Eckert+Ziegler Q1 preview: Medical to continue growth trajectory - NuWays AG Research

EUZ Q1 26 results are due on May 12. We expect sales of € 72.5m (+6% yoy) and adj. EBIT of € 16.0m (-1% yoy), implying a 22.1% margin (-1.7 pp yoy). This should mark a solid start to FY 26 with radiopharma continuing to drive the business.

EUZ remains a rare picks-and-shovels radiopharma asset, with limited product-specific binary risk and additional upside from Lu-177 and Ac-225 beyond the core Ga-68 growth leg.

Reiterate BUY, PT € 23, based on DCF.

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