Added to YB: 2026-08-06
Pitch date: 2026-08-04
BEI.DE [neutral]
Beiersdorf Aktiengesellschaft
+6.75%
current return
Author Info
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Company Info
Beiersdorf Aktiengesellschaft, together with its subsidiaries, manufactures and distributes consumer goods in Europe, the United States, Africa, Asia, and Australia.
Market Cap
EUR 17.1B
Pitch Price
EUR 77.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.74
P/E
18.23
EV/Sales
1.50
Sector
Personal Care Products
Category
turnaround
Beiersdorf (BEI Germany): NIVEA reset weighs on 2026
BEI.DE (update): Profit warning ahead of H1 results. FY25 guide cut to low-single-digit organic sales decline (vs flat/+) & margin ≥11.8% (vs ~14%). Q2 organic sales -2.3%; Consumer -3.3%, NIVEA -6.7%. H1 rev €4.95bn (-3.5% organic), op margin 15.5%. Adding €100m H2 marketing to revive NIVEA, sacrificing near-term margins. Eucerin/Aquaphor +7.4%, Tesa stable. Recovery TBD.
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