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Risk-on strategy and asset rotation pay off in FY 25

18/02/26 -"Organic growth is slowing overall, yet it remains robustly supported by the German residential sector. Portfolio rotation also bolsters recurring EPS, which is expected to continue growing in FY 26. "

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67
Language
English
Published on
18/02/26
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EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

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