Added to YB: 2025-11-04
Pitch date: 2025-10-31
NK.PA [bullish]
Imerys S.A.
+12.75%
current return
Author Info
Lux Opes Research covers European companies. Lots of them. Sign up for the newsletter.
Company Info
Imerys S.A. engages in the supply of specialty minerals for various industries across Europe, the Middle East, Africa, Asia Pacific, and America.
Market Cap
EUR 1.9B
Pitch Price
EUR 21.34
Price Target
N/A
Dividend
6.35%
EV/EBITDA
6.15
P/E
N/A
EV/Sales
0.99
Sector
Construction Materials
Category
turnaround
Imerys (NK France): quiet stabilisation, cost discipline and litigation clarity ahead
NK.PA (quick overview): EBITDA met expectations, margins compressed slower, prices held vs soft volumes. Accelerated cost cuts bridge to margin normalization. Lithium project advances with strategic partner diligence. Asbestos restructuring on track for early 2025 confirmation. Guidance reaffirmed, anti-dumping measures support ceramics. Early stages credible recovery, low expectations set stage for outsized returns.
Read full article (2 min)