Stock focus shifts to DAX as Redcare and Deutz face potential pressure
The pharmaceutical retail market is seeing a significant shift, with Redcare Pharmacy NV leading the charge. The company recently reported a narrowed net loss of €2.76 million in H1 2025, a marked improvement from the €12.97 million loss in H1 2024. This improvement was driven by a 27% sales growth to €1.43 billion and better adjusted EBITDA performance.
Analysts forecast further revenue growth to about €2.98 billion in 2025, an 11% increase year-over-year. They also expect a reduction in losses per share by over 60% as profitability improves towards breakeven in 2026. Redcare reaffirmed its outlook for more than 25% sales growth in fiscal 2025 and anticipates an adjusted EBITDA margin between 2% and 2.5% for 2025, with mid-to-longer term margin guidance exceeding 8%.
However, the stock has experienced recent share price volatility, with a dip of around 2% in late August 2025 trading, partly related to competition concerns from new entrants in Germany’s pharmacy market. Despite this, Redcare Pharmacy shares are currently trading significantly below their estimated fair value, with projected above-market profitability within three years. The company benefits from favorable legal rulings in Germany and strong insider buying, supporting confidence in future growth.
In contrast, no recent outlook details were located for Deutz shares. The company aims to permanently reduce direct and indirect costs and increase efficiency with structural measures, including short-time work. However, the specifics of their current performance and outlook remain unclear.
| Aspect | Redcare Pharmacy NV | Deutz | |------------------------|-----------------------------------------------------|----------------------------| | Recent Results | Narrowed net loss; 27% sales growth H1 2025[1][2] | No recent data found | | 2025 Revenue Forecast | ~€2.98 billion; 11% growth | N/A | | Profitability Outlook | Loss per share sharply reduced; profitability by 2026 targeted[5] | N/A | | EBITDA Margin | 2–2.5% expected in 2025; >8% in mid-long term[1] | N/A | | Stock Valuation | Trading below fair value; insider buying present[3] | N/A | | Market Risks | High debt (73% equity), price volatility | N/A |
In conclusion, Redcare Pharmacy shares have improved fundamentally with promising growth and narrowing losses, supported by analyst optimism, but remain somewhat volatile and carry financial risks. No recent outlook details were located for Deutz shares, so further specific analysis would require updated data.
