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Investing.com - Berenberg has reduced its price target on Beiersdorf AG (ETR:BEIG) (ETR:BEI) to EUR147.00 from EUR163.00 while maintaining a Buy rating following the company’s first-half 2025 results. The stock has declined over 8% in the past week, with InvestingPro data showing it’s currently trading below its Fair Value.
The German personal care products maker reported organic sales growth of 0.6% year-over-year in the second quarter of 2025, falling short of the 1.6% consensus expectation according to Visible Alpha data. The results were released on August 6. Despite the slowdown, the company maintains impressive gross profit margins of 58.6% and a healthy balance sheet with more cash than debt.
Beiersdorf’s Consumer business segment grew by 1.5% year-over-year, below the 2.9% consensus forecast, while its tesa adhesives division saw sales decline by 3.7%, performing slightly better than the expected 4.8% drop.
The company’s flagship Nivea brand experienced a 0.5% sales decline against expectations of 1.5% growth, which Berenberg attributed to a slowdown in the mass skincare market. The company’s other consumer brands performed better than anticipated.
For the first half of 2025, Beiersdorf posted adjusted EBIT of EUR836 million, 2% below consensus expectations of EUR854 million, resulting in a group operating margin of 16.1%, while adjusted earnings per share of EUR2.54 missed expectations by 7%.
In other recent news, Deutsche Bank (ETR:DBKGn) has adjusted its outlook on Beiersdorf AG, lowering the stock price target from EUR99.00 to EUR98.00. This change comes as the bank maintains its Sell rating on the skincare company, citing slower growth expectations. Deutsche Bank now anticipates a 3.1% organic growth in Beiersdorf’s Consumer segment for fiscal year 2025, a decrease from its previous forecast of 4.0%. Additionally, the bank’s earnings projections for Beiersdorf are approximately 3% below the consensus estimates for FY25 and about 6% below for FY26. These developments highlight Deutsche Bank’s cautious stance towards Beiersdorf’s future performance.
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