Business · Companies · 7 hrs ago
Analysts back Puig ahead of its October 28 investor day
Analysts see potential for Puig to regain ground on the stock market, citing its business mix, valuation and upcoming investor day.
The Spanish beauty group will present growth and profitability plans through 2032 on October 28.
Investors are looking for more detail on its businesses, acquisition benefits and plans to expand into new channels and markets.
Some analysts expect makeup and skin care to drive medium-term growth, while views differ on the outlook for fragrances.
Puig’s planned acquisition of Isdin would diversify its income, though it could initially lower profit margins.
Analysts say Isdin could add about 3% to earnings per share, while also bringing purchasing and scale benefits.
The investor day is the next key event, as analysts weigh these prospects against the risk of Puig relying heavily on a limited number of brands.
Analysts see Puig’s valuation, diversified business and upcoming investor day as reasons the company could regain ground on the stock market.
Puig is due to present its growth and profitability strategy through 2032 on October 28.
Analysts expect the event to clarify the potential of its three businesses, acquisition synergies and expansion opportunities.
Some analysts see makeup and skin care as the main medium-term growth drivers, while XTB sees scope for improvement in fragrances.
The planned acquisition of Isdin could diversify revenue, although it would initially dilute consolidated margins.
- Who
- Puig and analysts covering the company.
- What
- Analysts see reasons for optimism ahead of Puig’s investor day, where it plans to present its growth and profitability strategy through 2032.
- When
- The investor day is scheduled for October 28, 2026. The article was published on October 17, 2026.
- Where
- Not stated.
- Why
- Analysts point to Puig’s valuation, business diversification, potential acquisition synergies and growth opportunities.
Some analysts
XTB
Fragrance outlook
Some analysts
Some analysts expect fragrances and fashion to grow below the group average.
XTB
XTB sees the possibility of an improvement in fragrances, citing growth in aspirational luxury.
Expansión published its report on analysts’ views ahead of Puig’s investor day.
Puig is scheduled to present its growth and profitability strategy through 2032.
- Investor day
- October 28, 2026
- Strategy horizon
- Through 2032
- Renta 4 Banco target price
- €22.6 per share
- Potential upside cited by Renta 4 Banco
- 15.5%
- Puig valuation
- 11 times estimated 2027 operating profit and 14 times earnings