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← @pascualinvest

$ONON

BULLISH2026-09-22
Price around the call
↑ 2026-09-22
By horizon✓ hit+13.2%
1d
✓ +1.1%
5d
✗ -1.1%
21d
✓ +13.2%
Original post
Facundo Pascual · 2026-09-22

On Holding $ONON acaba de presentar su siguiente etapa en el Investor Day: su primer programa de recompra de acciones por 1.000 millones de dólares hasta 2029, junto con nuevos objetivos a medio plazo. Objetivos para 2029 • Ventas netas de al menos CHF 5.600 millones (alrededor de USD 6.800 millones al tipo de cambio actual) con un CAGR de alto doble dígito en moneda constante. • Margen bruto mantenido en 65% o más. • Margen de EBITDA ajustado de al menos 22%. • CAGR de EBITDA ajustado superior al 20% entre 2026 y 2029. Guía 2026 reiterada • Crecimiento de ventas netas en moneda constante en el rango bajo del 20%. • Margen bruto ≥65%. • Margen de EBITDA ajustado entre 19,5% y 20%. • Crecimiento esperado en el tercer trimestre de alrededor del 17% en moneda constante. La recompra

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