Virbac is a French firm specialising in animal healthcare markets. Robust R&D, better growth and margin profile of the CA segment, long-term focus on pet care and vaccines (strong potential areas), expansion plans in promising US and Chinese markets, and strong/sacrosanct growth drivers for the overall AH market support the firm’s investment case. While ongoing market challenges can pose near-term (margin) challenges, the underlying balance sheet cushion is a comforting/valuable positioning. Hen ....
28 Sep 2022
A promising animal healthcare play
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A promising animal healthcare play
- Published:
28 Sep 2022 -
Author:
Abhishek Raval -
Pages:
52
Virbac is a French firm specialising in animal healthcare markets. Robust R&D, better growth and margin profile of the CA segment, long-term focus on pet care and vaccines (strong potential areas), expansion plans in promising US and Chinese markets, and strong/sacrosanct growth drivers for the overall AH market support the firm’s investment case. While ongoing market challenges can pose near-term (margin) challenges, the underlying balance sheet cushion is a comforting/valuable positioning. Hen ....