Added to YB: 2026-03-31
Pitch date: 2026-02-04
LNXSF [bullish]
LANXESS Aktiengesellschaft
-18.33%
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 1.4B
Pitch Price
EUR 19.82
Price Target
27.00 (+68%)
Dividend
0.62%
EV/EBITDA
20.96
P/E
-2.12
EV/Sales
0.64
Sector
Chemicals
Category
special_situation
LANXESS Aktiengesellschaft - $LNXSF
LNXSF: Lanxess exercised put to sell Envalior stake to Advent Int'l, triggering est €650M-€1.3B payment (€7.50-€14/share, 80% market cap) in 2026 or 2028. JV EBITDA decline to €400M creates incentive for early settlement. Core biz depressed at €500M EBITDA vs €800M historical, trading near multi-yr lows. Catalysts: EU protectionism vs China dumping, €500B German infrastructure spend, chemical upcycle. Multiple ways to win.
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