Diasorin (1K) | Buy (Not Rated) | Positioned for the next growth cycle

Research evidence excerpt

Diasorin (1K) | Buy (Not Rated) | Positioned for the next growth cycle

Diasorin Buy | Target Price: EUR76.00

Diasorin at a glance: specialty immunodiagnostics and attractive

molecular portfolio

DiaSorin is an Italian family-controlled company focused on in vitro diagnostics, developing

and manufacturing reagent kits and systems for laboratory testing across a broad range of

clinical areas.

Founded in 1968 and now operating globally with a presence in over 25 countries, the

company serves clinical laboratories, hospitals, and research institutions through a

diversified portfolio spanning immunodiagnostics, molecular diagnostics, and licensed

technologies.

Immunodiagnostics (c.70% of sales) remains the core business, based on CLIA technology

and anchored by the LIAISON platform, offering high-throughput, automated testing across

a wide specialty assay menu.

Molecular diagnostics (c. 15%), significantly strengthened by the Luminex acquisition,

provides multiplex and syndromic molecular testing solutions across low- to high-plex

platforms, while Licensed Technologies (c. 15%) offers proprietary multiplexing platforms

and a growing B2B licensing business. Overall, DiaSorin is positioned as a specialist

immunodiagnostic player with expanding exposure to molecular and multiplex

Diasorin business overview

With more than a 56% free float, Diasorin is an Italian family-owned company specialised in in

vitro diagnostics (IVD). The company is listed and headquartered in Italy, and it develops and

manufactures reagent kits and systems for laboratory diagnostics.

The company was founded in 1968 as part of the Sorin Group (biomedical division of Fiat). In 2000,

it became independent through a management buyout led by Gustavo Denegri, who remains its

controlling shareholder with c.