Delta Plus (ALDLT) | News Based Sentiment Analysis

• On October 1, 2025, Delta Plus Group announced the acquisition of Baspa, a Chilean specialist in reusable respiratory masks, for €10 million. This move aligns with Delta Plus Group’s strategy to expand its presence in South America and move upmarket, as Baspa generates approximately €10 million in revenue, with 80% coming from Chile. Baspa also boasts profitability superior to that of Delta Plus Group, suggesting a positive impact on overall margins.
• Delta Plus Group reported consolidated revenue of €187.8 million for the first half of 2025, a 3.2% decrease compared to 2024. While revenue decreased, the group highlighted its resilience in a challenging macroeconomic and geopolitical environment. Current operating profit stood at €20.1 million, down from €24.2 million in 2024, representing 10.7% of revenue.
• Following the Baspa acquisition, analysts expressed optimism, with Portzamparc setting a price target of €67 with a "Buy" rating on October 1, 2025. Zonebourse showed a consensus of "BUY" with an average target price of €69.22, while Investing.com indicated a "Fair Value" of €60.30 (28.0% upside) and an "Analyst Target" of €66 (40.1% upside).
• Delta Plus Group’s stock experienced gains after the Baspa acquisition announcement on October 1, 2025, rising by 1.7% to €46.80. The stock continued to climb, reaching €47.20 by October 3, 2025, a 0.85% increase from its previous close, and further increasing to €47.10 on October 7, 2025, showing a 0.2% increase.

The Investment Story: October saw Delta Plus Group strategically expand its South American footprint with the Baspa acquisition, while navigating a challenging macroeconomic climate reflected in its H1 2025 financial results. Analyst confidence remains high, driving positive momentum in the stock price.

What It Means for Investors: The acquisition of Baspa suggests a commitment to growth and improved profitability, potentially offsetting the slight revenue decline in H1 2025. Positive analyst ratings and stock performance indicate continued investor confidence, but macroeconomic headwinds remain a risk.

Looking Ahead: Investors should watch for further integration details regarding the Baspa acquisition and how it impacts Delta Plus Group’s financial performance in the second half of 2025. Monitoring macroeconomic conditions and their effect on the group’s revenue will also be crucial.

The Bottom Line: Delta Plus Group is proactively positioning itself for future growth through strategic acquisitions, despite facing short-term revenue challenges. The positive analyst sentiment and stock performance suggest a favorable outlook, but investors should remain mindful of the broader economic environment.