Added to YB: 2026-08-03
Pitch date: 2026-07-30
SIKA.SW [neutral]
Sika AG
+0.28%
current return
Author Info
Sector Stories is an ex-JPM buyside, analysing stocks mostly through a broader sector lens, and using substack to sharpen, share and track investment ideas. Sign up for the newsletter.
Company Info
Sika AG, a specialty chemicals company, develops, produces, and sells systems and products for bonding, sealing, damping, reinforcing, and protecting in the building sector and motor vehicle industry worldwide.
Market Cap
CHF 29.2B
Pitch Price
CHF 181.35
Price Target
N/A
Dividend
2.03%
EV/EBITDA
16.82
P/E
28.06
EV/Sales
3.12
Sector
Chemicals
Category
growth
Sika - Q2'26 Earnings
SIKA.SW (earnings): Q2 organic growth +5.7%/6.8% cFX, up from Q1's -0.2%. Sales guide raised to 3-6% cFX (from 1-4%). Fast Forward cost program protecting margins vs FX/cost headwinds. Gains from market share (Americas/EMEA infra), not market recovery. China -150bps but easing. Stock +40% off lows, now 22x fwd cash P/E vs 17x earlier when author passed. Undecided.
Read full article (1 min)