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Added to YB: 2024-10-14

Pitch date: 2024-09-30

AZE.BR [bullish]

Azelis Group NV

-54.38%

current return

Author Info

No bio for this author

Company Info

Azelis Group NV engages in the distribution of specialty chemicals and food ingredients. The company provides specialty chemical products used in the life sciences, such as personal care, home care, industrial cleaning, pharmaceuticals, healthcare, food and nutrition, animal nutrition, agricultural environmental, flavours and fragrances, and nutraceuticals solutions; and industrial chemicals industry, including CASE, advanced materials and additives, lubricants, metalworking fluids, electronics, essential and fine chemicals, textiles, leather, and paper markets.

Market Cap

EUR 1.8B

Pitch Price

EUR 19.58

Price Target

N/A

Dividend

3.03%

EV/EBITDA

7.86

P/E

16.32

EV/Sales

0.84

Sector

Trading Companies and Distributors

Category

growth

Show full summary:
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.

Read full article (1 min)