- DSM-Firmenich‘s Q1 net sales reached €3.27 billion, marking a 6.6% increase year-over-year, meeting analyst estimates.
- Animal Nutrition & Health sales rose by 17% to €874 million, slightly below the estimated €880 million.
- Health, Nutrition & Care reported sales of €528 million, a marginal increase of 0.4%, aligning closely with estimates of €525.5 million.
- Perfumery & Beauty achieved sales of €1.02 billion, up by 2.9%, just short of the €1.03 billion estimation.
- Taste, Texture & Health sales improved by 6.6% to €851 million, exceeding the forecasted €823 million.
- The adjusted EBITDA surged by 40% to €650 million, with an adjusted EBITDA margin climbing to 19.9% from 15.1% the previous year.
- Organic sales experienced an 8% growth.
- DSM-Firmenich maintained its 2025 outlook, with adjusted EBITDA expected to be at least €2.4 billion, factoring in contributions from the vitamin price effect and divestment impacts.
- The company is proceeding with the Animal Nutrition & Health exit process and aims to finalize the vitamin transformation program by 2025, adding approximately €100 million to adjusted EBITDA.
- A share buyback program commenced on April 1, 2025, with an initial value of €500 million, planned to increase to €1 billion following the sale of DSM-Firmenich’s stake in the Feed Enzymes Alliance.
- Currently, there are 22 buy recommendations, 2 hold, and 1 sell on DSM-Firmenich‘s stock.
DSM-Firmenich on Smartkarma
Analyst coverage of DSM-Firmenich on Smartkarma, an independent investment research network, has highlighted recent developments within the company. The IDEA! research report titled “What’s New(s) in Amsterdam – 3 April” notes that DSM-Firmenich has increased its shareholding in Yantai DSM Andre Pectin Company to 90.5% from 75%. This move solidifies DSM’s position in the specialty food ingredient sector, with Andre Pectin being a leading producer in the industry. The report also mentions DSM’s acquisition history, including a significant stake increase in 2019.
Another report by The IDEA! on “What’s News in Amsterdam – 21 November” mentions that DSM-Firmenich has sold its remaining ~1% stake in Robertet. This strategic decision aligns with DSM’s focus on optimizing its portfolio. The coverage provides insights into key actions taken by DSM-Firmenich, demonstrating the company’s proactive approach in managing its investments and partnerships.
A look at DSM-Firmenich Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 4 | |
| Dividend | 4 | |
| Growth | 2 | |
| Resilience | 3 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 3.2 |
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
DSM-Firmenich AG, a leader in the nutrition, health, and beauty industry, has received a solid overall outlook based on Smartkarma Smart Scores. With a high score in both the Value and Dividend categories, the company demonstrates strength in its financial stability and ability to provide consistent returns to its investors. However, the Growth score is moderate, suggesting potential room for improvement in expanding its market presence. Despite this, DSM-Firmenich shows resilience and momentum in the market, indicating its ability to weather economic uncertainties and maintain a steady performance.
Summary: DSM-Firmenich AG is a global provider of innovative nutrition, health, and beauty solutions. The company specializes in creating essential nutrients, flavors, and fragrances for a diverse customer base worldwide.
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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