Added to YB: 2026-03-30
Pitch date: 2026-03-26
TROX [neutral]
Tronox Holdings plc
+0.77%
current return
Author Info
No bio for this author
Company Info
Tronox Holdings plc operates as a vertically integrated manufacturer of TiO2 pigment in North America, South and Central America, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
$1.4B
Pitch Price
$9.05
Price Target
N/A
Dividend
2.24%
EV/EBITDA
14.11
P/E
-3.01
EV/Sales
1.62
Sector
Chemicals
Category
turnaround
The North American Deep Value Week – 2026/12 | Tronox Holdings – 2025 Marked by Cost Cuts, Asset Closures and Liquidity Actions Amid Market Downturn
TROX (update): 2025 rev $2.9bn, adj EBITDA $336m (11.6% margin) amid weak TiO2/zircon demand. Cost program delivered $90m annualized savings, targeting $125-175m by end-2026. Shut Botlek (Netherlands) & Fuzhou (China) plants to optimize rates. Cut capex to $341m, dividend -60%. Completed $400m secured note offering for liquidity. Focus: drive costs lower, strengthen FCF/balance sheet, await demand recovery.
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