Published

13 Dec 25

Updated

10 Jul 26

Views

Not Invested

SolvaySOLB

Fair Value

€30

Share price10 Jul

€25.2615.8% undervalued

1Y-11.37%

7D-3.59%

Digital First Industrial Model And Rare Earth Expansion Will Drive Margin Upside

AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published

13 Dec 25

Updated

10 Jul 26

Views

Not Invested

Shared on 10 Jul 26

Fair value Decreased 6.25%

SOLB: Rare Earth Capabilities And Rating Upgrade May Support Future Upside

Solvay’s rare earth plans are becoming a bigger part of the bull case, with some analysts arguing they could meaningfully lift the business if execution goes well. At the same time, price targets are tightening into a clearer range and at least one firm is turning less negative, which could help shift investor mood.

7 views

Shared on 26 Jun 26

Fair value Decreased 14%

SOLB: Rare Earth Capabilities And Patent Ruling Will Support Upside Potential

Analysts turn more cautious on Solvay’s outlook, but still see its rare earth capabilities as a key long-term strength that could support the business. A European patent win also strengthens Solvay’s position in a dispute with a competitor and signals it plans to keep defending its technology.

2 views

Fair Value vs Share Price

€30

vs €25.2615.8% undervalued

-1.7%

Revenue growth

10.3%

Profit margin

Recent News & Updates

No updates

Recent updates

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Company analysis

Reasonable growth potential with slight risk.

Market cap€2.6b

PB2.5x

Estimated Growth-1.2%

Dividend Yield9.6%

Full analysis

CEO & management

Philippe Kehren

CEO

3.6yrs

CEO Tenure

Provides basic and performance chemicals worldwide.