• Datwyler recently announced a collaboration with LTS Device Technologies and Stevanato Group to create a pre-verified large-volume subcutaneous drug delivery ecosystem, showcased at Pharmapack in Paris in January 2026.
• The partnership highlights how Stevanato’s EZ-fill large-volume cartridges can be integrated with advanced plungers and wearable devices to support at-home administration of sensitive therapies.
• We’ll now explore how this large-volume self-administration platform could influence Stevanato Group’s investment narrative and growth positioning.

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Stevanato Group Investment Narrative Recap

To own Stevanato Group, you need to believe in long term demand for high value drug containment and delivery solutions, especially for complex biologics and self-administration. The Datwyler and LTS collaboration showcases Stevanato’s EZ fill cartridges in large volume wearable platforms, but does not materially change the near term focus on scaling Fishers and Latina or the key risks around capital intensity, free cash flow pressure and dependence on a concentrated biopharma customer base.

Among recent announcements, the €200 million financing secured in July 2025 for Cisterna di Latina and Fishers remains the most relevant, because it underpins the capacity that could eventually supply ecosystems like the Datwyler LTS Stevanato platform. While this funding supports Stevanato’s ability to serve growing biologics and self administration demand, it also increases exposure to execution risk if these greenfield sites take longer than expected to ramp efficiently or if customer ordering patterns become more volatile.

However, investors should also be aware that Stevanato’s heavy reliance on a small number of big biopharma customers could...

Stevanato Group's narrative projects €1.5 billion revenue and €242.0 million earnings by 2028. This requires 9.2% yearly revenue growth and a €107.4 million earnings increase from €134.6 million today.

Uncover how Stevanato Group's forecasts yield a $28.78 fair value, a 46% upside to its current price.

Exploring Other Perspectives

Two fair value estimates from the Simply Wall St Community cluster tightly around €28.61 to €28.78 per share, showing how even a small sample can converge. You should weigh these alongside the execution risk around Stevanato’s capital intensive expansion, and consider how differing views on that risk might shape very different expectations for future performance.

Explore 2 other fair value estimates on Stevanato Group - why the stock might be worth as much as 46% more than the current price!

Build Your Own Stevanato Group Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Stevanato Group research is our analysis highlighting 4 key rewards that could impact your investment decision.
• Our free Stevanato Group research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Stevanato Group's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.