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Added to YB: 2025-10-22

Pitch date: 2025-09-03

AZE.BR [bullish]

Azelis Group NV

-27.65%

current return

Author Info

No bio for this author

Company Info

Azelis Group NV engages in the distribution of specialty chemicals and food ingredients. The company provides specialty chemical products used in the life sciences, such as personal care, home care, industrial cleaning, pharmaceuticals, healthcare, food and nutrition, animal nutrition, agricultural environmental, flavours and fragrances, and nutraceuticals solutions; and industrial chemicals industry, including CASE, advanced materials and additives, lubricants, metalworking fluids, electronics, essential and fine chemicals, textiles, leather, and paper markets.

Market Cap

EUR 1.8B

Pitch Price

EUR 12.35

Price Target

25.00 (+180%)

Dividend

3.03%

EV/EBITDA

7.86

P/E

16.32

EV/Sales

0.84

Sector

Trading Companies and Distributors

Category

value

Show full summary:
Azelis Group NV - $AZE.BR

AZE.BR: #2 global specialty chemical distributor trading at 13x FCF after 3-year downcycle from Covid destocking. 9% organic EBITDA CAGR 2019-2025 despite headwinds. Strong M&A track record (50+ deals since IPO). Network effects, sticky relationships, long consolidation runway. 20x FCF multiple = high teens-20s IRR over 2-3 years on normalization.

Read full article (5 min)