Added to YB: 2025-10-27
Pitch date: 2025-10-23
AZE.BR [neutral]
Azelis Group NV
-14.55%
current return
Author Info
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Company Info
Azelis Group NV engages in the distribution and sale of specialty chemicals and food ingredients. The company sells specialty chemical products used in the life sciences, such as personal care, home care, industrial cleaning, pharmaceuticals, healthcare, food and nutrition, animal nutrition, flavours and fragrances, and agricultural environmental solutions; and industrial chemicals industry, such as CASE, advanced materials and additives, lubricants, metalworking fluids, electronics, essential and fine chemicals, textiles, leather, and paper markets.
Market Cap
EUR 2.7B
Pitch Price
EUR 10.96
Price Target
N/A
Dividend
2.01%
EV/EBITDA
9.10
P/E
16.56
EV/Sales
1.03
Sector
Trading Companies and Distributors
Category
turnaround
Azelis (AZE Belgium): Still waiting for the cycle to turn
AZE.BR (quick overview): Specialty chemical distributor struggles with negative organic growth, sliding profitability amid weak industrial demand. 87% FCF conversion from inventory optimization, not growth. Cost cuts starting Q4 but cyclical headwinds persist across regions. Attractive medium-term fundamentals but needs volume recovery for momentum.
Read full article (2 min)