Givaudan
Note: This is a daily stock update and the information stands true as of 10/04/25, 09:00 CET.
Company Update:
Expert Opinion:
Another fantastic high quality Swiss company. Following the drop in share price, the stock is back to very attractive level. One to buy now and hold for the long run.
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Company Update:
Q1 org growth came in at 7.4%, ahead of consensus at +6%. Organic growth of -0.5% in North America underpins that Givaudan has not seen pre-buying ahead of the anticipated tariffs but also shows the more volatile customer behavior in the U.S.
The company made clear that it was going to pass on any tariffs as surcharge immediately and expressed confidence that 2025E could be another year better than the long-term growth target of 4-5% organic.
Expert Opinion:
Another fantastic high quality Swiss company. Following the drop in share price, the stock is back to very attractive level. One to buy now and hold for the long run.
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
Solid start of 2025 with signs of recovery in key markets.