Professional
Added to YB: 2026-09-17
Pitch date: 2026-07-09
CRDA.L [bullish]
Croda International Plc
Author Info
No bio for this author
Company Info
Croda International Plc engages in the consumer care, life science, and industrial specialty businesses in Europe, the Middle East, Africa, North America, Asia, and Latin America.
Market Cap
GBP 4.4B
Pitch Price
N/A
Price Target
N/A
Dividend
3.53%
EV/EBITDA
19.35
P/E
55.30
EV/Sales
2.90
Sector
Chemicals
Category
turnaround
Mayar Capital Portfolio Holding: Croda International Plc
CRDA.L (hold): Croda remains an attractively priced holding at a depressed point in its cycle, with 2025 sales beginning to recover while margins remain well below historical levels. The new framework targets 3–6% annual growth through 2028, margins above 20%, at least 10% returns on capital and £100m of savings. The recovery will not be linear, and shared plants can amplify utilisation and margin pressure when multiple segments weaken.
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