Alcon
Note: This is a daily stock update and the information stands true as of 14/05/25, 09:00 CET.
Company Update:
Expert Opinion:
Alcon is a fundamentally sound company that is facing headwinds for the moment. We don t expect any pick up in sales momentum this year and we believe current share price reflects more or less the fair value for the company. No reason to buy the stock at this level for the moment.
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Company Update:
Q1 sales came in at $2.5bn, up 3% lfl. Soft US market conditions, possibly delayed purchase decisions in anticipation of new production launches in 2025 and divestment of certain eye drops in China were the main reasons for the weak performance.
EBIT was unchanged at $511m.
2025 outlook cut; Sales to grow 6-7% (vs 6-8% ) and core EPS to grow 2-5% vs 8-11% previously. EBIT margin in the 20-21% range vs 21-22% previously.
We may have to marginally adjust downwards our estimates for the year.
Alcon is a fundamentally sound company that is facing headwinds for the moment. We don t expect any pick up in sales momentum this year and we believe current share price reflects more or less the fair value for the company. No reason to buy the stock at this level for the moment.
For daily updates, subscribe to our newsletter and for detailed information, reach out to us at sales@alphavalue.eu
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Alphavalue Morning Market Tip
Weak Q1 results but the speculation remains intact.
