SI Group Expands EMEA Distribution Network with New Azelis Partnership SI Group announces a strategic partnership with Azelis to enhance its distribution network across the EMEA region, complementing its existing collaboration with Brenntag.

SI Group Expands EMEA Distribution Network with New Azelis Partnership #USA #The_Woodlands #SI_Group #Brenntag #Azelis

SI Group Expands EMEA Distribution Network with New Partnership with Azelis SI Group enhances its EMEA distribution network through a strategic alliance with Azelis, enhancing customer reach and support from January 2026.

SI Group Expands EMEA Distribution Network with New Partnership with Azelis #USA #The_Woodlands #SI_Group #Brenntag #Azelis

SI Group Expands Distribution Network in EMEA Through New Partnership with Azelis SI Group has announced a strategic partnership with Azelis to expand its EMEA distribution network for performance additives, enhancing customer reach and solutions.

SI Group Expands Distribution Network in EMEA Through New Partnership with Azelis #USA #SI_Group #Woodlands #Brenntag #Azelis

SI Group Enhances EMEA Distribution Network with New Azelis Partnership for Plastics Additives SI Group has formed a new partnership with Azelis to boost its distribution network in the EMEA region for plastics additives, complementing its collaboration with Brenntag.

SI Group Enhances EMEA Distribution Network with New Azelis Partnership for Plastics Additives #USA #The_Woodlands #SI_Group #Brenntag #Azelis

Azelis reports weak Q2 results with EBITA down 11%, cost-savings on track Investing.com -- Azelis S.A. (BR:AZE) on Thursday reported a decrease in second-quarter EBITA of 11% to €114.8 million, in line with consensus expectations of €115.8 million, as the specialty chemicals distributor faced challenging market conditions. The company posted flat organic revenue growth of -0.1% for the quarter, a slowdown from the 2.5% growth recorded in the first quarter of 2025. Performance varied significantly by region, with EMEA showing solid growth of 5.1% driven by both volume increases and favorable pricing. However, this positive performance was offset by declines in other regions. The Americas saw a 3.2% drop, primarily in the personal care segment due to weaker consumer sentiment, while Asia Pacific experienced a more significant decline of 5.1%. Profitability remained under pressure during the quarter, with gross margin falling 61 basis points to 23.7%, below consensus expectations of 24.4%. This decline reflected a higher contribution from the Industrial Chemicals segment. EBITA margin decreased by 103 basis points to 10.8%, slightly above consensus of 10.7%, as the company faced increased costs in anticipation of a return to growth. Despite these challenges, Azelis reported that its first-half free cash flow increased by 11% to €151.2 million. The company’s leverage ratio stood at 3.1x EBITDA, up from 2.9x in December 2024. Azelis stated it is making good progress in aligning resources with end-market demand and expects to realize targeted cost-savings of €20 million in the second half of 2025. In comparison, competitor IMCD (AS:IMCD) reported a 7% decrease in second-quarter EBITA to €133.2 million, which was 6% below consensus expectations of €141.7 million. IMCD’s organic revenue growth was 0.7%, also showing a slowdown from 4.2% in the first quarter. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Click Subscribe #Azelis #EarningsReport #Q2Results #StockMarket #FinancialNews

Analyst shuffles chemical distribution names: Cuts Brenntag, upgrades IMCD, Azelis Investing.com -- Deutsche Bank has reshuffled its ratings across Europe’s chemical distribution sector, adopting a more selective stance as it downgraded Brenntag AG (ETR:BNRGn) while upgrading both IMCD (AS:IMCD) and Azelis (EBR:AZE). Brenntag was cut to Hold from Buy, with the price target slashed to €52 from €75. Analyst Tristan Lamotte said the downgrade reflects timing concerns, not a lack of potential. He pointed out that Brenntag’s higher cyclicality—particularly in its Essentials segment—makes it more exposed to pricing pressure and weaker end-markets. The company recently lowered its EBITA guidance to €950–1,050 million, down from €1.1–1.3 billion, amid signs of volume and margin stress. Deutsche’s 2025 EBITA forecast of €990 million sits roughly 7% below consensus. By contrast, IMCD was upgraded to Buy, with its target lifted to €136 from €126. Lamotte described IMCD as a high-quality name offering long-term growth at a reasonable valuation. “Over the past 16 years, IMCD has experienced only one year of EBITA decline, with current EBITA more than ten times greater than in 2009,” the note states. Furthermore, it delivered an average organic EBITA growth of over 10% from 2016 to 2024. The company’s return on capital employed has remained strong, supporting long-term total shareholder returns of around 15% annually over the past decade, surpassing even top performers like Givaudan and Air Liquide (OTC:AIQUY). Azelis also received a Buy rating, with Deutsche raising its target to €17 from €14. Lamotte highlighted the company’s potential as an under-recognized compounder with operational strength comparable to IMCD. While recent results were affected by cyclical timing and technical overhangs, including a large private equity stake and IPO timing, Azelis has delivered solid organic EBITA growth and margin performance. Lamotte noted that Azelis trades at a significant valuation discount—10.9x 2025 EV/EBITDA versus 14.5x for IMCD—despite comparable operational KPIs. Don't miss out on the next big opportunity! Stay ahead of the curve with ProPicks AI – 6 model portfolios fueled by AI stock picks with a stellar performance this year... In 2024 alone, ProPicks AI identified 2 stocks that surged over 150%, 4 additional stocks that leaped over 30%, and 3 more that climbed over 25%. That's an impressive track record. With portfolios tailored for Dow stocks, S&P stocks, Tech Stocks, and Mid Cap stocks, you can explore various wealth-building strategies. So if BNRGn is on your watchlist, it could be very wise to know whether or not it made the ProPicks AI lists.

Click Subscribe #ChemicalDistribution #AnalystRatings #Brenntag #IMCD #Azelis

After a disastrous Q1 and a 30% YTD drop, #Azelis has become vulnerable. #IMCD has both the scale and the valuation to make a move. A deal isn’t on the table (yet) — but it wouldn’t be far-fetched. $AZE $IMCD #takeover #stocks

EQT:s fond VII har smurfat Azelis-aktier för 3,7 miljarder kronor! 🤑💰💸 Undrar just om de kommer att återinvestera pengarna i fler kemikalier, eller om de kanske köper en snajdig yacht istället, vad tror ni? 🛥️ #EQT #Azelis #finanstwitter

Schuldpositie Azelis zet rem op ruimte voor verdere overnames Volop positieve signalen in de Q3-cijfers van Azelis. Toch krijgt de verder opgelopen schuldpositie de meeste aandacht.

De schuldpositie van #Azelis loopt almaar verder op. Zonder extra kapitaal komt de groeistrategie via overnames in gevaar. Welke opties heeft de distributeur van chemicaliën en voedingsingrediënten? Lees mijn analyse nu op IEX!

www.iex.nl/Premium/Advi...

#beurs #bel20 #beleggen #investeren

Financiële mogelijkheden Azelis beperkt in uitdagende markt | IEX Premium Het Q1-rapport van Azelis stond vooral in het teken van krimp. Daarbij is de financiële armslag voor de groeistrategie steeds beperkter door de oplopende schuld. <BR><BR>Het eerste kwartaal van Azelis...

Q1 van #Azelis stond vooral in het teken van krimp, met een lagere omzet, winst, winstmarges en vrije kasstroom. Ook komen de grenzen van groeien via overnames in zicht. Lees mijn analyse nu op IEX.nl!

www.iex.nl/Premium/Advi...

#beurs #aandelen #beleggen #beursnieuws #investeren