Should investors sell immediately? Or is it worth buying Redcare Pharmacy?<\/a><\/p>\nThat challenge is at the heart of a political subplot. Deutsche Bank analyst Jan Koch points to emerging discussions in Berlin about raising the fixed remuneration for prescription medicines. If enacted, such a shift would directly boost Redcare\u2019s margins. Koch maintains a \u201cBuy\u201d rating with a \u20ac99 target, while Jefferies is even more bullish at \u20ac150 on e-prescription momentum. UBS, however, sets the bar at just \u20ac74, flagging a slowdown in the core OTC business.<\/p>\n
The company itself has declared 2026 a year of peak investment, pouring capital into a new logistics hub in Pilsen, capacity for 15?million additional parcels, and automation at its Sevenum site. These expenditures forced management to trim the medium-term margin ambition from above 8% to above 5%. Cash has accordingly shrunk to \u20ac135.0?million from \u20ac203.5?million, partly due to \u20ac64.5?million in convertible bond repayments.<\/p>\n
The full-year guidance remains unchanged: 13?15% top?line growth, German Rx revenue above \u20ac670?million, and an adjusted EBITDA margin of at least 2.5%. The half-year report due in late July will be the first major test of whether margins are tracking that path.<\/p>\n
Analyst forecasts are starkly divided \u2013 the average target of roughly \u20ac95 conceals a range from \u20ac54 to \u20ac150. For now, the equity moves in a narrow band, tugged by bear covering on one side and uncertainty over whether political tailwinds will materialise to justify the margin narrative. A decisive breakout will require more than technical relief; it needs Berlin to turn its discussions into hard numbers.<\/p>\n
Ad<\/p>\n
Redcare Pharmacy Stock: New Analysis – 23 May<\/p>\n
Fresh Redcare Pharmacy information released. What’s the impact for investors? Our latest independent report examines recent figures and market trends.<\/p>\n
Read our updated Redcare Pharmacy analysis…<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Redcare Pharmacy shares struggle at \u20ac44.52 despite short seller retreat and strong Q1 revenue growth. Political talks on…\n","protected":false},"author":2,"featured_media":90999,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[99],"tags":[112,14530,47921,47924,29305,190,47923,697,47922,47919,47920,950],"class_list":["post-90998","post","type-post","status-publish","format-standard","has-post-thumbnail","category-berlin","tag-berlin","tag-berlins","tag-covering","tag-directions","tag-gambit","tag-germany","tag-opposite","tag-pharmacy","tag-pull","tag-redcare","tag-short","tag-stock"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@dk\/116628821565632223","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/posts\/90998","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/comments?post=90998"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/posts\/90998\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/media\/90999"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/media?parent=90998"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/categories?post=90998"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/tags?post=90998"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}