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    Curtis Moiles • BNP Paribas Exane

    Curtis Moiles's questions to Stevanato Group SpA (STVN) leadership

    Curtis Moiles's questions to Stevanato Group SpA (STVN) leadership • Q2 2025

    Question

    Curtis Moiles of BNP Paribas Exane inquired about the 2026 outlook for the Engineering segment, the timeline for footprint expansion in Italy, and the current state of vial order patterns, lead times, and manufacturing utilization.

    Answer

    CFO Marco Dal Lago noted it was too early for 2026 guidance but expects a positive trajectory for Engineering. CEO Franco Stevanato detailed the ongoing footprint optimization, creating centers of excellence. Regarding vials, Stevanato described a gradual market normalization throughout 2025, as some clients still work through inventory while others are back to pre-pandemic levels.

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    Curtis Moiles's questions to Stevanato Group SpA (STVN) leadership • Q3 2024

    Question

    Curtis Moiles of BNP Paribas Exane asked about the moving parts within the wide Q4 revenue guidance range and whether the expected pickup in vial orders would impact Q4 revenue or be delayed until 2025.

    Answer

    CFO Marco Dal Lago specified that the expected Q4 improvement will be driven mainly by the Biopharmaceutical and Diagnostic Solutions (BDS) segment, thanks to high-value products and new plant ramps. He also confirmed that the new vial orders being received are primarily for delivery in early 2025, not Q4 2024.

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