REC.MI · MIL FTSE MIB

Recordati Industria Chimica e Farmaceutica S.p.A.

Healthcare · Drug Manufacturers - General

€52.70 −€0.30 (−0.57%) today

Closing price on Nov 11, 2026 · Source: Yahoo Finance

Consensus of 7 analysts

Hold

Median price target €54.50 +3.4%

Open: €52.90
Day range: 52.65 – €53.00
52-week range: 43.76 – €54.45
Volume: 41,466
Market cap: €10,967M
P/E (TTM): 21.0x
EPS (TTM): €2.51
EPS est. 2026: €2.46
P/E est. 2026: 21.4x
Dividend yield: 1.3%
Beta: 0.51
Payout: 56%

Recordati financials

Q2 2026 results, quarter ended Jun 30, 2026

Metric	Q2 2026	1-year change
Total revenue	€697M	+8.3%
Net income	€117M	+28.0%
Earnings per share	€0.56	+28.0%
Net margin	16.7%	+2.6 pp
Free cash flow	€156M	+114.0%
Debt / equity	1.08	−18.0%

Revenue and net income (€M)

Total revenueNet income

Quarter	Total revenue	Net income
Q2 2025	€644M	€91M
Q3 2025	€632M	€110M
Q4 2025	€662M	€117M
Q1 2026	€713M	€153M
Q2 2026	€697M	€117M

Recordati earnings per share (EPS)

Consensus estimates

Period	EPS est.	1-year change
Current year2026 · Analysts: 4	€2.4572.33 – 2.56	+15.9%€2.121
Next year2027 · Analysts: 4	€3.7883.71 – 3.87	+18.2%€3.204

Forward P/E: 21.4x (2026) and 13.9x (2027) at the current price.

Actual and estimated EPS (€)

Actual EPSEstimated EPS

Quarter	Actual EPS	Estimated EPS
Q2 2025	€0.438	—
Q3 2025	€0.529	—
Q4 2025	€0.756	€0.760
Q1 2026	€0.732	€0.865
Q2 2026	€0.560	—
Q3 2026	€0.838	€0.790

Year	Actual EPS	Estimated EPS
2022	€1.494	—
2023	€1.861	—
2024	€1.992	—
2025	€2.121	—
2026	—	€2.457
2027	—	€3.788

EPS trend

Quarter	EPS	YoY change
Q3 2026	€0.838est. €0.790 · surprise +6.1%	+58.3%
Q2 2026	€0.560	+28.0%
Q1 2026	€0.732est. €0.865	n/a
Q4 2025	€0.756est. €0.760 · surprise −0.6%	n/a
Q3 2025	€0.529	n/a
Q2 2025	€0.438	n/a

Year	EPS	Annual change
2027Estimated	€3.788	+54.2%
2026Estimated	€2.457	+15.9%
2025	€2.121	+6.5%
2024	€1.992	+7.0%
2023	€1.861	+24.6%
2022	€1.494	n/a

Normalised EPS according to the analyst consensus collected by Yahoo Finance; it may differ from the reported EPS in the results table.

Recordati dividend

Yield and payments

Dividend yield (TTM)	1.3%
Forward yield (next 12m)	2.7%
Dividend per share (TTM)	€0.71
Forward dividend (next 12m)	€1.42
Payout (TTM)	56%
Last dividend	€0.71May 18, 2026
Next ex-dividend date	n/a

Dividend per share by year (€)

PaidEstimated

Year	Dividend per share
2019	€0.95
2020	€1.02
2021	€1.08
2022	€1.12
2023	€1.17
2024	€1.23
2025	€1.30
est. 12m	€1.42

Recordati forecasts

7 analyst ratings

Buy14% Hold71% Sell14%

Consensus: Hold · 1 buy, 5 hold, 1 sell

1-year price forecast

Share price Price target (high, median, low)

12-month price targets
Target	Price	Upside
High	€71.00	+34.7%
Median	€54.50	+3.4%
Low	€51.30	−2.7%

Monthly close (last 12 months)
Date	Close
Nov 28, 2025	€50.90
Dec 30, 2025	€48.54
Jan 30, 2026	€46.34
Feb 27, 2026	€48.42
Mar 31, 2026	€49.04
Apr 30, 2026	€49.64
May 29, 2026	€51.50
Jun 30, 2026	€51.30
Jul 31, 2026	€51.65
Aug 31, 2026	€52.55
Sep 30, 2026	€52.65
Oct 30, 2026	€53.00
Nov 11, 2026	€52.70

Recordati peers

Ticker	Company	Market cap (€M)	P/E	Price (€)	1-day change	52-week range
REC.MI	Recordati	10,967	21.0x	52.70	−0.57%	43.7654.45
SAN.PA	Sanofi	102,686	24.8x	85.71	−0.28%	69.7590.79
BAYN.DE	Bayer	55,546	n/a	56.54	−0.95%	26.6457.78
GRF.MC	Grifols	7,701	15.9x	11.32	−0.53%	8.4311.70
LLY	Lilly	1,275,805	46.5x	1,432.29 $	+1.44%	850.511,453.00
JNJ	Johnson & Johnson	675,925	42.6x	280.78 $	−0.47%	189.05283.25

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