Added to YB: 2025-11-17
Pitch date: 2025-11-12
BNR.DE [neutral]
Brenntag SE
+0.32%
current return
Author Info
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Company Info
Brenntag SE engages in the distribution of chemicals and ingredients in Germany, the United States, the United Kingdom, China, Canada, Italy, Poland, France, and internationally.
Market Cap
EUR 7.1B
Pitch Price
EUR 49.40
Price Target
N/A
Dividend
4.27%
EV/EBITDA
7.88
P/E
17.02
EV/Sales
0.62
Sector
Trading Companies and Distributors
Category
turnaround
Brenntag (BNR Germany): cost discipline steadies the ship as strategic reset begins
BNR.DE (quick overview): Q3 EBITA €243M beat on cost cuts despite 3% gross profit decline. Specialties -14%, Essentials -8% YOY. FY guidance lowered to €950-1,050M range's low end. New CEO launching strategic review by H2 2026 to simplify structure vs prior split discussions. Defensive: strong cash, low leverage.
Read full article (2 min)