I wrote about $GRF (-1,67 %) when I made my first buy in december 2024, up ~35% since then. Now I’m adding more.
Nothing has changed on my perspective, and doubts about its leverage and management are becoming a smaller risk.
After the short report, the fallen buyout, the new management and some divestment to reduce debt, we already start to see the first results with strong EPS growth and record revenues.
Forecasts place the EPS at 1,2€ in 2026, which would already be a record for the company, improving their 2020 EPS when the stock was at 30€ per share.
I see plenty of upside here and I’m happy to invest in Pharma industry to diversify from my heavy tech, finance and travel portfolio.
