Added to YB: 2025-11-04
Pitch date: 2025-10-31
DSFIR.AS [neutral]
DSM-Firmenich AG
-4.28%
current return
Author Info
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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 70.50
Price Target
N/A
Dividend
3.54%
EV/EBITDA
9.17
P/E
26.03
EV/Sales
1.59
Sector
Chemicals
Category
special_situation
DSM-Firmenich (DSFIR Netherlands): steady quarter, but ANH exit still the real unlock
DSFIR.AS (quick overview): In-line Q results w/ low-single-digit organic growth, stable ~€2.3bn EBITDA. Perfumery/beauty showing volume growth, taste benefits from synergies. Vitamins headwind emerging, ANH pricing pressure resuming. Market awaits animal nutrition disposal this quarter to unlock re-rating from chem hybrid to premium platform biz.
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