Eurofins Scientific (EUFI.PA): Business Services, Transport, Leisure and Infra & Building Materials Conference — Key Takeaways

研报英文原文证据摘录

Eurofins Scientific (EUFI.PA): Business Services, Transport, Leisure and Infra & Building Materials Conference — Key Takeaways

Equity Research

17 June 2026 | 7:33AM BST

Eurofins Scientific (EUFI.PA): Business Services, Transport, Leisure and

Infra & Building Materials Conference — Key Takeaways

Suhasini Varanasi

+44(20)7774-3722 |

suhasini.varanasi@gs.com

Goldman Sachs International

Harshita Bhatter, CFA

+1(332)245-7830 |

harshita.bhatter@gs.com

Goldman Sachs India SPL

Presenters: We hosted Andrew Swift, Head of Investor Relations, and Gabrielle

Derrey, Investor Relations Analyst at Eurofins, yesterday (June 16) at our London

office, as part of our 2026 Goldman Sachs Business Services, Transport & Leisure

conference.

Key Takeaways

n The company repeated its message from 1Q results to deliver MSD organic

growth for 2026 despite the weaker start to the year (affected by weather).

Regarding weather impact, the company indicated that they saw some catch-up

in March and expect to recover most but not all of the impact this year.

n On medium term organic growth potential, the company indicated they would

need to see a recovery in BioPharma in order to get to their 6.5% target.

n Eurofins continues to invest in AI and technology to help drive efficiencies and

improve productivity among employees. Network leverage, along with lower IT

costs, offer potential to support margin expansion potential by 2027. On IT, the

company indicated that it was on track to move its Food & Feed and Environment

IT in Europe to separate single systems by 2027, and hopes to then switch off

legacy systems / eliminate dual-running costs.

n Regarding AI investments by their customers, especially in BioPharma, Eurofins

sees it as a potential opportunity (while acknowledging risks to discovery) - if