Gerresheimer stock falls after ending takeover talks with PE investors

Published 17/07/2025, 09:40
© Reuters.

Investing.com -- Gerresheimer shares dropped 3.5% after the company announced it has terminated discussions with private equity investors regarding a potential takeover offer, determining that continuing the talks would not benefit the company or its stakeholders.

The German packaging manufacturer said it will instead accelerate a strategic review of its Moulded Glass business, with results to be presented at a Capital Markets Day scheduled for October 15, 2025. The company will also unveil a new, transparent business segmentation at the event.

Gerresheimer has been engaged in discussions with private equity investors since early 2025 but concluded that pursuing these negotiations further wasn’t in the company’s best interest. Management plans to refocus on its growth strategy, with particular emphasis on biologics, systems and solutions.

Despite ending the takeover talks, Gerresheimer reaffirmed its recently-adjusted medium-term guidance, maintaining a positive outlook on growth prospects. The company continues to expect mid-term organic revenue growth of 6-9% and an organic adjusted EBITDA margin of 23-25%.

The upcoming Capital Markets Day is now positioned as the next significant catalyst for the stock as investors seek additional details about the company’s strategic direction following the abandoned takeover discussions.

Jefferies analysts commented on the development, stating: "The CMD is now the key NT catalyst for investors to watch as we expect more clarity on the MT potential of the different business lines, and the future of the newly-combined Moulded Glass business."

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