Materials German Community

ThyssenKrupp consists of the following divisions: Automotive Technology Decarbon Technologies Materials Services Steel Europe Marine Systems (TKMS) At an extraordinary general meeting on August 8, 2025, ThyssenKrupp shareholders approved the spin-off of the ThyssenKrupp Marine Systems division into a new independent company. The plan is for 49% of TKMS shares to be transferred directly to existing ThyssenKrupp shareholders, while ThyssenKrupp will retain 51%.Read more

Positive Factors for the next 5years: * Reduced Inflation: Lower inflation generally improves business conditions. It reduces input costs for steel production, potentially increasing profit margins.Read more

Europe's steel demand during next 5y will rise significantly (20% CAGR) due to increased spending on defense automotive & housing revovery (2026 onwards) Ukraine's "Marshall plan" climate related infrastructure spending Energy costs in Germany to stabilize and drop due to combination of Global oversupply in major Energy related commodities, "Energie wende 2030" and to be elected (Feb25) more pro business oriented Govt. Soon to be cancelled Nippon's M&A of US Steel ($14bn deal) will provide additional valuation updrift for TKA being identifiend by us as the best / most attractive M&A target in Europe's steel business (with robust&healthy B/S).Read more

Key Takeaways Growing material substitution and technological trends threaten core copper demand, putting long-term sales growth and profitability for Aurubis at risk. Heightened input costs, regulatory pressures, and increased competition are likely to erode margins and destabilize future earnings.Read more

Key Takeaways Stricter regulations and decarbonization efforts are set to shrink BASF's margins and erode demand for its core chemical and plastics products. Overcapacity, higher energy costs, and weak global demand create earnings volatility and challenge future profitability across BASF's traditional business segments.Read more

Key Takeaways Growing decarbonization mandates and emerging green competitors threaten profitability by raising costs and shrinking market share in core regions. Structural demand challenges and weaker access to funding may constrain investment flexibility and limit the company's ability to achieve sustained earnings growth.Read more

Key Takeaways Accelerated production growth, digital logistics, and sustainability investments could drive higher margins, revenue, and resilience versus competitors as global demand increases. Industry consolidation and geopolitical trade restrictions may strengthen pricing power and market share, supporting sustained growth and premium positioning.Read more

Key Takeaways Aggressive cost optimization and a shift to specialty chemicals are set to strengthen margins and align with rising demand for sustainable solutions. Expanded production in key plants and focus on healthcare, nutrition, and biopharma position the company for stable growth aided by regulatory and demographic trends.Read more

Key Takeaways Strong global demand for specialty products and successful capacity expansions are driving premium pricing and margin growth, especially in advanced materials and nutrition. Strategic funding, innovation, and operational improvements are de-risking growth investments, supporting market diversification, and bolstering earnings stability amid sector headwinds.Read more