Deutsche Bank boosts Genus PLC target to 3300p on PIC trading strength
Deutsche Bank raised its price target on Genus PLC to 3300p from 3100p, maintaining a buy rating after robust PIC division performance in China and Latin America in H1 2026. Panmure Liberum forecasts Genus will enter the FTSE 100 by decade-end, citing stronger-than-expected trading conditions in its PIC pork unit.
1. Broker Sees FTSE 100 Potential for Genus PLC
Panmure Liberum, the house broker for Genus PLC, raised its medium-term outlook, forecasting that the animal genetics group could join the FTSE 100 by 2030. In its latest update, the broker highlighted that trading conditions in Genus’s flagship PIC pork division have stayed stronger for longer than previously expected. Over the first half of fiscal 2026, PIC volumes in China grew by 12% year-on-year while Latin American volumes rose by 15%, driving a 10% lift in divisional operating profit compared with Panmure’s prior forecast. The broker now models group revenues rising to £1.35 billion in fiscal 2028, up from its previous estimate of £1.25 billion, as ongoing capacity expansion and genetic-improvement programmes support higher sow numbers and improved feed conversion ratios.
2. Deutsche Bank Increases Earnings Forecasts
Deutsche Bank maintained its ‘buy’ stance on Genus PLC and raised its target operating profit for the current full year by 8%, to £210 million, following the company’s pre-close trading update. The bank cited robust demand in PIC’s core geographies—China and Latin America—where average selling prices have held 5% above long-term trends despite industry-wide volatility. Deutsche Bank’s revised model reflects a 7% uplift in PIC segment margins, driven by cost discipline in feed and veterinary supplies, and incorporates a £25 million contribution from recent capacity investments in the UK and Spain, scheduled to come online in late fiscal 2027.
3. Genius Group Launches AI-Powered Future School Model
Genius Group Limited announced the launch of its first ‘Genius School’ in Bali under a 51% stake in ProEd Global School, which it acquired in November 2025. The new curriculum targets primary through secondary students, integrating eight Future Skills defined by the World Economic Forum—ranging from digital responsibility and blockchain fundamentals to innovation, creativity and global citizenship. Management projects that enrollment will reach 450 students across two campuses by the end of 2026, generating approximately US$4 million in annualized tuition revenue and achieving break-even on a cash-flow basis within twelve months of launch. The group plans to replicate the model across three additional Asia-Pacific locations by 2028, leveraging AI-driven personalization and weekend ‘Genius Camps’ for ongoing revenue streams.