Farmaceutica Quarterly report: Q1 2026
Recordati Industria Chimica e Farmaceutica has published its Q1 2026 quarterly earnings report on May 13, 2026.
Recordati Industria initiated with an Outperform at BNP Paribas
BNP Paribas analyst Kirsty Ross-Stewart initiated coverage of Recordati Industria (RICFY) with an Outperform rating and EUR 56 price target The firm sees “Significant” valuation upside.
Recordati Industria Chimica e Farmaceutica Earnings Call Transcript: Q4 2025
Revenue grew 11.8% to €2.62B in 2025, with rare disease up 29.7% and EBITDA margin at 37.8%. 2026 guidance targets €2.73–2.8B revenue and high-teens rare disease growth, despite FX headwinds. Investments in ISTURISA and new partnerships, including Moderna, support future growth.
Recordati Industria Chimica e Farmaceutica Earnings release: Q4 2025
Recordati Industria Chimica e Farmaceutica released its Q4 2025 earnings on February 18, 2026, summarizing the period's financial results.
Recordati Industria Chimica e Farmaceutica Slides: Q4 2025
Recordati Industria Chimica e Farmaceutica has posted slides in relation to its Q4 2025 quarterly earnings report, which was published on February 18, 2026.
Recordati Industria Chimica e Farmaceutica Annual report: Q4 2025
Recordati Industria Chimica e Farmaceutica has published its Q4 2025 annual report on February 18, 2026.
Recordati Industria upgraded to Equal Weight from Underweight at Barclays
Barclays upgraded Recordati Industria (RICFY) to Equal Weight from Underweight with an unchanged price target of EUR 48. The firm cites valuation for the upgrade.
Recordati Industria upgraded to Buy from Hold at Kepler Cheuvreux
Kepler Cheuvreux upgraded Recordati Industria (RICFY) to Buy from Hold with a price target of EUR 57.50, up from EUR 55.50. The firm sees an “appealing” valuation at current levels.
Recordati Industria Chimica e Farmaceutica Transcript: 44th Annual J.P. Morgan Healthcare Conference
Rare diseases drive high-teen growth and now represent 40% of 2025 revenue, with Isturisa’s U.S. label extension and Enjaymo’s integration fueling expansion. SPC remains stable, and disciplined R&D and BD support long-term targets despite FX and product headwinds.
Recordati Industria Chimica e Farmaceutica Slides: 44th Annual J.P. Morgan Healthcare Conference
Recordati Industria Chimica e Farmaceutica has posted slides in relation to its latest quarterly earnings report, which was published on January 14, 2026.
Recordati Industria Chimica e Farmaceutica Transcript: Jefferies London Healthcare Conference 2025
Strong revenue and EBITDA growth were reported, with rare disease driving high teens growth and Isturisa’s peak sales guidance raised above €1.2 billion. Strategic investments and M&A continue, with 2026 marked as an investment year impacting margins, but long-term guidance and operational efficiency remain robust.
Recordati Industria Chimica e Farmaceutica Earnings Call Transcript: Q3 2025
Revenue grew 12.2% year-over-year to €1.96 billion, with strong rare disease and U.S. performance. Isturisa’s peak sales estimate was doubled to over €1.2 billion, targeting non-overt Cushing’s syndrome, and significant investments are planned to support this growth. FX headwinds and the Cardicor license loss will impact near-term margins, but long-term growth prospects remain robust.
Recordati Industria Chimica e Farmaceutica Quarterly report: Q3 2025
Recordati Industria Chimica e Farmaceutica has published its Q3 2025 quarterly earnings report on November 12, 2025.