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Dec 11 2020, 06:30 GMT
DSM-Firmenich
Animal Nutrition platform – conviction grows post Investor Event
- Sectors : Foods
- Companies : DSM-Firmenich
DAVY VIEW
DSM's recent Investor Event confirmed management's ambition in the Nutrition arena, with equal emphasis placed on the Human and Animal Nutrition (AN) growth platforms. The elevation of a solutions-focused offering is notable â the concept of end-to-end personalised or 'precision' nutrition now forms a key pillar of DSM's innovation agenda. Following our deep-dive report on DSM's AN business, we maintain strong conviction on model relevancy and structural growth with enhanced financial firepower. We reiterate our 'Outperform' rating.
