Added to YB: 2026-02-16
Pitch date: 2025-12-03
LXS.DE [bullish]
LANXESS Aktiengesellschaft
+11.74%
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 17.55
Price Target
50.00 (+155%)
Dividend
0.47%
EV/EBITDA
8.59
P/E
-7.57
EV/Sales
0.67
Sector
Chemicals
Category
value
LANXESS Aktiengesellschaft - $LXS.DE
LXS.DE: German specialty chem co transformed portfolio away from commodities. Owns 40% of Envalior (w/put option) worth ~€1.2B vs €1.5B mkt cap. Trading 6.9x 2025E EBITDA of €520M; mgmt sees €800-900M potential (using €700M). Catalysts: €1T German stimulus, EU anti-dumping tariffs on Chinese chems, Ukraine conflict resolution benefiting construction/ag end markets. Envalior put exercised, response due Apr 2026. €2.1B net debt manageable. 3x upside over 2-3 yrs per thesis.
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