Diasorin SpA
DIA: XMIL (ITA)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| bV | LOCK|?n#&> | LOCK|?jhtx& |
Diasorin Resets Mid-Term Targets During Investor Day; Reduce Fair Value Estimate by 10% to EUR 71
Business Strategy and Outlook
Diasorin is a niche player in the fragmented in-vitro diagnostics market, with a strong focus on specialty immunodiagnostics. The company provides testing equipment and reagents, creating recurring sales opportunities from its installed base. Diasorin benefited from the covid pandemic, with related sales reaching 30% of the company's total sales, which have subsequently declined sharply, now accounting for 1% of sales.
