Added to YB: 2026-01-13
Pitch date: 2026-01-09
NGVT [neutral]
Ingevity Corporation
+2.28%
current return
Author Info
No bio for this author
Company Info
Ingevity Corporation manufactures and sells activated carbon products, derivative specialty chemicals, and engineered polymers in North America, the Asia Pacific, Europe, the Middle East, Africa, and South America.
Market Cap
$2.3B
Pitch Price
$64.11
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.29
P/E
-6.49
EV/Sales
2.55
Sector
Chemicals
Category
turnaround
Phenom Capital 2025 Portfolio Update - Part [2/2] - Ingevity Corporation
NGVT (holding update): Specialty chemicals co completing portfolio simplification, sold $110M CTO refinery. 'New Ingevity' focuses on high-margin Performance Materials (activated carbon 50%+ EBITDA margins) & Pavement Tech. Pro-forma 37% EBITDA margins, ~12x 2026E P/E vs peers. $1B cash flow thru 2027 for debt paydown/buybacks. Valuation re-rating catalyst.
Read full article (1 min)