Added to YB: 2025-10-30
Pitch date: 2025-10-28
SIKA.SW [neutral]
Sika AG
+2.23%
current return
Author Info
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Company Info
Sika AG, a specialty chemicals company, develops, produces, and sells systems and products for bonding, sealing, damping, reinforcing, and protecting in the building sector and motor vehicle industry worldwide.
Market Cap
CHF 25.2B
Pitch Price
CHF 159.00
Price Target
N/A
Dividend
2.29%
EV/EBITDA
14.00
P/E
N/A
EV/Sales
2.71
Sector
Chemicals
Category
turnaround
Sika (SIKA Switzerland): Transition years test patience as China drags and restructuring resets expectations
SIKA.SW (quick overview): Swiss construction chemicals co facing China headwinds (mid-teens revenue exposure) dragging Q3 results. Launched 'Fast Forward' cost program: CHF 80-100M restructuring charges 2024, CHF 120-150M capex for CHF 150-200M annual savings from 2028. China weak thru H1 2026, organic growth likely lower end of 3-6% range. Strong fundamentals but show-me story now.
Read full article (2 min)