Original-Research: Planethic Group AG (von Parmantier & Cie. GmbH): Buy

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Original-Research: Planethic Group AG - from Parmantier & Cie. GmbH13.04.2026 / 12:22 CET/CESTDissemination of a Research, transmitted by - a service of .The issuer is solely responsible for the content of this research. The result of this research does not constitute investment advice or an invitation to conclude certain stock exchange transactions.Classification of Parmantier & Cie. GmbH to Planethic Group AGCompany Name:Planethic Group AGISIN:DE000A3E5ED2 Reason for the research:Initial StudyRecommendation:Buyfrom:13.04.2026Target price:11.00 €Target price on sight of:12 monthLast rating change:initialAnalyst:René Parmantier & Benedikt Krämer“House of brands with an innovative product portfolio on the step to sustainable growth through innovation after strategic reset” Planethic Group AG (formerly Veganz Group AG) is in the middle of a major strategic repositioning: away from a traditional vegan retailer/wholesaler model and toward a technology-driven holding company focused on food technology (“FoodTech”). The centrepiece of this transformation is MILILK® and its patented 2D printing approach for producing dehydrated beverage concentrates (“Drinksheets”) that can be processed by end users or professional customers. While the strategic upside appears substantial mainly driven by Capex-light modular production, logistical advantages, and early commercial traction, the equity story has also suffered from impaired capital-market trust. In our view, this was particularly visible around the OrbiFarm transaction communication, which contributed to renewed pressure on the share price. Against that backdrop, a key positive development is the management: CEO Sascha Voigt is not only described as a “full-blooded entrepreneur,” but also the lead technology mind behind MILILK®, shifting the narrative from “story” to “execution” and bringing Planethic on a clear path to break-even. The company aims to position itself as a leading multi-brand platform within the food-tech solutions space, leveraging its established MILILK® pipeline to drive sustainable, long-term growth. Planethic is supported by its patented MILILK® 2D printing technology, which provides a strong IP moat and cost advantages, alongside a capital-light model enabling rapid scaling and a path to break-even. Early traction includes secured US contracts (10M litres in Year 1, 50M in Year 2, Project fina...

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