Added to YB: 2025-07-22
Pitch date: 2025-06-03
DSFIY [bullish]
DSM-Firmenich AG
-30.5%
current return
Author Info
No bio for this author
Company Info
DSM-Firmenich AG provides nutrition, health, and beauty solutions in Switzerland, the Netherlands, rest of Europe, the Middle East and Africa, North America, Latin America, China, and rest of Asia.
Market Cap
EUR 18.0B
Pitch Price
EUR 98.10
Price Target
N/A
Dividend
3.54%
EV/EBITDA
9.17
P/E
26.03
EV/Sales
1.59
Sector
Chemicals
Category
turnaround
DSM Firmenich AG - $DSFIY
DSFIY: Post-merger DSM-Firmenich transforming into higher quality company by divesting ANH division ($4B cash), restructuring vitamin exposure (<5% vs 30%), and capturing synergies ahead of schedule (€120M EBITDA, targeting +€100M this year). FY27 outlook: €10B rev, €2-2.2B EBITDA at 10-11x vs peers at 15-22x.
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