• NuWays reiterated a BUY rating on Semperit, keeping a 12-month target price of EUR 22.
• Report flagged pressure on H2 operating EBITDA margin from higher material costs, with pricing talks set to drive margin defense.
• Semperit generated EUR 69 million operating EBITDA in H1, 69% of its roughly EUR 100 million full-year guidance.
• NuWays expects much of the remaining EUR 31 million to be delivered in Q3, with Q4 assumptions seen as conservative.
• Research highlighted ongoing capacity expansion plans and M&A ambitions through FY27, with potential upside not in estimates.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Semperit AG Holding published the original content used to generate this news brief via EQS News (Ref. ID: rc_27034) on October 08, 2026, and is solely responsible for the information contained therein.