Sigma Healthcare's New Bull Expects Profit Margins to Widen -- Market Talk

Dow Jones

03/20

2206 GMT - Sigma Healthcare's share price recently dropped to a more than one-year low, leading Jefferies to turn bullish on the pharmacy owner's stock. Analyst David Stanton says Sigma is a high-quality retail franchise. "We expect growth to continue, notwithstanding moderating impact from GLP-1 sales in 2H FY26," Jefferies says. It expects Sigma's profit margins to expand more. That's due to increased volumes off a fixed-cost base and ongoing growth in higher-margin generic drugs. Jefferies also expects Sigma to make improvements in its wholesaling business. It upgrades Sigma to buy, from hold. Sigma ended Thursday at A$2.66, below Jefferies's A$3.05/share price target. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

March 19, 2026 18:06 ET (22:06 GMT)

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Analyst David Stanton says Sigma is a high-quality retail franchise. \"We expect growth to continue, notwithstanding moderating impact from GLP-1 sales in 2H FY26,\" Jefferies says. It expects Sigma's profit margins to expand more. That's due to increased volumes off a fixed-cost base and ongoing growth in higher-margin generic drugs. Jefferies also expects Sigma to make improvements in its wholesaling business. It upgrades Sigma to buy, from hold. Sigma ended Thursday at A$2.66, below Jefferies's A$3.05/share price target. 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Analyst David Stanton says Sigma is a high-quality retail franchise. \"We expect growth to continue, notwithstanding moderating impact from GLP-1 sales in 2H FY26,\" Jefferies says. It expects Sigma's profit margins to expand more. That's due to increased volumes off a fixed-cost base and ongoing growth in higher-margin generic drugs. Jefferies also expects Sigma to make improvements in its wholesaling business. It upgrades Sigma to buy, from hold. Sigma ended Thursday at A$2.66, below Jefferies's A$3.05/share price target. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 19, 2026 18:06 ET (22:06 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2620264274","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2620264274","pubTimestamp":1773957960,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2206 GMT - Sigma Healthcare's share price recently dropped to a more than one-year low, leading Jefferies to turn bullish on the pharmacy owner's stock. Analyst David Stanton says Sigma is a high-quality retail franchise. \"We expect growth to continue, notwithstanding moderating impact from GLP-1 sales in 2H FY26,\" Jefferies says. It expects Sigma's profit margins to expand more. That's due to increased volumes off a fixed-cost base and ongoing growth in higher-margin generic drugs. Jefferies also expects Sigma to make improvements in its wholesaling business. It upgrades Sigma to buy, from hold. Sigma ended Thursday at A$2.66, below Jefferies's A$3.05/share price target. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4588":"碎股","BK7103":"保健护理产品经销商","XLV":"健康照护类股ETF-SPDR","SIG.AU":"SIGMA HEALTHCARE LTD","BK4585":"ETF&股票定投概念","LU0128526141.USD":"TEMPLETON GLOBAL SMALLER COMPANIES \"A\" ACC","XBI":"SPDR S&P Biotech ETF","LU0029874061.USD":"TEMPLETON GLOBAL SMALLER COMPANIES \"A\" YDIS INC","BK4581":"高盛持仓","LABU":"三倍做多标普生物-Direxion","HCSG":"Healthcare Svcs Group Inc","BK4137":"综合支持服务"},"translate_title":"Sigma Healthcare的新牛市预计利润率将扩大——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"HCSG":1.5,"XLV":1.5,"XBI":0.6,"LABU":0.6,"SIG.AU":0.9},"content_text":"2206 GMT - Sigma Healthcare's share price recently dropped to a more than one-year low, leading Jefferies to turn bullish on the pharmacy owner's stock. Analyst David Stanton says Sigma is a high-quality retail franchise. \"We expect growth to continue, notwithstanding moderating impact from GLP-1 sales in 2H FY26,\" Jefferies says. It expects Sigma's profit margins to expand more. That's due to increased volumes off a fixed-cost base and ongoing growth in higher-margin generic drugs. Jefferies also expects Sigma to make improvements in its wholesaling business. It upgrades Sigma to buy, from hold. Sigma ended Thursday at A$2.66, below Jefferies's A$3.05/share price target. 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