Recordati Industria Chimica e Farmaceutica S.p.A. (BIT:REC)
Italy
· Delayed Price · Currency is EUR | Market Cap | 10.17B |
| Revenue (ttm) | 2.62B |
| Net Income (ttm) | 443.62M |
| Shares Out | 204.36M |
| EPS (ttm) | 2.12 |
| PE Ratio | 23.46 |
| Forward PE | 20.03 |
| Dividend | 1.34 (2.69%) |
| Ex-Dividend Date | May 18, 2026 |
| Volume | 303,663 |
| Average Volume | 396,132 |
| Open | 49.46 |
| Previous Close | 49.76 |
| Day's Range | 49.02 - 50.05 |
| 52-Week Range | 43.76 - 55.35 |
| Beta | 0.53 |
| RSI | 57.62 |
| Earnings Date | May 12, 2026 |
About BIT:REC
Recordati Industria Chimica e Farmaceutica S.p.A., together with its subsidiaries, researches, develops, produces, and sells pharmaceuticals in Italy, the United States, Spain, France, Germany, Russia, Ukraine, Turkey, Portugal, North Africa, and internationally. It operates through Specialty and Primary Care; and Rare Diseases segments. The company develops Maapliv for maple syrup urine disease; Isturia for endogenous Cushing’s syndrome; Cystadrops treatment of the ocular manifestations of cystinosis; Carbaglu for hyperammonemia due to n-acety... [Read more]
Financial Performance
In 2025, BIT:REC's revenue was 2.62 billion, an increase of 11.82% compared to the previous year's 2.34 billion. Earnings were 443.62 million, an increase of 6.51%.
Financial StatementsNews
Recordati Industria Chimica e Farmaceutica Earnings Call Transcript: Q4 2025
Revenue grew 11.8% to €2.62B in 2025, with rare disease up 29.7% and EBITDA margin at 37.8%. 2026 guidance targets €2.73–2.8B revenue and high-teens rare disease growth, despite FX headwinds. Investments in ISTURISA and new partnerships, including Moderna, support future growth.
Recordati Industria Chimica e Farmaceutica Transcript: 44th Annual J.P. Morgan Healthcare Conference
Rare diseases drive high-teen growth and now represent 40% of 2025 revenue, with Isturisa’s U.S. label extension and Enjaymo’s integration fueling expansion. SPC remains stable, and disciplined R&D and BD support long-term targets despite FX and product headwinds.
Recordati Industria Chimica e Farmaceutica Transcript: Jefferies London Healthcare Conference 2025
Strong revenue and EBITDA growth were reported, with rare disease driving high teens growth and Isturisa’s peak sales guidance raised above €1.2 billion. Strategic investments and M&A continue, with 2026 marked as an investment year impacting margins, but long-term guidance and operational efficiency remain robust.
Recordati Industria Chimica e Farmaceutica Earnings Call Transcript: Q3 2025
Revenue grew 12.2% to €1.96B with strong rare disease momentum and U.S. growth over 30%. Isturisa’s peak sales estimate doubled to €1.2B+, driving major investment for expanded patient reach. FX headwinds and Cardicor license loss will impact 2026, but long-term growth outlook remains robust.
Italy's Recordati CEO sees rare disease drugs exempt from U.S. tariffs
The head of Italian group Recordati expects treatments for rare diseases to be exempted from the 15% tariff the United States plans to impose on imported European pharmaceutical products, he said on W...
Recordati Industria Chimica e Farmaceutica Earnings Call Transcript: Q2 2025
Revenue grew 11.7% year-over-year to EUR 1.32 billion, with strong gains in rare diseases and specialty care. EBITDA margin was 37.5%, and full-year guidance was confirmed despite FX headwinds. Vascepa and Vistariza are expected to drive future growth.
Five years after COVID, pharma shares languish in US policy limbo
Global healthcare stocks have not been this cheap in decades and fund inflows into the sector are picking up, yet the shares remain in the doldrums, highlighting uncertainty over drug pricing policies...
Recordati Industria Chimica e Farmaceutica Earnings Call Transcript: Q1 2025
Q1 2025 saw 11.9% revenue growth to €680M, with strong gains in both specialty/primary care and rare disease. EBITDA margin was 39.7%, and adjusted net income rose 7.2%. Full-year guidance and 2027 double-digit growth targets were reaffirmed.
RECORDATI: STRONG MOMENTUM OF THE GROUP CONTINUES INTO THE FIRST QUARTER OF 2025 REVENUE +11.9%, EBITDA(1) +10.7%, ADJUSTED NET INCOME(2) +7.2%
Milan, 8 th May 2025 – The Board of Directors of Recordati S.p.A. approved the Group's Interim Report as of 31st March 2025, representing additional voluntary financial reporting(7). The Report was pr...
Recordati Industria Chimica e Farmaceutica Transcript: Investor Update
Ambitious targets include doubling revenue by 2030 and achieving €3–3.2 billion revenue by 2027, driven by diversified growth in specialty care and rare diseases. Recent product approvals and disciplined M&A support strong financial performance and resilience.
Recordati Industria Chimica e Farmaceutica Earnings Call Transcript: Q4 2024
2024 saw double-digit revenue and profit growth, with rare diseases and specialty care both outperforming. 2025 guidance targets further margin expansion and strong top-line growth, supported by new product launches and increased peak sales targets for key assets.
Recordati Industria Chimica e Farmaceutica Transcript: 43rd Annual J.P. Morgan Healthcare Conference 2025
Recordati projects strong growth in both specialty primary care and rare disease, with 2025 revenues expected to surpass EUR 2.6 billion and rare disease approaching 40% of total sales. Recent M&A, including the Enjaymo acquisition, is immediately accretive, and the company remains focused on disciplined expansion, high margins, and key product milestones in 2025.
Recordati CEO sees 'substantial opportunity' in Sanofi drug purchase
Rob Koremans, CEO of Italian pharmaceutical company Recordati, weighs in on the company's purchase of Sanofi's rare immune disorder drug, Enjaymo.
Recordati Industria Chimica e Farmaceutica Transcript: ICR Healthcare's 12th Annual Healthcare Conference
The conference featured a rare disease pharma CEO discussing international growth, M&A, and innovation, while panels debated strategic options for biotech exits amid a buoyant 2025 market. Investor focus remains on management, science, and deal flexibility.
Recordati Industria Chimica e Farmaceutica Earnings Call Transcript: Q3 2024
Revenue grew 12% year-over-year to €1,743 million, with strong performance in both specialty primary care and rare diseases. EBITDA margin reached 38.2%, and free cash flow was €434.3 million. Full-year guidance is confirmed, with minimal 2024 impact from the Enjaymo acquisition.
Recordati Industria Chimica e Farmaceutica Transcript: M&A Announcement
Acquisition of global rights to Enjaymo strengthens the rare disease and hematology portfolio, with strong IP protection, limited competition, and expected peak sales of EUR 250–300 million. The deal is financed mainly by new debt and is set to close by end-2024, pending regulatory approval.
Recordati Industria Chimica e Farmaceutica Earnings Call Transcript: Q2 2024
H1 2024 saw net revenue rise 30.5% year-over-year to €1.185 billion, with strong growth in both specialty/primary care and rare disease. EBITDA margin remained above 38%, and full-year guidance was raised, reflecting robust momentum and sector-leading profitability.