- Brenntag anticipates its full-year operating EBITA to be at the lower end of the EU950 million to EU1.05 billion range.
- Third-quarter operating gross profit stood at EU947.2 million, a decline of 7.1% compared to the previous year, slightly below the EU949.1 million estimate.
- Essentials division achieved an operating gross profit of EU677.5 million, surpassing the estimate of EU673 million.
- Specialties division posted an operating gross profit of EU269.7 million, slightly under the estimated EU276 million.
- Quarterly operating EBITA was EU243.0 million, down 14% year-on-year but above the estimate of EU236 million.
- Essentials division reached an operating EBITA of EU170.1 million, higher than the EU160.6 million estimate.
- Specialties division noted an operating EBITA of EU92.5 million, falling short of the EU100.7 million estimate.
- Profit after tax was EU114.3 million, decreasing by 4.8% year-over-year but exceeding the EU104.4 million estimate.
- Earnings per share (EPS) were EU0.78, down from EU0.82 year-on-year, yet above the estimate of EU0.71.
- Sales reached EU3.72 billion, marking an 8.6% decline from the previous year and below the EU3.75 billion estimate.
- Brenntag will maintain operations with its two divisions under a unified group structure.
- The company has embarked on a strategic review to align its business model with changing market conditions.
- A new strategy is expected to be unveiled in the second half of 2026, with ongoing analysis and development.
- The previously considered full separation of divisions is no longer being pursued.
- For 2025, operating EBITA guidance now positioned towards the lower end of the specified range.
Brenntag AG on Smartkarma
Analysts at Baptista Research have initiated coverage on Brenntag SE, a key player in the chemical distribution sector. In their research report titled “Brenntag SE: Initiation of Coverage – Defying Inflation with Game-Changing Cost Discipline!” they assessed the company’s first-quarter 2025 earnings in a tough business climate marked by economic uncertainties and geopolitical unrest. Despite stable sales of EUR 4.1 billion and a 2% rise in operating gross profit to EUR 1.0 billion compared to the previous year, Brenntag’s overall performance fell slightly below expectations. The analysts emphasized the impact of negative economic sentiments and challenges in industrial chemical pricing on the company’s results.
A look at Brenntag AG Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 5 | |
| Growth | 3 | |
| Resilience | 3 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 3.4 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Based on the Smartkarma Smart Scores, Brenntag AG seems to have a promising long-term outlook ahead. With a strong dividend score of 5, investors might find Brenntag AG appealing for potential income generation. Additionally, the company scores well in resilience, growth, and momentum, all pointing towards a stable and steadily growing business in the industrial and specialty chemicals sector.
Brenntag AG, a company that sells and distributes industrial and specialty chemicals, appears to be on a positive trajectory according to its overall Smartkarma Smart Scores. Offering services to various industries such as oil and gas, paint, cosmetics, pharmaceuticals, and water treatment, Brenntag AG‘s diverse customer base showcases its ability to adapt and thrive in different sectors. With solid scores in dividend, growth, resilience, and momentum, Brenntag AG appears to be well-positioned for long-term success in the chemicals market.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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