MedCap Q2 2025 - The rise, fall, and rise again

Redeye updates its estimates and valuation following MedCap’s Q2 2025 report. MedCap beat our adjusted EBITA projection, and its return to y/y profit growth aligned with what we pencilled in. Recent M&A and organic development should fuel continued growth and margin expansion, while the company’s financial M&A capacity remains substantial even after a recent larger deal in Specialty Pharma.

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