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    Alvaro Lenze Julia

    Vice President and Equity Analyst at Alantra

    Alvaro Lenze Julia is a Vice President and Equity Analyst at Alantra, focusing on the consumer goods and retail sectors. He covers a range of prominent companies including DIA, Ebro Foods, and Viscofan, providing research that informs both institutional and private investors. Lenze Julia began his professional journey in finance around 2018, joining Alantra from a background in financial consulting and investment analysis. He holds a CFA charter designation and is registered with CNMV in Spain, consistently delivering industry-leading stock recommendations and maintaining a track record of strong relative returns for clients.

    Alvaro Lenze Julia's questions to Grifols (GRFS) leadership

    Alvaro Lenze Julia's questions to Grifols (GRFS) leadership • Q2 2024

    Question

    In a follow-up, Alvaro Lenze Julia asked about the drivers of strong Albumin performance, requesting an update on related clinical trials. He also asked for clarification on a EUR 27 million EBITDA adjustment related to the Shanghai RAAS stake.

    Answer

    CEO Nacho Abia attributed the strong Albumin performance to demand from China, where Grifols is well-positioned, and noted that top-line results for the PRECIOSA study in liver cirrhosis are expected in Q4. VP of IR Daniel Segarra directed the question on the specific EBITDA adjustment to the report's annexes for a full reconciliation.

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