Added to YB: 2026-06-18
Pitch date: 2026-06-16
CLN.SW [neutral]
Clariant AG
Author Info
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Company Info
Clariant AG develops, manufactures, distributes, and sells specialty chemicals in Switzerland, Europe, the Middle East, Africa, the United States, and the Asia Pacific.
Market Cap
CHF 2.5B
Pitch Price
N/A
Price Target
N/A
Dividend
5.53%
EV/EBITDA
5.93
P/E
-33.02
EV/Sales
1.04
Sector
Chemicals
Category
turnaround
Clariant (CLN Switzerland): Potential re‑opening winner on already cautious consensus for 2026
CLN.SW (update): Swiss specialty chem potential re-opening winner. Care Chemicals value-based pricing resilient, slight growth despite ~2% portfolio pruning. Adsorbents/Additives boosted by renewable fuel regs, China flame-retardant ramp. Catalysts soft, H1 EBITDA ~half YoY on delayed ME orders; H2 rebound hinges on Strait of Hormuz reopening. FY guide CHF670-685m adj EBITDA, above cautious consensus.
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