Amantika [on for Mike Ryskin]'s questions to Stevanato Group SpA (STVN) leadership • Q2 2025
Question
An analyst from Bank of America inquired if the raised guidance for the BDS segment was due to customers pulling forward orders ahead of tariffs, and asked for more details on the recently announced $200 million credit facility.
Answer
CEO Franco Stevanato and CCO Lisa Miles confirmed they are not seeing a customer pull-forward phenomenon related to tariffs, noting that forecasts remain regular. CFO Marco Dal Lago explained the new financing supports strategic capacity expansion for syringes and cartridges in Latina and Fishers and will also be used to reimburse some legacy financing.