Gerresheimer Stock: Major Bank Pulls Back
Gerresheimer, a global supplier of pharmaceutical packaging, has faced a turbulent year. Its share price has plummeted by over 61% since January, while regulatory scrutiny and profit warnings have added to the pressure. The company is now taking steps to restructure its business and stabilise finances.
The company’s struggles became clearer in 2025 after issuing three profit warnings. Analysts now expect organic revenue to drop by 2% to 4% for the year. Despite these challenges, Gerresheimer remains focused on growth in the GLP-1 medication sector, targeting €200 million in revenue by 2025.
To improve its financial position, the firm plans to spin off—and potentially sell—its molded glass division. This move aims to refocus resources on higher-margin segments and strengthen the balance sheet.
Regulatory issues have also surfaced. Germany’s financial watchdog, BaFin, is investigating Gerresheimer for suspected accounting violations. Meanwhile, BNP Paribas, which previously held a 4.18% stake in the company, was forced to divest its voting rights. The bank reduced its reported stake to zero after breaching BaFin’s disclosure thresholds, using a 'trading book exemption' to comply with regulations.
Gerresheimer’s restructuring efforts come at a critical time. The planned sale of its molded glass unit and focus on GLP-1 medications could reshape its future. However, the company must also address ongoing regulatory concerns and a steep decline in shareholder value.
