Added to YB: 2026-02-12
Pitch date: 2026-02-10
DSFIR.AS [bullish]
DSM-Firmenich AG
-13.66%
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 16.9B
Pitch Price
EUR 70.28
Price Target
N/A
Dividend
3.74%
EV/EBITDA
8.70
P/E
24.60
EV/Sales
1.51
Sector
Chemicals
Category
special_situation
dsm-firmenich (DSFIR Netherlands): the portfolio reset is now complete
DSFIR.AS (update): Sold Animal Nutrition & Health to CVC for €2.2bn EV (+ €1.5bn Feed Enzymes = €3.7bn total divestitures). Retains 20% stake + €0.5bn earn-out. Net cash proceeds €0.6bn. €0.5bn buyback Q1 2026, €2.50 div maintained. Portfolio now cleaner, higher-quality, less volatile. Valuation doesn't reflect simplification yet.
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