Exor’s Diamonds in the Rough: Ferrari, Lingotto, Philips, StellantisPhilips – PHG
Pitch Summary: Philips achieved a 19% shareholder return in 2024, driven by efforts to improve profitability. However, uncertainties in the Chinese market and US litigation pose challenges. Exor’s investment reflects confidence in Philips’s growth potential and margin improvement strategies. BSD Analysis: Philips’s focus on growth and business simplification aims to enhance its profitability and market […]
