Added to YB: 2024-10-14
Pitch date: 2024-09-30
AZE.BR [bullish]
Azelis Group NV
-52.18%
current return
Author Info
No bio for this author
Company Info
Azelis Group NV engages in the distribution and sale of specialty chemicals and food ingredients. The company sells specialty chemical products used in the life sciences, such as personal care, home care, industrial cleaning, pharmaceuticals, healthcare, food and nutrition, animal nutrition, flavours and fragrances, and agricultural environmental solutions; and industrial chemicals industry, such as CASE, advanced materials and additives, lubricants, metalworking fluids, electronics, essential and fine chemicals, textiles, leather, and paper markets.
Market Cap
EUR 2.7B
Pitch Price
EUR 19.58
Price Target
N/A
Dividend
2.01%
EV/EBITDA
9.10
P/E
16.56
EV/Sales
1.03
Sector
Trading Companies and Distributors
Category
growth
Oakmark International Small Cap Fund New Position: Azelis Group NV
AZE.BR: Global specialty chem distributor w/ unique low-vol, high-impact products. Sticky relationships w/ top manufacturers. Earnings growth via mkt share gains, outsourcing trends, op leverage, & M&A. Macro weakness & post-Covid normalization create discount vs peers. High-quality stock w/ compounding potential.
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