Added to YB: 2025-04-21
Pitch date: 2025-03-31
LXS.DE [neutral]
LANXESS Aktiengesellschaft
-36%
current return
Author Info
No bio for this author
Company Info
LANXESS Aktiengesellschaft, operates as a specialty chemicals company that engages in the development, manufacture, and marketing of chemical intermediates, additives, specialty chemicals, and consumer protection products worldwide.
Market Cap
EUR 1.8B
Pitch Price
EUR 27.70
Price Target
N/A
Dividend
0.48%
EV/EBITDA
9.05
P/E
-10.85
EV/Sales
0.63
Sector
Chemicals
Category
N/A
Longleaf Partners International Fund Portfolio Holding: LANXESS Aktiengesellschaft
LXS.DE (holding update): German specialty chemical co up on Ukraine war resolution hopes & Merz's €500B infra plan. Q4 strong with cost savings on track. Urethanes sale at €500M will reduce debt to 3x. 2025 EBITDA guidance conservative at +10%. Undervalued Envalior JV stake worth 35% of market cap with 12x EBITDA put option from Apr 2026.
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