23.04.2025

EssilorLuxottica: Stable Growth Despite Challenges

EssilorLuxottica Receives ‘Outperform’ Rating from RBC Capital Markets

The Canadian bank RBC Capital Markets rated EssilorLuxottica with an ‘Outperform’ rating and an unchanged price target of 310 euros on April 23, 2025. Analyst Piral Dadhania emphasizes the company’s healthy organic growth, which remains stable despite quarterly figures slightly below market expectations.

Significance for Private Investors

  • Positive Market Signal: The ‘Outperform’ rating signals an expected outperformance of the stock compared to the industry index or reference market.
  • Price Target Potential: The price target of 310 euros offers an upside potential of about +21% based on the current price level of around 256 euros.
  • Fundamental Strength: EssilorLuxottica recorded a revenue of 26.5 billion euros in 2024 and has a vertically integrated business structure that combines innovation and sustainability.

Context to Company Development

  • Sustainability Strategy: The first ‘Double Materiality Assessment’ (2024) shows the integration of ecological and social aspects into product development.
  • Industry Leading Role: With over 17,600 branches and numerous medical technology innovations, EssilorLuxottica remains a global key player in the optics sector.

For investors, RBC’s rating signifies a healthy mix of short-term price momentum and structural resilience of the business model.