Reported by Consejeros Editorial Team Grifols is reorganising its operating model to give its subsidiaries greater autonomy, financial independence and the capacity for self-management. The plan aims to transform these subsidiaries into self-sufficient plasma businesses by improving their control, compliance and financial reporting frameworks. The company will adopt a dual operating model, in which plasma sourced from the US will primarily supply the US market, whilst plasma from the rest…

The Australian pharmaceutical company issued a profit warning on Monday for the 2026 financial year, but, judging by the robust demand for Grifols’ immunoglobulins, the issues stem from internal operational challenges rather than a general market downturn. Analysis by Renta 4 Australian firm CSL cut its guidance for the 2026 financial year on Monday, announced ~$5 billion in impairments (due to Vifor, a business it does not share with Grifols…

Alphavalue/Divacons | The Catalan company specialising in blood products has consolidated its position among the world’s most sustainable biotech companies after improving its rating in the Dow Jones Best-in-Class indices. With a score of 74 points – four more than the previous year – the firm has now been listed for five consecutive years on the World index and six on the Europe index. Grifols: Buy, Target Price €14.3 per…

Link Securities | Grifols (GRF) plans to make an early repayment of €500 million of its 7.5% senior secured bonds maturing in 2030. This transaction would enable the company to reduce its higher-cost debt, as part of its strategy to lower its cash interest expense and strengthen its capital structure. The partial repayment of the 7.5% senior secured bonds maturing in 2030 will take place following the previously announced and…

Banc Sabadell | Following the deaths of two customers who visited a Grifols (GRF) plasma centre in Canada, there are calls for the closure of the company’s centres there, according to Bloomberg. A third person is reportedly suing Grifols for liver damage, and the Canadian health service has reportedly stated that there are at least four Grifols centres in the country that do not meet medical standards. Assessment: Negative news…

Link Securities | The company has received financing commitments from a syndicate of international banks for a new revolving credit facility (RCF) of approximately $2 billion, the website Bolsamania.com reported yesterday. This new credit facility would more than double the size of the previous one, which stood at $938 million, and would have a maturity of 6.5 years, further strengthening Grifols’ financial flexibility and balance sheet. The new facility coming…

Link Securities | On Monday, credit rating agency Moody’s Ratings upgradedGrifols’ corporate family rating (CFR) from ‘B2’ to “B1”, reflecting the company’s continued operating performance and the ‘strength’ of its business fundamentals, Bolsamania.com reported yesterday. On the other hand, the agency has changed the outlook from ‘positive’ to ‘stable’. The rating agency explained that this change in rating reflects Grifols’ ‘solid operating performance, with strong revenue growth and profitability, which…

Link Securities | Spanish pharmaceutical company Grifols (GRF) reported on Tuesday that on 11 December 2025, the European Medicines Agency (EMA) had issued a Certificate of Compliance with EU legislation for plasma supplied by Grifols Egypt for Plasma Derivatives (GEPD), the joint venture established in 2020 between Grifols and Egypt’s National Service Projects Organisation. This certification was granted following a quality inspection of the plasma centres owned by GEPD and…

Alphavalue/Divacons | Gotham City Research believes that the legal investigations stemming from its bearish attack on Grifols (GRF) in January 2024 will not result in a significant financial blow to the company, and has therefore ruled out making provisions for this possible contingency. This position is maintained despite the fact that the Spanish pharmaceutical company has initiated legal proceedings in the United States in which it is claiming millions in…