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Added to YB: 2026-02-12

Pitch date: 2026-02-10

DSFIR.AS [bullish]

DSM-Firmenich AG

-13.66%

current return

Author Info

No bio for this author

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

Show full summary:
ToffCap's Monday Monitor - DSM-Firmenich (DSFIR Netherlands)

DSFIR.AS (update): Sold ANH unit for €2.2bn + €0.5bn earn-out as expected, but stock sold off despite buyback announcement. Divestment shifts profile to higher growth, margins & pricing power. Cyclical headwinds pushed shares to lows. March investor day likely bullish catalyst.

Read full article (1 min)