Added to YB: 2025-04-21
Pitch date: 2025-03-31
LXS.DE [neutral]
LANXESS Aktiengesellschaft
-29.29%
current return
Author Info
No bio for this author
Company Info
LANXESS Aktiengesellschaft, a specialty chemicals company, engages in the development, manufacture, and marketing of chemical intermediates, additives, and consumer protection products worldwide.
Market Cap
EUR 1.8B
Pitch Price
EUR 27.70
Price Target
N/A
Dividend
0.47%
EV/EBITDA
8.59
P/E
-7.57
EV/Sales
0.67
Sector
Chemicals
Category
N/A
Longleaf Partners International Fund Portfolio Holding: LANXESS Aktiengesellschaft
LXS.DE (holding update): German specialty chemical co up on Ukraine war resolution hopes & Merz's €500B infra plan. Q4 strong with cost savings on track. Urethanes sale at €500M will reduce debt to 3x. 2025 EBITDA guidance conservative at +10%. Undervalued Envalior JV stake worth 35% of market cap with 12x EBITDA put option from Apr 2026.
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