Added to YB: 2025-10-08
Pitch date: 2025-10-06
PPGN.SW [bullish]
PolyPeptide Group AG
-1.94%
current return
Author Info
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Company Info
PolyPeptide Group AG operates as a contract development and manufacturing company in Europe, the United States, and India.
Market Cap
CHF 883.3M
Pitch Price
CHF 25.80
Price Target
97.00 (+287%)
Dividend
N/A
EV/EBITDA
37.71
P/E
-25.68
EV/Sales
2.49
Sector
Life Sciences Tools and Services
Category
growth
Overlooked GLP-1 Beneficiary - PolyPeptide Group (PPGN:SIX)
PPGN.SW: Pure-play peptide CDMO growing 15% YOY targeting 25% EBITDA margins on GLP-1 tailwinds. Braine plant ramp H2 2025 to boost revenue ~30%. Mgmt aims to double 2023 revenue by 2028 (600M CHF, 150M EBITDA). Trading at low valuation despite oligopoly w/ high barriers. PT 97 CHF by 2028, 50% IRR potential.
Read full article (16 min)