Lanxess, Brenntag, BASF & Co: Das schmerzt Deutsche Chemieaktien wie BASF leiden unter Sorgen um US-Strafzölle und Konjunkturrisiken.

Die neue Börsenwoche startet denkbar schlecht für deutsche Chemietitel wie BASF, #Lanxess oder #Brenntag.

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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

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💢DAX höher: E.on, #Renk, #Brenntag, #Porsche, #Cisco mit Zahlen, #Sartorius, #SAP, #Rheinmetall im Fokus

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Brenntag outlook revised to negative by S&P on weakening metrics Investing.com -- S&P Global Ratings revised its outlook on Brenntag SE to negative from stable on Monday, while affirming the chemical distributor’s ’BBB+’ rating. The rating agency cited weakening credit metrics that are expected to remain under pressure longer than previously anticipated, following Brenntag’s downward revision of its full-year 2025 earnings guidance and continued softness in core industrial markets. Preliminary results for the first half of 2025 showed continued earnings pressure, with operating EBITA down 8.2% year-on-year to €510.7 million. Second quarter EBITA declined 17%, reflecting persistent foreign exchange headwinds, subdued demand, and pricing pressure. S&P forecasts Brenntag’s adjusted EBITDA to decline for a second consecutive year to €1.29 billion in 2025 from €1.38 billion in 2024, with the EBITDA margin expected to reach a low point of 8.0%, well below the historical average of about 9.0%. A moderate recovery is anticipated to €1.50 billion in 2026 and €1.58 billion in 2027. The rating agency expects adjusted debt to EBITDA to increase to about 2.6x in 2025 from 2.2x in 2024, with only gradual improvement to approximately 2.3x in 2026 and 2.2x in 2027. Funds from operations (FFO) to debt is forecast to decline to about 28% in 2025 from 33.7% in 2024, with recovery to about 32% in 2026 and 33% in 2027. Free operating cash flow is expected to remain subdued at €504 million in 2025, after declining to €564 million in 2024 from €1.34 billion in 2023. Despite this reduction, cash flow remains solid in absolute terms due to the company’s relatively low capital expenditure requirements as an asset-light chemicals distributor. S&P noted that Brenntag is currently in a leadership transition period, with a new chief financial officer appointed in April 2025 and a new CEO set to take office in September 2025. The rating agency indicated it could lower Brenntag’s rating within the next 18-24 months if FFO to debt remains at or below the lower end of the 30%-45% range with no clear path to recovery through 2027. Conversely, the outlook could be revised to stable if Brenntag demonstrates a recovery in operating performance with FFO-to-debt sustainably improving within that range. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C. 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.

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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.

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2025 ICIS Top 100 Chemical Distributors Ranking: Industry Insights The 2025 ICIS Top 100 Chemical Distributors ranking has been unveiled, showcasing the industry's leading companies and insights into future trends.

2025 ICIS Top 100 Chemical Distributors Ranking: Industry Insights #USA #New_York #ICIS_Chemical #Brenntag #Tricon_Energy